Project Manager Deposits

Bring on a technically knowledgeable Project Manager who can support the Deposits organization across multiple Scrum teams, coordinate project activities, manage stakeholders, and keep initiatives moving forward. The volume of meetings, coordination, and stakeholder management is too substantial for the existing PMs to absorb while maintaining their current day-to-day responsibilities.

QUALITY

Why is this open?

• The project spans both Hope Astle's and Kristen's teams and requires significant project management support.
• The volume of meetings, coordination, and stakeholder management is too substantial for the existing PMs to absorb while maintaining their current day-to-day responsibilities.
• They need an additional PM to support multiple Scrum teams and help coordinate project execution across the Deposits line of business.
• The position has been approved, and they are waiting for an FG number before formally entering it into the system.

Mission:

What is the candidate going to accomplish within this position?

Bring on a technically knowledgeable Project Manager who can support the Deposits organization across multiple Scrum teams, coordinate project activities, manage stakeholders, and keep initiatives moving forward.

The PM will serve as a key coordination point between technical partners, business stakeholders, and multiple teams. They need to understand the product and technical environment well enough to facilitate conversations and manage expectations without getting too deep into the technical details.

The primary objective is to provide dedicated project management support across Hope's and Kristen's teams so existing PMs can maintain their current responsibilities.

Day-to-Day:

• Primarily support the Deposits line of business.
• Work across multiple Scrum teams.
• Coordinate a significant volume of meetings across different teams and stakeholders.
• Manage schedules, follow-ups, action items, and project coordination.
• Partner with technical partners who will be the PM's direct reporting line.
• Maintain a dotted-line relationship with Hope Astle.
• Work closely with Hope and Kristen's teams.
• Manage stakeholder expectations and navigate potentially pushy stakeholders.
• Understand the technical environment and product functionality without needing to be deeply hands-on technically.
• Keep projects organized and moving forward across multiple groups.

Team / Organizational Structure:

• Hope Astle's team focuses on account servicing for existing accounts.
• Kristen's team focuses on client experience, including the account dashboard.
• The project spans both teams.
• PMs are assigned across different lines of business, including:
  • Cards
  • Deposits
  • Fraud
• This particular PM will primarily support Deposits.
• The PM will report to the technical partners, with a dotted-line relationship to Hope.
• Supporting teams are located in Charlotte, Raleigh, and Atlanta.

Must Haves (and how they are used):

1. Project Management Experience
   • Experience managing projects across multiple teams.
   • Ability to coordinate deliverables, meetings, priorities, and follow-ups.
   • Comfortable working across multiple Scrum teams.
2. Strong Technical Knowledge
   • Needs enough technical understanding to communicate effectively with technical partners.
   • Must understand the product and technical environment without getting overly involved in technical details.
3. Product Understanding
   • Ability to understand the business/product functionality and how different teams contribute to the overall initiative.
   • Deposits experience or familiarity with banking products would be beneficial.
4. Stakeholder Management
   • Must be comfortable managing multiple stakeholders and navigating challenging personalities.
   • Needs to be confident handling pushy stakeholders while maintaining positive working relationships.
5. Meeting Coordination / Organization
   • Significant meeting volume is a major component of this position.
   • Must be highly organized and comfortable coordinating across teams, managing schedules, and ensuring follow-through.

Plusses:

1. Banking / Financial Services Experience
   • Experience supporting banking environments, particularly Deposits, Cards, Fraud, or Payments.
   • Familiarity with account servicing and digital client experience initiatives.
2. Scrum / Agile Environment
   • Experience coordinating projects across multiple Scrum teams and working with technical partners.

Duration:

• Initially expected to run through June/July.
• Potential for extension and/or conversion.
• Conversion is a possibility but not guaranteed.

Budget (Bill Rate/Perm Salary):

• Bill rate will be the same as Allen Letchworth's current bill rate.
• Exact rate to be confirmed internally.

Start Date:

• Original target start date was November 1.
• Requirement has now been approved.
• Awaiting FG number before formal system entry.
• Confirm updated start date based on current hiring timeline.

CONTROL

Working Interview/Go to Work:

• No working interview specified.
• Standard Truist interview process.
• Truist includes peer participation in interviews for all positions.

