Internal Tools and Process Automation Manager

Company description

Netbank is a start-up fintech-focused bank, focused on the under-served. Its model is to:

• Partner with Fintechs, banks, and non-bank lenders, who have existing client networks
• Allow these partners to sign-up clients, for an origination fee, booked on Netbanks balance sheet. Netbank would provide:
• Loans to clients, so the partners can grow without raising additional capital
• Deposit accounts for clients, serviced by the partner (on a white-label basis)
• Technology services to the partners, allowing them more efficient processing and better client satisfaction
• Provide payment services to domestic and international partners
• Provide complete banking solutions for Neobanks to launch, using our system.

Netbank will initially operate in the Philippines, but the business model is applicable across multiple geographies. Netbank launched in Q1 2020 and raised external funding in Q1 2023.

Responsibilities:

The IT Implementation Manager will lead our team in the deployment of peripheral off-the-shelf systems across various departments within the bank. This position will be responsible for planning, coordinating, and executing the implementation of third-party software solutions, ensuring alignment with the bank's strategic objectives, good use of the system implemented and compliance with industry regulations.

Tools to be implemented are likely to include:

• Individual productivity and marketing tools:
• Email clients (already in place)
• Hubspot (already in place)
• Asana
• Apollo, Rocketreach, etc.
• Transaction tools
• Txn monitoring tools (working with the transactions teams)
• AML tools
• Chargebee
• Credit tools
• Credit Decisioning
• Access to external credit data
• Collections tools
• Support and administration
• HRIS
• Reporting tools

Specific Duties and Responsibilities:

Opportunity identification:

• Identify areas where Netbank can achieve additional efficiency through the use of external tools
• Create business cases (in CRF) to justify the use of these tools
• working with the business owners of each of these systems to define the benefits
• identifying the approx. costs to confirm the business case

Selecting and managing vendors

• Define selection criteria, with business owners
• Evaluate and select third-party vendors, ensuring they meet the bank's standards for quality, security, and compliance.
• Negotiate contracts and manage vendor relationships throughout the project lifecycle.
• Define the pricing structure that makes best sense for Netbank for each system.

Project Management:

• Develop detailed project plans, including scopes, schedules, and budgets.
• Work with business owners through the entire project lifecycle, ensuring timely delivery of initiatives.
• Track project progress and make necessary adjustments to meet the defined objectives.
• Provide regular updates to ITSC on project status, risks, and issues.

Implementation and configuration this is ~60% of the job

• Become the subject matter expert in each of the systems, in set-up, configuration, operation of the tools
• Maintain the tool, provide updates to configuration where needed
• Get feedback from users on any issues, find ways to solve
• Deepen expertise of best practice in each of the solutions, so we get the most out of the system

Compliance and Risk Management:

• Ensure all implementations adhere to industry regulations and the bank's internal policies.
• Identify, assess, and mitigate risks that may arise during the implementation process.

Post-Implementation Support:

• Ensure the tools are being well used
• Confirm the business case has been met
• Update / optimize, or retire systems
• Coordinate with IT and business units to resolve any issues that may arise post-implementation.

Metrics to monitor

• Number of systems implemented
• Internal satisfaction with projects

Required skills and qualifications

Education: Bachelors Degree, preferably in Information Technology. IT/ Systems experience in Banking background preferable also.

Professional Qualities

• Interest in different systems, in improving efficiency
• Customer focus
• Team player
• Results-oriented
• Decision making
• Efficient

Technical Skills

• Configuration of system
• Focus on using existing tools, rather than building own tools
• Information Technology and Systems

Preferred Qualifications

• 3-5 years in implementation of front-end systems, through configuration and adaptation
• Proven track record of successfully implementing off-the-shelf systems in a complex banking environment.
• Experience of project management
• Judgement, communication, and commercial assessment skills.