Project Analyst

Posted 8 Days Ago
Be an Early Applicant
West Jordan, UT, USA
In-Office
24-24 Hourly
Junior
Fintech • Financial Services
The Role
Support and coordinate credit union projects: help define scope, maintain schedules, facilitate meetings, create project tools/templates, track status, ensure regulatory compliance (including Bank Secrecy Act), hand off completed work, assist training/cross-training, and organize project documentation.
Summary Generated by Built In

Description

Hours: 9:00 am – 6:00 pm, Monday – Friday.

Location: Hybrid working environment w/ 2-3 In-office days required each week.  

Pay: $24.00/hr. or possibly higher DOE  

Your Purpose will be:

This person will assist in the coordination and completion of assigned Credit Union projects, including establishing the base outline, planning priorities, deadlines, organization, monitoring, and work to be done with the appropriate staff and committees to research, develop, test, train and implement agreed upon policies and procedures. These policies and procedures should support CU departments operationally by providing structure, direction, and efficiencies. Also, every employee is responsible for fulfilling our Mission Statement: We elevate our members' financial experience through best-in-class Service and Solutions.

What you’ll do:

  • Assists project teams in defining, planning, and implementing projects to achieve specific business goals and objectives
  • Assists in developing and maintaining detailed project schedules
  • Coordinates and facilitates regular team meetings, stakeholder interviews and follow-up sessions
  • Assist in the research, creation, and implementation of project tools, templates, and procedures
  • Assists in updating and reporting project plans, status, and schedules
  • Ensures proper hand off to appropriate department once project is complete
  • Recommends new processes where needed to improve quality or on-time delivery
  • Helps to ensure all changes and modifications are compliant with internal and regulatory changes
  • Assist with cross training staff
  • Understands the Bank Secrecy Act and how it is applied
  • Files and organizes miscellaneous project documents/materials
  • Other duties as assigned
  • Assists in miscellaneous project tasks

Perks for you:

  • Affordable health insurance with employer HSA contributions.
  • 14.47% 401(k) contribution (no matching necessary).
  • 18 PTO days each year.
  • 12 paid holidays.
  • Discounts on Credit Card interest rates.
  • Discounts on Mortgage Loan fees. 
  • Plus other employee banking perks.

Requirements

The experience you need to succeed:

  • One to two years of related experience in Project Management.
  • Prior experience in presenting complex topics to both internal and external project partners. 
  • Confidence in facilitating group discussions on projects and updates to stakeholders, including C-suite executives. This may occasionally be on short notice.
  • Must be outgoing, timely, and responsible, with the ability to take ownership of multiple projects at once.
  • Familiarity with financial banking operations, referred but not required.
  • Excellent communication skills (written and verbal) – ability to interact with internal and external stakeholders in a professional manner.
  • Proficiencies with Microsoft Office applications. (Word, Excel, PowerPoint, etc.)

 Work Environment & Physical Requirements: 

  • Works primarily in a hybrid office environment, with frequent trips into field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions. (Hybrid and work from home employees must be able to report in office if required.)
  • While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands and fingers to handle, feel, grasp and reach. A computer, phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills Required

  • One to two years of related experience in Project Management
  • Experience presenting complex topics to internal and external project partners
  • Ability to facilitate group discussions and present updates to stakeholders, including C-suite, sometimes on short notice
  • Ability to manage multiple projects simultaneously and take ownership of work
  • Familiarity with financial banking operations
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office applications (Word, Excel, PowerPoint)
  • Understands the Bank Secrecy Act and how it is applied
  • Ability to work in a hybrid environment with frequent field visits and report to office when required
  • Ability to perform physical activities and occasionally lift/move up to 50 pounds
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The Company
Year Founded: 1971

What We Do

UFirst Federal Credit Union is a member-owned financial institution providing leading personal and business banking and lending services to the North Country in northern New York. Founded in 1971, it operates with a people-before-profit philosophy, offering a range of products including high-yield money markets, credit cards, and recreational financing to support its members and the local community.

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