PRIMARY OBJECTIVE OF POSITION
Identifies key business process improvement opportunities, assisting AVP Business Solutions to develop and execute comprehensive plans that create alignment with Business Systems Member Experience and End User Member Experience. May participate in consultation to users and in cross functional teams to address business issues.
ESSENTIAL JOB FUNCTIONS
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- Leads and supports assigned projects adhering to the Project Management Methodology of the Credit Union.
- Responsible for tracking projects tasks, updates, status and communicating with stakeholders and vendors
- Helps identify key issues, risk, gaps, and/or problems and escalates as necessary to ensure awareness and seek assistance with resolution.
- Evaluates information harvested through surveys and workshops, task analysis, and business process description to help identify process improvement opportunities for both employees and members. Work with vendors on evaluations of current processes and systems.
- Proactively works with business units to understand how software/systems can be leveraged across the organization to improve both employee and member experience such as core releases, upgrades, business requests for enhancement of current processes
- Utilizes process mapping methodology to map member experience “As is” and “To be” highlighting bottlenecks and delays, rework, unnecessary steps and authority ambiguity.
- Maintains an up-to-date and comprehensive knowledge on all Credit Union products and services that are handled or promoted such as electronic services or remote services.
- Creates and recommends process improvements from the member/employee’s point of view, showing whether each step of the process help create a clear value for the member/employee.
- Collaborates with operational stakeholders to improve existing processes affected by the system conversions, system upgrades and or releases to implement new processes that complement the project and/or initiative success.
- Coordinates testing of processes improvements including the development of effective test plans and analysis of testing results.
- Adheres to change controls for process improvements.
- Builds effective relationships with vendors through monthly calls, projects and support cases.
- Responsible for escalating support cases as needed.
- Post-implementation/conversion/integration activities, such as documentation of lessons learned sessions and another program close-out tasks.
- Manage multiple projects with limited scope.
- Detailed planning and/or conduct of implementation/conversion/integration events including reserving, coordinating, and communicating key logistical information necessary to business units to support the event.
- Provide 2nd tier technical support for tickets opened with credit union staff and vendors for multiple key/critical applications administered via Service Desk ticket system, phone, email, and remote support; documenting all work and escalating as when required.
- Serve as administrator and Subject Matter Expert (SME) for Credit Union various third-party applications (Online Banking, Temenos, Meridian Link, Ackelerant, etc.).
- Provides guidance and support to Business Solutions Analyst II on projects
- All other duties assigned.
RELATIONSHIPS AND CONTACTS
Reports To: Business Solutions Assistant Manager
Contacts: Frequent contact with other employees, departments, and outside vendors.