Enterprise Transformation Officer

Prevail Bank

Stevens Point, WI

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JOB DETAILS

SKILLS

Agile Programming Methodologies, Artificial Intelligence (AI), Automation, Backlog Prioritization, Business Analysis, Business Case, Business Strategy, Centralized Operations/Management, Change Management, Communication Skills, Community Banking, Continuous Deployment/Delivery, Continuous Improvement, Cost Control, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Driver's License, Establish Priorities, Finance, Financial Services, Follow Through, Funding, Health Insurance, Information/Data Security (InfoSec), Internal Audit, Internet Security, Leadership, Legal, Operational Strategy, Operations, Performance Analysis, Performance Metrics, Physical Demands, Presentation/Verbal Skills, Process Improvement, Progress Reports, Project Portfolio Management (PPM), Project Tracking, Project/Program Management, Proof of Concept, Regulations, Regulatory Requirements, Requirements Management, Risk, Risk Management, ScrumMaster, Sprint Planning, Strategic Planning, Team Lead/Manager, Team Player, Technical Delivery, Time Management, Training/Teaching, Use Cases, Validation Documentation, Willing to Travel, Workflow Analysis

LOCATION

Stevens Point, WI

POSTED

25 days ago

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 enterprise‑wide initiatives across Prevail Bank. This role establishes and leads the Project Management function, instills an Agile‑first mindset across the organization, and champions the identification and deployment of high‑value 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 cross‑team 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 enterprise‑level project leader, overseeing planning, execution, governance, and prioritization of complex, cross‑departmental projects, with authority to recommend prioritization, sequencing, and escalation of project decisions based on strategic alignment, risk, and value delivery.
Lead enterprise‑wide 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 cross‑departmental delivery risks, resource constraints, and initiative conflicts.
Champion an MVP‑first, rapid‑validation mindset, helping teams test ideas quickly, learn early, and make smaller, safer investments before scaling.
Provide regular executive‑level 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 value‑driven 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 cross‑functional 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 long‑term AI roadmap.
Own and maintain the bank’s AI Policy, ensuring governance aligns with regulatory expectations and responsible‑AI 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 current‑state and future‑state process maps and identifying opportunities for automation/digitization.
Collaborate with business units to reduce friction, eliminate manual steps, and improve cross‑department 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 cycle‑time 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, problem‑solving, and data‑informed decision‑making.

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.

About the Company

Prevail Bank

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