Responsible for managing organizational initiatives for the Credit Union which have significant financial impact and involves significant internal and/or external resources. The Director of Projects and Automation partners with the VP of Operations for overseeing all stages and types of credit union projects and automation initiatives including planning, development, and execution as well as post project support. This position also provides guidance to department heads to achieve the operational goals, initiatives and process improvement of the Credit Union.
An important aspect of this position is to help improve the overall member experience, both through improved processes and better integrated technology. Responsibilities include playing an integral role in coordinating and tracking multiple projects simultaneously, ranging in complexity from simple to complex. Assist in establishing and implementing methodologies to ensure projects are delivered on time and within budget. When appropriate, manage the post project items to ensure any open issues are completed in a timely manner and subsequent releases and upgrades are managed and coordinated with the appropriate department heads. To do so, strong organization, communication, and management skills are essential. Knowledge of project management methodologies and tools are critical for success.
WCCU Benefits
- 12 Federal Paid Holidays plus Paid Birthday Off & Paid WCCU Recharge Day Off
- Minimum of 2 Weeks Vacation plus 7 Days Paid Discretionary Time Off
- Tuition Reimbursement ($5250 per year)
- Competitive Medical, Dental, and Vision Benefits
- Flexible Spending & Dependent Care Accounts
- 401(k) Plan with Employer Match up to 6%
- Company Paid Life Insurance, Short Term and Long Term Disability Insurance
and much more!
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assists in the responsibility for the development and implementation of all Credit Union Projects.
a. Works with the VP of Operations to ensure all Credit Union projects and initiatives are well planned, managed and executed as efficiently and effectively as possible.
b. Assist in defining and documenting complex business requirements, processes and scope of projects.
c. Help to manage multiple, parallel initiatives using formal project planning techniques.
d. Gain an understanding of new features from solution providers as they relate to customer engagement and administrative tasks and create business cases for including or excluding them from roadmaps.
e. Assist in all initiatives through the various stages, from analysis of business need and vendor vetting, through design and implementation.
f. Conduct project status meetings with appropriate departments.
g. Conducts Risk Assessments and work collaboratively with departments to ensure accuracy, review and sign off.
h. Create test plans as appropriate for changes (working with other teams as necessary) and manage testing, document results and deliver go/no-go production delivery recommendations.
i. Perform journey maps for processes identified by Senior Management.
j. Develop specific recommendations to improve the member experience and Westerly Community Credit Union efficiencies from journey maps performed.
k. Help to ensure recommendations are agreed upon with applicable management and implemented in a timely manner.
l. Monitor and hold vendors and consultants accountable for contracted deliverables related to initiatives.
m. Manage open tickets, system releases and testing exercises “post implementation” to ensure integrity of the platform.
n. Attend to detail while maintaining a big picture orientation.
o. Assist in developing reports and updates on the department's plans, efforts and results to ALCO and the Board of Directors.
p. Influence, motivate and persuade others to achieve desired outcomes without organizational authority.
q. Communicate effectively, both orally and in writing, with all organizational levels.
r. Performs such other duties and functions as might be required for the efficient and effective operation of the credit union, or as might be assigned from time to time by the VP of Operations.
2. Assumes responsibility for process Improvement and automation.
a. Analyze existing business processes to identify inefficiencies and automation opportunities.
b. Design and implement automated workflows that improve productivity, accuracy and scalability.
c. Collaborate with department leaders to streamline operations and eliminate redundant tasks.
d. Create and maintain documentation for automated processes and workflows.
e. Monitor Automation performance and continuously optimize solutions.
3. Assumes responsibility for related duties as required or assigned.
a. Ensures that work area is clean, secure, and well maintained.
b. Stays informed of trends and changes in automation.
EDUCATION/CERTIFICATION:
College degree in business or related field or equivalent experience.
Professional Project Management (PMP) certification preferred.
Expertise in Process Improvement with Six Sigma Certification a plus
REQUIRED KNOWLEDGE:
Knowledge of check processing, purchasing, facilities, records, security, and quality control procedures and programs.
Understanding of related legal and regulatory requirements.
Knowledge of Credit Union products and services.
EXPERIENCE REQUIRED:
Prior Credit Union or other financial institution experience.
Minimum three years of successful proven record in project management.
SKILLS/ABILITIES:
Excellent and progressive computer/technical knowledge and a high level of experience with business system analysis.
Demonstrates excellent organization, communication, and business writing skills with a professional approach and is friendly outgoing and creative; able to work effectively with internal and external contacts, both face-to-face and remotely, at all levels.
Handle all information/documents in a confidential and secure manner.
Conscientious, comfortable with detail and the ability to be multi-tasked to coordinate and prioritize the workday efficiently.
Comfortable working under pressure, self-motivated and able to work in a team environment.
Ability to understand and monitor compliance functions within a credit union and the ability to stay current in the changing environment with compliance.
Ability to work cooperatively with others to identify, recommend and implement opportunities for increased efficiency.
Ensures ongoing and effective communication between departments in the usage and maintenance of supported business applications by maintaining production relationships with department leaders and project teams.
