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

Estimation Officer - Enterprise Portfolio Services


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.

Position 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.

Key Responsibilities

SME stakeholder mapping:

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

  • Facilitates bi-monthly learning sessions for SMEs to helprefine 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 areobtained and agreed to

  • Chairs regular and ad-hoc planning sessions to develop L0 andL1 estimates

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

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

  • Participates and provides key input to L2 estimationexercises

  • Acts as go-between between IT and business during estimationconversations


Required Education or EquivalentExperience

  • Bachelor’sDegree in Business, IT, or Management.

  • PMPcertification is a plus


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

  • Demonstrable experience developingestimates

  • Excellent analytical experience

  • Excellentorganizational skills including attention to detail and multi-tasking skills

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

  • development and web technologies

  • Excellentverbal and written communication skills are required

  • Relationshipbuilding and Stakeholder Management skills

  • Excellentcomputer system skills required for cost and schedule reporting

  • FinancialServices 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: Project Management

Location: United States-California-San Ramon

Requisition ID: 037547