Bank of the West Enterprise Portfolio Services - Estimation Officer in San Ramon, California

Enterprise Portfolio Services - Estimation Officer


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

This role reports directly to the Head of the Enterprise Portfolio Services. This role is tasked with, and accountable for, coordinating and delivering two initial cost / resource need estimates for a project investment idea/benefits case. Ensures that the proposed solution is signed off by the key stakeholders before the estimates are completed.

Essential Job Functions

SME stakeholder mapping:

  • Collects and maintains a living document of all key SMEs along with area of expertise (Business units, s, IT, Marketing, etc.)

  • Facilitates bi-monthly learning sessions for SMEs to help refine future estimation exercises

L0 and L1 Estimations:

  • Collects all data required for L0 (initial “T-shirt”) estimation from the EPS Business RM and from the businesses

  • Coordinates with all SMEs on the stakeholder map

  • Ensures that conceptual solutions and architecture are obtained and agreed to

  • Chairs regular and ad-hoc planning sessions to develop L0 and L1 estimates

  • Ensures that estimates are of the highest quality by asking informed and probing questions and by continually evaluating and improving upon the process Program oversight:

  • Provides final sign-off for L0 and L1 estimates along with business architect and head of solution delivery.

  • Participates and provides key input to L2 estimation exercises

  • Acts as go-between between IT and business during estimation conversations


Required Education or Equivalent Experience

  • Bachelor’s Degree in Business, IT, or Management.

  • PMP certification is a plus

Required Experience

  • 7 years business, technology and /or project management experience in a high-pace, high-volume environment

  • Demonstrable experience developing estimates

  • Excellent analytical experience

  • Excellent organizational skills including attention to detail and multi-tasking skills

  • Solid technical background, with understanding or hands-on experience in software

  • development and web technologies

  • Excellent verbal and written communication skills are required

  • Relationship building and Stakeholder Management skills

  • Excellent computer system skills required for cost and schedule reporting

  • Financial Services industry experience is a plus


  • Recognizes project issues and concerns requiring resolution in a timely and professional manner and addresses them with management and appropriate staff members.

  • Prepares documentation defining policies to be established with management’s approval, providing supporting documentation and specifications as needed.

  • Schedules and conduct status meetings with involved staff and management, to ensure timely completion of project tasks and addressing and resolving problems that could prevent timely completion of the project.

  • Prepares, provides and communicates progress reports on project status for staff and management review.

  • Represents function as a team member on project teams lead by other departments and divisions.

  • Provides support to project team by attending project meetings, responding to assigned tasks when due and providing management with regular updates on the project’s progress.

  • Provide expertise in controls design and assessment.

  • Provides subject matter expertise in the area of risk and controls.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Accounting Finance

Location: United States-California-San Ramon

Requisition ID: 037971