Project Manager

5 hours ago


Eau Claire, Wisconsin, United States Security Financial Bank Full time
Description

Operations | Community Banking

Security Financial Bank (SFB) is seeking a Project Manager to lead and support operations-focused projects across the bank. This role is responsible for managing initiatives that improve operational efficiency, support regulatory compliance, enhance technology and systems, and strengthen cross-functional collaboration. The Project Manager works closely with internal teams to ensure projects are delivered on time, within scope, and aligned with organizational priorities.

This position is an in-office role based out of our corporate location in Eau Claire, WI.

Why Join Us:

At SFB, we don't just talk about relationship banking — we live it. We pride ourselves on delivering exceptional service while fostering a collaborative and supportive workplace. When you join SFB, you become part of a team that offers:

  • A consistent, daytime schedule
  • A supportive, inclusive culture that recognizes your contributions
  • Paid training and professional development opportunities
  • Tuition support for finance/banking courses and certifications
  • Comprehensive benefit package
  • Paid volunteer time off
  • & more

Position Summary:

As a Project Manager, your work will focus on planning, coordinating, and executing projects that support bank operations, including:

  • Managing the full project lifecycle from planning and requirements gathering through implementation, testing, and post-project evaluation
  • Leading operations-focused initiatives such as process improvements, system upgrades, workflow automation, vendor implementations, and regulatory or compliance-related projects
  • Developing project documentation including charters, timelines, budgets, risk assessments, and communication plans
  • Coordinating project meetings, stakeholder updates, status reports, and executive-level presentations as needed
  • Partnering with operations, IT, compliance, lending, finance, retail, and other teams to ensure project success
  • Translating operational needs into actionable project plans and deliverables
  • Identifying workflow gaps and supporting prioritization of improvement initiatives
  • Assessing project risks and implementing mitigation strategies
  • Supporting change management efforts, including communication, training, and rollout planning
  • Assisting with audit preparation, regulatory exams, and documentation related to operational projects
Qualifications

What We're Looking For:

Education & Experience

  • Bachelor's degree in Business, Finance, Operations, Project Management, or a related field preferred
  • 3-5+ years of project management experience, preferably within banking or financial services
  • Project Management certification (PMP, CAPM, or equivalent) preferred
  • Experience in a community bank or mid-size financial institution strongly desired

Operational & Project Management Knowledge

  • Understanding of bank operations such as deposit operations, loan operations, compliance, or treasury/ACH
  • Familiarity with core banking systems, digital banking platforms, and workflow or process improvement tools
  • Experience with technology integration, system upgrades, or regulatory-driven projects
  • Knowledge of process improvement methodologies such as Lean or Six Sigma is a plus

Skills & Abilities

  • Strong organizational, analytical, and problem-solving skills
  • Ability to manage multiple projects and competing priorities
  • Effective written and verbal communication skills
  • Ability to collaborate across departments and bring teams together toward shared goals
  • Vendor and stakeholder management experience
  • Adaptability and resilience in navigating change
  • Commitment to accuracy, accountability, and continuous improvement

Working conditions, including physical requirements:

  • This position is an in-office role performed largely within the Bank with limited chance of personal injury
  • Frequent mental and visual concentration required to manage deadlines and multiple priorities
  • Work hours are generally daytime hours, Monday-Friday
  • Occasional evening or weekend work may be required to meet business needs
  • Occasional travel between offices or overnight business travel may be required
  • Ability to lift up to 20 pounds and perform routine office-related physical activities
  • Serves as a representative of the organization at appropriate functions and client visits.

Who We Are:

SFB is an independent community bank with eight branch locations and more than 140 employees. Since opening in 1934 in Durand, WI, we've built our reputation on trust, relationships, and community involvement. At SFB, you'll find a collaborative, team-oriented environment where your contributions matter and professional growth is encouraged.

At Security Financial Bank, we value diversity and are proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

General Notice:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.


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