Credit Union:

Red Canoe Credit Union


Longview, WA



Job Description:


  •  Consults with clients and reviews project proposals to determine goals, timeframes, budget, staffing requirements and project constraints
  • Champion strong project governance and execution assurance processes
  • Champions strong project governance and execution assurance processes
  • Drives the adoption and implementation of project and program management methodologies (Traditional, Agile, Kanban)
  • Administers project tracking systems, software, templates, and tools
  • Directs program and project management staff and works with other department leaders to define, prioritize, and develop programs and projects
  • Manages all Enterprise and departmental projects
  • Ensures all projects align with credit union strategic goals and that sufficient resources are available for the successful execution of projects
  • Creates concise, informative, and meaningful management reports to highlight project issues and progress
  • Consults with leadership to understand strategic goals and to properly align project resources in support of those objectives
  • Responsible for interfacing with staff and leadership to clearly define project scope



  •  Ensure continuous consistency with credit union strategy
  • Work collaboratively with line heads and project leaders to develop high performing teams based on the expertise and contributions of its members, systematic decision making, an open and trusting team environment, efficient collaboration and communication, shared responsibility, and the co-ordination of work towards a common goal
  • Serve as neutral facilitator, communicate openly and timely, horizontally, and vertically to achieve transparency of project progress and lead to resolve conflicts in good faith
  • Apply knowledge of the industry and the competitive environment
  • Extensive knowledge of Project Management methodologies such as Agile, Waterfall, Kanban, etc.
  • Regularly update internal portfolio systems
  • Supervise and develop project managers


  • Keeps Executive Management Informed – Maintain ongoing communication with the CIO concerning activities of the department, and reports pertinent problems, irregularities, new developments, changes, and other important information. Issues periodic reports to Executive management and the Board in an accurate and timely manner.
  • Records/Reports – Assures department reports, records, and statistics are consistently and carefully maintained.
  • CU Goals – Helps achieve credit union goals by meeting minimum standards for the department, effective cost management, and adherence to policies and procedures.


  • Policies/Procedures – Ensures department policies and procedures are maintained and up to date.
  • Compliance Assurance – Assures employees adhere to internal controls to ensure compliance with credit union goals, objectives, policies, procedures, and applicable laws and regulations.



  • This position reports directly to the CIO. May have day-to-day contact with employees, managers, executives, vendors, and representatives of outside organizations.



  • 7 years of Project Management Experience – Experience can be substituted with the following:
    • PMP or equivalent certification (Certification may be substituted with previous Project Management experience – 2 years)
    • Bachelor’s Degree or 2 years Project Management experience
    • Previous Credit Union Project Management experience highly preferred



  • Must demonstrate proficient use of Microsoft Windows, Outlook, Word and Excel spreadsheets and other business skills appropriate to the position requirements
  • Solid analytical problem-solving skills
  • Established ability to manage vendors and perform regular due diligence
  • Well-developed verbal, interpersonal and written communication skills
  • Skilled to organize, handle detail, logically analyze complex situations, make decisions, set priorities, and meet deadlines
  • Must demonstrate ability to work under pressure while consistently producing accurate work
  • Must be bondable
  • Ability to develop appropriate standard operating procedures and staff training programs
  • Ability to work with staff professionally and tactfully
  • Meets physical requirements of the job as described
  • Competency in exercising good judgment and decision-making
  • Must possess and/or be capable of developing a working knowledge of credit union law and regulations as well as Credit Union policy and department procedures appropriate to the position



  • General – The physical demands described here are representative of those that must be to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
  • Physical – Office mobility required. Approximately 20% standing, 70% sitting, 10% walking, as need demands.  Possess sufficient manual dexterity to skillfully operate standard office equipment including a computer or typewriter keyboard, 10-key calculator, facsimile machine, photocopier, and telephone. Other demands include talking, handling & reaching, seeing (corrected vision) and hearing in normal range. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. A telephone device to enhance hearing will be provided if needed. Occasional light lifting. The employee must occasionally lift and/or move up to 30 pounds. Periodic inter-branch or interdepartmental access may be required, including for distribution and access to various materials, equipment, meetings, etc.  Storage and retrieval of materials, maximum reach required is 84 inches.
  • Mental – Mental effort required involving considerable organization, planning and analytical efforts with superior communication. General demands include alertness, memory, observation, empathy, ingenuity, learning ability, problem solving; patience; initiative; memory; objectivity, creativity, speaking ability, reading, and writing ability, judgment, persuasiveness, concentration, flexibility, precision, and auditory discrimination.
  • Environmental – Minimal discomfort from heat, dust, air conditioning. The noise level is usually moderate, including external road noise.  Transport within remote branch and/or main office/facility may be single or multilevel (as required) including a variety of stairways, elevators, etc. Exposure to computer and other electronic equipment.  Lunch/break area exposed to microwave; and is in basement at main office.  Facility is 100% free of tobacco smoke.
  • Equipment – Essential equipment used includes, but may not be limited to telephone, personal computer, and other on-line computer terminal, calculator, and office security systems. Non-essential equipment generally includes paper shredder, typewriter, photocopy machine, facsimile (fax) machine, etc.