Two banks just merged. Do your job descriptions agree on what a “branch manager” actually does?
A governed, audit-ready job description library for financial institutions — built on SAP® SuccessFactors®.
JDMS® is an award-winning job description management solution. For financial institutions, that means standardized, defensible job content across every branch, business line, and legal entity — not conflicting legacy templates from the last acquisition.
Somewhere in your organization, two branch managers who used to work for different banks are comparing notes after last year’s merger — and discovering their “branch manager” job descriptions don’t agree on pay grade, supervisory scope, or who’s actually responsible for flagging suspicious activity. Multiply that by every title the acquisition brought in, and HR is left reconciling a job architecture nobody fully owns.
None of this shows up on an org chart — until it does.
Eventually, someone asks the question your job library can’t answer.
An examiner asks whether your BSA officer’s documented duties create a segregation-of-duties conflict. A SOX auditor can’t tie a control to a job description that matches what the role actually does. A wage-hour claim turns on whether a “loan officer” was ever accurately classified. For a financial institution running thousands of descriptions across branches, business lines, and legal entities inherited through acquisition, it isn’t a matter of if — it’s when.
A job library built to hold up under examination.
Mergers and acquisitions stitching together different job architectures overnight.
Standardize and harmonize job libraries across merged charters, brands, and business lines from one governed system.
Compliance-critical roles where the job description is segregation-of-duties evidence.
Build defensible documentation for BSA/AML, fair lending, and SOX-controlled roles that holds up under examination.
Licensed and registered roles needing accurate requirements.
Keep required registrations and licenses current and tied to the actual role, not a stale template.
Wage-hour exposure on loan officers and personal bankers.
Keep job content aligned to actual duties, supporting accurate FLSA classification and defense against misclassification claims.
Specialized expertise walking out the door.
Keep the real requirements of specialized roles current and connected to Succession planning in SAP SuccessFactors.
A sprawling multi-charter, multi-brand job library.
Rapidly develop and standardize job descriptions at scale in a single, always-current library.
Built for financial institutions already running SAP® SuccessFactors®.
We’ve enhanced JDMS specifically for SAP SuccessFactors customers, typically with 1,000+ employees, using the SAP Business Technology Platform — the profile of most banks and financial institutions. It offers a fully integrated, seamless end-user experience across every branch, business line, and legal entity.
Pre-integrated to SAP SuccessFactors — including Succession — so specialized expertise like trust administration and underwriting feeds directly into who’s ready to step in next.
A seamless experience across every branch, business line, and legal entity, without a new system for employees to learn.
Next to zero change management — employees never have to leave SAP SuccessFactors to see what’s official, even after a merger changes everything else.
Built by a team financial institutions already trust with SAP SuccessFactors.
Find out what your job descriptions would say under examination.
A 30-minute conversation with our JDMS team, built around the realities of running a financial institution’s workforce.
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