General Summary of Duties 

The Project Manager is responsible for planning, coordinating, and executing projects across the credit union. This role partners with leaders, vendors, and cross-functional teams to ensure projects are delivered on time, within scope, and within budget while supporting organizational goals, member experience initiatives, regulatory requirements, and operational excellence.

Essential Job Functions 

• Lead multiple concurrent projects from initiation through implementation and post-project review.
• Establish project scope, objectives, milestones, and tasks; communicate these aspects of the project to key team members and stakeholders. 
• Develop project timelines, budgets, resource plans, and communication plans. Ensure projects are completed on schedule and within approved budgets.
• Delegate tasks and assignments to appropriate areas of the credit union. 
• Monitor project progress and proactively identify and resolve issues. 
• Prepare and present project status reports and recommendations to appropriate leadership.
• Collaborate with internal teams, technology partners, and external vendors. 
• Facilitates project meetings, status updates, communicate project risks and dependencies.
• Coordinate testing, training, deployment, and adoption activities.
• Track project outcomes and business objectives following implementation to ensure expected project benefits are achieved. 
• Identify opportunities to improve business processes, operational efficiency, and member service delivery.
• Support organizational change management efforts related to new systems, products, and processes.
• Serve as a resource to leadership in organizing and coordinating strategic and organizational initiatives, including objectives, ownership, timelines, and key milestones.
• Serve as a resource for departments by providing tools, templates, guidance, and planning support for initiatives that do not require formal project management.
• Document current and future-state workflows and recommend process enhancements.
• Maintain working knowledge of Project Management techniques and industry standards. 
• Stays up to date on business operations, member expectations, leadership expectations and new technologies that would improve efficiencies within the credit union. 
• Perform other job-related duties as assigned.  

The list of essential job functions is not limited. It may be supplemented as necessary from time to time.

Workplace Expectations 

• Ensure prompt and courteous service is provided to all internal and external members/customers.  
• Conduct work in a safe and healthful manner. 
• Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job. 
• Perform as part of a team and assist other employees and other departments as needed. 
• Place documents that need to be shredded in the proper area for shredding. 
• Maintain knowledge of and follow the established process for key control, security, and the secure all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require. 
• Maintain total working knowledge of department. Complete necessary logs.  
• Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC. 

Minimum Qualifications 

• Education: An associate’s degree or equivalent experience in Business Administration, Management or related field. Bachelor's degree preferred. 
• Experience: Three to five years of experience in managing projects, preferably in a Credit Union or similar business. 
• Certifications: Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) certification preferred.
• Technical Skills: Proficiency with Microsoft Office Suite and project management software.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

• While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.