Director of Enterprise Banking Platforms

EDUCATION

Bachelor’s Degree in Information Systems, Computer Science, Business Administration, or a related field is required. Master’s Degree or MBA with an emphasis in Technology Management or IT Operations preferred.

EXPERIENCE

8 years of progressive experience in banking or financial services technology, with a strong track record in managing enterprise platforms and digital banking systems. Demonstrated leadership in optimizing and integrating core systems such as Fiserv, nCino, Salesforce, and related banking technologies. Proven ability to implement process automation and platform adoption across multiple business lines.

PREFERRED SKILLS

• Deep understanding of enterprise banking platforms including Fiserv, nCino, Salesforce, Encompass, LaserPro, Innovest, and related integration tools.
• Demonstrated success in defining strategic technology roadmaps and managing full lifecycle platform implementations.
• Strong project management and organizational skills; capable of overseeing simultaneous system upgrades, deployments, and integrations.
• Experience mentoring and developing teams to build advanced platform expertise.
• Knowledge of IT governance, data integrity, and regulatory compliance in financial services.
• Excellent communication skills to collaborate effectively with business and technology leaders.
• Proven ability to identify automation opportunities that improve operational efficiency and client experience.
• Strong analytical and problem-solving skills with an innovation-driven mindset.

ROLE AND RESPONSIBILITIES

Responsible for the strategic direction, performance, and continuous improvement of the Bank’s enterprise platforms. This role ensures all systems are fully utilized, integrated, and secure to drive automation, process optimization, and enhanced customer experience. The Director leads a team of technology professionals to execute the platform roadmap, strengthen user adoption, and align IT initiatives with the Bank’s strategic goals. Acting as a bridge between business and technology, this role partners with leaders across all business lines to modernize workflows, eliminate redundancies, and create a unified digital ecosystem that supports efficiency and innovation across the organization.

ESSENTIAL DUTIES

1. Strategic and Operational Leadership
   1. Develop and execute a comprehensive roadmap for all enterprise and banking platforms, aligning technology initiatives with the Bank’s strategic objectives.
   2. Act as a liaison between IT and business units to translate business needs into platform capabilities.
   3. Regularly assess platform features and industry best practices to recommend enhancements or new technologies.
   4. Partner with the CTIO and participate as an active member of the IT Strategic Council.
   5. Oversee integration of platforms to ensure seamless data flow, creating a single source of truth and unified customer view.
   6. Support the Bank’s digital banking and automation initiatives to enhance internal efficiency and client engagement.

1. Platform Management and Optimization
   1. Manage day-to-day operations of Fiserv, nCino, Salesforce, LaserPro, Encompass, Innovest, and related systems.
   2. Implement quarterly software upgrades and deployments to deliver new process automation and system functionality.
   3. Identify opportunities to automate workflows and eliminate manual processes across departments.
   4. Evaluate vendor releases and coordinate system enhancements or module implementations.
   5. Maintain system compliance with IT security, data integrity, and regulatory frameworks.
   6. Develop key performance metrics and reporting dashboards to monitor system utilization, uptime, and ROI.

1. People Leadership and Team Development

1. Lead, coach, and develop a team of System Administrators and Application Analysts.
2. Set clear goals, manage performance, and foster a culture of accountability, innovation, and continuous learning.
3. Coordinate training programs to strengthen platform expertise and ensure system adoption across the organization.
4. Build strong partnerships between the IT team and business users to encourage collaboration and feedback.
5. Support succession planning by developing internal talent capable of assuming advanced platform management responsibilities.

1. CROSS-FUNCTIONAL COLLABORATION AND GOVERNANCE

1. Ensure technology decisions and priorities align with enterprise business goals and regulatory requirements.
2. Collaborate with business line leaders to document, refine, and automate key banking processes.
3. Establish documentation standards, including data mapping, workflow processes, and platform governance.
4. Participate in audits and compliance reviews related to IT systems and data management.
5. Evaluate and manage vendor relationships, ensuring service levels and performance commitments are met.

ANCILLARY DUTIES

• 1. Participate in enterprise project planning and technology budgeting processes.
• 2. Represent IT in interdepartmental initiatives to promote digital innovation.
• 3. Support business continuity planning and disaster recovery testing for core platforms.
• 4. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.

PHYSICAL REQUIREMENTS

• Must be able to remain in a stationary position more than two-thirds of the time.
• The person in this position needs to occasionally move about inside the office to accomplish tasks.
• Must be able to adjust or move objects up to 20 pounds in all directions.
• Frequently communicates with others to exchange information.
• Constantly moves wrists, hands, and/or fingers.
• Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.