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Business Management - Vice President

Plano, TX, USA | Global Securities, Investment and Retail Banking Firm

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    5-7 years
Job Description:
70 people have viewed this job

Participate in strategic project management for the Government, Healthcare, Higher Education, and Nonprofits (GHHN) Middle Market by generating creative ideas and solutions across various disciplines including sales, controls, and compliance

Prioritize and lead the analysis and execution for special projects of varied complexity – both nationally and within the segment

Utilize data to analyze sales efforts and results and offer actions/solutions for improvement

Interpret financial results and understand business drivers to assist in identifying opportunities to improve results

Communicate financial results to management and sales teams

Represent the segment on various sales, compliance, real estate and other project initiatives

Assist with internal communications and presentations; prepare presentations and materials to be used in various initiatives, including Quarterly Business Reviews, Senior Management presentations, Sales Meetings, and Town Halls

Work with both product and client groups to ensure communication and coordination of initiatives

Manage relationships with product partners, to ensure business unit needs are represented and strategy is communicated

Utilize data/reports to analyze sales efforts and results and offer actions/solutions to improve (dashboard, scorecards, pipelines, coverage, new/lost business, etc).

Utilize CB Marketing and CB Market Research team to drive market research and data quality efforts

Qualifications:

Minimum of Bachelors degree required

Minimum 5-7 years of relevant experience in banking, finance, strategy development, program management and/or business management or other similar role, preferably with knowledge of wholesale banking

Strong project planning and management abilities in combination with proven teamwork and consensus building skills

An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently, and work well in cross-functional teams

Comfort interpreting and presenting complex data

Disciplined project management skills

Mature, independent, highly organized, and self-motivated

Proficiency with MS Office including Excel, PowerPoint/PitchPro, Outlook and Sharepoint

Strong time management, organizational, planning and follow-up skills; ability to multi-task effectively and remain calm under pressure.

Strong attention to detail and attention to the accuracy of the ‘finished’ product


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