What are the responsibilities and job description for the Strategic Operations Manager position at Credit Union of Colorado?
Pay Range: $113,540.00 - $141,899.00
Remote Eligible: Hybrid
We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.
General Purpose of the Position
Designs, implements and leads the Strategic Operations function and ensures organizational initiatives are delivered with consistently high-quality and align with the organization’s strategic priorities. It is both a strategic and operational role, leading and performing business analysis and project management efforts to deliver cross-functional company-wide projects. Provides project management and business analysis oversight throughout the organization to build the project management and business analysis disciplines as core operational competencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. May perform other duties as requested or assigned.
EDUCATION AND EXPERIENCE
Bachelor’s degree in business, or related field, or equivalent experience and education. PMP certification required. ITIL v4 certification or change management certification preferred. Demonstrated knowledge of project management discipline and business analysis standards. Knowledge and use of MS Office suite and other specific project management tools. Process mapping software experience. Demonstrated knowledge in process mapping and flowcharting. Eight to ten years of progressive experience in project management or business analysis. Three or more years of business process improvement facilitation or requirements gathering expertise. Supervisory experience required. Experience in the financial services industry preferred. Innovative thought leadership experience required.
OTHER SKILLS AND ABILITIES
Manage multiple and conflicting priorities. Influence and direct activities of resources outside of direct control. Solid analytical and technical skills. Expert problem solving and critical thinking abilities. Data analysis, interpretation and report preparation. Excellent organizational and follow-through skills. Excellent written, oral and presentation skills to various audience types. Expertise of Microsoft Suite required. Expertise in Project Management Information Systems required. Symitar experience preferred. Solid budget and staff resource planning abilities. Ability to mobilize internal networks and resources and motivate internal groups to common objectives.
DIRECT REPORTS
Project Manager(s), Project Coordinator(s), Business Analyst(s).
PHYSICAL DEMANDS
While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop and reach with hands and arms. The employee will occasionally lift and/or move up to (10) pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (Limited travel required to visit CU locations as needed)
Core Competencies
MEMBER FOCUSED
Seeks and uses first-hand member information to improve products and services. Acts with the member in mind. Is never satisfied.
COOPERATION AND TEAMWORK
Can inspire and motivate entire units or organizations. Blends people into teams when needed and leverages individuals’ strengths. Willing to balance support for organizational initiatives over own department needs. Can be counted on to exceed goals successfully.
DECISION QUALITY
Conveys a sense of urgency for arriving at a decision, when appropriate. Has an opinion, takes a stand. Is able to build upon other’s ideas and facts to form a better decision.
PROBLEM SOLVING
Seeks opportunities for different and innovative approaches to addressing problems while prioritizing urgent issues. Brings issues to closure. Challenges and supports decisions of direct reports through coaching to the best outcome.
ACTION ORIENTED
Overcomes procrastination through execution. Places a top priority on getting results.
ADAPTABLE
Embraces and drives change. Assists others through transitioning to a new state. Is self-aware of areas of opportunity and strengths.
INNOVATION
Creates an environment that encourages innovative solutions or improvements and fosters experimentation for the benefit of the members. Recognizes and rewards those who take initiative with new approaches and act in a creative manner. Assesses, manages and takes calculated risks to achieve goals. Constantly looks for ways to improve products, processes and infrastructure of the organization to enhance employee and member benefit. Stays abreast of current and future trends both in and outside of industry to forecast and build future business vision including on-going evaluation of future directions and associated risks.
STRATEGIC AGILITY
Thinks/plans strategically. Understands the organization’s vision, mission, and goals and can articulate to others. Defines/owns vision/purpose and aligns ideas to inspire others to follow. Looks to the future and adjusts strategic actions and goals based on anticipated future state.
LEADING COURAGEOUSLY THROUGH VISION AND VALUES
Makes decisions and acts in ways consistent with our core values; demonstrates the courage to do what is right despite personal risk or discomfort. Challenges others to make tough choices. Communicates a compelling and inspired vision or sense of core purpose and makes the vision sharable by everyone.
MARKET KNOWLEDGE & COMPETITIVE MINDSET
Knows the basics of the market and business context. Aware of local and national competitors. Understands the similarities and differences of our business model to other financial institutions. Brings forth ideas to keep our business competitive.
FISCAL RESPONSIBILITY
Fosters an environment that encourages fiscal responsibility. Maintains and applies a general understanding of financial management principles to ensure decisions are fiscally sound and responsible. Prepares and manages the budget for area of responsibility. Uses cost-benefit thinking to align priorities. Identifies cost effective approaches. Brings forward any financial concerns to the attention of Senior Management.
Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Remote Eligible: Hybrid
We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.
General Purpose of the Position
Designs, implements and leads the Strategic Operations function and ensures organizational initiatives are delivered with consistently high-quality and align with the organization’s strategic priorities. It is both a strategic and operational role, leading and performing business analysis and project management efforts to deliver cross-functional company-wide projects. Provides project management and business analysis oversight throughout the organization to build the project management and business analysis disciplines as core operational competencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. May perform other duties as requested or assigned.
- Responsible for the planning, organizing and managing of activities to bring about the successful completion of specific organizational project goals and objectives in a matrixed resource environment to ensure commitments on quality, scope, time and budget are met or exceeded.
- Manage and implement enterprise level and strategy driven cross-functional projects within the organization. Identify and continually manage project resource allocation and utilization throughout the organization.
- Provide training, development, and coaching on project management, business process analysis and project team building for associates within the organization.
- Plan, manage, and address project manager/coordinator and business process analyst assignments and personnel needs. Provide leadership over all aspects of organizational projects from the planning phase through deployment into production, including cross-functional communication, financial analysis, resource planning and allocation, risk management planning, budget management and change control.
