Emerging Project Manager: Banking & Ops Delivery

Univest; Souderton (Montgomery County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan matching

Paid Time Off (PTO) 15 days

Job summary

Univest in the United States is seeking an Associate Project Manager to support planning and delivery of smaller projects under the guidance of experienced PMs. The role suits someone with foundational project coordination or PM experience who understands banking operations.

You will develop and maintain project artifacts, coordinate stakeholders and vendors, track progress against scope, schedule and budget, and progressively take on greater responsibility through coaching and hands-on

Qualifications

• Bachelor’s degree in business, finance, project management, information systems, or related field.
• 2–4 years of experience in banking, financial services, project coordination, business analysis, operations, implementation, or a comparable delivery role.
• Working knowledge of banking or financial-services operations, products, customer or employee processes, and risk/compliance.

Responsibilities

• Manage lower-complexity projects and defined workstreams with guidance from an experienced Project Manager or PMO leader, increasing independence as capability develops.
• Develop and maintain project plans, milestone schedules, task assignments, action-item logs, decision logs, risk and issue logs, and other required PMO artifacts.
• Coordinate project meetings, prepare agendas and materials, document decisions and action items, and follow up with owners to support timely completion.
• Track progress against approved scope, schedule, budget, and deliverables; identify variances and raise concerns promptly.
• Coordinate cross-functional work among business teams, Technology, Risk, Compliance, Legal, Information Security, vendors, and other project resources.
• Prepare clear project status updates that summarize accomplishments, upcoming milestones, decisions, risks, issues, dependencies, financial considerations, and required actions.
• Support risk, issue, dependency, and change management by maintaining accurate records, monitoring follow-up, and escalating items that exceed the role’s authority or experience.
• Help project teams prepare for governance and lifecycle reviews, including kickoff, phase gates, testing readiness, Go or No-Go decisions, implementation, closeout, and After Action Review activities.
• Coordinate project support for testing and user acceptance testing, training, communications, operational readiness, implementation, and post-go-live stabilization as assigned.
• Partner with Business Analysts and business owners to keep scope, requirements, project plans, decisions, and delivery activities aligned.
• Support vendor coordination by scheduling working sessions, tracking vendor deliverables and dependencies, documenting open items, and escalating performance or timing concerns.
• Maintain complete and organized project documentation in approved repositories and project-management tools.
• Apply Univest project management standards, templates, governance expectations, and documentation requirements consistently.
• Build working knowledge of Univest’s business lines, products, platforms, operational processes, and control environment to improve project planning and stakeholder coordination.
• Seek coaching and feedback, apply lessons learned, and progressively develop the judgment and independence needed to manage projects of greater complexity.
• Maintain accountability for compliance with laws and regulations applicable to the position, including the Univest Code of Conduct.
• Perform other duties as assigned.

Skills

Project coordination

Cross-functional collaboration

Communication skills

Microsoft 365

Education

Bachelor's degree in business, finance, project management, information systems, or related field

Tools

Jira

Microsoft Planner

Microsoft Project

Job description

Univest in the United States is seeking an Associate Project Manager to support planning and delivery of smaller projects under the guidance of experienced PMs. The role suits someone with foundational project coordination or PM experience who understands banking operations.

You will develop and maintain project artifacts, coordinate stakeholders and vendors, track progress against scope, schedule and budget, and progressively take on greater responsibility through coaching and hands-on