Operations Planning and Governance

TITLE: PLANNING AND EXECUTION PROJECT MANAGER

STATUS: EXEMPT

REPORT TO: SRMGR - PORTFOLIO PLANNING AND EXECUTION

DEPARTMENT: OPERATIONS PLANNING AND GOVERNANCE

JOB CODE: 11946

PAY RANGE: $101, $115,000.00 ANNUALLY

GENERAL DESCRIPTION:

Under the general direction of the Sr Manager Planning and Execution, the Project Manager is responsible for overall direction, implementation, execution, control, and project management of Service Operations projects, including the research and development of new concepts, ideas and applications ensuring consistency with credit union strategy, commitments, and goals to accelerate the achievement of business value. Leads and implements innovative approaches and solutions within and across the enterprise to achieve desired business outcomes. Partners and consults with various business and technical partners to deliver iterative business value and achieve business strategy and objectives.

TASKS, DUTIES, FUNCTIONS:

1. 
   
2. Manages initiatives with moderate to high scope and complexity. Leads project team member and business/technical partners. Partners with leaders to deliver value and achieve business strategies and objectives.
3. Program Communication & Administration
   
   1. 
      
   2. Develops and presents project communication to influence key internal and external stakeholders to focus transparent rapid business value delivery.
   3. Ensures program alignment, with shorter iterations/faster time to market/reducing time to market, and success through monitoring program, industry, functional or technology trends.
   4. Understands customer journey to guide the delivery of business outcomes.
   5. Creates appropriate communication plans for influencing multiple decision makers and secures commitment for project decisions; advises project/program teams to communicate solution vision and priorities.
   6. Contributes to communities of practice and project community forums to address ongoing needs for the project professional community.
   7. Leverages and understand enterprise or industry specific best practices or lessons learned that impact the organization and shares them with the project professional community at Golden 1.
4. Project Delivery
   
   1. 
      
   2. Sets project expectations and strategy; ensures the development of organizational change plans.
   3. Contributes to solution options and supports business partner decision making to minimize the amount of project investment divergence from target outcomes.
   4. Partners with project teams to identify opportunities for creating reusable artifacts.
   5. Leads project/program teams to identify measurable business value to ensure metrics are gathered and business objectives are realized.
   6. Leads project/program team to continually focus on business strategy, vision and prioritizes based on delivery of business value.
   7. Manages through ambiguity; Manages and resolves conflict issues and risks to remove barriers within the project/program team while continuing momentum on initiatives.
   8. Identifies and manages interdependencies within projects and programs.
5. Consultant
   
   1. 
      
   2. Challenges where appropriate to drive initiatives and program/project teams forward.
   3. Consults with teams, stakeholders, and business leaders to identify and resolve emerging business needs.
   4. Collaborates with business and technology partners and leaders to identify value drivers.
   5. Collaborates and partners with leaders to understand trade-offs and align to program vision; assess the different types of support required to achieve goals which also achieve business value.
   6. Develops business solutions and partners business and technology to align with overall strategy of the business.
   7. Provides partners and leaders with an accurate view of challenges to adoption; recognizes, clarifies, and prioritizes concerns.
   8. Manages key partners and stakeholder expectations in accordance with changes in the business, technology, or the environment.
   9. Contributes to the change activities on projects or programs across the organization.
   10. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
6. Team Leadership
   
   1. 
      
   2. Motivates and inspires teams to coalesce and commit to shared purpose.
   3. Drive team effort and promote team coordination.
   4. Create a collaborative environment of distributed or virtual teams.
   5. Provide guidance, feedback, coaching and mentoring to project team members.
7. Strategy and Analysis
   
   1. 
      
   2. Coordinates, supports, and may influence the prioritization for the business and ensures alignment with strategic goals.
   3. Effectively engages stakeholders and consults with senior leaders and executives to define measurable business value and benefits.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:  

1. 
   
2. Exceptional oral and written communication skills required to interact with members, credit union staff and management, negotiate vendor agreements and manage project teams. 
3. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as personal computer, multi-purpose copier and telephone. 
4. Must be able to work on own initiative. 
5. Effective project management skills are required to manage the implementation Service Operations projects, prepare recommendations, perform analysis, and to accomplish other project management functions as listed. Proficiency in MS Project software. 
6. Ability to work under pressure and tight deadlines; may be required to work extended hours to complete tasks. 
7. Carry and respond to smartphone 24/7. 

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:  

1. 
   
2. INTERNAL: All levels of staff and management, including Senior Management 
3. EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions. 

QUALIFICATIONS:  

1. 
   
2. EDUCATION: Bachelor's degree in Business Administration, Accounting, Management Information Systems, or related area.   
3. EXPERIENCE: Minimum five years combined experience in project analysis, coordination and management required, preferably in a financial institution. 
4. KNOWLEDGE/SKILLS: 

• Strong knowledge of financial products and services, especially as it relates to various delivery channels preferred. 
• Knowledge of existing credit union products, services, and overall operational guidelines. 
• Strong knowledge of business analytical practices and methodologies and process improvement methodologies, e.g., Lean or Six Sigma a plus. 
• Strong research, analytical, planning, and organizational skills.
• Customer-focused attitude and ability to work proactively and efficiently. 
• Supportive of all decisions, choices, goals, and objectives as determined by leadership and Executive leadership. 
• Proven ability to evaluate key business objectives and develop appropriate action plans. 
• Proficiency in Microsoft Office products, especially MS Project, MS Excel, and MS PowerPoint. 
• Ability to use logical reasoning when making objective observations, examinations, evaluations, and recommendations. 
• Familiarity with common contractual language and contract negotiation

PHYSICAL REQUIREMENTS:  

1. 
   
2. Prolonged sitting throughout the workday with occasional mobility required. 
3. Corrected vision within the normal range. 
4. Hearing within normal range. A device to enhance hearing will be provided if needed. 
5. Ability to lift 20 lbs. as may be required. 
6. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. 
7. May require long work hours to accomplish tasks. 
8. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. 
9. Prolonged use of telephone to accomplish tasks. 

LICENSES/CERTIFICATIONS:  

1. Project Management Professional (PMP) certification from the Project Management Institute (PMI) is preferred.

THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.

REV. 10/30/2025