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Training Consultant/Policy/Procedures for Project Management Banking

City National Bank - BCi Financial Group Miami, FL
  • Expired: over a month ago. Applications are no longer accepted.

Downtown, Miami - Immediate need

Responsible for the development, review and maintenance of policies and procedures (P&Ps) for Banking Centers and Client Services by collaborating closely with department managers and supervisors. Solid retail banking knowledge and experience, including strong familiarity with regulatory practices. Acquires thorough knowledge of each line of business by interviewing and observing key employees engaged in their daily tasks, products and services.

  1. Works independently to document the steps and requirements in order to create procedures according to Bank policy, ensuring adherence to regulatory requirements.

  2. Responsible for the organizational structure and maintenance of the company-wide P&P intranet library.

  3. Works closely with, and presents policies and procedures to designated members of management and department heads for approval. Manages, analyzes, researches, develops, composes and edits procedures in accordance with Bank's policy.

  4. Experience with organizing and managing documentation within intranet directories. Develops and follows standards and processes for P&P documentation.

  5. Serves as the go-to person for P&P documentation–related questions such as standards, formats and appropriate content.

  6. Manages P&P lifecycles, from tracking requests, write-ups, reviews and approvals, through publication; then setting ticklers for periodic reviews to ensure published P&Ps continue to be valid and accurate and manages company-wide P&P requests and tracking system.

  7. Provides timely communications on the status of policies and procedures to appropriate parties.

  8. Manages and drives activities necessary for procedure development. Initiates and manages meetings, partners with subject matter experts (SMEs) to create and revise procedures.

  9. Primary contact for procedure maintenance. Revises and updates procedures as needed. Recommends process improvements if needed.

  10. Reviews all proposed changes and determines which other policies and procedures may be affected.

Bachelor's degree in English. Three years or more experience as a procedure writer within a financial services environment. Must have banking center experience. Policy and procedure writing for banking centers preferred. Exceptional written and oral communication, interpersonal, and organizational skills. Time management skills to handle high volume workloads often with overlapping deadlines. High proficiency with MS Office tools. Advanced Word skills required (macros and VBA coding a plus); with intermediate Outlook, Excel, Visio, PowerPoint and

City National Bank - BCi Financial Group

Why Work Here?

We attract and develop a diverse workforce comprised of committed & driven individuals

City National Bank of Florida is a 73 year old, $14 billion dollar asset Commercial Bank based in Miami, FL that is rated 5 stars "Superior" by Bauer Financial; and American Banker named City National Bank of Florida one of the “Best Banks to Work For in 2017”. City National is a domestic U.S. subsidiary of Banco de Crédito e Inversiones S.A., an eighty two year old publically traded bank traded on the Santiago Stock Exchange. It is the third largest bank in Chile with assets of approximately Ch$40 billion and is rated A/Stable and A1 by Standard & Poor’s and Moody’s respectively. We consider ourselves to be the boutique equipment finance workplace of choice in the industry, without the big bank bureaucracy, offering: • Full-Time Position with long-term career path and advancement opportunities • Competitive Salary + bonus • Full Health/Vision Benefits • 401K Plan • Progressive, Entrepreneurial Culture • Work/Life Balance with generous PTO policy


Miami, FL