Job Title: Retail Project Analyst
Status: Exempt
Reports to: Sr Manager - Retail Delivery and Experience
Department: Enterprise Member Experience
Job Code: 11883
Pay Range: $85,100.00 - $90,000.00 Annually
Location: Hybrid in Sacramento, CA
WHO YOU ARE:You are a collaborative and detail-oriented change champion who excels at translating complex projects into clear procedures, effective communications, and engaging training. You bring strong analytical, project management, and relationship-building skills, advocate for the end-user experience, and successfully drive organizational change that enhances both employee and member experiences.
WHAT YOU'LL DO:- Analyze and evaluate overall project to determine impacts to end-user and outline tactics to mitigate.
- Actively participate as an advocate of the end user in project meetings to reduce impacts and workarounds.
- Create procedures for new implementations impacting Retail teams, Branch and MSCC.
- Ensure compliance with applicable standards, rules, regulations and systems of internal control and obtain recommendations or oversight by Legal and Compliance when necessary.
- Route net new frontline facing documents to Legal and Compliance as applicable.
- Work in liaison with Learning and Development eLearning Designers to create content outline for training modules.
- Plan target dates and prepare communications for Retail at time of implementation.
- Work in liaison with Internal Communications to develop Enterprise communications as needed for projects and initiatives.
- Access test database and validate functions utilized by Retail divisions in credit union software, teller interfaces, and database upgrades as needed to modify procedures and communicate changes.
- Participate, lead, communicate and identify change management plans across Retail to support organizational change objectives.
- Works with project teams to identify an accurate view of challenges to end-user buy-in and ways to mitigate.
- Track action items and deliverables, execute tactics, and communicate status,
- Validate and review detailed procedure database system changes and upgrades to Administration access and functionality.
- Simultaneously support several projects with varied deliverables, team members, and audiences.
- Ensure thorough follow up with end users and/or audience post project to complete the execution lifecycle assessing outcomes and future improvements.
- Compile data and deliver reports to project teams, department, and/or managers as needed for information and oversight.
- Maintain current and relevant data on Retail Sharepoint site.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
- Maintain a thorough knowledge of credit union policies and procedures, products and services, data processing system and software, as needed.
- Ability to work collaboratively within the department, with business owners, and others outside of the Credit Union.
- Provide weekly and monthly progress, production, and accomplishments reports.
- Perform other duties as assigned.
QUALIFICIATIONS AND PREFERENCES:- Bachelor's Degree in Business Administration, Accounting, Management Information Systems or Computer Science preferred
- 7+ years in project research, analysis, test planning, User Acceptance Testing, procedure creation, communications, and change management required
- Procedures and Communication creation in response to project execution, system administration and reporting within the space of a financial institution, Credit Union preferred required
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2588
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