Project Manager

The primary purpose of each position is to assist Community Credit Union of Florida in living out our Mission, “Always improve the financial well-being of our members and make a positive difference in our community,” by delivering outstanding service to both internal and external members. A key element of excellent service is to identify the financial needs of each member and recommend an appropriate credit union solution.  

The Project Manager is primarily responsible for planning, implementing, executing, controlling, and finalizing specific projects, ensuring consistency with the credit union’s strategy, commitment, and goals. This includes acquiring resources and coordinating the efforts of team members and third-party vendors to deliver projects within an estimated schedule and budget. The Project Manager is responsible for continually managing and assessing the activities of designated projects and initiatives, communicating status to the VP of Project Management, and responding proactively with appropriate recommendations or plan changes/modifications to ensure the successful completion of projects.

Community Credit Union is an Equal Opportunity Employer (EEO)

 ESSENTIAL DUTIES

1. Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.

1. Delivers service to both internal and external members that is in alignment with the credit union’s Service Promises and meets all established service goals.

1. Abides by CCU’s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual’s needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization. 

1. Assists in attaining established departmental goals and adhering to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.

1. Directs and manages projects from development through implementation, ensuring specifications are followed and properly executed under the direction of the VP of Project Management and the Project Management Team.

1. Drive results to achieve high-quality results involving potentially complex projects. Includes the ability to utilize disciplined project management methodologies and tools; to plan, coordinate, and direct projects.

1. Decision-making ability to identify and understand situations; identify opportunities to proactively resolve.

1. Work with assigned vendors to provide project deliverables or integration.

1. Assist VPs/Business Owners to define the Business Case, project scope, goals, and deliverables of new projects. Identify and validate the key business requirements.

    10. Responsible for assembling project teams, assigning individual responsibilities, and identifying appropriate resources needed. Delegate tasks and responsibilities utilizing available skills, capabilities, and resources.

1. Plan, schedule, and track project timelines and milestones using appropriate tools and deliver periodic organizational metrics and dashboards.

1. Identify and resolve issues and conflicts within the project team.

1. Ensure performance and adherence to quality control testing, user acceptance testing, and software release testing before implementation of new processes and applications.

1. Provide regular and thorough status updates to all stakeholders directly involved or having an interest in projects or other initiatives in process. Assess adherence to established timelines and report potential issues that may require modifying the project scope, design, or timelines.

1. Proactively manage any change requests related to the working project plans to meet the agreed deadlines. Actively communicate requirement status and escalate awareness to management to solve or prevent potential disruptions or delays to the project.

1. Establish a post-project process to ensure the results and outcomes of implemented solutions and functionality satisfy all requirements and expectations of end users.

1. Collaborate cross-functionally with project team members and contractors to understand project components, ensuring all pertinent stakeholders are included, engaged, and accept ownership of specific action items.

1. Partner with ERM Group to identify and mitigate project risks by participating in formal risk assessments.

1. Work with the Product Managers to ensure vendor due diligence is completed, and review contracts to ensure project requirements are met.

1. Continuously reviews credit union policies and procedures to provide recommendations for updates to current processes in the PMO. 

1. Stays current with technology as well as government/policy impacts and industry best practices. Knowledgeable of key industry and digital trends through research, conferences, seminars/webinars, and vendor demonstrations to enable the credit union to continuously review potential capabilities.

1. Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.

1. Performs other related duties as assigned and works on special projects as assigned. 

 ENVIRONMENT AND PHYSICAL ACTIVITIES

 The environment for this position is a hybrid setting, allowing partial remote work as well as a partial in-office setting, with stipulations of coming into the office based on departmental needs or by management request. The remote environment must be clean and free of distractions.  

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.

The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, film equipment, computer terminal, personal computer, and related printers.

The incumbent in this position must be able to read documents or instruments, perform highly detailed work and problem solve; possess excellent member contact and verbal and written communication skills; conduct meetings and presentations; prepare written communications; have strong math and analytical reasoning skills; and have the ability to effectively handle stress, multiple concurrent tasks, and constant interruptions.

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position satisfactorily. Individual abilities may result in some deviation from these guidelines.

• Bachelor’s degree from a four-year college or university; or eight (8) to ten (10) years’ related experience and/or training; or the equivalent combination of education and experience. Work experience should also consist of experience collaborating with vendors, managing projects, as well as a sound history of making risk-based decisions. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
• Certified Associate in Project Management (CAPM) certification, Project Management Professional (PMP) certification, or equivalent preferred
• Possesses a thorough knowledge of credit union policies, rates, and the documents and disclosures necessary to ensure compliance and consistency with current regulations.
• Proficient in all Microsoft Office applications and computer skills with effective typing abilities to meet the production needs of the position.
• Advanced analytical and project management skills for a variety of tasks or projects
• Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Advanced experience and knowledge of financial industry operational activities, terminology, products, and services; related state and federal compliance regulations and operational policies. 
• Advanced math skills; calculate interest and balance accounts; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors.
• Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to conduct instructions, interpret documents, understand procedures, draft reports and correspondence, and communicate clearly to members and employees.
• Excellent organization and time management skills, with ability to multi-task and the ability to provide leadership and training using positive leadership techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. Ability to work with minimal or no supervision while performing duties and be a strong collaborator.
• Ability to manage complex problems in nature requiring analysis of data to determine the best solution using independent judgement, weighing outcomes of decision.
• Ability to meet deadlines promptly.
• Ability to formulate ideas, processes, and procedures on paper with minimal supervision. 
• Current Florida driver’s license and a vehicle with appropriate insurance coverage, if required to drive while performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health and safety of the individual or others.