Job Description

Position: Product Owner
Location: Charlotte, NC (Hybrid – 3 days onsite; 2 days remote)
Duration: 6 months contract with a high possibility of extension
Job ID: 179862

Job Overview:
Product Owner (L1)

• Corporate and Investment Banking (CIB)

Position Summary:

• Client is seeking a highly motivated Product Owner to support the delivery of strategic business and technology capabilities within Corporate and Investment Banking (CIB).
• This role is ideal for an individual with experience in wholesale banking, commercial banking, institutional banking, lending technology, CRM platforms, or enterprise technology products who enjoys working closely with software engineering teams to turn business needs into executable requirements.
• The Product Owner will partner with Product Managers, business stakeholders, architects, and development teams to define solutions, manage the backlog, create ready-to-build requirements, support Agile ceremonies, and ensure successful execution of roadmap objectives.
• This is a hands-on delivery role focused on translating business outcomes into features, user stories, and acceptance criteria while helping teams deliver high-quality solutions in a complex enterprise environment.

Key Responsibilities:
Agile Product Delivery:

• Own and maintain the team backlog.
• Translate features, epics, and business requirements into well-defined user stories.
• Develop clear acceptance criteria and business rules.
• Ensure stories meet Definition of Ready standards prior to sprint planning.
• Support feature decomposition and story sizing activities.
• Facilitate backlog refinement sessions with engineering and business partners.
• Partner with Scrum Masters and Engineering Leads to support sprint planning and execution.
• Help establish sprint goals and ensure work aligns with roadmap priorities.
• Participate in sprint reviews, demonstrations, retrospectives, and planning activities. [Sprint Planning | SharePoint], [Writing User Stories | SharePoint], [Acceptance Criteria | SharePoint]

Requirements Management:

• Gather, document, and refine business requirements from stakeholders.
• Analyze current-state and future-state processes.
• Create user stories, process flows, use cases, and functional requirements.
• Identify assumptions, dependencies, risks, and cross-team impacts.
• Ensure requirements are testable, measurable, and implementation ready.
• Maintain traceability between business objectives and delivered functionality.
• Support UAT planning and business validation activities.

Development Team Partnership:

• Serve as the primary day-to-day product contact for assigned delivery teams.
• Answer implementation questions and make timely requirement decisions.
• Clarify business rules and priorities during development.
• Work alongside engineers, architects, QA, and UX resources to resolve ambiguities.
• Support defect triage and prioritization activities.
• Ensure delivered functionality meets intended business outcomes.

Stakeholder Collaboration:

• Partner with Product Managers and senior stakeholders to understand strategic priorities.
• Communicate delivery progress, risks, and dependencies.
• Facilitate working sessions to refine requirements and align stakeholders.
• Support roadmap planning and quarterly prioritization processes.
• Build strong partnerships across business, operations, technology, risk, and compliance teams.

Enterprise and Control Responsibilities:

• Consider regulatory, compliance, audit, and operational risk requirements during solution design.
• Ensure appropriate consideration is given to:
• Data quality
• Data lineage
• Entitlements and access controls
• Auditability
• Operational resiliency
• Exception handling
• Upstream and downstream system dependencies
• Support implementation within a highly regulated financial services environment.

Preferred Background:
Required Qualifications:

• 3 plus years of Product Owner, Business Analyst, Product Analyst, or Agile delivery experience.
• Experience creating user stories, acceptance criteria, and managing Agile backlogs.
• Experience working directly with software engineering teams.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management skills.
• Experience working within large enterprise technology organizations.

Preferred Qualifications:

• Experience in Corporate and Investment Banking (CIB), Commercial Banking, Treasury Management, Capital Markets, Lending, CRM, or related financial services platforms.
• Familiarity with wholesale or institutional banking processes.
• Experience supporting lending lifecycle, deal management, credit workflows, relationship management, or operational workflows.
• Experience working in regulated financial services environments.
• Understanding of APIs, integrations, data flows, and enterprise architecture concepts.
• Knowledge of Agile, Scrum, Kanban, and product delivery practices.

Exposure to platforms such as:

• Microsoft Power Apps
• Salesforce / nCino
• Microsoft Dynamics 365
• LoanIQ
• Microsoft Teams
• SharePoint
• Planner
• Workflow and integration platforms

Success Profile:
The ideal candidate:

• Thinks like a business analyst and executes like a product owner.
• Can independently create high-quality user stories and acceptance criteria.
• Is comfortable working directly with developers on a daily basis.
• Understands how enterprise systems and integrations work together.
• Balances business needs, technical constraints, and delivery timelines.
• Brings curiosity, strong ownership, and attention to detail.
• Operates effectively in a fast-paced, highly collaborative environment.

Top Skill Set:

• Experience in Corporate and Investment Banking (CIB), Commercial Banking, Treasury Management, Capital Markets, Lending, CRM, or related financial services platforms.
• Familiarity with wholesale or institutional banking processes.
• Experience supporting lending lifecycle, deal management, credit workflows, relationship management, or operational workflows.
• Experience working in regulated financial services environments.
• Understanding of APIs, integrations, data flows, and enterprise architecture concepts.
• Knowledge of Agile, Scrum, Kanban, and product delivery practices.

Exposure to platforms such as:

• Microsoft Power Apps
• Salesforce / nCino
• Microsoft Dynamics 365
• LoanIQ
• Microsoft Teams
• SharePoint
• Planner
• Workflow and integration platforms

In this contingent resource assignment, candidates may:

• Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables.
• Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors.
• Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate with client personnel in Business Execution.

Required Qualifications:

• 4 plus years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com
At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Pay Range: $55- $60
The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.
If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at legal@pinnacle1.com
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Job Tags

Full time, Contract work, Remote work

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