Planning and Development Specialist

Position Summary

The planning and development specialist ensures that multiple cross-functional teams and business units meet strategic-planning-related timelines and deliverables effectively and efficiently. The coordinator facilitates communications with stakeholders, helps in organizing meetings, manage calendars, and monitor, tracks and measure progress and outcomes. They will be a key leader in helping the company deliver on our strategies that drive efficiency, risk excellence and growth.             

Essential Duties and Responsibilities

• Maintains visibility of strategic planning process and initiatives throughout the Bank during the planning process to ensure meaningful collaboration and comprehensive and effective implementation.

• Ensures the timely submission of deliverables from multiple cross-functional teams. Initiates project-related communication and requests for information. 

• Monitors project, program, and/or deliverables and assesses impact on strategic initiatives; reports on progress to leadership. Helps collect and analyze a variety of complex data and information

• Identifies potential project risks and difficulties and designs strategies to mitigate or avoid risks. Escalates issues as appropriate.

• Prepare and edit documents, reports, and presentations. Prepares and presents metric reports to management as required.

• Coordinates communications, change management, and issue management efforts as assigned.

• Monitor the business expenses and budget as assigned.

• Collects and analyzes a variety of complex data and information. Collaborating with others, performs statistical analysis and summarizes findings in applicable reports or other communication mediums.

• Initiates project-related communication and requests for information and guides other departments as needed.

• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.

• Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations.

• Ability to write routine reports, simple-to-business correspondence, and procedures.

• Ability to read, analyze and interpret financial report and/or legal documents.

• Ability to effectively speak and respond to questions and present information to the following: one-on-one /small groups, customers, employees, clients, managers, top management, board of directors, and the general public.

• Problem-solving skills and strong business acumen

• Ensures the timely submission of deliverables from a diverse array of multiple cross-functional teams.

• Coordinates resources across multiple departments in strategic planning efforts. Liaison among all departments to keep lines of communication open and ensure meaningful collaboration. 

• Provide support and direction as appropriate.

Education and/or Experience  

• BS/BA degree (four year) from an accredited university/college.

• 2 or more years of experience related experience

• Experience in working with and leading cross-organizational teams                          

Computer Skills 

• MS Office programs.

• Power BI, SQL a plus

Certificates, Licenses, Registrations 

• none

Other Qualifications (including physical requirements)

• Strong written and verbal communication skills, professional demeanor, and great executive presence      .

• Discretion in handling highly confidential information

• Customer service principles and practices

• Excellent interpersonal and communication skills

• Time management skills

• Working effectively and collaboratively with a diverse team. Strong organizational, planning, and problem solving skills with an ability to set priorities.

• General banking knowledge preferred.

• Ability to communicate with all levels of management.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Activities, duties and responsibilities may change at any time with or without notice.    

Skills Training:

• Communication, Time Management, Customer Service, Project Management