Business Optimization Manager

Teachers-Federal-Credit-Union; Brentwood (NY); On-site; USD 93,000 - 116,000; Full time

Benefits offered by this job

Annual bonus program

Quarterly performance incentives

Paid time off (PTO)

401(k) company contribution

Dental & Vision premium covered by the

Tuition reimbursement for full-time

Exclusive loan discounts

Job summary

Teachers Federal Credit Union is seeking a Business Optimization Manager to analyze credit union processes and operations, driving efficiency, member experience, and profitability through data-driven improvements.

The role leads business transformation initiatives, collaborates with cross-functional teams, and ensures projects align with organizational goals and budgets. Strong Agile experience is preferred, with a track record in financial services.

Qualifications

• Minimum five years of experience in the related area, preferably in a credit union or financial services environment.
• Minimum five years of experience leading business transformation programs, process improvement initiatives, or project portfolios in a financial services environment; Agile, or related program/project management certification preferred.
• Experience with data-driven analysis to identify opportunities for efficiency and profitability.

Responsibilities

• Conducts a thorough analysis of processes, systems, and operations to identify efficiency and profitability opportunities.
• Develops and maintains a business optimization initiative portfolio with prioritized projects.
• Collaborates with the MX Team to analyze member experience data and implement improvements.
• Oversees workflow analyses and creates process maps to illustrate improvements.
• Partners with department leaders to collect input and create action plans.
• Develops tools to collect data, KPI tracking, and data-driven insights.
• Produces documentation and training to support adoption of new processes.
• Monitors progress, reports results to stakeholders, and suggests further optimization.
• Keeps current with industry trends in business optimization and service delivery.
• Ensures milestones align with budgets.
• Performs additional duties as needed.

Skills

Process improvement

Data analysis

Agile

Stakeholder collaboration

Project management

Job description

• Job Category Operations
• Employee Type Regular Full Time
• Required Degree 4 Year Degree
• Manage Others No

Description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary:

The Business Optimization Manager is responsible for analyzing credit union processes and operations to improve efficiency, experience, and increase profitability. The Manager uses a data-driven approach to analyze and identify opportunities for improvement in various business areas, including member service, lending, operations, marketing, and back-office functions.

Education and/or Experience:

• Minimum five years of experience in the related area, preferably in a credit union or financial services environment.
• Minimum five years of experience leading business transformation programs, process improvement initiatives, or project portfolios in a financial services environment preferred; Agile, or related program/project management certification preferred.

Job Responsibilities:

• Conducts a thorough analysis of the credit union's business processes, systems, and operations, and identifies areas of improvement to increase efficiency and profitability.
• Develops and maintains a business optimization initiative portfolio, prioritize projects based on organizational goals, member impact, operational efficiencies, resource availability, and expected business value.
• Collaborate with the MX Team to analyze member experience data/feedback to develop and implement member service improvement initiatives.
• Oversee the in-depth analysis of existing workflows and create flowcharts and journey maps to represent processes improvements.
• Partners with department leaders and subject matter experts to collect input and create action plans for implementation.
• Develops and implements the tools required to collect and measure relevant data, key performance indicators (KPI), and produces a data-driven analysis of critical functions.
• Produces documentation, tools, and training to support adoption of new processes.
• Monitors and reports on progress, communicates results to key stakeholders, and provides recommendations for continued improvement.
• Stays current with industry trends and best practices in business optimization, process improvement, and service delivery.
• Ensures that project/department milestones are met and adhere to approved budgets.
• Perform other duties as needed upon request by immediate supervisor.

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $ 93,042 - $116,302 per year. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.