Project Manager Banking Resume Sample

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Work Experience

CIB F&BM Global Banking Project Manager
12/2015 - PRESENT
Chicago, IL
  • Effectively use PM tools including Visio, MS Project, Excel, Word, and PowerPoint
  • Manage projects with a project plan, issues / risk logs, and regular team meetings
  • Manage the scope and collection of clear and comprehensive business requirements in support of the objectives
  • Analyze and create project business cases that accurately reflect the cost and benefit of the program / project
  • Produce weekly status reports, meeting agendas and minutes, updated project plans, manage issues and risks items and other key project artifacts
  • Coordinate and manage meetings and deliverables with various senior leaders and committees
  • Apply best practices and mentor other PMs
  • Utilize process engineering skills to analyze end to end processes
Project Manager With Banking
10/2010 - 10/2015
San Francisco, CA
  • Monitor all testing and implementation activities ensuring that all phases/aspects of testing are covered based on the project
  • Investment Banking works with a broad range of issuer clients, including corporations, institutions and governments, and provides comprehensive strategic advice, capital raising and risk management expertise
  • Treasury Services is one of the world’s largest providers of cash management, trade, liquidity and escrow services that help resolve the working capital and efficiency challenges facing treasury professionals
  • Corporate Banking manages the firm’s relationships with large corporations, financial institutions and public sector organizations globally to solve problems for clients and help them to grow
  • Consulting industry experience, with strong relationship management, account management, and sales support experience
  • Highly proficient in collaborating with project stakeholders, end-users, business partners, and technical team members to deliver high quality projects
  • Hands on with project documentation. Well-versed in industry best-practices and current technologies
Project Manager for Banking Project
06/2003 - 06/2010
New York, NY
  • Excellent leadership, interpersonal, communication and presentation skills
  • Main point of contract for multiple projects including Recovery & Resolution, GIB Billing Strategy, etc
  • Develop in-depth understanding of Banking financial architecture and process flows to support driving optimization – P&L Aggregator, GIB Client Billing, Aqueduct
  • Experience influencing across functions
  • Create, maintain and execute project plans
  • Integrate with LOB / FLUs to manage the projects and be proactive in gathering status updates from partners, while minimizing impact to LOB / FLUs partners
  • Assist in completion of Business Requirements Documents (BRD's) and associated tasks


Baker University - Overland Park Campus
1998 - 2003
Bachelor's Degree in Management

Professional Skills

  • Excellent Project Management skills with strong time management, organizational, planning and follow up
  • Exhibits a strong understanding of a client’s business and actively seeks input to anticipate client needs and effectively meets or exceeds them
  • Effectively work with large data sets, managing data files and ensuring accuracy
  • Experience as a Project Lead or Subject Matter Expert responsible for leading business change/transformation initiatives
  • Experience in Capital Markets, Public Finance, Structure Finance, Credit Risk, Hedging Strategies, and Compliance requirements
  • Experience with third party Mortgage Origination and Servicing provider(s) and integration with Financial services firms
  • Experience in the electronic security business

How to write Project Manager Banking Resume

Project Manager Banking role is responsible for microsoft, planning, architecture, security, integration, securities, credit, finance, engineering, visio.
To write great resume for project manager banking job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Project Manager Banking Resume

The section contact information is important in your project manager banking resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Project Manager Banking Resume

The section work experience is an essential part of your project manager banking resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous project manager banking responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular project manager banking position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Project Manager Banking resume experience can include:

  • Experience working with vendors and affiliate management
  • Track and report Action Plan progress and evidence development
  • Change management, PMO, finance or similar experience
  • Experience in financial services
  • Understanding of collateral accounts and restrictions on features based on account characteristics for Securities Backed Lending
  • Working knowledge and understanding of money fund sweep programs

Education on a Project Manager Banking Resume

Make sure to make education a priority on your project manager banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your project manager banking experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Project Manager Banking Resume

When listing skills on your project manager banking resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical project manager banking skills:

  • Be a leader and a key contributor in Mortgage Banking Risk’s control efforts; including but not limited to managing the closure of Action Plans and other critical risk and control related processes
  • Experience with third party card processing and integration with Financial services
  • Organize and prioritize work, flexibility and meet deadlines
  • Experience with Offshore development/Global Delivery Model
  • Experience in technology development/project management
  • Experience in Wealth Management and PMO strategies

List of Typical Skills For a Project Manager Banking Resume


Skills For CIB F&BM Global Banking Project Manager Resume

  • Gather, consolidate and synthesize information from various sources in order to gain consensus on proposed process change/transformation
  • Experience with credit line account/margin loan accounts
  • BS in Computer Science, MIS or any IT related course offering
  • Clear understanding of SDLC and Agile models
  • Understand the Mortgage origination and funding process lifecycle
  • Implementation and integration of Black Knight MSP servicing platform
  • Conversion of a portfolio of mortgage loans (including home equity loans) to Black Knight MSP
  • Manage projects/programs across the lifecycle from initiation through to implementation

Skills For Project Manager With Banking Resume

  • Ensure necessary project/program documentation is accurate and completed on time
  • Serve as the point of escalation when program issues arise
  • Provide other support as needed for departmental initiatives
  • Self motivated, results oriented and executes with sense of urgency
  • Knowledgeable of the Firm’s HR practices and policies
  • Organized, methodical and meticulous

Skills For Enterprise Banking Project Manager Resume

  • Strong Microsoft Office skills, particularly in using Visio to develop process flows, Excel to compile and analyze data, and PowerPoint to develop presentations
  • Experience in Wealth Management and Capital Markets, specifically Public Finance. Structured Finance, Credit Products and Hedging Strategy experience is important
  • Interact with multiple stakeholders at different levels within the organization
  • Clearly describe and isolate in-scope and out-of-scope elements
  • Knowledge of credit card process
  • Integration of a mortgage servicing platform to a general ledger accounting system, credit risk reporting system, mortgage origination system, or other large integration
  • BLACK KNIGHT experience

Skills For Project Manager for Banking Project Resume

  • High level of credibility with executives, various line managers and business partners; demonstrated ability to influence, negotiate, and drive to results
  • Conduct effective facilitation sessions with multiple stakeholders to aggressively drive projects forward
  • Experience with the preparation of New Product / New Business submissions is desired but not necessary
  • Example programs are not limited to but include Commercial expansion and end to end process improvements for lending
  • Establish and provide supporting documentation for governance routines
  • PMP Certificated

Skills For Project Manager Banking W Agile Resume

  • As a project manager in the electronic security business
  • Execute on Enterprise Change Management Structure (ECMS) requirements
  • Facilitate communication, influence and negotiate both vertically and horizontally to obtain agreement between partners
  • Establish status templates and weekly status update routines
  • Excellent analytical and presentation skills; ability to synthesize complex data into actionable presentations / reports and communicate technical concepts to non-technical clients
  • Lead projects throughout the project life cycle and effectively interact with multiple stakeholders (CAO, Product Managers, Subject Matter Experts, Operations, Legal/Compliance and Technology teams)
  • Participate in creation and execution of production release "check outs" to ensure functionality is properly deployed
  • As Is analysis performance
  • Example activities for strategic initiatives such as national expansion would include facilitating: market opportunity assessment, legal due diligence, talent identification, finance implications, support structure design, out of footprint client experience considerations, partner implication such as T&PS/Credit, ongoing enhancements to support growth, etc

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