Description

OMNI Community Credit Union's Project Manager role is responsible for leading credit union wide initiatives that support the strategic, operational, regulatory and technology objectives of the credit union. This role oversees the full project life cycle from initiation and planning through execution, monitoring and closure ensuring projects are delivered on time, within scope and within budget.

The Project Manager collaborates cross-functionally with executive leadership, department heads, vendors and external partners to drive organization efficiency, enhance member experience, implement technology and process improvements. This position plays a critical role in advancing the credit union's strategic priorities while maintaining strong governance, risk management and stakeholder communications.

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Requirements

Essential Duties and Responsibilities:

• Regular attendance is an essential function of the job as well as reporting to work on time and as scheduled.
• Lead and manage multiple concurrent projects, including technology implementations, digital baking enhancements, core systems upgrades, regulatory initiatives, branch expansions and operational process improvements.
• Monitor project progress, identify variances, and implement corrective actions to ensure successful delivery.
• Facilitate project meetings, steering committees and status reporting to executive leadership. In addition, prepare executive dashboards and status reports summarizing milestones, risks, and key performance indicators.
• Partner with executive team to translate strategic objectives into actionable project plans. Prioritize initiatives based on business impact, regulatory requirements, and resource availability.
• Serve as the primary liaison between business units.
• Manage third-party vendors and consultants, ensuring deliverables meet contractual and performance expectations.
• Communicate project status, risks and outcomes clearly to stakeholders at all levels of the organization.
• Develop and manage project budgets, track expenditures and report on financial performance. Conduct cost-benefit      analyses and ROA assessments for major initiatives
• Lead change management effort, including communications plans, training coordination and stakeholder engagement.
• Maintain comprehensive project documentation, including business requirements, risk logs, test plans and post implementation reviews. 
• Conduct post-project evaluations to assess outcomes and capture lessons learned.
• Complete annual training of all required compliance regulations, including the BSA, and adheres to the regulations.
• Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new development, changes and other important information within area of responsibility.
• Answer all telephone calls in a courteous and timely manner and transfer calls to the appropriate personnel.
• Maintain a professional and courteous attitude with all people, including fellow team members, members, management staff, board members and outside vendors.
• Keep open communications and build trust with team members and members. 
• Attend meetings as required.
• Prepare and maintain necessary reporting. 
• Follow safety and security rules and regulations.
• Protect and respect credit union equipment and supplies.
• Physical presence on site required. 
• Perform other duties as directed by the Supervisor.

SUPERVISORY RESPONSIBILITIES:

None

PERFORMANCE STANDARDS:

Demonstrate a favorable image when representing OMNI. Display a high level of honesty, integrity, and confidentiality while exhibiting a professional demeanor.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

A Bachelor's degree preferred. Three (3) to six (6) years of related experience and/or training; or equivalent combination of education and experience. 

LANGUAGE SKILLS: 

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, regulatory agencies, benefit providers, and others.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole number, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY:

Continuous use of judgment, reasoning, patience and negotiation. Frequent use of initiative, ingenuity and creativity. Frequent problem-solving. In certain circumstances, problem resolution may require considerable diplomacy while dealing with difficult 

people.

CERTIFICATES, LICENSE, REGISTRATIONS:

Bondability

Project Management Certification Preferred

OTHER SKILLS and ABILITIES:

Personal computer applications knowledge and skills to include Microsoft Office. Ability to create an atmosphere that promotes teamwork, collaboration and initiative. Must be good with detail and numbers and have good organizational and 

interpersonal skills. 

PHYSICAL DEMANDS:

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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.

WORK ENVIRONMENT:

All essential functions are performed in an office setting. Temperatures in the climate-controlled offices may fluctuate. Work area is sometimes noisy due to multiple member transactions. The noise level in the work environment is considered moderate. 

Team member may not be able to easily leave work area unless for a scheduled break. Due to the nature of our business, there is a risk of exposure to potentially hazardous conditions. 

MENTAL DEMANDS:

The mental characteristics necessary to competently perform this job include the frequent need to write or type, and the continuous need to be resourceful, persuasive and creative in all aspects of the loan documentation. In addition, the job holder requires imagination, concentration and negotiating skills to be successful in performing the job duties as well as a high aptitude for technology.