Enterprise Transformation Officer

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Position Summary:

The Enterprise Transformation Officer is a strategic role responsible for driving the planning, execution, and delivery of enterprisewide initiatives across Prevail Bank. This role establishes and leads the Project Management function, instills an Agilefirst mindset across the organization, and champions the identification and deployment of highvalue AI use cases. The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank.

This position collaborates closely with business line leaders, technology partners, and operational teams. The role ensures teams understand how to scope ideas, test assumptions, and iterate in a highly regulated environment, balancing innovation with compliance. By aligning employees around a shared experimentation mindset, this leader accelerates learning, strengthens crossteam collaboration, and reduces friction as Prevail Bank moves faster into AI, workflow, and enterprise modernization.

Duties and Responsibilities

Project Leadership

• Serve as the bank's enterpriselevel project leader, overseeing planning, execution, governance, and prioritization of complex, crossdepartmental projects, with authority to recommend prioritization, sequencing, and escalation of project decisions based on strategic alignment, risk, and value delivery.
• Lead enterprisewide strategic initiatives, ensuring alignment with corporate strategy, regulatory requirements, and operational objectives.
• Establish and manage a centralized project portfolio management (PPM) framework to enhance transparency, risk management, and executive reporting.
• Act as a primary escalation point for crossdepartmental delivery risks, resource constraints, and initiative conflicts.
• Champion an MVPfirst, rapidvalidation mindset, helping teams test ideas quickly, learn early, and make smaller, safer investments before scaling.
• Provide regular executivelevel reporting on transformation progress, risks, and outcomes to senior leadership and committees, as appropriate.
• Partner with Finance and executive leadership on business case development, requirement definitions, funding decisions, and benefit realization for enterprise initiatives.

Agile Transformation & Organizational Enablement

• Champion the adoption of Agile methodologies, fostering iterative delivery, continuous improvement, and valuedriven outcomes.
• Develop and deliver Agile education, coaching, and change management, working with executives and teams to embed Agile principles into daily operations.
• Implement standardized practices for sprint planning, backlog refinement, Agile ceremonies, and crossfunctional collaboration.
• Facilitate alignment across business units so teams clearly understand how ideas are scoped, tested, and iterated, reducing friction and strengthening collaboration.

AI Strategy & Use Case Development

• Serve as a core member of Prevail Bank's AI Strategy Team, helping shape the bank's longterm AI roadmap.
• Own and maintain the bank's AI Policy, ensuring governance aligns with regulatory expectations and responsibleAI principles.
• Identify, evaluate, and prioritize AI and automation use cases that improve customer experience, operational efficiency, and risk management.
• Partner with IT, data teams, and business units to lead AI pilots, proofs of concept, and scalable implementations.
• Partner closely with Compliance, Risk Management, Internal Audit, and Legal to ensure all transformation, automation, and AI initiatives meet regulatory and policy expectations.
• Support regulatory examinations, audits, and reviews related to enterprise transformation, project governance, and AI usage.
• Partner with Information Security and Data Governance teams to ensure AI and automation use cases adhere to cybersecurity, privacy, and data governance standards.
• Ensure all AI initiatives align with ethical, regulatory, and enterprise risk frameworks

Business Analysis & Workflow Optimization

• Build and lead teams focused on process improvement, workflow standardization, and operational efficiency across all business lines.
• Oversee development of currentstate and futurestate process maps and identifying opportunities for automation/digitization.
• Collaborate with business units to reduce friction, eliminate manual steps, and improve crossdepartment performance.
• Define and track key performance indicators related to project delivery, operational efficiency, automation impact, and adoption of new workflows.
• Measure realized benefits from transformation initiatives, including cycletime reduction, error reduction, cost savings, and employee experience improvements.
• Establish BA standards, templates, and methodologies for requirements gathering, documentation, and solution validation.
• Promote a culture of analytical thinking, problemsolving, and datainformed decisionmaking.

Qualifications

Education/Experience:

• Bachelor's degree from four-year college or university
• 10+ years of experience in project management, enterprise transformation, or technology delivery within financial services or related industry
• Proven experience leading enterprise-level programs, organizational change, and agile adoption
• Strong understanding of AI concepts, enterprise transformation, and process automation
• Exceptional communication skills with demonstrated ability to lead high-performing teams.

Skills and Abilities:


Adaptability:

• Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.

Attention to Detail:

• Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.

Change Management:

• Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.

Customer Orientation:

• Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.

Oral/Written Communication:

• The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.

Professionalism:

• Project a positive image of the bank to all internal and external customers.

Time Management:

• Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.

Team Player:

• Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank.

Working Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel:

Valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.


Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities.

Job Description subject to change at any time at the discretion of management

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Prevail Bank

Prevail Bank is looking for dedicated individuals with the right skill set to continue to serve our customers and provide the best banking services possible. Our vision is to demonstrate our integrity and commitment to our customers and communities by providing quality products, services, technology and financial education. Our mission is to be an exceptional financial service resource for our customers, banking team and community by doing the right thing, taking ownership in finding solutions for our customers.

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