AVP Product Manager Designer (nCino DAO)

Cathay Bank; El Monte (CA); On-site; USD 102,000 - 123,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

HSA with company contributions

401(k)

Job summary

Cathay Bank seeks a seasoned nCino DAO Enterprise Product Manager and Designer to drive adoption and a roadmap for the DAO workflow in Deposit Account Opening. You will align product plans with bank priorities and lead cross‑functional teams across technology, operations, and retail banking.

You will shape the product vision from market insights, manage the development lifecycle, and design dashboards for business insight, with a strong nCino/Salesforce background and banking domain knowledge.

Qualifications

• Bachelor’s degree in a business or technology field or equivalent work experience required.
• 3–5+ years of proven experience in enterprise product management and design, preferably in the financial services industry, and firm understanding of deposit origination.
• Experience with workflow and process management; experience with nCino or Salesforce; Retail and Branch Operations banking experience.

Responsibilities

• Program manager of nCino DAO; coordinate upgrades and integrations.
• Create product vision from market insights and internal priorities.
• Manage the product development lifecycle aligning with goals and user needs.
• Apply best practices to administer nCino using Salesforce configuration tools.
• Develop an nCino release and middleware update strategy across integrations.
• Collaborate with cross-functional teams to deliver high‑quality solutions.
• Gather user requirements from Retail Banking branches and translate to features.

Skills

Data manipulation

Communication

Documentation

Compliance

Business processes

Multitasking

Technical background

Analytical skills

Education

Bachelor's degree

nCino Administrator Certification

Salesforce Administrator Certification

Tools

nCino

Salesforce

Job description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

What our team members are saying:

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Learn more about us at cathaybank.com

GENERAL SUMMARY

The nCino DAO Enterprise Product Manager and Designer has a crucial role in supporting the Bank's utilization and adoption of the nCino application system for Deposit Account Origination (DAO). This position drives product planning, development, and management to enhance the DAO workflow for streamlined user and client experiences. Working in partnership with business units to address internal business priorities as additional products are added to nCino and working to create architecture for a unified experience. This role serves as a liaison between business and technology teams to align this strategic vision with cross‑department stakeholders to shape product roadmap, investment areas and success measures.

DIRECT REPORTS

This position may have direct reports.

ESSENTIAL FUNCTIONS

• Program manager of nCino Deposit Account Opening (DAO). Works closely with business line to administer the platform, coordinate upgrades, and integrate with other current and future bank applications.
• Pull from market and competitive insights, client needs, and internal business priorities to create the product vision (target client segments, markets, channels, go to market approach, and value propositions).
• Manage the product development lifecycle, ensuring alignment with business goals and user needs.
• Apply best practice techniques to perform basic administration of nCino using Salesforce’s comprehensive configuration tools.
• Develop an nCino release and middleware update management strategy to track major release schedules across all integration platforms to ensure system versions are up to date and tested.
• Collaborate with cross‑functional teams including teams within technology and business partners to deliver high‑quality product solutions.
• Partner with Retail Banking branches) to gather user requirements and feedback, to ensure successful delivery of product initiatives and enhancements.
• Diagnose and resolve end user issues in a manner that exemplifies Cathay Bank’s high standards of client service.
• Work closely with supporting nCino business and technology teams to ensure system changes and implementations deployed accordingly.
• Assist the Access Security department with managing deposit user access.
• Develop and maintain product roadmaps, prioritizing features and enhancements based on user feedback and market trends.
• Design and maintain custom reports, dashboards, and processes to facilitate comprehensive data analysis and provide strategic business insights.
• Design and implement user stories, ensuring technical debt is managed and addressed.
• Conduct regular stand‑ups and refinement sessions, providing updates on UAT testing and sprint progress.
• Maintain nCino UAT Sandbox refresh checklist to ensure functionality of nCino’s test environment.
• Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation, and official sign‑off across environments for enhancements and changes.
• Conduct thorough testing of IT‑related configuration changes in nCino and document in accordance with the established change management process to ensure adherence to quality control standards.
• Stay updated with industry trends and best practices, incorporating them into product design and development processes.
• Keep informed on the latest developments and best practices by consulting resources available through nCino Community knowledge articles and nCino University courses.
• Manage nCino DAO vendor management requirements.
• Additional projects and tasks as assigned.

QUALIFICATIONS

Education:

Bachelor’s degree in a business or technology field or equivalent work experience required.

• nCino Administrator Certification, desired.
• Salesforce Administrator Certification, desired.

Experience:

• Minimum 3‑5+ years of proven experience in enterprise product management and design, preferably in the financial services industry, and firm understanding of deposit origination.

Experience with workflow and process management. Experience with nCino or Salesforce, desired. Retail and Branch Operations banking experience, desired.

Skills/Ability:

• Proficiency in data manipulation or data‑related applications.
• Ability to communicate effectively with both internal and external stakeholders.
• Ability to create and maintain documentation for technical processes and configurations.
• Ability to adhere to compliance regulations and policies.
• Ability to understand business processes, industry trends, and strategic goals.
• Ability to manage multiple priorities and deliver high‑quality results in a fast‑paced environment.

• Strong overall technical background.
• Strong analytical problem‑solving skills, with attention to detail.

OTHER DETAILS

Pay Grade: $102,000 -$123,000/year

Pay determined based on job‑related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.

Cathay Bank offers its full‑time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.

Cathay Bank is an Equal Opportunity and Affi­mative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

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Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582‑7370 or [e-mail]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.