OVERVIEW
The Vice President, Strategic Initiatives & Data Management Support is responsible for leading enterprise operation initiatives and automation efforts that enhance the efficiency, scalability, and effectiveness of the Bank’s operations and data management. This role serves as a change agent and execution leader, overseeing cross-functional projects that simplify operations, reduce manual work, and improve the customer and employee experience. The VP partners closely with Retail Banking, High Net Worth. Treasury Management, IT, and Risk/Compliance teams to ensure that solutions are efficient, well-governed, and aligned with the Bank’s strategic and risk objectives.
ESSENTIAL DUTIES AND RESPONSIBILITES include the following.
- Lead the execution of enterprise initiatives that support the modernization and simplification of Operations.
- Translate high-level strategy into actionable projects, managing execution, timelines, and resource alignment.
- Facilitate cross-functional collaboration to solve complex operational challenges using structured problem-solving frameworks (e.g. Scrum, Agile methodologies).
- Identify opportunities for standardization, efficiency gains, and service delivery improvement across retail channels.
- Champion Agile and Scrum methodologies to drive efficient delivery, prioritization, and continuous improvement
- Lead cross-functional initiatives, ensuring alignment across stakeholders and timely execution of strategic objectives
- Manage competing priorities across multiple initiatives while maintaining a focus on measurable outcomes
- Influenced decision-making through data-driven insights and strong stakeholder engagement
- Foster a culture of accountability, innovation, and continuous improvement
- Own the strategy and implementation of process automation within the Operations division, targeting high-impact manual or repetitive processes.
- Partner with IT to evaluate and deploy automation technologies and system enhancements.
- Leverage expertise with core banking systems and Treasury Management platforms to streamline and digitize operations.
- Drive testing, change management, and rollout of automation initiatives to ensure successful adoption and performance outcomes.
- Conduct operational reviews to identify inefficiencies, handoff delays, or unnecessary controls that can be automated or redesigned.
- Engage with frontline teams to gather insights and implement changes that are practical, scalable, and compliant.
- Promote a culture of continuous improvement by equipping leaders and staff with tools and methodologies that foster innovation and disciplined execution.
- Ensure all initiatives and process changes adhere to applicable regulations, internal controls, and risk frameworks.
- Partner with Risk, Compliance, and Audit to validate automation solutions and maintain documentation for governance and traceability.
- Implement and oversee control mechanisms to monitor effectiveness and mitigate risks of automation failures or gaps.
- Perform other duties as assigned to support bank operations.
SUPERVISORY RESPONSIBILITIES
This position does not have direct supervisory responsibility for the work of other employees and does not include authority to hire, terminate, discipline, promote, or set compensation. The incumbent may lead cross-functional initiatives, provide project direction, and influence outcomes through collaboration, coordination, and subject-matter expertise; however, such activities do not constitute formal supervisory authority, and all employment-related decisions remain the responsibility of designated people managers.
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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
- Bachelor's degree (4-year) or equivalent work experience.
- 10+ years of experience in treasury management, banking, or a client advisory role.
- Expert knowledge of treasury management products, services, and cash flow optimization strategies.
- Deep understanding of business and banking regulations including UCC, Reg CC, and Reg E.
- Excellent verbal and written communication, analytical, and presentation skills.
COMPUTER SKILLS
To perform this job successfully, an individual should have a working knowledge of Microsoft Office software and general computer and internet skills.
OTHER QUALIFICATIONS
- Bachelor’s degree in Business Administration, Finance, Operations, or a related field.
- Minimum 10 years of experience in banking, with demonstrated success leading transformation, operations, or automation initiatives.
- Strong working knowledge of core banking systems and treasury management products and operations.
- Proven experience managing cross-functional projects involving technology, process change, and organizational alignment.
- Proven experience delivering executive and Board-level reporting and insights
- Strong expertise in Excel, Power BI, and data visualization/reporting tools
- Deep understanding of data governance, business processes, and performance management frameworks
- Demonstrated ability to translate complex data into clear, actionable business strategies
- Exceptional communication, executive presence, and stakeholder management skills
PREFERRED / PLUS QUALIFIACATIONS
- Strategic execution and transformation of leadership
- Operational process design and simplification
- Process automation and technology enablement
- Cross-functional collaboration and stakeholder alignment
- Change management and team coaching
- Risk awareness and control discipline
- Experience within financial services or highly regulated environments
- Strong background in KPI development, RCSA, and operational risk management
- Experience leading enterprise data or transformation initiatives
- Ability to operate effectively in fast-paced, evolving environments with multiple
- Scrum Certification.
- Experience in a regional banking environment.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.
Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions.
Travel: Travel to client offices, prospects, branches, and industry events.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.
WORK ENVIRONMENT
While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.
EQUAL EMPLOYMENT OPPORTUNITY
Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.
