Business Efficiency Analyst II

Redwood Credit Union

Napa (CA)

On-site

USD 94,000 - 124,000

Full time

3 days ago

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Benefits offered by this job

Competitive benefits package includes

401(k) with employer match

Paid time off and holidays

Employee discounts and perks

Job summary

Redwood Credit Union is seeking a Business Efficiency Analyst II to drive efficiency across the organization, partnering with stakeholders to design, develop, and deliver solutions that improve member service and operational effectiveness.

Leveraging Lean principles and cross-functional collaboration, you will elicit requirements, define KPIs, and guide end-to-end process improvements with IT and business leaders. This role emphasizes teamwork and stakeholder engagement across the credit union.

Qualifications

Knowledge of current business analysis techniques.
Knowledge of multiple SDLCs, including Scrum, Agile, and Waterfall.
Knowledge of process management techniques.
Knowledge of project management techniques.
Ability to quickly analyze information and make recommendations.
Ability to 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

Responsibilities

Conduct observations and interviews with process performers and owners to gather experiential information.
Partner with the data team to gather quantitative information.
Lead workshops to document end-to-end processes and pain points for optimization.
Use Lean principles to provide data-driven recommendations.
Document to-be processes and implement with leadership.
Develop success metrics and monitoring procedures for benefits.
Identify technology gaps and automation opportunities.

Skills

Business analysis

SDLC knowledge

Process management

Project management

Stakeholder communication

Vendor management

Education

Bachelor's degree

Job description

Redwood Credit Union is looking for a Business Efficiency Analyst II plays a key role in efficiency projects across Redwood Credit Union, working closely with business stakeholders to ensure Members are served more consistently and efficiently, while still providing personalized service and solutions. You will use your understanding of business processes and technology, critical thinking skills, and ability to collaborate with a diverse set of business partners to design, develop, and deliver solutions for Members, teammates, and communities served.

Key Responsibilities

Conduct observations and interviews with process performers and owners to gather experiential information about as-is processes.
Partner with the data team to gather quantitative information about as-is processes.
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.
Use Lean principles to provide data-driven recommendations for process improvements
Document to-be processes and partner with business leadership to implement.
Develop success metrics and monitoring procedures for quantifying improvement process improvement benefits.
Identify technology gaps and automation opportunities in existing processes.

Requirements Elicitation and Analysis

Elicit business requirements for processes and technology from a diversity of stakeholders from front-line team members to senior leadership.
Use NPS and other sources of Member feedback to develop requirements for public-facing systems and processes.
Analyze requirements and develop success criteria and KPIs for technical and process solutions.
Manage requirements in multiple SDLCs, including Scrum, Agile, and Waterfall.

Leadership & Other Functions

Build and maintain strong relationships with diverse business stakeholders.
Facilitate discussions between business leadership and IT.
Train and educate staff on processes and efficiency.
Participate in community events.
Perform other duties as assigned.

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?

25th 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 Bay20 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 Qualifications: Knowledge, Skills and Abilities

Knowledge of current business analysis techniques.
Knowledge of multiple SDLCs, including Scrum, Agile, and Waterfall.
Knowledge of process management techniques.
Knowledge of project management techniques.
Ability to quickly analyze information and make recommendations.
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

IIBA Certified Business Analyst Professional (CBAP) desired.
Six Sigma or similar certification 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 three years’ experience in business analysis, process analysis, system design and integration, or similar. Prior experience in financial services is a plus.

Compensation

Base starting range: $94,082 to $123,949 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