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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client projects within the banking and credit union sectors, focusing on vendor management, project scope, and budget adherence. Proficient in developing client relationships and facilitating effective communication across teams and stakeholders.
Highest-signal resume keywords
Project Management ProficiencyCore Banking Conversion FamiliarityVendor Technology Contract KnowledgeStrong Verbal And Written Communication SkillsLeadership Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project OversightVendor Selection Technology ProjectsFinancial Industry Market AnalysisRFP DevelopmentBudget TrackingProblem-Solving FacilitationProject Artifact CustomizationClient Needs AnalysisImplementation ExpertiseProcess Improvement
Soft Skills
Relationship BuildingCreative Problem SolvingOrganizational SkillsMentoring And Training
Tools & Technologies
Microsoft Office SuiteSmartsheetCRM Platforms
Industry Keywords
BankingCredit UnionPaymentsVendor ManagementCore Banking SolutionsContract Business TermsProject BillingMarket TrendsStakeholder EngagementVendor Proposal Analysis
About the role
Key responsibilities & impact- Build and maintain strong client relationships by analyzing client needs and recommending solutions
- Oversee complex client projects and apply industry best practices
- Develop, customize, and maintain project artifacts such as RFPs and project timelines
- Maintain project scope, schedule, and budget according to the plan or statement of work
- Facilitate project workshops, vendor sessions, meetings, communications, and other critical project events
- Provide subject matter expertise for conversion, implementation, and merger of bank and credit union solutions
- Track, address, and escalate project risks, gaps, and issues
- Develop and sustain relationships with strategic vendors
- Study financial industry market trends and participate in solution demonstrations
- Monitor vendor changes, competitors, system updates, and functionality
- Represent client and Engage fi interests in vendor interactions
- Assist with process review, improvement, implementation, and development of best-practice tools
- Track and record project billing hours and budgets
- Mentor and train Engage fi team members
Requirements
What you’ll need- Bachelor’s degree in business administration or related field or related experience
- 10+ years of experience in the credit union, banking, payments, or related vendor industry
- Preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity
- Deep industry knowledge of core banking and related vendors, solutions, tools, and processes
- Experience completing vendor selection technology projects involving both product and custom solutions
- Strong knowledge of vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons
- Ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors
- Ability to facilitate creative problem-solving sessions with leadership teams across different business disciplines
- Ability to present complex solutions to senior leadership teams
- Proficiency in Microsoft Office Suite, Smartsheet, and CRM platforms
- Strong verbal and written communication skills
- Ability to manage multiple priorities and organize work effectively
- Must be able to lift up to 15 pounds
- Prolonged periods of sitting at a desk and working on a computer
Benefits
Comp & perks- Competitive pay
- Incentive programs
- 401k matching
- Unlimited time off plus 11 paid holidays
- Medical, dental, and vision health plans with FSA or HSA options
- Opportunities to volunteer and give back to the communities we serve
- Paid remote work expenses
- Career development, trainings, continuous learning, and employee recognition
- Team engagement events and activities
- Culture of growth and continuous improvement
- Collaborative team environment
- Personal and professional growth opportunities