This job is located in Alpharetta Ga. We are a hybrid model: 3days in/2 remote
You MUST be willing to travel 50%-80%
| Overview
Project Manager is responsible for leading Clear Point Engagements for financial institution clients. Responsible for identifying, implementing, and monitoring opportunities to improve operational effectiveness for bank and credit union clients through a proven process including on-site and off-site data gathering, analysis, quantification, client interviews, client observations and presentation methodologies.
| Responsibilities
Lead client presentations with the sales team to review results and opportunities leading to procuring a signed engagement letter.
Gather and analyze data including master service agreements, contracts, and invoices from clients in multiple formats including Excel, Access, Word, PDF, TXT, etc. to be converted into electronic format and used in Excel or Access to determine cost reduction opportunities.
Prepare extensive consulting reports in Microsoft Word for client presentations outlining background, opportunities, financial benefit, and best practices with specific recommendations for operational improvement.
Generate presentation reports to Executive Management of the client and answer specific questions on written findings and recommendations.
Continuously find and develop methodologies to improve client data gathering and analysis.
Create Executive Summary of Recommendations and Top 10 list of initiatives to direct presentation of findings.
• Follow-up with the sales manager for the most recent close out discussion to discuss any potential follow-up proposals to be sent to the client for additional consulting work. • Provide regular updates to the SVP of consulting on project status, project issues, and any other information required about the project. This includes creating status updates in the current Excel status report on the server. • Keep abreast of current technology and trends across all functional areas within banks and credit unions and try to attend at least 1 technology or operational conference annually. Attend any necessary continuing education classes to assist in this effort. • Work with any third parties that might have relevant data that can be used in creation and updates of benchmarks used in Clear Point studies. Work with sales team and Market View managers on obtaining Clear Point data from Market View clients willing to share their data to keep the Clear Point benchmark data fresh and relevant. • Work with the sales team on any custom engagements and continued improvement in the design of Clear Point sales and deliverable information.
Work with the SVP of consulting on any budgetary or other requests throughout the year as needed.
Provide other assistance to the Consulting Services Group as directed.
| Other Skills & Background • Minimum of 7+ years of banking experience • Knowledge of how financial institutions operate including an understanding of deposit and loan products. • Significant knowledge and experience working with Excel and Word in analyzing data and preparing reports. • Experience and knowledge of data gathering techniques for reporting, analysis, and tracking purposes.
The ability to collect data, take detailed notes, provide meaningful analysis, and document results in proper reporting formats.
Strong verbal and written communication skills.
A strong belief in client service and doing the "right thing" in the client's best interest.
Demonstrated willingness to do whatever it takes to get the job done professionally with an emphasis on attention to detail.
Excellent active listening and collaborative skills when interacting with clients and co-workers.
Analytical and meticulous in compiling information and reporting.
Adaptable to changes. A self-starter and team player.
This job description is not meant to be an exhaustive list of all duties and responsibilities of the role and subject to change based on business needs and requirements.
Education
Bachelor's degree required with emphasis in Accounting, Communication, Finance or Banking. Master's Degree is a plus.
Environmental
Ability to stand/sit at a computer for 8 hours or more per day.
Ability to travel 50% to 80% of the time as needed.
Ceto Commitment
We are committed to maintaining a diverse workforce and an inclusive work environment. Ceto will not tolerate discrimination in employment, employment-related decisions, or in business dealings on the basis of race, color, ancestry, age, sex, sexual orientation, religion, disability, ethnicity, national origin, veteran status, marital status, pregnancy, or any other legally protected status. We should provide an environment free of discrimination to our employees, clients, and vendors.