Job Type Full-timeDescriptionJoin a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
- Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
- Excellence: We strive to provide our members with the best possible service.
- Teamwork: We believe that we can achieve more together than we can alone.
- Respect: We treat each other with dignity and respect.
- Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.REPORTING RELATIONSHIPSPosition Reports to: AVP of Strategic Business Operations Positions Supervised: NoneSalary: $73,412 - $91,765 depending on experience POSITION PURPOSEThe Project Manager leads and owns the Credit Union's project management methodology, ensuring its consistent and effective application across all initiatives. This role is directly responsible for managing all Credit Union-wide and strategic projects, ensuring they are completed on time, within scope, and within budget. With the support of the AVP of Strategic Business Operations, the Project Manager exercises significant discretion and judgment in setting project strategies and timelines. This role will collaborate with various departments to help determine budgets, and resource allocation.A critical part of this role is ensuring projects align with the Credit Union's Mission, Vision, and Core Values, prioritizing initiatives that enhance the member and employee experience. The Project Manager drives key decisions and collaborates across departments to implement strategies that support organizational growth, efficiency, and long-term success.This position requires an advanced level of responsibility, decision-making, and judgment, making it integral to the Credit Union's operations and strategic objectives.ESSENTIAL FUNCTIONS AND BASIC DUTIES1. Project OwnershipLead all components of project management, from initiation to completion, ensuring alignment with the Credit Union's Mission, Vision, and Core Values. Fully own the Annual Project Approval Process, project planning, team coordination, and documentation.2. Strategic OversightMake high-level decisions regarding project direction, strategies, and execution. Ensure that all initiatives deliver measurable outcomes that improve member and employee experiences.3. Project Planning and ExecutionDesign project strategies, establish timelines, allocate resources, and manage budgets with minimal oversight. Use independent judgment to address challenges and make critical adjustments throughout the project lifecycle.4. Strategic OversightDrive the successful implementation of credit union-wide and strategic initiatives, ensuring projects support long-term organizational goals and deliver measurable results.5. Risk and Issue ManagementIdentify, monitor, and mitigate risks proactively. Resolve issues effectively and facilitate escalations when necessary to remove roadblocks and keep projects on track.6. Change ManagementMaintain detailed documentation of project scope, requirements, and changes. Ensure all adjustments are managed through a structured Change Management process to uphold accountability and transparency.7. Portfolio ReportingOversee the project portfolio and provide comprehensive reporting to executive leadership, ensuring transparency into timelines, resource allocation, and budget performance.8. Process ImprovementLead the refinement of project management processes and tools to increase efficiency and quality. Ensure that improvements deliver measurable benefits to both member and employee experiences.9. Project Management Software AdministrationServe as the administrator for project management software (e.g., Asana). Train staff, ensure consistent usage, and use the tool to manage workflows, monitor progress, and provide real-time visibility into project activities.10. Collaboration and AlignmentFoster collaboration across departments, building trust and alignment on project goals. Act as a key representative of the Credit Union in managing internal and external stakeholder relationships.11. Resource ManagementMonitor resource allocation to ensure current and future projects are staffed appropriately. Address resource gaps to avoid delays and ensure project success.12. Standards EnforcementUphold the Credit Union's project management standards and best practices, ensuring consistency and alignment with strategic objectives.13. Knowledge SharingProvide mentorship and guidance to colleagues, promoting the adoption of best practices in project management and fostering a culture of continuous improvement.14. Efficiency and ResultsStreamline project management processes to eliminate inefficiencies, reduce redundancy, and deliver high-quality outcomes that align with the Credit Union's strategic goals.15. Documentation ManagementMaintain a well-organized and accessible EPMO document library to support consistent use of project methodologies and tools.16. Member and Employee FocusEnsure all projects prioritize enhancing the member and employee experience, supporting the Credit Union's Mission, Vision, and Core Values.17. Performance TrackingMonitor and analyze the success of implemented projects and process improvements, using data to inform future initiatives and ensure continued alignment with organizational goals.18. Additional DutiesPerform additional duties as assigned, supporting the Credit Union's mission and overall objectives.RequirementsEducation/Certification: 4-year college degree required.Project Management certification or Advanced Degree strongly preferred. Comparable experience considered. REQUIRED KNOWLEDGE: Comprehensive knowledge of project methodology and process development, strategic and tactical project planning, and budget management. Experience working on 3rd Party software implementations, data migrations, and outsourcing. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience Required: Five to seven years' experience within project management or comparable education. Experience in the Credit Union industry or financial sector preferred but not required. Skills/Abilities: Ability to display a passion for work responsibilities and inspire that passion in others. Strong leadership and decision-making skills with the ability to exercise discretion and independent judgment in high-responsibility roles. Proven ability to establish and maintain trusting relationships through consistent honesty, integrity, and professionalism in all interactions. Demonstrates excellent organizational, time management, and follow-through skills, with the capacity to manage multiple complex projects simultaneously. Strong communication skills, including listening, verbal, and written, with the ability to foster collaboration and promote cooperation across teams. Capable of holding team members accountable to achieve deadlines and goals while maintaining a professional demeanor in person, via email, and on the phone. Proficiency in writing reports, proposals, and procedures, as well as the ability to present data clearly to stakeholders. Familiarity with office applications and project management tools. Ability to embrace change in a positive and supportive manner. Always projects a professional appearance and maintains a positive attitude at all times.MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITIONReasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and deal with several abstract and concrete variables.Mathematics Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status. Salary Description $73,412 - $91,765 depending on experience
