Head of Project Management

The primary purpose of this position is to assist TBACU to live out its mission, "To serve our community and build trusted relationships." A key component of this service is to identify members’ needs and provide appropriate TBACU product solutions which ultimately helps grow the credit union. To adequately and effectively serve members and TBACU team members by providing prompt and accurate financial data and maintaining financial security.

The purpose of this position is to coordinate and support credit union projects from planning through completion by providing structure, clear communication, documentation, and follow-through. This role works collaboratively with leaders and internal teams, and external partners to keep projects organized, aligned with credit union goals, and focused on outcomes that strengthen operations, effectiveness, and member service.

Hybrid schedule available, position is not 100% remote, required in office each week.

This role is not eligible for immigration sponsorship.

Salary Range: $60,000 - $80,000

Ensure outstanding service to internal and external members is delivered in alignment with our Service Standards, which state:

I will provide an immediate and friendly greeting.

I will service you with a smile.

I will address you by name.

I will give you my full attention.

I will make recommendations to improve your financial well-being.

I will treat you with courtesy and respect.

I will thank you for your business.

I will respond to messages before the end of the day.

ESSENTIAL FUNCTIONS To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.

Coordinate assigned projects from planning through completion by organizing project details, tracking progress, compiling information, facilitating meetings, and supporting completion within established timelines and expectations.

Support project rollouts and implementation efforts by helping clarify objectives, timelines, responsibilities, communication needs, and intended outcomes.

Provide clear and timely project updates, confirm next steps, and communicate progress, risks, barriers, and follow-up items with project leaders and participants.

Build collaborative relationships with internal teams and external partners to support effective coordination, problem-solving, and successful project implementation.

Gather, organize, and maintain project documentation, decisions, timelines, and follow-up items to support accurate records and project continuity.

Provide accurate, confidential, and timely project support, including scheduling, documentation, communication, and follow-up.

Maintain knowledge of applicable credit union policies, procedures, and regulatory requirements related to assigned projects, and support compliance throughout project planning and implementation.

Protect confidential member, team member, project, vendor, and credit union information in accordance with credit union policies and applicable requirements.

Apply project management best practices to define scope, milestones, deliverables, roles, dependencies, and success measures for assigned initiatives.

Facilitate cross-functional project discussions to align stakeholders, remove barriers, document decisions, and maintain momentum toward completion.

Take ownership of assigned projects by proactively driving next steps, anticipating needs, and moving work forward rather than waiting for direction.

Maintain comprehensive knowledge of credit union products.

Meet established minimum expectations.

Ability to be bonded.

Ability to clear credit and criminal history check.

Compliance with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.

Compliance with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, systems, and locations.

DUTIES & RESPONSIBILITIES The following statements are intended to describe the general nature and level of work being performed by the position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

Coordinate new vendor onboarding evaluation and existing vendor review processes for leadership.

Provide a complete project plan, budget preparation, resource management, time management, written documentation, and risk management aligning with project management processes. Performing cost/benefit analysis when necessary.

Monitor project risks, barriers, dependencies, timelines, budget considerations, and resource needs; recommend solutions and elevate concerns when needed to keep projects moving forward.

Support project accountability by clarifying decisions, documenting ownership, tracking commitments, and following up on assigned action items.

Develop and maintain project dashboards, status reports, meeting agendas, timelines, decision logs, issue logs, and action item trackers to support transparency and accountability.

Perform post-project review by gathering feedback, evaluating outcomes, documenting lessons learned, and identifying opportunities for improvement.

Provide ongoing monthly/quarterly statistical updates on the Return on Investment (ROI) and usage after completion.

Facilitate change requests so that all stakeholders are informed of the impacts on outcomes, timeline, and budget, and appropriate approvals are confirmed before initiating changes.

Administer project management software and collaborate with leaders to develop, maintain, and ensure proper usage.

Stay abreast of industry and project management trends by participating in seminars, training sessions, and workshops.

Maintain project management pipeline on Intranet site.

QUALIFICATIONS & EXPECTATIONS The requirements listed below are representative of the expectations of the person performing this job.

Communicates with courtesy, tact, and diplomacy when interacting with team members, members, vendors, and others, to support positive working relationships.

Strong analytical and problem-solving skills.

Ability to work independently and as part of a team.

High attention to detail and organizational skills.

Self-motivated and willing to learn new technology and applications.

Ability to lead small and large groups.

Knowledge of and successful experience with conflict resolution.

Strong facilitation skills with the ability to lead productive project meetings, clarify expectations, summarize decisions, and drive follow-through on next steps.

Ability to adapt communication style for executives, project sponsors, subject matter experts, vendors, and team members to ensure shared understanding and timely decisions.

Demonstrated ability to prioritize multiple projects, manage competing deadlines, anticipate obstacles, and keep stakeholders informed of progress and needed decisions.

Demonstrates initiative, curiosity, and sound judgment in identifying opportunities to improve efficiency, asking thoughtful questions, and moving work forward when priorities shift or details are unclear.

Comfortable holding others accountable in a respectful, professional way to keep projects on track.

Ability to assess difficult situations and remain calm under pressure.

Proficient in Windows Operating System and Microsoft Office Suite/o365 Suite. Advanced ability and experience with using Excel.

PHYSICAL REQUIREMENTS 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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

Ability to lift up to 25 pounds.

Able to sit or stand for 2-4 hours at a time.

Ability to communicate effectively via phone, video conferencing, and email.

WORK ENVIRONMENT Hybrid position. Working onsite and remotely each week.

Requires occasional travel for training or meetings.

Collaborative and professional work environment.

Maintain a neat and orderly work area.

Protect the confidentiality of credit union employees and members by locking or removing items from desk/workstation when away.

EDUCATION & EXPERIENCE High School diploma or equivalent required.

Bachelor’s degree in business administration, management, project management, or related field preferred; equivalent work experience may be considered.

Three or more years of project coordination, project management, or related experience with proven results required.

Experience coordinating projects from planning through completion, including timelines, documentation, communication, follow-up, and outcome tracking.

Experience working collaboratively with leaders, internal teams, vendors, or business partners to support project implementation.

Project management, change management, process improvement, or related certification preferred.

Financial institution or credit union experience preferred.

Experience using project management tools or platforms preferred.

INTENT AND FUNCTION OF POSITION DESCRIPTIONS All descriptions have been reviewed to ensure that essential functions and basic duties have been included. Position description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. In no instance should duties outlined be interpreted as all inclusive. Additional functions, duties and requirements may be assigned as deemed appropriate.

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