OVERVIEW

We are seeking a highly motivated, strategic, and detail-oriented professional to join our Digital Transformation Group within a dynamic banking environment. This role plays a critical part in advancing strategic initiatives that modernize operations, strengthen governance and reporting capabilities, and drive innovation across the organization.

This position reports directly to the SVP, Digital Transformation and requires a high degree of professionalism, accountability, leadership, and independent execution. The ideal candidate is analytical, proactive, highly organized, and capable of managing complex priorities in a fast-paced environment while supporting enterprise-wide transformation initiatives and senior leadership objectives.

The ideal candidate is process-oriented, adaptable, and solutions-driven, with a demonstrated ability to learn quickly, solve problems effectively, and build strong cross-functional relationships. This role offers significant long-term growth potential for an individual who consistently demonstrates initiative, accountability, and operational excellence.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Partner with the SVP, Digital Transformation to manage and execute enterprise digital transformation initiatives across multiple business units
• Develop, maintain, and oversee SOX-compliant documentation, process controls, and governance standards for Digital Transformation initiatives and operational processes
• Monitor project status, timelines, dependencies, risks, and deliverables, ensuring initiatives remain aligned with strategic priorities and regulatory expectations preferred
• Apply a risk-based approach to project oversight, reporting, and operational processes, identifying and escalating potential gaps or issues as appropriate
• Serve as the primary liaison between the Digital Transformation Group and business units to ensure alignment, communication, and effective execution of priorities
• Collaborate cross-functionally to evaluate current processes, identify operational inefficiencies, and recommend scalable improvements preferred
• Develop executive-level dashboards, reporting, and analytics to support departmental, executive, and Board-level decision-making
• Support the organization’s transition from Tableau to Power BI, including report migration, optimization, and reporting enhancement initiatives
• Identify opportunities to enhance reporting transparency, business intelligence, and analytical capabilities to better support strategic initiatives and performance measurement
• Work closely with reporting and data environments to support enterprise analytics and reporting needs preferred
• Contribute to initiatives involving AI, automation, and advanced analytics tools to improve operational efficiency and business insights
• Drive accountability across initiatives by coordinating stakeholders, tracking progress, and ensuring timely follow-through on deliverables
• Manage multiple priorities effectively while maintaining exceptional attention to detail, organization, and quality standards
• Adapt quickly to changing priorities and evolving business and regulatory requirements

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.

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.

• 5+ years of combined experience in data analysis, business process analysis, operations, project coordination, reporting, or related disciplines
• Experience developing and maintaining SOX-compliant documentation, process controls, or governance frameworks preferred
• Strong understanding of project lifecycle management, business process analysis, and cross-functional program coordination
• Strong analytical, organizational, and problem-solving skills, with the ability to manage competing priorities effectively
• Strong communication and stakeholder management skills, with the ability to interface effectively with senior leadership and cross-functional teams
• Banking or financial services experience preferred
• Demonstrated ability to operate independently in a fast-paced environment while maintaining a high degree of accuracy and accountability

EDUCATION

Bachelor’s degree in Business, Finance, Information Systems, STEM, or a related field preferred

OTHER QUALIFICATIONS

• Clear and effective communicator 
• Collaborative team player 
• Detail-driven with a high level of accuracy

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.