Description

Grade: 15

Classification: Exempt

Reports to: Chief Information Officer

Role:

Responsible for new product implementations in the organization as they relate to the credit union's core system and product and service offerings. Actively participates in the implementation of process improvement projects, company-wide. Facilitates the improvement of workflows to increase efficiencies and productivity in the delivery of products and services to members.
 
 This is the lead role in the organization to be the strategic driver for organizational excellence, which seeks to enhance the practices of execution management, organizational governance, and strategic change leadership. Cross departmental leadership excellence, policy enhancement, change execution and the nurturing of strategic partnerships for the organization is a must.
 
 Ensures the Credit Union is in compliance with all applicable laws and regulations. Analyzes new and pending compliance requirements affecting the Credit Union practices. Develops, revises, communicates, and implements policies and procedures to ensure compliance.
 
 Has the authority to cross all department lines, has access to all areas of credit union operations, has a direct line of communication to executive management, and the authority to affect corrective actions.
 
 Must have an understanding of and follow the requirements of, all regulations including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.
 
 Critical thinking and technical skills are needed to provide the organization with the most viable solutions possible to support the business growth.

Essential Functions & Responsibilities:

E

60%

Lead implementation of all strategic programs ensuring development of processes, procedures, training and guaranteeing compliance. Provide mentorship and guidance to managers who will own new processes is critical. Oversees all operational processes, products and procedures that impact all front line staff. Review and develop solutions for upgrades and/or new releases to the Credit Union's core data processing software and other hardware/software systems. Contribute to the operational training function by providing input, timelines and feedback to improve training delivery. Review new technologies jointly with department heads to develop and enhance new product and service delivery options and related reporting tools for management. Manage testing process for upgrades and/or new releases of the Credit Union's data processing software and other systems.
 
 Strategies expected to be used for success of the Project Management Office are:
 • Define Project Management standards
 • Implement Application Lifecycle Management
 • Execute Process Lifecycle Management
 • Perform Software Lifecycle Management 
 • Enact Performance Management Standards
 • Successfully implement organizational objectives
 • Drive accountability through business unit collaboration

E

25%

Reviews, assesses, develops, revises, and ensures the adequacy of programs, policies, and procedures designed to safeguard Credit Union assets and maintain regulatory compliance. 
 • Ensures policies and procedures are appropriately maintained, updated and disseminated.
 • Stays informed of new and pending laws and developments related to compliance issues, analyzes requirements, appropriately revises policies and procedures, and ensures                       communication and implementation of regulatory changes.
 • Prepares and presents reports concerning Credit Union compliance issues to the Board of Directors as requested.
 • Reports compliance updates to the Board of Directors.
 • Directs and investigates as needed of compliance and obtain response to member complaints
 • Document, respond and research as needed complaints filed with Texas Credit Union Department
 • Coordinating the training of credit union personnel on credit union compliance policies and procedures

E

10%

System SME and/or operations escalation point for financial CORE system, currently Jack Henry. Admin duties include but are not limited to; continued systems operations to include updates, applications changes, user management, documentation, and change management.

N

5%

Performs other related duties as assigned

Performance Measurements:

1.

Must have thorough knowledge of rules and regulations in relation to overall credit union operations

2.

Must have overall experience in credit union general operations

3.

Provides prompt and professional service to all internal team members and members

4.

Maintains confidentiality

5.

Must be able to travel to other branches as needed

6.

Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance

Knowledge and Skills:

Experience

Five years to eight years of similar or related experience. 

Education

A four year college degree (or equivalent) in BS or BA related fields. 

Interpersonal Skills

Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position. 

Other Skills

Technical leadership and business skillset required. Must have a high level of decision making skills and demonstrates problem-solving and analytical skills. Must possess excellent communication skills, be well organized, dependable and detail oriented, must have a good working knowledge of the in-house core system. Proficiency with Microsoft Office suite of products 

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus. 

Work Environment

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
 
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
 
This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. 

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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PI284230907