Interview Time (assume F2F):

Interview Process:

• Hope and Kristen both participated in Allen Letchworth's interview.
• They would like one additional interview to finalize the decision.
• Final interview participants:
  • Technical partners
  • Hope Astle
  • Kristen
• Hope believes she can help accelerate the interview and decision process.

Current Candidate Feedback Ravi:

• Hope felt Ravi was a great fit, potentially the perfect fit for the position.
• Hope and Kristen are aligned on his fit for the opportunity.
• They would like to move forward with an additional interview involving the technical partners.
• Ravi has another pending offer but remains very interested in Truist.
• Timing is important to avoid losing him to the competing offer.
• Additional candidates are available if Ravi accepts the other offer.

Sit-in:

• Truist incorporates peer participation into interviews.
• Hope and Kristen have already participated in Allen's interview.
• Both are expected to participate in the final interview for this PM opportunity, alongside the technical partners.

Follow-up Meeting:

• Hope is available intermittently tomorrow.
• She requested a text in the morning to coordinate a convenient time to reconnect.
• Internal alignment meeting needed with Shannon, Amit, and Lalit, potentially including Shannon in the broader discussion.
• Determine whether to take the opportunity directly to the program given Hope and Kristen's strong endorsement of Ravi.
• Align on the best strategy to accelerate the final interview and hiring process.

Exclusive:

• Not confirmed.
• Hope and Kristen have identified Ravi as their preferred candidate.
• They are interested in moving quickly with him.
• Additional candidates can be presented if Ravi is no longer available.

Requal Call:

• Reconnect with Hope tomorrow morning via text.
• Confirm timing and coordinate the next conversation.
• Clarify the FG number, formal posting, and updated start date.
• Confirm bill rate based on Allen's current rate.
• Confirm work arrangement and any onsite expectations.

OTHER IMPORTANT ACCOUNT / RELATIONSHIP INFORMATION

Hiring Manager / Relationship Intelligence

• Hope Astle is the Truist hiring manager.
• Very warm, welcoming, and receptive personality.
• Similar personality to Allen Letchworth.
• She acknowledged seeing previous messages and apologized for not responding sooner.
• Very enthusiastic about the opportunity and open to working together.
• Good opportunity to strengthen the Truist relationship and establish additional credibility.

Account / Business Development Opportunity

• Reinforced that Payments is one of our specialties.
• Highlighted successful experience supporting similar teams at Wells Fargo.
• Hope was pleased to learn that this is an area of strength for us.
• Opportunity to expand our relationship with Truist by demonstrating expertise in Payments and related banking technology environments.

Candidate / Submission Strategy

• Ravi is currently the preferred candidate.
• Hope described him as a great fit and potentially the perfect fit.
• Hope and Kristen are aligned on moving forward with him.
• Ravi has another pending offer but remains very interested in Truist.
• Need to move quickly to secure the final interview and avoid losing him.
• If Ravi accepts the competing offer, additional candidates are ready to present.
• Given the hiring managers' strong endorsement, consider taking the opportunity directly to the program rather than restarting a broader candidate search.

Internal Next Steps

1. Connect with Shannon to discuss the game plan.
2. Determine whether to take Ravi directly to the program based on Hope and Kristen's feedback.
3. Align internally with Amit and Lalit, potentially including Shannon.
4. Text Hope tomorrow morning to coordinate a convenient time to reconnect.
5. Schedule the final interview with Hope, Kristen, and the technical partners.
6. Prioritize accelerating the process due to Ravi's competing offer.
7. Keep backup candidates ready in case Ravi is no longer available.

RECRUITING PRIORITIES

1. Immediate priority: Move Ravi through the final interview process as quickly as possible.
2. Technical fit: PM experience with strong technical knowledge and product understanding.
3. Business alignment: Banking/financial services experience, ideally Deposits or Payments.
4. Soft skills: Strong stakeholder management, communication, and organizational skills.
5. Project environment: Experience supporting multiple Scrum teams and coordinating significant meeting volume.
6. Location: Charlotte-based candidates are acceptable; teams are located in Charlotte, Raleigh, and Atlanta.
7. Backup plan: Have additional qualified PM candidates ready if Ravi accepts his competing offer.

EEO:- Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans