Job Description
At Community West Bank, we put deposits to work locally, making loans
to businesses, families and non-profit organizations. We are the
largest publicly traded and only community bank headquartered and
serving California’s Central and South Coast area of Ventura, Santa
Barbara and San Luis Obispo counties, with full-service branches in
Goleta, Oxnard, Paso Robles, San Luis Obispo, Santa Barbara, Santa
Maria, and Ventura. We were named one of the Central Coast Best Places
to Work by the Pacific Coast Business Times, and we love working here
and think you may too!
Community West Bank team members support and foster the values
character, quality, people, community, and achievement. We live and
breathe these attributes with all we do. As an integral member of the
IT-Operations team for Community West Bank, this position will provide
extraordinary customer service to our internal team members and
external customers, exemplifying the Bank’s values and our dedication
to quality and service. This position will have direct responsibility
as an IT-Operations team member to assist in the accomplishment of the
Department Business Plan goals and objectives. This position will
elevate the team as a member of the Bank’s high-performance culture
that emphasizes empowerment, quality, productivity, ethical standards,
goal attainment and the ongoing development of CWB’s vision to become
the bank of choice, providing an unparalleled experience for our
clients, employees, and community.
JOB OVERVIEW/PURPOSE
The Project Administrator provides primary assistance to the Project
& Facilities Manager and Chief Operations Officer. This position
will also assist and support the business units within the IT and
Operations Division including IT & Application Services, Central
Operations, eBanking/Treasury Management, and Facilities. Duties will
encompass basic project administration; clerical, analytical and
administrative duties including coordinating Project Review and
Portfolio oversight; coordination of certain management and board
Committees activities, preparing management reports, maintaining
Division & Project files and repositories; answering inquiries;
and, other duties as assigned. This position performs all essential
duties in compliance with regulatory requirements as well as Bank
policies and procedures.
Essential Duties:
* Project Administration (70-80%):
? Develop project business
cases and plans that identify project goals, timelines, resource
requirements, reporting structure and project methodology (scope,
schedule, cost, risk, quality, customer expectations and satisfaction,
team management [cross-functional and cross organizational], and
partner management)
? Assemble and coordinate project teams
consisting of IT/Operations, internal departments, or vendor
resources
? Establish project meeting agendas, schedules, and
minutes/reporting requirements
? Provide adequate and timely
execution of communication plans
? Create and maintain project
documents and archive, inclusive of project portfolio tracking,
according to established standards and best practices
? Assist
functional teams identify, pursue and close strategic business
development opportunities
? Translate business requirements into
technology requirements for inclusion in contracts and/or statements
of work
? Identify and resolve project issues, interface with
project members for rectification of issues and emergencies
?
Liaise between vendor resources and respective bank project or
management teams
* Operations Administration (20-30%):
? Perform complex
administrative and analytical duties involving contact with and
exposure to highly confidential materials and information
?
Coordinate the Bank’s Operations and Project Oversight methods,
including setting up IT Steering (ITSC), Information Security,
Technology & Cybersecurity (TCC) committee meetings; uploading
agenda and meeting materials and other committee action items to the
appropriate location; taking accurate minutes; distributing approved
follow-up action items to appropriate parties; and maintaining records
of approvals and decisions
? Coordinate the preparation of
monthly, quarterly, and annual management reports for CWB Board
meetings
? Review and obtain approval for IT/Operations expense
items
? Ensure that appointments are timely and accurately
scheduled, maintain Outlook calendar for the COO, and coordinate
meetings utilizing meeting planning skills and the Outlook
system
? Respond timely to requests for information from internal
groups/employees and external relationships
? Coordinate
training lunches or similar staff events
? Provide back-up
support for front desk reception and Executive Assistants
* Meets
response and resolution times as defined in service level agreements
and/or service requests, and follows established processes to meet
service level commitments
* Cross trains in additional functions
of the department
* Develop and implement effective processes to
identify, escalate, report, track and remediate risk related issues
* Completes all required regulatory training as assigned within
deadlines established including BSA, Bank Security and any other
training as assigned, within required timeframes and on an annual
basis
* Other duties and/or projects as assigned by supervisor
Community West Bank is an EEO/AA/Disability/Vets Employer. Reasonable
Accommodations may be made to enable individuals with disabilities to
perform the essential functions of this position.
