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VP, Branch Transformation Project Lead

Job Req ID 21338034 Primary Location Fort Lauderdale, Florida; San Antonio, Texas; Taiwan; Texas; Florida; O'Fallon, Missouri; Tampa, Florida; Virginia Job Category Project and Program Management
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The Retail Branch Network is on a transformation journey through the development and enhancement of our client-led and banker-led tools and platforms.  This role will be fundamental in defining and supporting the management of our strategic platform design and infrastructure enhancements enabling the business to achieve the goal objectives.A successful candidate will have strong retail bank knowledge, strong communication skills and able to work across multiple technology and business teams to develop, lead and support a variety of branch platform and infrastructure enablements.  The candidate will be able to build and manage accountability against underlying workstreams, ensuring the identified solutions are implemented in line with the strategic business technology strategy and necessary adjustments are appropriately integrated. They will need to be highly detail-oriented and very comfortable operating in an agile environment. They will need to have strong stakeholder management skills as the role will require them to engage with a broad set of business, technology, operations and product stakeholders.  The right candidate will be able to plan effectively while identifying and managing risk.   A baseline of technology / digital knowledge and a view toward building for future state environments will support a strong fit.  Good knowledge of the branch environment and organization is critical given the level of engagement and advocacy required.


  • Design, develop innovative solutions utilizing strategic platforms such as Salesforce and Avoka
  • Design, develop innovative solutions to business problems utilizing strategic platforms such as Salesforce and Avoka
  • Engage in all stages of business testing including user acceptance testing (prior to release) and business validation (occurring over release weekend and following week)
  • Partner with a variety of business, front line and technology team to identify and resolve system and usability issues and enhancements needed
  • Support Branch Network needs related to new platform and capabilities usage and adoption (Q&A sessions, Division & Area meetings, workshops, change management processes etc.)
  • Manage and support  multiple, concurrent projects in the development and implementation of transformation initiatives
  • Effectively communicate program and project status across multiple stakeholder groups.
  • Partner with business, operations and technology to identify, troubleshoot and resolve risks and issues across transformational platforms including Salesforce and Avoka as well as new initiatives.
  • Develop presentations and other communications documenting scope, objectives, strategy, customer and employee benefits of the programs 
  • Ability to manage in a matrix managed environment
  • Represent needs of Branch Network in new platform capability designs as well as enhancements to existing capabilities
  • Providing branch expertise around client/banker experience, policy/procedure requirements, pain points in existing legacy and new platform processes
  • Design and partner in training and communication development
  • Due to release schedules, this role will require flexibility to work outside of normal business hours including some nights and weekends, as needed.


  • 5-7 years of relevant experience
  • Experience in retail banking sales, service and/or transaction job functions and tools and/or project management preferred
  • Experience in Retail Banking, Financial Services, or Wealth Management industry preferred
  • Experience in Project Management, Project Management Office, or practices at a regional level in a financial institution preferred
  • Working knowledge of project management methodologies, tools, and techniques
  • Proficient computer skills with a focus on Microsoft Office applications
  • Consistently demonstrates clear and concise written and verbal communication as well as demonstrated presentation skills
  • Understanding of Agile technology development process


  • Bachelor’s degree/University degree or equivalent experience


Job Family Group:

Project and Program Management


Job Family:

Project Management


Time Type:


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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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