Senior Director of Capital Planning & Facilities

Pay Range: $113,206 USD to $147,168 USD

SUMMARY

At the direction of the Senior Administrative Officer, the Senior Director of Capital Planning & Facilities provides strategic leadership for the planning, development, operation, maintenance, and long-term stewardship of the bank's physical assets, including branches, administrative offices, operations facilities, and other real estate and facility investments.

The position develops and maintains the bank's multi-year capital plan and directs construction, expansion, renovation, relocation, consolidation, and major facility improvement initiatives across the organization. As the bank's primary owner representative for capital projects, the Senior Director oversees projects from business case development and budgeting through design, construction, occupancy, and closeout.

In addition, the position provides leadership and oversight for facilities management functions, including maintenance operations, asset lifecycle planning, vendor management, occupancy planning, facility standards, and environmental sustainability initiatives. The Senior Director of Capital Planning & Facilities Management ensures the bank's existing facilities remain safe, efficient, reliable, and aligned with the bank’s strategic objectives.

All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.

ESSENTIAL DUTIES

• Develop, maintain, and present the Bank's multi-year capital plan for branches, administrative facilities, major building systems, and other significant physical asset investments.


• Partner with Executive Management and business leaders to prioritize capital investments and align projects with strategic, operational, market, and financial objectives.


• Develop business cases, feasibility analyses, conceptual budgets, schedules, risk assessments, and investment recommendations for proposed capital initiatives.


• Monitor and manage the capital project portfolio, adjusting priorities based on business needs, asset conditions, customer impact, risk, cost, and resource availability.


• Establish and maintain project governance standards, approval processes, documentation requirements, and executive reporting practices.


• Evaluate facility needs related to new locations, renovations, expansions, relocations, consolidations, acquisitions, dispositions, and market growth initiatives.


• Lead site selection, property due diligence, and facility assessments associated with leased properties, purchases, mergers, acquisitions, and expansion opportunities.


• Utilize facility condition, space utilization, security requirements, customer accessibility, and asset lifecycle data to support capital planning and investment decisions.


• Develop and maintain facility, design, construction, and finish standards that promote brand consistency, operational efficiency, security, accessibility, and customer experience.


• Direct the planning, design, construction, renovation, relocation, consolidation, and implementation of capital improvement projects across the organization.


• Define project scope, objectives, budgets, schedules, quality standards, deliverables, stakeholder responsibilities, and success measures.


• Oversee all phases of project delivery, including programming, design, permitting, construction, commissioning, occupancy, and project closeout.


• Manage multiple concurrent projects across geographically dispersed locations while balancing cost, schedule, quality, operational impact, and risk.


• Prepare and manage annual capital budgets, multi-year expenditure forecasts, project cash-flow projections, and funding requirements.


• Monitor project commitments, expenditures, forecasts, contingencies, and variances, and implement corrective actions as needed.


• Identify value-engineering opportunities and cost-saving measures while maintaining safety, security, functionality, quality, and long-term asset performance.


• Develop procurement strategies and lead the selection, contracting, and performance management of architects, engineers, consultants, contractors, and other vendors.


• Partner with Legal, Finance, Risk Management, Vendor Management, and other stakeholders to ensure contractual, regulatory, security, insurance, and performance requirements are met.


• Serve as the Bank's owner representative throughout project delivery, leading project meetings, conducting site visits, resolving issues, and ensuring successful execution.


• Oversee inspections, testing, commissioning, occupancy approvals, warranty administration, and confirmation that completed work meets approved standards and operational requirements.


• Provide strategic leadership and oversight for Facilities Management, including maintenance operations, vendor management, asset lifecycle planning, workplace services, sustainability initiatives, and space utilization.


• Direct and support Facilities Management leadership in establishing priorities, performance expectations, resource allocation, succession planning, and long-term facility strategies.


• Ensure the Bank's facilities are maintained in a safe, reliable, efficient, and cost-effective manner that supports employees, customers, and business operations.


• Review facility condition assessments, maintenance trends, operational risks, and replacement needs, incorporating findings into capital planning and investment recommendations.


• Collaborate with business partners and control functions to coordinate projects, minimize operational disruption, and ensure continuity of critical services.


• Provide executive and committee reporting on project and portfolio performance, including scope, schedule, budget, risks, dependencies, and key decisions.


• Ensure compliance with applicable building codes, accessibility standards, environmental requirements, permits, zoning regulations, and other legal, regulatory, and organizational requirements.


• Identify, assess, and manage project, operational, compliance, security, third-party, business continuity, and reputational risks, while supporting audits, examinations, insurance reviews, and regulatory inquiries.


• Set performance goals, conduct regular performance evaluations, and provide consistent, constructive feedback to direct reports.


• Assume responsibility for additional projects and tasks as assigned.

EDUCATION & CERTIFICATIONS

• Bachelor’s degree in Construction or Facilities Management, Engineering, Architecture, Business Administration, a related field, or a commensurate combination of education and experience required.


• A minimum of seven years of increasingly responsible experience in commercial construction, capital planning, facilities development, project management, or a related field required.


• Direct experience leading complex capital initiatives and project portfolios, including long-range capital planning, budget development and oversight, expenditure management, and executive-level reporting.

MINIMUM REQUIREMENTS

• Broad and in-depth knowledge of commercial construction, design and construction phases, project controls, procurement, contracting, and const management.


• Strong knowledge of facilities management and operations, including asset lifecycle planning, maintenance strategy, building systems, workplace utilization, sustainability, and facility performance management.


• Working knowledge of the security, privacy, operational resilience, internal control, and documentation expectations relevant to financial institutions.


• Ability to evaluate capital plans, business cases, budgets, forecasts, contracts, and technical project documentation to support informed investment decisions and successful project execution.


• Confident decision-making abilities and the skill to use sound judgment about the timing of choices; particularly the ability to make informed, responsible decisions with limited information or under considerable amounts of stress.


• Strong critical-thinking skills and the ability to analyze potential project outcomes with the adaptability to redirect attention as needed to meet targets and deadlines.


• Flexibility and adaptability to navigate through changing business environments and evolving risk landscapes.


• Successful project management and strategic planning experience with a substantial record of managing projects, setting goals, developing timelines, and monitoring progress.


• Leadership experience and the ability to manage a team of direct reports.


• Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels.


• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions.


• Proficient computer literacy, including comfort with Microsoft systems and Office Suite.


• Intermediate typing skills to meet the needs of this position.


• Current driver’s license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities.


• Ability to work with minimal or no supervision.

ADDITIONAL QUALIFICATIONS

• Master’s degree in Construction or Facilities Management, Engineering, Architecture, Business Administration, or a related field preferred.


• Experience in banking, financial services, or another highly regulated, multi-site environment strongly preferred.


• Experience reviewing and/or negotiating professional services agreements, construction contracts, change orders, leases, and vendor relationships preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws/regulations as applicable.

Benefits: We are dedicated to creating a workplace where all team members feel valued and empowered. Our employee benefits promote well-being and professional growth, including insurance options, retirement plans, and career development opportunities included approved company paid training.  Benefits include paid time off, medical, dental, vision and life insurance, 401(k) plan, tuition assistance, and more.