- Coordinate and provide consistent, actionable communication on key projects to all levels of the organization.
- Provide leadership to various organizational departments in the development and evaluation of product requests, RFPs, vendor selection, requirement management, and change requests to ensure alignment with the Credit Union’s strategic plan.
- Establish and implement consistent project management and business analysis methodology and tools to ensure organizational projects are completed within time and budget constraints. Ensure strategic operations resources are driving at an effective pace and consistently delivering superior member service.
- Collaborates with credit union staff to stay abreast on innovative technologies necessary to deliver high quality projects while meeting organizational expectations. Continuously evaluates and recommends new project management methods. Regularly monitors and analyzes industry news related to key accounts, assesses the impact to our strategic plan and appropriately communicates opportunities, challenges and course-corrections.
- Assists in managing the credit union’s project portfolio. Works with all business units, Project Portfolio Committee, and IT to ensure proper alignment with organizational projects and initiatives. Communicates as needed to all levels of organizational leaders, the project priorities and relative updates including future schedule changes and adjustments.
- Maintain an understanding of regulations and other external drivers that may affect the organization. Keep up to date on industry modifications or changes that may impact the organization. Utilize outside resources to accomplish as needed.
- Regularly monitors and analyzes emerging technology and processes, assess the impact to our strategic plan and appropriately communicates opportunities, challenges and organizational improvements.
- Adhere to all Federal and State laws and regulations applicable to the credit union, including the Bank Secrecy Act and OFAC. Adheres to all regulatory requirements, both within the credit union industry and in general. Maintain an understanding of regulations and other external drivers that may affect the organization.
- Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position.
EDUCATION AND EXPERIENCE
Bachelor’s degree in business, or related field, or equivalent experience and education. PMP certification required. ITIL v4 certification or change management certification preferred. Demonstrated knowledge of project management discipline and business analysis standards. Knowledge and use of MS Office suite and other specific project management tools. Process mapping software experience. Demonstrated knowledge in process mapping and flowcharting. Eight to ten years of progressive experience in project management or business analysis. Three or more years of business process improvement facilitation or requirements gathering expertise. Supervisory experience required. Experience in the financial services industry preferred. Innovative thought leadership experience required.
OTHER SKILLS AND ABILITIES
Manage multiple and conflicting priorities. Influence and direct activities of resources outside of direct control. Solid analytical and technical skills. Expert problem solving and critical thinking abilities. Data analysis, interpretation and report preparation. Excellent organizational and follow-through skills. Excellent written, oral and presentation skills to various audience types. Expertise of Microsoft Suite required. Expertise in Project Management Information Systems required. Symitar experience preferred. Solid budget and staff resource planning abilities. Ability to mobilize internal networks and resources and motivate internal groups to common objectives.
DIRECT REPORTS
Project Manager(s), Project Coordinator(s), Business Analyst(s).
PHYSICAL DEMANDS
While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop and reach with hands and arms. The employee will occasionally lift and/or move up to (10) pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (Limited travel required to visit CU locations as needed)
Core Competencies
MEMBER FOCUSED
Seeks and uses first-hand member information to improve products and services. Acts with the member in mind. Is never satisfied.
COOPERATION AND TEAMWORK
Can inspire and motivate entire units or organizations. Blends people into teams when needed and leverages individuals’ strengths. Willing to balance support for organizational initiatives over own department needs. Can be counted on to exceed goals successfully.
DECISION QUALITY
Conveys a sense of urgency for arriving at a decision, when appropriate. Has an opinion, takes a stand. Is able to build upon other’s ideas and facts to form a better decision.
PROBLEM SOLVING
Seeks opportunities for different and innovative approaches to addressing problems while prioritizing urgent issues. Brings issues to closure. Challenges and supports decisions of direct reports through coaching to the best outcome.
ACTION ORIENTED
Overcomes procrastination through execution. Places a top priority on getting results.
ADAPTABLE
Embraces and drives change. Assists others through transitioning to a new state. Is self-aware of areas of opportunity and strengths.
INNOVATION
Creates an environment that encourages innovative solutions or improvements and fosters experimentation for the benefit of the members. Recognizes and rewards those who take initiative with new approaches and act in a creative manner. Assesses, manages and takes calculated risks to achieve goals. Constantly looks for ways to improve products, processes and infrastructure of the organization to enhance employee and member benefit. Stays abreast of current and future trends both in and outside of industry to forecast and build future business vision including on-going evaluation of future directions and associated risks.
STRATEGIC AGILITY
Thinks/plans strategically. Understands the organization’s vision, mission, and goals and can articulate to others. Defines/owns vision/purpose and aligns ideas to inspire others to follow. Looks to the future and adjusts strategic actions and goals based on anticipated future state.
LEADING COURAGEOUSLY THROUGH VISION AND VALUES
Makes decisions and acts in ways consistent with our core values; demonstrates the courage to do what is right despite personal risk or discomfort. Challenges others to make tough choices. Communicates a compelling and inspired vision or sense of core purpose and makes the vision sharable by everyone.
MARKET KNOWLEDGE & COMPETITIVE MINDSET
Knows the basics of the market and business context. Aware of local and national competitors. Understands the similarities and differences of our business model to other financial institutions. Brings forth ideas to keep our business competitive.
FISCAL RESPONSIBILITY
Fosters an environment that encourages fiscal responsibility. Maintains and applies a general understanding of financial management principles to ensure decisions are fiscally sound and responsible. Prepares and manages the budget for area of responsibility. Uses cost-benefit thinking to align priorities. Identifies cost effective approaches. Brings forward any financial concerns to the attention of Senior Management.
Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Salary : $113,540 - $141,899
