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California Coast Credit

Sr - Project Manager

California Coast Credit, San Diego, CA


This position is accountable for managing multiple business, infrastructure and facility projects of moderate to extreme complexity that require considerable resources. Provides leadership; exercises judgment and independent decision-making; motivates and manages enterprise-wide teams; transforms strategies into business requirements; and develops implementation plans to achieve key success measures on time and within budget. Responsible for project planning, management of scope, quality, credit union resources, schedule, budget, risk, communications, and post-implementation review.

DIMENSIONS:

  • Concurrent management of 8-10 complex projects and 6-8 less complex projects to support a $2 billion credit union with 130,000 members.
  • Management of projects with budgets of $1 million.
  • Indirect responsibility for management of 50-75 individual team members.
  • Collaborates with senior management and staff of 25 departments, 22 branches, and call center, as well as multiple external vendors and organizations.
  • Manages complex projects that have substantial effect on member service and significantly impact the financial standing and overall welfare of the credit union.
  • Responsible for managing project resources: employees, vendors; equipment and facilities.


Supervisory responsibilities:

  • This position reports directly to the VP, Digital Commerce & Project Manager.
  • Guides and directs project team members: defining roles and responsibilities; setting expectations and delegating activities.
  • Provides feedback to individuals [area managers] for performance evaluations.


NATURE & SCOPE:

  • Develops complex project plans and schedules, detailed activities lists and work effort assessment; short and long-term resource allocation plans based on input from all key players. Leads cross-functional teams, plans and facilitates meetings, prepares progress reports, conducts post-implementation reviews, documents lessons learned and overall project success and deficiencies.


  • Delegates tasks and responsibility to a wide variety of staff at different levels of the organization, including management. Directs, trains and supports team members to explain project objectives and individual roles and responsibilities. Provides feedback to managers on performance.


  • Monitors projects that require high levels of integration between numerous departments and/or third parties such as vendors, service providers and contractors. Evaluates performance and ensures conformance to terms of the contractual agreement. Serves as primary liaison and provides feedback to management, staff and subcontractors.


  • Manages dependencies, deliverables, critical path and quality elements throughout the life cycle of projects that span multiple functions, departments, locations, vendors and processes. Assesses and analyzes risks and problems; develops and implements effective solutions to overcome obstacles, solve problems and mitigate risks. Oversees testing and quality control, development of test plans, scripts, and schedules. Assesses results and tracks issues and defects to resolution.


  • Develops and guides use of standard project management processes, tools and methodology. Mentors staff in the application of standard project management methodology. Ensures required project data and information are maintained in the project management systems.


  • Evaluates proposed modifications to project scope, schedule or budget and influences stakeholders to control changes. Facilitates approved modifications to the project plan. Works with functional areas to resolve schedule and resource conflicts.


  • Researches and analyzes current and evolving technology, products and services to identify and recommend opportunities for process improvements that have a significant impact on time, labor costs, direct costs, member service and satisfaction.


  • Plays key role in the development and execution of the organization's business continuity plan.


Education, skills, & abilities:

The Eight Superpowers

  1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
  2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
  3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
  4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
  5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
  6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
  7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
  8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.


Other Education, Skills, and Abilities

  • Requires bachelor's degree in Business Administration, Finance, IT or related discipline, minimum of five years project management experience with progressively increasing responsibility for independent development and implementation of complex projects, five years financial industry experience; or equivalent combination of education and applicable experience. Project management course work required and PMP certification preferred.


  • Must work independently to manage by broad instructions, objectives and policies. Every project is unique and requires considerable judgment, broad knowledge of financial industry and extensive management experience to develop approaches, identify risks and resolve problems.


  • Must have demonstrated ability in critical thinking, innovation and decision making to develop and implement logical and effective solutions to problems in a highly complex environment.


  • Proven ability to drive success of initiatives in a dynamic and changing environment under tight deadlines, prioritize multiple activities, negotiate for resources, and make decisions with a financial, member and employee satisfaction impact.


  • Requires superior communication skills, both written and verbal, including the ability to explain highly complex technical and business concepts and challenges in terms all stakeholders can understand and appreciate, as well as be able to lead technical meetings and planning sessions with engineering and deployment teams. Ability to interface with staff and vendors at all levels in a professional and courteous manner.


  • Must exhibit leadership skills and demonstrate the ability to facilitate effective working relationships between diverse groups of people.


  • Must have substantial experience with team building, business and systems analysis, requirements definition, process improvement, conflict resolution and motivating people.


  • Requires a high level knowledge of current and evolving technology, products and services in the credit union industry and within the organization. Must possess knowledge of credit union regulatory requirements.


  • Ability to manage multiple priorities simultaneously and apply concentrated effort to workload despite interruptions.


  • Ability to interact effectively with co-workers, understand and follow policies and procedures and accept constructive criticism.


  • Demonstrated experience with Microsoft Office applications, MS Project and Visio.


  • Ability to operate standard business machines such as computer, printer, fax, copier and telephone


MAJOR ACCOUNTABILITIES:

  • Manage multiple complex projects concurrently to successful completion, through effective use of leadership, communication, teamwork and applied Project Management principles and methodologies to ensure the successful planning and execution of high priority initiatives.


  • Build and direct teams, define roles and responsibilities and delegate work in the execution of major cross-functional projects.


  • Monitor project progress, schedule and budget. Identify underlying risks, report potentially serious deviations that may compromise results and take corrective action as appropriate.


  • Exercise judgment and make sound decisions that impact resources, schedules, budget and technology that affect the entire organization.


  • Communicate pertinent information, orally and in writing, to all stakeholders.


  • Ensure member service and satisfaction are a priority in project planning and implementations.


ENVIRONMENTAL CONDITIONS:

  • Work requires concentrated mental attention and focus.


  • Work is primarily within a cubicle office setting subject to conversational noise and interruptions found in that environment.


PHYSICAL REQUIREMENTS:

  • Ability to tolerate periods of continuous sitting; ability to operate and utilize a personal computer and peripherals.


Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.

Management reserves the right to assign or change duties and tasks to this position at their discretion.

Salary Range (annually)