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SECTIO         I – JOB IDE         TIFICATIO

Job Title:         Vice President, Facilities and Administrative Services
Department:        Facilities

Location:          San Francisco




                      SECTIO         II – JOB SUMMARY

The VP, Facilities and Administrative Services is an important member of the Bank’s
management and leadership team. The Facilities department is generally responsible
for the following critical functions:
      Lease negotiations, administration, and management of landlord relations
      Market surveys and new branch site evaluation
      Architectural design and development for new locations and existing portfolio
      remodels
      New office/ branch acquisition and build-out
      Facilities project management (including coordination/ participation with a wide
      range of Bank activities with Facilities impacts or dependencies)
      Day-to-day property management
      Construction management
      Long-term Bank-wide space planning and capacity management
      Coordination and execution of internal personnel moves
      Developing and managing Facilities-component of the Bank’s energy and
      sustainability programs
      Support efforts to ensure the safety and security of the Bank’s facilities
      Manage the compliance with applicable laws and regulations

This executive will play an important role supporting the department in accomplishing
these objectives. In addition to providing his/ her leadership and participation to these
important activities broadly, this individual will have specific responsibility for space
planning, corporate remodels, and corporate employee moves.




         SECTIO         III – DUTIES        A    D   RESPO      SIBILITIES

1.   Develop and maintain the Bank’s long-term space plan, related reporting, and
     planning activities. Ensure that the Bank’s anticipated growth and evolving
     facilities requirements are closely monitored, anticipated and satisfied. At times


                                            1
this role will involve setting aside excess capacity, balancing the demands of
     multiple internal departments/ executives for limited space, and defining a clear
     long-term strategy (with specific goals and standards).

2.   Manage corporate remodel and department/ employee relocation activities. This
     regularly involves coordinating complex schedules, adjusting to shifting
     requirements/ priorities, managing diverse internal and external resources,
     providing regular interdepartmental updates/ reports, and resolving/ escalating
     issues as required on a timely basis.

3.   Support the management and delivery of day-to-day Facilities services and
     functions. This includes managing effective processes/ controls and responding
     to issues on a timely, cost effectively, and to the satisfaction of the end user.

4.   Keep abreast of current trends and provide feasibility studies and cost proposals
     for new innovative opportunities (particularly in the sustainability and energy
     efficiency areas). Demonstrate ownership of the Bank’s premier customer
     experience, the success of our front line and operational partners, and shareholder
     value.

5.   Keep abreast of regulatory, legal and industry best practices to maintain
     compliance and an appropriate level of risk. Partner closely with leadership of
     Audit, Risk Management, Information Systems, Information Security/ Disaster
     Recovery, and Compliance/ Legal to develop and execute risk management
     activities. Regularly report on the status and success of risk management and any
     open remediation activities.

6.   Perform duties & responsibilities specific to department functions & activities.

7.   Performs other duties & responsibilities as required or assigned by supervisor.

8.   Responsibilities include the following: 1) adhering to and complying with the
     applicable, federal and state laws, regulations and guidance, including those
     related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
     2) adhering to Bank policies and procedures, 3) completing required training, 4)
     identifying and reporting suspicious activity to the AML Officer, and 5) knowing
     and verifying the identity of any customer(s) that enters into a relationship with
     the Bank.




                                           2
SECTIO       IV – POSITIO            DIME      SIO    S

Reports To:             Senior Vice President, Facilities and Administrative Services
Positions Supervised:   Manager, Space Planning

Internal Contacts:      Deposit Services, Lending Services, Information Services,
                        Audit, Compliance, Legal, Relationship Managers, Preferred
                        Banking, Preferred Banking Office Management, Project
                        Management, Executive Management, and other teams/
                        resources as required.

External Contacts:      Current and potential business partners/ vendors.

