"Alerted.org

+ Full Time - Exempt

Role:

The Transformation Coordinator will work collaboratively with department leaders and credit union management to identify, monitor, analyze, recommend, and implement business transformation initiatives across key credit union processes and functions. Responsibilities include facilitating the execution of continuous improvement strategies to drive end-to-end optimization, ensuring efficiency, and improving end user satisfaction.

This role will guide teams in developing and executing actionable plans based on data-driven insights and research, ensuring alignment with the credit union's strategic objectives. By utilizing process improvement methodologies and project management best practices, the Transformation Coordinator will recommend, implement, and monitor initiatives aimed at enhancing efficiency, optimizing services, and improving overall performance. Ongoing research of processes and capabilities will assist in proactively identifying opportunities to improve business functions, member and employee satisfaction, and respond effectively to evolving business needs, driving measurable results across the organization.

This role is integral in fostering cross-departmental collaboration, facilitating the smooth execution of change processes, and driving measurable results across the organization. By leading efforts that promote efficiency, enhance the member and employee experience, and optimize operations, this position plays a pivotal role in advancing the credit union's long-term success.

This position is eligible for a hybrid work from home schedule, as set and approved by the position's manager in accordance with the credit union's Remote Work Policy.

Essential Functions & Responsibilities:

E 40% Collaborates with management to define performance standards and analyze current processes and procedures. Acts as a change agent to identify, design, and implement improvement plans aligned with credit union strategic objectives. Supports initiatives by facilitating project planning and coordination, helping teams define goals, timelines, and success metrics using appropriate methodologies.

E 20% Trains, mentors and facilitates the change process with department leaders and team members. Effectively communicates ideas, feedback, progress updates and results to management and appropriate departments. Encourages the use of continuous improvement and project management tools and practices to ensure structured, transparent progress throughout change initiatives.

E 20% Establishes relationships across departments, becoming a trusted partner and resource. Acts as a neutral facilitator during project work, helping departments collaborate, navigate challenges, and stay aligned with shared objectives.

E 10% Documents changes, tracks progress and outcomes, and creates regular reports for management that capture key performance measurements and lessons learned to support future planning and decision-making.

E 5% Stays up-to-date with developments in leadership/management skills, process improvement optimization, project management frameworks (e.g. Agile, Waterfall, Lean), and emerging practices to enhance facilitation and organizational impact.

N 5% Performs other job-related duties as assigned.

Performance Measurements:

1. Collaborates with various cohorts of individuals including credit union management, employees, members and partners/vendors to enhance productivity, efficiency and satisfaction both internally and externally.

2. Investigates opportunities for improvement, identifies and reviews challenges, shortfalls, complaints and issues negatively impacting efficiency and overall satisfaction with current business processes.

3. In coordination with management, leads continuous improvement activities to review existing and proposed credit union and/or department activities, processes and changes which create or may create barriers to efficiency, member service, employee satisfaction and/or achievement of credit union strategic objectives.

4. Develops business cases based on research (using data, surveys, interviews, focus groups, observations, etc.) to support and secure a level of commitment from management and operational leaders to apply changes.

5. Leads change management activities through effective project management facilitation. Supports communication efforts, assesses the impact and result of improvement and assists with training team members for effective and successful implementation of improvement activities.

6. Embrace innovation methods to develop, strategize, and plan new interventions that will increase efficiencies, member and employee satisfaction and service levels.

7. Documents and maintains updates to Knowledge Bases and methodologies as efficiencies and processes are developed and revised through continuous improvement efforts and changes that result.

8. Evaluate the business needs for process improvement and analyze constraints in order to create a realistic plan which can deliver the required results within an acceptable timeline.

9. Communicates ideas and findings professionally, concisely and effectively (both verbally and in writing) to staff, management and external business partners/vendors.

10. Organizes projects, prioritizes multiple tasks, and performs routine duties independently. Does not equate busy with effective and places a higher value on initiatives with potential for a greater impact and return. Adjusts and modifies approach based on circumstances.

