The Role
Leads cross-functional business efficiency initiatives through process architecture, analysis, requirements elicitation, Lean and Six Sigma improvement methods, business case development, technology gap identification, and automation planning. Partners with stakeholders and data teams to model current and future processes, define KPIs, implement solutions, manage requirements across Scrum, Agile, and Waterfall SDLCs, and mentor analysts.
Summary Generated by Built In
Redwood Credit Union is seeking a Business Efficiency Analyst III who will play a key role in efficiency projects across Redwood Credit Union. This includes working closely with leadership and business stakeholders to ensure Members are served more consistently and efficiently, while still providing personalized service and solutions. This position requires an understanding of business processes and technology, critical thinking skills, and ability to collaborate with a diverse set of business partners to analyze, design, and deliver solutions for Members, teammates, and communities served.
Key Responsibilities
Process Architecture:
o Model the end-to-end processes needed to achieve strategic goals.
o Determine gaps in process performance by conducting research into current state.
o Partner with business stakeholders to develop project proposals that close performance gaps.
o Build business cases for efficiency initiatives, including cost-benefit and return on investment analysis.
o Maintain the efficiency project portfolio and prioritize initiatives by impact and feasibility.
Process Analysis & Design:
o Conduct observations and interviews with process performers and owners to gather experiential information about as-is processes.
o Partner with the data team to gather quantitative information about as-is processes.
o Lead collaborative workshops with key stakeholders to document end-to-end as-is processes, internal/external pain points, and desired outcomes for optimization and automation.
o Use Lean principles to provide data-driven recommendations for process improvements.
o Document to-be processes and partner with business leadership to implement.
o Develop success metrics and monitoring procedures for quantifying improvement process improvement benefits.
o Identify technology gaps and automation opportunities in existing processes.
o Lead cross-functional improvement events from problem definition through control, using structured methods such as DMAIC and Kaizen.
Requirements Elicitation & Analysis:
o Elicit business requirements for processes and technology from a diversity of stakeholders from front-line team members to executives.
o Use NPS and other sources of Member feedback to develop requirements for public-facing processes and technology.
o Analyze requirements and develop success criteria and KPIs for technology and process solutions.
o Manage requirements in multiple SDLCs, including Scrum, Agile, and Waterfall.
Leadership:
o Build and maintain strong relationships with diverse business stakeholders.
o Function as lead analyst on larger, cross-functional efficiency initiatives.
o Guide and mentor less experienced team members.
Other Functions:
o Train and educate staff on processes and efficiency.
o Participate in community events.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 21 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
- Knowledge of process management techniques.
- Knowledge of Lean, Six Sigma, and other continuous improvement methodologies.
- Knowledge of process modeling notation, value stream mapping, and workflow automation tools.
- Knowledge of project management techniques.
- Ability to act independently and make quick decisions.
- Ability to build business cases and quantify benefits with Finance and business partners.
- Ability to lead change management efforts so process improvements are adopted and sustained.
- Knowledge of current business analysis techniques.
- Knowledge of multiple SDLCs, including Scrum, Agile, and Waterfall.
- Ability to effectively manage multiple tasks and deadlines simultaneously.
- Ability to manage, develop, and implement technology related projects.
- Ability to work weekends and late nights when needed.
- Ability to interact and communicate with outside vendors.
- Ability to establish and maintain effective working relationships with a diverse group of people.
- Ability and desire to work in a team environment.
- Ability to communicate and collaborate with both onshore and offshore vendors.
Licenses and Certifications
- Lean Silver, Six Sigma Black Belt, or similar certification desired.
- ABPMP Certified Business Process Professional (CBPP) desired.
The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, management information systems, project management, or closely related field, and a minimum of five years’ progressively responsible experience in business analysis, process analysis, system design and integration, or similar. Prior experience leading process improvement initiatives in financial services is a plus.
Compensation: Base starting range: $107,168 to $141,191 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to stand for extended periods of time occasionally.
• Ability to lift objects up to 25 pounds occasionally.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
Skills Required
- Bachelor's degree in business administration, management information systems, project management, or a closely related field, or equivalent combination of education and experience
- Minimum five years of progressively responsible experience in business analysis, process analysis, system design and integration, or similar
- Knowledge of process management techniques
- Knowledge of Lean, Six Sigma, and continuous improvement methodologies
- Knowledge of process modeling notation, value stream mapping, and workflow automation tools
- Knowledge of project management techniques
- Ability to build business cases and quantify benefits with Finance and business partners
- Ability to lead change management efforts
- Knowledge of business analysis techniques
- Knowledge of Scrum, Agile, and Waterfall SDLCs
- Ability to manage, develop, and implement technology-related projects
- Ability to communicate and collaborate with onshore and offshore vendors
- Ability to work weekends and late nights when needed
- Lean Silver, Six Sigma Black Belt, or similar certification
- ABPMP Certified Business Process Professional certification
- Prior experience leading process improvement initiatives in financial services
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The Company
What We Do
Redwood Credit Union is a full-service financial cooperative, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. We’re a financial cooperative that truly cares about the financial goals and dreams of those who do business with us. With a wide variety of products and services designed to meet our Members’ financial needs, there’s something for everyone. And each Member actually owns part of the Credit Union and has a voice in what we do and how we do it. An excellent place to work, RCU was recently recognized by Forbes as one of “America’s Best Small Employers 2023.” And for 17 years running, we’ve been awarded Best Places to Work by the North Bay Business Journal. We continue today to build upon a solid philosophical and business foundation—treating Members with respect and personal care while offering unbeatable value. Federally insured by NCUA. Equal housing lender. *** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Redwood Credit Union are licensed to transact securities business in CA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