Skills, Knowledge and   Education/ work experience:
Abilities:                  Undergraduate degree required; MBA preferred
                            10+ years in a facilities management role required
                            5+ years of management experience required
                            Relevant experience with a financial institution or firm
                            with comparable concerns and quality standards desired

                        Technical skill/ competency
                            Must be highly conversant with lease terms, conditions,
                            and the associated negotiations/ administration processes
                            Strong business orientation, understanding of business
                            processes, and the resulting applications to Facilities from
                            an employee, customer and Bank perspective
                            Possess depth of knowledge and competency in facilities
                            management, construction management, and decisively
                            resolving Facilities-related issues
                            Skilled at identifying and evaluating new locations
                            Skilled at development and managing related policies and
                            enterprise standards

                        Leadership skill/ competency
                            Demonstrated leadership, planning, and managerial skills
                            with the ability to contribute broadly at an executive level
                            Pragmatic with an ability to generate trust and build
                            alliances across business and functional lines
                            Empowers others and demonstrates a positive and
                            energizing style
                            Consistently demonstrates and follows high standards of
                            integrity in business decision-making, and expects the
                            same standards of performance from his/her subordinates

                        Personal skill/ competency



                                           3
Strategic perspective and business acumen - Looks
                     toward the broadest possible view of an issue/ challenge;
                     can easily pose future scenarios; can think globally about
                     all aspects of the Bank; can discuss multiple
                     considerations of an issue and forecast them into the
                     future; understands how the Bank works, competes, serves
                     clients, and generates shareholder value
                     Decision making - Makes decisions in a timely manner,
                     often with incomplete information and under tight
                     deadlines; makes good decisions based upon a mixture of
                     analysis, wisdom, experience, and judgment
                     Communication skills - Demonstrates excellent
                     communication and interpersonal skills; able to
                     communicate clearly and concisely in a variety of settings
                     and styles; is effective in a variety of formal presentation
                     and meeting settings; commands attention and can manage
                     group process during presentation/ discussion
                     Change management - Gains support for change by
                     providing context and responding with sensitivity to
                     concerns; removes obstacles that prevent or slow the
                     implementation of change; takes initiative to recommend/
                     develop innovative approaches to getting things done
                       egotiation skills - Negotiates skillfully in tough
                     situations with internal and external groups; can win
                     concessions without damaging relationships; can be both
                     direct and diplomatic
                     Peer relationships - Can quickly find common ground
                     and solve problems for the good of all; can represent own
                     interests and yet be fair to others; is a team player and
                     encourages collaboration; can be candid with peers

Physical        - Vision must be sufficient to read data reports, manuals and
Requirements:     computer screens.
                - Hearing must be sufficient to understand a conversation at a
                  normal volume, including telephone calls and in person.
                - Speech must be coherent to clearly convey or exchange
                  information, including the giving and receiving of
                  assignments and/or directions.
                - Position involves sitting most of the time, but may involve
                  walking or standing for brief periods of time.
                - Must be able to travel in a limited capacity.




                                  4

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VP, Facilities, Administrative Services Position

