Banking Conversion Program Lead

NBT Bank; Pennsylvania; On-site; USD 64,367 - 94,394; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave at 100% salary

Comprehensive Medical Coverage

Retirement Plans with employer matching

Tuition Reimbursement

Job summary

A financial institution is seeking a Conversion Project Manager to oversee new plan conversions and ensure high levels of client satisfaction. The ideal candidate has an Associate's degree with five years of related experience, including leadership skills and knowledge of mutual fund operations. This full-time role offers comprehensive benefits and a mid-senior level position in the banking industry.

Qualifications

• Must have strong communication skills with both internal and external contacts.
• Ability to work with mathematical concepts.
• Experience in leading conversion project tasks.

Responsibilities

• Manage the day-to-day workflow of the conversions team.
• Assist team members with escalated client issues.
• Provide training to team members on procedures and regulatory changes.

Skills

Demonstrated leadership aptitude

Ability to read and interpret documents

Ability to solve practical problems

Knowledge of advanced Microsoft Office applications

General understanding of mutual fund companies

Education

Associate's degree and five years of related experience

ASPPA QKA designation or equivalent

Job description

A financial institution is seeking a Conversion Project Manager to oversee new plan conversions and ensure high levels of client satisfaction. The ideal candidate has an Associate's degree with five years of related experience, including leadership skills and knowledge of mutual fund operations. This full-time role offers comprehensive benefits and a mid-senior level position in the banking industry.