Project Manager

Administrative Support Workers

Corporate, Rochester, NY, US

Salary Range: $65,000.00 To $85,000.00 Annually

STATUS: Full Time / Exempt

REPORTS TO: Manager, Project Management

LOCATION: Corporate, Greece

HOURS: 37.50 hours per week

COMPENSATION: The starting salary for this position is expected to be $65,000-$85,000 per year. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law.

SCHEDULE: Monday through Friday 8:30am-5:00pm

Basic Functions

The Project Manager is responsible for supporting the planning, coordination, execution, and tracking of the Credit Union’s approved projects within the Project Management Department. Reporting to the Manager, Project Management, this role leads projects from initiation through completion while ensuring adherence to established project management methodologies and governance standards. The Project Manager ensures all efforts to align with organizational priorities and strategic goals. This position works collaboratively with cross-functional teams, stakeholders, and vendors to promote communication, transparency, and accountability across the project lifecycle. The Project Manager plays a key role in delivering projects that enhance member and employee experiences, supporting initiatives that drive growth and operational excellence.

Essential Responsibilities: Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below:

Project Support & Administration

• Support the planning, scheduling, and coordination of project activities, meetings, and deliverables.

• Schedule and attend work sessions as needed to support project planning, collaboration, and progress tracking.

• Assist in developing project plans, timelines, and documentation in collaboration with the Project Stakeholder(s).

• Track project progress and help ensure deliverables meet scope, schedule, and quality expectations.

• Monitor task completion and communicate potential risks to leadership and stakeholders.

• Document meeting agendas, notes, and action items to maintain clear communication among team members and stakeholders.

• Facilitate project meetings, ensuring key decisions, risks, and actions items are documented and followed up on.

• Monitor project progress, proactively identifying risks, issues, and dependencies, and escalating as needed.

• Maintain project tools, templates, and dashboards to ensure project information is current and accurate.

Reporting & Documentation

• Assist in preparing and maintaining project reports, dashboards, and executive summaries.

• Track and update project metrics and key performance indicators (KPIs).

• Support lessons-learned reviews and contribute to process improvement initiatives.

• Contribute portfolio reporting for the Manager, Project Management, including project intake tracking, pipeline forecasting, and resource allocation of data.

• Ensure all project documentation is accurate, complete, and compliant with established standards.

Collaboration & Communication

• Collaborate with cross-functional teams to ensure project tasks are completed on time and meet business requirements.

• Attend vendor meetings and document detailed meeting notes, action items, and follow-up tasks as needed.

• Coordinate with vendors and third-party partners to support implementation schedules, SLAs, and service dependencies.

• Assist in maintaining project dashboards and supporting project documentation.

• Communicate effectively with stakeholders at all levels to provide consistent and clear project updates.

• Facilitate and support general project meetings.

• Collaborate with the Project Management Department to ensure consistency in processes, templates, and reporting.

• Support a positive project culture by promoting collaboration, accountability, and transparency across all levels of the organization.

Process Improvement & Governance

• Ensure projects adhere to established project management methodologies and governance frameworks.

• Participate in PM maturity initiatives, including standardizing templates, refining reporting processes, and introducing automation or AI-driven insights where appropriate.

• Contribute to lessons-learned reviews to identify opportunities for continuous improvement.

• Recommend enhancements to processes, tools, and templates that improve project delivery and efficiency.

Other

• Participate in special assignments and projects as requested by management.

• Actively contribute to organizational strategic planning sessions, offering insights into project feasibility, timing, and interdependencies.

• Prepare recurring and ad-hoc reports for internal and external stakeholders.

• Stay informed of industry trends and best practices to support ongoing improvements in project tools, systems, and processes.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Qualifications

Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience:

• Education: 2 – year degree in a business or related field or certification, or equivalent combination of education and experience.

• Experience: 3–5 years of experience in project management and/or project support, demonstrating the ability to manage multiple priorities, collaborate across teams, and deliver results in a dynamic environment.

Technical & Systems/Equipment Proficiencies:

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and collaboration tools such as Teams, SharePoint, Outlook, and Zoom.

• Not necessary but valued knowledge of project management systems.

• Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems.

Abilities

Physical:

• Lifting (10 - 20 pounds)

• Standing/Sitting extended periods of time

• Extended periods of time working in front of computer monitor

• Travel/Drive to various work locations for business related matters

• Typing

Comprehension:

• Demonstrated innovative thinking and managerial courage.

• Ability to influence and drive accountability without direct authority.

• Strong project management skills with attention to detail and follow-through.

• Excellent interpersonal, communication, and collaboration skills.

• Strong analytical, problem-solving, and decision-making skills.

• Proficiency in Microsoft Office Suite and collaboration tools.

• Excellent organizational skills.

Work Environment

• Professional Office Environment

• Overhead Lighting

Employment Expectation

Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and uphold the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care.

The Summit Federal Credit Union is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.