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Director, Change Management

Company: Patelco Credit Union
Location: Dublin
Posted on: November 12, 2021

Job Description:

About Patelco Credit Union:We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With more than 400,000 members primarily in and around northern California, Patelco is committed to improving their members' financial well-being and fueling hope and opportunity for its members by offering personalized solutions, advice, and expertise that empower them to achieve personal financial freedom. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $8 billion in assets.Overview:Reporting to the VP Operations Optimization, this role will oversee the design, development, and delivery or an enterprise-wide change management transformation strategy. The ideal candidate will have experience with leadership alignment efforts, driving organizational readiness, change readiness, and impact assessment analysis to deliver desired business outcomes. Experience effectively aligning stakeholders working on multiple internal projects within defined budgets and timelines is essential. This leader will be responsible for ensuring successful team engagement, maintaining program health, and leading a team of delivery professionals. They will have strong communication skills that enable them to effectively communicate with all relevant teams. This individual should be able to foresee any problems related to project sequencing and completion, acting in a timely manner to mitigate any issues. This role will also oversee the system optimization and process analyst teams.Responsibilities:

  • Create an Organizational Change Management Governance Model incorporating people, process, and tools within a project management framework that leverages Business Process Management tools delivering effective business outcomes.
  • Define the end-to end workflow standards needed to lead a major change in a product, service, or process, utilizing a "gate style" process strategy to ensure all stakeholders are engaged.
  • Build guidelines to ensure a risk-based legal/regulatory compliance approach is followed, incorporating the specific needs of a growing $10 Billion plus organization.
  • Establish a Center of Enablement responsible and accountable for maintaining standard operating guidelines to measure results.
  • Educate change agents to leverage and utilize agreed upon processes to build organizational adoption and sustainability around change.
  • Ensure Process Analysts partner with business owners, subject matter experts, and key stakeholders to understand and complete end-to-end process mapping.
  • Ensure enterprise-wide Change Management, DocuSign, and Robotics Process Automation (RPA) Roadmaps are maintained and meet strategic goals.
  • Create and deliver high quality business presentations to key stakeholders, and management as necessary. Includes proactive participation in Program Iteration planning sessions.
  • Management and strategic direction of System Optimization and Process Analyst teams.
  • Set effective governance for the credit unions Intranet and SharePoint platforms.
  • Maintain a solid understanding of business financial practices and a deep understanding of program financials, proactively oversees robust financial governance.
  • Identify Technical Transformational Opportunities/Tools.
  • Other duties as assigned.Qualifications:
    • Bachelor's Degree and at least 10 years of experience including some prior change management experience
    • 5 years of DocuSign, OCR, and Process Automation experience
    • 5 years Project Management experience.
    • Adept at Waterfall and Agile process methodologies.
    • Experience working on project and portfolio management tools (MS Project, Visio, Igrafx) is required.
    • Proficient in Microsoft Office suite.
    • Strong communication, organizational, analytical, and critical thinking skills.
    • Strong change management experience, knowledge of various change management models and practices.
    • Proven track record in delivering complex programs to realize business objectives.
    • Effective financial budget planning and management is essential.
    • Proven track record in leading successful recovery efforts on programs that are failing to deliver on expected business outcomes.
    • Project management certification, or significant project management experience.We Offer:
      • An inspiring career that benefits both you and your community
      • Competitive compensation packages with bonus opportunity
      • Full Medical/Dental/Vision benefits with minimal eligibility waiting period
      • Generous 401(k) with 3% Safe Harbor and 5% employer match
      • Discounts on loan products
      • Tuition Reimbursement
      • Onsite Fitness Center at HQ and rewards for healthy habits
      • Close proximity to BART, restaurants and shoppingPatelco Credit Union is an Equal Opportunity Employer: disability/veteranIND123

Keywords: Patelco Credit Union, Dublin , Director, Change Management, Executive , Dublin, California

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