  • 1. SECTIO I – JOB IDE TIFICATIO Job Title: Vice President, Facilities and Administrative Services Department: Facilities Location: San Francisco SECTIO II – JOB SUMMARY The VP, Facilities and Administrative Services is an important member of the Bank’s management and leadership team. The Facilities department is generally responsible for the following critical functions: Lease negotiations, administration, and management of landlord relations Market surveys and new branch site evaluation Architectural design and development for new locations and existing portfolio remodels New office/ branch acquisition and build-out Facilities project management (including coordination/ participation with a wide range of Bank activities with Facilities impacts or dependencies) Day-to-day property management Construction management Long-term Bank-wide space planning and capacity management Coordination and execution of internal personnel moves Developing and managing Facilities-component of the Bank’s energy and sustainability programs Support efforts to ensure the safety and security of the Bank’s facilities Manage the compliance with applicable laws and regulations This executive will play an important role supporting the department in accomplishing these objectives. In addition to providing his/ her leadership and participation to these important activities broadly, this individual will have specific responsibility for space planning, corporate remodels, and corporate employee moves. SECTIO III – DUTIES A D RESPO SIBILITIES 1. Develop and maintain the Bank’s long-term space plan, related reporting, and planning activities. Ensure that the Bank’s anticipated growth and evolving facilities requirements are closely monitored, anticipated and satisfied. At times 1
  • 2. this role will involve setting aside excess capacity, balancing the demands of multiple internal departments/ executives for limited space, and defining a clear long-term strategy (with specific goals and standards). 2. Manage corporate remodel and department/ employee relocation activities. This regularly involves coordinating complex schedules, adjusting to shifting requirements/ priorities, managing diverse internal and external resources, providing regular interdepartmental updates/ reports, and resolving/ escalating issues as required on a timely basis. 3. Support the management and delivery of day-to-day Facilities services and functions. This includes managing effective processes/ controls and responding to issues on a timely, cost effectively, and to the satisfaction of the end user. 4. Keep abreast of current trends and provide feasibility studies and cost proposals for new innovative opportunities (particularly in the sustainability and energy efficiency areas). Demonstrate ownership of the Bank’s premier customer experience, the success of our front line and operational partners, and shareholder value. 5. Keep abreast of regulatory, legal and industry best practices to maintain compliance and an appropriate level of risk. Partner closely with leadership of Audit, Risk Management, Information Systems, Information Security/ Disaster Recovery, and Compliance/ Legal to develop and execute risk management activities. Regularly report on the status and success of risk management and any open remediation activities. 6. Perform duties & responsibilities specific to department functions & activities. 7. Performs other duties & responsibilities as required or assigned by supervisor. 8. Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 2
  • 3. SECTIO IV – POSITIO DIME SIO S Reports To: Senior Vice President, Facilities and Administrative Services Positions Supervised: Manager, Space Planning Internal Contacts: Deposit Services, Lending Services, Information Services, Audit, Compliance, Legal, Relationship Managers, Preferred Banking, Preferred Banking Office Management, Project Management, Executive Management, and other teams/ resources as required. External Contacts: Current and potential business partners/ vendors. Skills, Knowledge and Education/ work experience: Abilities: Undergraduate degree required; MBA preferred 10+ years in a facilities management role required 5+ years of management experience required Relevant experience with a financial institution or firm with comparable concerns and quality standards desired Technical skill/ competency Must be highly conversant with lease terms, conditions, and the associated negotiations/ administration processes Strong business orientation, understanding of business processes, and the resulting applications to Facilities from an employee, customer and Bank perspective Possess depth of knowledge and competency in facilities management, construction management, and decisively resolving Facilities-related issues Skilled at identifying and evaluating new locations Skilled at development and managing related policies and enterprise standards Leadership skill/ competency Demonstrated leadership, planning, and managerial skills with the ability to contribute broadly at an executive level Pragmatic with an ability to generate trust and build alliances across business and functional lines Empowers others and demonstrates a positive and energizing style Consistently demonstrates and follows high standards of integrity in business decision-making, and expects the same standards of performance from his/her subordinates Personal skill/ competency 3
  • 4. Strategic perspective and business acumen - Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value Decision making - Makes decisions in a timely manner, often with incomplete information and under tight deadlines; makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment Communication skills - Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings; commands attention and can manage group process during presentation/ discussion Change management - Gains support for change by providing context and responding with sensitivity to concerns; removes obstacles that prevent or slow the implementation of change; takes initiative to recommend/ develop innovative approaches to getting things done egotiation skills - Negotiates skillfully in tough situations with internal and external groups; can win concessions without damaging relationships; can be both direct and diplomatic Peer relationships - Can quickly find common ground and solve problems for the good of all; can represent own interests and yet be fair to others; is a team player and encourages collaboration; can be candid with peers Physical - Vision must be sufficient to read data reports, manuals and Requirements: computer screens. - Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person. - Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions. - Position involves sitting most of the time, but may involve walking or standing for brief periods of time. - Must be able to travel in a limited capacity. 4