About The Position

The Lead Digital Transformation Officer leads and coordinates the Bank’s digital transformation initiatives. The role partners with business line leaders, technology teams, operations, and executive leadership to identify, prioritize, and implement strategic projects that improve efficiency, enhance customer and employee experiences, and support organizational growth. It manages the enterprise project portfolio, evaluates resource capacity, establishes project priorities, and drives execution so initiatives are completed successfully and deliver measurable business value. The position also has supervisory responsibilities, including interviewing, hiring, training, assigning and directing work, appraising performance, rewarding and disciplining employees, and resolving complaints and problems. The role must ensure projects comply with regulatory requirements, risk management standards, organizational policies, and applicable banking laws and procedures.

Requirements

  • Bachelor’s degree in Business Administration, Finance, Information Technology, Project Management, Operations Management, or a related field.
  • At least 7 years of progressive experience in banking, operations, project management, business transformation, process improvement, or related areas.
  • Strong understanding of banking operations, products, services, and regulatory environments.
  • Demonstrated ability to align strategic objectives with tactical project execution.
  • Strong project management, organizational, and planning skills.
  • Ability to manage multiple concurrent initiatives and competing priorities.
  • Experience with project portfolio management, governance, and resource allocation methodologies.
  • Strong analytical, problem-solving, and decision-making abilities.
  • Ability to assess organizational capacity and recommend project prioritization strategies.
  • Excellent verbal, written, presentation, and facilitation skills.
  • Ability to communicate effectively with executives, department leaders, employees, vendors, and external partners.
  • Strong stakeholder management and relationship-building skills.
  • Ability to influence without direct authority across organizational levels.
  • Experience driving process improvement and change management initiatives.
  • Proficiency with project management, reporting, and collaboration tools.
  • Ability to work independently while fostering collaboration across teams.
  • Professional demeanor, customer and employee service orientation, teamwork, positive outlook, and commitment to continuous improvement.

Nice To Haves

  • Master’s degree.
  • Experience managing project portfolios and resource capacity planning.
  • Project Management Professional (PMP), Certified Scrum Master (CSM), Lean Six Sigma, or comparable certification.

Responsibilities

  • Lead the Bank’s digital transformation efforts by coordinating initiatives that improve business processes, customer and employee experiences, and operational effectiveness.
  • Partner with executive leadership and department leaders to identify, evaluate, and prioritize transformation opportunities aligned with organizational goals.
  • Establish and maintain an enterprise project intake, prioritization, and governance process.
  • Manage the Bank’s transformation project portfolio and ensure alignment with strategic objectives and available resources.
  • Oversee capacity planning across departments to balance project demand, resource availability, and business priorities.
  • Work with business units to assess project feasibility, define business requirements, identify dependencies, and establish implementation timelines.
  • Assemble project teams, develop project plans, assign responsibilities, and monitor execution progress.
  • Track project performance, milestones, risks, issues, and resource utilization, escalating concerns when appropriate.
  • Facilitate cross-functional collaboration and address obstacles to project delivery.
  • Identify opportunities for process improvement, automation, digitization, and operational efficiency.
  • Develop and maintain project management standards, reporting frameworks, and governance processes.
  • Create executive-level reports and dashboards covering project status, resource capacity, risks, and business outcomes.
  • Support change management through communication, training, and stakeholder engagement.
  • Collaborate with technology, operations, risk, compliance, and vendor partners to support project delivery.
  • Monitor industry trends, emerging technologies, and banking best practices to identify opportunities aligned with strategic objectives.
  • Ensure projects comply with regulatory requirements, risk management standards, and organizational policies.
  • Carry out supervisory duties, including interviewing, hiring, training, directing work, appraising performance, rewarding and disciplining employees, and addressing complaints and problems.
  • Maintain proficiency in Bank policies and procedures, comply with applicable laws and regulations, and complete assigned compliance training on time.
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