Project Coordinator
Core
Supports the successful planning, execution, and completion of projects by assisting the Project Manager and project team with various tasks.
Role type
Project Coordinator
Builds
Program portfolio trackers, meeting materials, executive reporting inputs, and process documentation
Domain
Banking and financial services
Deliverable
product features
Required skills
project coordination, program support, business operations, multi-workstream management, advanced Excel, advanced PowerPoint, data analysis, documentation discipline
Preferred skills
project management tooling, Salesforce, Tableau, Workday, deposit products knowledge, small business banking, private banking, audit processes, vendor management, process automation
Technologies
Aha!, Jira, Asana, Smartsheet, Tableau, Salesforce, Workday
Responsibilities
Maintain program portfolio tracker and Aha! records; coordinate recurring program meetings; serve as intake point for cross-functional requests; support execution of rate changes and promotional offers; compile partner and referral program reporting; prepare Monthly Business Review materials; assist with vendor invoice processing and procurement documentation; conduct competitor and market benchmarking research; document recurring processes into runbooks; support platform and decommission initiatives
Seniority
Mid-level, hands-on IC
