Manager, Project & Process Improvement

What We're Looking For:

• Proven project management professional with experience leading cross-functional initiatives in a credit union or financial services environment

• Strong background in process improvement, change management, and continuous improvement methodologies (Lean Six Sigma experience preferred)

• Exceptional communicator and collaborator who can coach, influence, and engage stakeholders at all levels

What You'll be Doing:

• Lead and manage enterprise projects and process improvement initiatives from definition through implementation, ensuring on-time, on-budget delivery

• Mentor project and process owners, facilitate workshops and training, and administer project management tools and best practices

• Evaluate initiative performance, manage improvement portfolios, and provide clear updates and recommendations to leadership and committees

Why Join Us: 

• Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
  • Benefits Include:
    • Paid time off in addition to paid federal holidays
    • Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
    • 401k match
    • Ongoing training opportunities
    • 8 hours of volunteer time with an organization important to you
    • Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) 

Salary Range: $56,194.69 - $70,243.37

Position Title: Manager, Project & Process Improvement                                    

FLSA Status: Exempt

Department: Organizational Excellence                                                                    

EEO Code: Professional

Reports To: VP of Organizational Excellence                                                           

Grade: 10 

Summary:

Responsible for managing organizational initiatives for the Credit Union which have significant financial impact and involves significant internal and/or external resources. The Project and Process Improvement Manager partners with VP of Organizational Excellence and Initiative Owners to drive clear definition of project and process improvements overall goals and business benefits, the identification of all impacted business areas, the formation of the implementation team, the establishment of a realistic schedule, and the creation of an approach to implement the project and process improvement. Once the initiative is underway, the Project and Process Improvement Manager leads and manages the team by defining roles, setting expectations, and holding team members accountable.

Essential Functions:

·        Mentors Project Owners and leads project planning and execution in collaboration with the VP of Organizational Excellence to ensure successful acceptance of deliverables.

·         Administer and optimize project management tools, overseeing the project management platform and delivering comprehensive user training and support.

·         Facilitate project management workshops and courses, providing coaching to project owners on best practices.

·         Evaluate project performance, recognize team achievements, strategize for future enhancements, and present status updates to the Project Steering Committee.

·         Co-Chairs the Process Improvement Committee which includes evaluating, categorizing, and prioritizing Employee Ideas, and monitoring the process improvement portfolio.

·         Mentors Process Owners in the planning and execution of process improvement initiatives including conducting root cause analysis.

·         Providing training and holding workshops on Process Improvement frameworks including Lean Six Sigma.

·         Monitors departmental initiatives to ensure proper change management.

·         Always exhibit a courteous and professional attitude toward staff and members by showing enthusiasm and dedication.

• Attend training sessions and complete required training in a timely manner. 
• Attend and participate in other group or company meetings as required.
• Be available and willing to perform other tasks assigned by direct supervisor.

Qualifications:

·         Education:

o   Associate’s degree in business or related field required.

o   Professional Project Management (PMP) certification preferred.

·          Experience:

o   Minimum three years of a successful proven record in project management in credit union operations required.

o   Expertise in Process Improvement with Six Sigma Certification a plus.

o    Working knowledge of federal and state regulations for credit unions. 

·         Skills:

o   Excellent and progressive computer/technical knowledge and a high level of experience with business system analysis.

o   Demonstrates excellent organizational, 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 of compliance.
• Ability to work cooperatively with others to identify, recommend and implement opportunities for increased efficiency. Ensures ongoing and effective communications between departments in the usage and maintenance of supported business applications by maintaining productive relationships with department leaders, project leaders and project teams. 

Physical Requirements:

This position can be remote and in office and requires sitting for long periods of time and working primarily at a workstation or desk in an office environment.  Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury.  This position will require some travel, including nights/weekends as needed for meetings and/or training.

Work Environment:

·         Professional banking environment.

BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks."

Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.