Business Efficiency Analyst III

Redwood-Credit-Union; Napa (CA); On-site; USD 107,000 - 141,000; Full time

Job summary

Redwood Credit Union seeks a Business Efficiency Analyst III to drive efficiency initiatives across the organization. You will combine process analysis with Lean principles to design end-to-end processes, gather requirements, and partner with leadership to implement improvements that positively impact Members and staff.

As a senior analyst, you will lead cross-functional projects, mentor teammates, and build business cases with finance partners.

Qualifications

• 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 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

• Model the end-to-end processes needed to achieve strategic goals.
• Determine gaps in process performance by researching current state.
• Develop proposals to close performance gaps with stakeholders.
• Build business cases for efficiency initiatives with cost-benefit and ROI analysis.
• Maintain the efficiency project portfolio and prioritize initiatives by impact and feasibility.
• Conduct observations and interviews to gather information on as-is processes.
• Partner with data team to gather quantitative information.
• Lead workshops to document end-to-end processes, pain points, and outcomes.
• Use Lean principles to provide data-driven recommendations for improvements.
• Document to-be processes and partner with leadership to implement.
• Develop success metrics and monitoring procedures for quantified benefits.
• Identify technology gaps and automation opportunities.
• Lead cross-functional improvement events from problem to control (DMAIC/Kaizen).
• Elicit requirements from a diverse set of stakeholders.
• Use feedback to develop requirements for public-facing processes and technology.
• Analyze requirements and define success criteria and KPIs.
• Manage requirements across Scrum, Agile, and Waterfall.
• Build and maintain relationships with stakeholders.
• Serve as lead analyst on larger cross-functional initiatives.
• Mentor less experienced team members.
• Train staff on processes and efficiency.
• Participate in community events.

Skills

Process management

Lean Six Sigma

Process modeling

Project management

Stakeholder management

Change management

SDLC knowledge

Vendor management

Team leadership

Communication

Education

Bachelor’s degree in business/IS

Job description

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:

• Model the end-to-end processes needed to achieve strategic goals.
• Determine gaps in process performance by conducting research into current state.
• Partner with business stakeholders to develop project proposals that close performance gaps.
• Build business cases for efficiency initiatives, including cost-benefit and return on investment analysis.
• Maintain the efficiency project portfolio and prioritize initiatives by impact and feasibility.

Process Analysis & Design:

• 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.
• Lead cross-functional improvement events from problem definition through control, using structured methods such as DMAIC and Kaizen.

Requirements Elicitation & Analysis:

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

Leadership:

• Build and maintain strong relationships with diverse business stakeholders.
• Function as lead analyst on larger, cross-functional efficiency initiatives.
• Guide and mentor less experienced team members.

Other Functions:

• Train and educate staff on processes and efficiency.
• 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