11. Maintains skills and knowledge of industry trends related to financial services and continuous improvement strategies and methodologies. Stays up to date with knowledge of technology; market trends; front-line and back-office processes and member-facing actions to gain insights for improvements and efficiencies.

12. Facilitates improvement projects by supporting the development and management of project plans, including timelines, scope, deliverables, and resource needs. Establishes and supports project teams; monitors progress and ensures effective implementation of solutions.

13. Applies project management best practices and tools to coordinate cross-functional efforts, mitigate risks, manage stakeholder expectations, and ensure alignment with credit union strategic priorities.

14. Promotes the use of appropriate project management methodologies (e.g. Agile, Waterfall, Lean, etc.) by guiding teams in selecting and applying the most effective approach based on project type, complexity, and organizational context.

15. Uses various process improvement methodologies to identify key elements, patterns, results and relationships between departments/areas to assist in researching, analyzing and decision-making.

16. Serves as a champion for the member and employee by applying user-centered design and journey mapping the member and employee experience across all functional areas and delivery channels.

17. Conducts on-site and hands on observations in branches and departments. Completes job and process analysis by gathering and analyzing data, workflows, procedures and job functions.

18. Builds trust upline (e.g., management and leadership) and downline (e.g., department managers, employees and service providers). Instills a sense of urgency in driving to completion; escalates issues as needed with managers and senior leadership.

19. Travels on a regular basis throughout the credit unions market area to visit branch locations and departments to observe and identify continuous improvement opportunities, facilitate implementation of improvement processes, assess results and connect with employees and members for first hand feedback.

20. Participates in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars and workshops as directed by Management.

21. Performs other job-related duties as assigned.

Knowledge and Skills:

Experience A minimum of five years of similar or related experience in a credit union or financial institution, or in a continuous improvement role is required.

Preferred qualifications include:

- Prior experience utilizing value stream mapping, lean and continuous improvement methodologies, Kaizen, 5S Strategy, TQM or other continuous improvement strategies in a business environment.

- Knowledge of credit union processes, products and services including a working knowledge of credit union systems, operational policies, and processes.

Education (1) A bachelor's degree in business, finance or related field, or (2) achievement of formal certification(s) recognized in the Continuous Improvement or Project Management fields (e.g. Lean Six Sigma, PMP, CAPM, Agile, etc.).

If incumbent does not possess a formal certification in either Continuous Improvement or Project Management upon hire, must obtain a relevant and approved certification in one of these concentrations within 12 months of hire.

Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills - Excellent written and oral communication skills are required, along with the ability to effectively facilitate collaboration and decision making across diverse teams. The ability to communicate professionally and diplomatically with all levels within the organization is essential to success, fostering a positive and productive work environment.

- Must possess a passion for Continuous Improvement and be an effective change leader.

- Familiarity using or willingness to learn and apply various process improvement methodologies such as value stream mapping, lean and continuous improvement, Kaizen, 5S Strategy and/or TQM.

- Excellent analytical, strategic, and financial acumen skills are required.

- Required to demonstrate the ability to effectively weigh and manage priorities.

- Must possess strong proficiency with using computers, including advanced Microsoft Excel skills.

- Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)

- Ability to apply project management best practices, coordinate tasks, manage timelines, and oversee project execution effectively, ensuring alignment with organizational goals.

Physical Requirements - Involves sitting most of the time. Walking and standing are required occasionally.

- Requires the expression or exchanging of ideas by means of the spoken word to communicate with internal and external contacts both in person and electronically.

- Requires the ability to perceive the nature of sounds at normal speaking levels with or without correction, and have the ability to receive detailed information through oral communication, including making fine discriminations in sound.

- Reaching to extend hand(s) and/or arm(s) in various directions.

- Repetitive finger movements to perform typing or otherwise working with paper files and documents.

- Requires close visual acuity to prepare and analyze data and figures; view a computer terminal; read and assess work quality.

Work Environment - Not substantially exposed to adverse environmental conditions.

- State of Pennsylvania residency required.

Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities.

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