Project and Product Specialist

GENERAL PURPOSE

Responsible for the organization’s project management and administration including planning, developing, implementing, and directing various project plans. Ensures that project activities are timely and completed in accordance with established quality standards and procedures. Coordinates closely with related departments to maintain schedules and affect necessary changes and revisions. Actively participates in the ongoing process improvement affecting our members and our staff. Responsible for monitoring and maintaining the products used by the credit union.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for planning, developing, implementing, and testing various operations and lending projects and products, specifically focusing in the area of member experience.
• Continually monitors the usage, enhancements, and success of CCU’s ability to increase member satisfaction.
• Recommends strategies designed to solve problems and improve internal processes to the Director of Projects and Products. 
• Assists in analysis of projects to control costs, increase efficiency, improve processes, and increase sales.
• Maintains project plans including details relating to resources required, timelines, and schedules.
• Provides continuous communication on credit union initiatives to the Director of Projects and Products and ensures adequate communication is maintained to all appropriate parties.
• Maintains daily appointment calendars.
• Prepares or assists in the preparation of assigned reports and ensures that all project activities are timely and completed in accordance with established quality standards, procedures and budget requirements. Related documentation is complete, accurate, and timely.
• Generates detailed reports relating to project status and compliance in a timely manner.
• Maintains relationships with outside vendors and suppliers.
• Reviews supplier specifications for adherence to project specifications.
• Responsible for reviewing roadmaps and attending webinars for the products/platforms we administer (Digital Banking, DAO/POS, LOS, etc…) and notify the Director of Projects and Products of items that would be beneficial for members or staff to add into our environment as well as non-optional changes that will affect the current member or staff process.
• Adhere to all service standards as outlined in the credit union’s policies and procedures.
• Perform other duties as assigned.

KNOWLEDGE, SKILL AND ABILITY

• Strong interpersonal and relationship-building skills with the ability to establish trust, maintain confidentiality, and exercise diplomacy.
• Excellent written communication and editing skills with a high level of accuracy and attention to detail.
• Strong organizational and time-management skills with the ability to prioritize multiple tasks and meet deadlines.
• Advanced skills in Microsoft Word, Outlook, Excel, MeridianLink, Symitar, and additional systems incorporated with the Projects and Products office.

EDUCATION, EXPERIENCE, AND FORMAL TRAINING

• A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.
• Two years or more of similar or related experience.

BENEFITS
This position is eligible for the following benefits:

• Medical/Dental/Vision Insurance
• Company Paid Life, Short-term Disability, and Long-term Disability Insurance
• Voluntary Life, Hospital Indemnity, Accident, and Critical Illness Insurance
• 401k Employer Contributions & Match
• Annual Profit Sharing funded into the 401k
• Tuition Reimbursement (Max $5,250.00/annually)
• Paid Time Off
• Company Paid Holidays
• Work-Life Balance and Flexible Work Schedules
• Cross-Training and Career Development Opportunities
• Wellness Program
• Employee Recognition Program
• Annual Bonus Based on Company Performance