Planning and Execution Project Manager

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

11946

Grade:

24S

Status:

Exempt

POSITION AND PURPOSE

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.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You are passionate about delivering results that make a difference to those you support. You excel at leading complex initiatives, aligning stakeholders around shared objectives, and driving projects from concept to execution while ensuring business value, collaboration, and operational success.

THE WORK

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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.

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Program Communication & Administration

• Develops and presents project communication to influence key internal and external stakeholders to focus transparent rapid business value delivery.
• Ensures program alignment, with shorter iterations/faster time to market/reducing time to market, and success through monitoring program, industry, functional or technology trends.
• Understands customer journey to guide the delivery of business outcomes.
• 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.
• Contributes to communities of practice and project community forums to address ongoing needs for the project professional community.
• 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.

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Project Delivery

• Sets project expectations and strategy; ensures the development of organizational change plans..
• Contributes to solution options and supports business partner decision making to minimize the amount of project investment divergence from target outcomes.
• Partners with project teams to identify opportunities for creating reusable artifacts.
• Leads project/program teams to identify measurable business value to ensure metrics are gathered and business objectives are realized.
• Leads project/program team to continually focus on business strategy, vision and prioritizes based on delivery of business value.
• Manages through ambiguity; Manages and resolves conflict issues and risks to remove barriers within the project/program team while continuing momentum on initiatives.
• Identifies and manages interdependencies within projects and programs.

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Consultant

• Challenges where appropriate to drive initiatives and program/project teams forward.
• Consults with teams, stakeholders, and business leaders to identify and resolve emerging business needs.
• Collaborates with business and technology partners and leaders to identify value drivers.
• 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.
• Develops business solutions and partners business and technology to align with overall strategy of the business.
• Provides partners and leaders with an accurate view of challenges to adoption; recognizes, clarifies, and prioritizes concerns.
• Manages key partners and stakeholder expectations in accordance with changes in the business, technology, or the environment.
• Contributes to the change activities on projects or programs across the organization.
• 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.

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Team Leadership

• Motivates and inspires teams to coalesce and commit to shared purpose.
• Drive team effort and promote team coordination.
• Create a collaborative environment of distributed or virtual teams.
• Provide guidance, feedback, coaching and mentoring to project team members.

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Strategy and Analysis

• Coordinates, supports, and may influence the prioritization for the business and ensures alignment with strategic goals.
• Effectively engages stakeholders and consults with senior leaders and executives to define measurable business value and benefits.

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Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

QUALIFICATIONS

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Bachelor’s Degree in Business Administration, Accounting, Management Information Systems, or related area required

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5+ years combined experience in project analysis, coordination and management, preferably in a financial institution required

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Strong knowledge of financial products and services, especially as it relates to various delivery channels

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Knowledge of existing credit union products, services, and overall operational guidelines.

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Strong knowledge of business analytical practices and methodologies and process improvement methodologies, e.g., Lean or Six Sigma a plus.

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Strong research, analytical, planning, and organizational skills.

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Customer-focused attitude and ability to work proactively and efficiently.

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Supportive of all decisions, choices, goals, and objectives as determined by leadership and Executive leadership.

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Proven ability to evaluate key business objectives and develop appropriate action plans.

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Proficiency in Microsoft Office products, especially MS Project, MS Excel, and MS PowerPoint.

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Ability to use logical reasoning when making objective observations, examinations, evaluations, and recommendations.

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Familiarity with common contractual language and contract negotiation

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

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Solves Problems Proactively - Tackles complex issues independently

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Innovates and Applies Insights - Suggests improvements

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Delivers Results with Agility - Maintains quality during change 

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Collaborates Across Teams - Works effectively with peers 

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Influences and Persuades - Shares expertise to guide others 

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

All levels of staff and management, including Senior Management

EXTERNAL:

Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.