Project Analyst

Your Purpose

This person will assist in the coordination and completion of assigned Credit Union projects, including establishing the base outline, planning priorities, deadlines, organization, monitoring, and work to be done with the appropriate staff and committees to research, develop, test, train and implement agreed upon policies and procedures. These policies and procedures should support CU departments operationally by providing structure, direction, and efficiencies.

What You’ll Do

• Affords project teams in defining, planning, and implementing projects to achieve specific business goals and objectives
• Affords assistance in developing and maintaining detailed project schedules
• Coordinates and facilitates regular team meetings, stakeholder interviews and follow-up sessions
• Affords assistance in the research, creation, and implementation of project tools, templates, and procedures
• Affords assistance in updating and reporting project plans, status, and schedules
• Affords assistance in ensuring proper hand off to appropriate department once project is complete
• Affords recommendations for new processes where needed to improve quality or on-time delivery
• Affords assistance in ensuring all changes and modifications are compliant with internal and regulatory changes
• Affords assistance with cross training staff
• Affords understanding of the Bank Secrecy Act and how it is applied
• Affords assistance in filing and organizing miscellaneous project documents/materials
• Affords assistance in miscellaneous project tasks

Perks For You

• Affordable health insurance with employer HSA contributions
• 14.47% 401(k) contribution (no matching necessary)
• 18 PTO days each year
• 12 paid holidays
• Discounts on Credit Card interest rates
• Discounts on Mortgage Loan fees
• Plus other employee banking perks

Requirements

• One to two years of related experience in Project Management
• Prior experience in presenting complex topics to both internal and external project partners
• Confidence in facilitating group discussions on projects and updates to stakeholders, including C-suite executives
• This may occasionally be on short notice
• Must be outgoing, timely, and responsible, with the ability to take ownership of multiple projects at once
• Familiarity with financial banking operations, referred but not required
• Excellent communication skills (written and verbal) – ability to interact with internal and external stakeholders in a professional manner
• Proficiencies with Microsoft Office applications. (Word, Excel, PowerPoint, etc.)

Work Environment & Physical Requirements

• Works primarily in a hybrid office environment, with frequent trips into field environment locations
• May need to see, talk, hear, and perform repetitive movements with arms, hands and fingers to handle, feel, grasp and reach
• May need to climb, balance, stoop, kneel, or crouch
• May occasionally lift and/or move up to 50 pounds