Servbank

Manager

• Management of key banking applications, including but not limited to Deposit and Loan Core operating system, item processing systems, treasury management applications (including online banking, remote deposit, positive pay) and other banking systems.
• Partner with business lines to determine their needs and identify, recommend, and configure solutions to improve processes and functionality related to internal applications.
• Develop and write business and functional requirements for application changes.
• Maintain comprehensive documentation of system configurations, procedures, and changes.
• Manage, setup, configure the system along with documenting specific application configurations and business-as-usual (BAU) system changes.
• Organize and oversee team testing methodology for test scripts and ensure comprehensive full-cycle testing.
• Identify risks to the bank and its customers, and work with business partners to mitigate and eliminate these risks.
• Assist in defining product vision, roadmap, and growth opportunities, and communicate with stakeholders throughout the project.
• Create process documentation, project content, and inputs into project deliverables, assist with training for end-users and provide ongoing support for the banking systems.
• Advocate for and socialize project deliverables with key stakeholders.
• Support planning and facilitation of business working sessions, resulting in changes to the product backlog.
• Participate, facilitate, or lead multiple aspects of technology and process delivery, including analysis, requirements, design, testing, training, release management, and support.
• Conduct working sessions with extended field team members and subject matter experts to address gaps and open items in product creation.
• Perform user testing sessions and recommend product improvements.
• Facilitate proof-of-concept and pilot activities to validate solutions and benefits.
• Align business and IT stakeholders on product functions and objectives through clear and concise communication.
• Conduct regular performance evaluations to assess individual and team achievements, provide constructive feedback, and identify areas for improvement to enhance overall productivity.
• Oversee and coordinate team responsibilities to ensure efficient workflow and achievement of project goals.

Banking Systems Application Manager

Account Manager

• Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors
• Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services
• Maintain a dynamic sales pipeline and provide real-time updates using CRM tools
• Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings
• Stay updated on industry best practices and product knowledge related to the Bank’s suite of services
• Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms

HOA Relationship Manager

• Drive revenue growth by effectively prospecting and securing new treasury management business, while driving deposit growth and expanding existing customer relationships.
• Initiate strategic discussions around client-centric issues, integrating best practices, industry benchmarks, opportunity assessment, and solution positioning.
• Collaborate with bankers and senior-level clients to deliver integrated treasury solutions in a consultative manner.
• Lead business process reviews independently to support key client sales opportunities; engage industry solution specialists for complex business process reviews.
• Innovate new solution concepts and collaborate with internal product teams to advocate for client needs in complex product development.
• Provide thought leadership on working capital solutions to markets, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
• Manage non-credit risks within the customer portfolio and enhance profitability across all assigned relationships.

Treasury Relationship Manager

Analyst

• Management of key banking applications, including but not limited to Deposit and Loan Core operating system, item processing systems, treasury management applications (including online banking, remote deposit, positive pay) and other banking systems.
• Partner with business lines to determine their needs and identify, recommend, and configure solutions to improve processes and functionality related to internal applications
• Develop and write business and functional requirements for application changes
• Maintain comprehensive documentation of system configurations, procedures, and changes.
• Manage, setup, configure the system along with documenting specific application configurations and business-as-usual (BAU) system changes
• Organize and oversee team testing methodology for test scripts and ensure comprehensive full-cycle testing
• Identify risks to the bank and its customers, and work with business partners to mitigate and eliminate these risks
• Assist in defining product vision, roadmap, and growth opportunities, and communicate with stakeholders throughout the project
• Create process documentation, project content, and inputs into project deliverables, assist with training for end-users and provide ongoing support for the banking systems
• Advocate for and socialize project deliverables with key stakeholders
• Support planning and facilitation of business working sessions, resulting in changes to the product backlog
• Participate, facilitate, or lead multiple aspects of technology and process delivery, including analysis, requirements, design, testing, training, release management, and support
• Conduct working sessions with extended field team members and subject matter experts to address gaps and open items in product creation
• Perform user testing sessions and recommend product improvements
• Facilitate proof-of-concept and pilot activities to validate solutions and benefits
• Align business and IT stakeholders on product functions and objectives through clear and concise communication

Banking Systems Application Manager

HOA Relationship Manager

Treasury Relationship Manager

Banking Systems Application Analyst