Enterprise Member Experience - Retail Project Analyst

Golden 1 Credit Union; Sacramento (CA); Hybrid; USD 85,000 - 90,000; Full time

Job summary

Golden 1 Credit Union is seeking a detail-oriented Retail Project Analyst to translate complex initiatives into clear procedures, training, and communications. You will collaborate with cross-functional teams to ensure end-user adoption and compliance across Retail, Branch, and MSCC.

The role reports to the Sr Manager - Retail Delivery and Experience and is based in a hybrid setting in Sacramento, CA. The ideal candidate brings a bachelor’s degree in a related field and 7+ years of project

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• Strong analytical and communication skills required.
• Experience translating complex projects into clear procedures and training.

Responsibilities

• Analyze and evaluate overall project impacts on end-user and outline mitigation tactics.
• Create procedures for new implementations affecting Retail teams, Branch and MSCC.
• Plan target dates and prepare communications for Retail at implementation time.
• Work with Learning and Development to create training content outlines.
• Coordinate with Internal Communications for enterprise project updates.
• Track action items, deliverables, and status across multiple projects.

Skills

Project management

Documentation

Change management

Education

Bachelor’s Degree in Business Administration, Accounting, MIS or CS

Job description

Job Title: Retail Project Analyst

Status: Exempt

Reports to: Sr Manager - Retail Delivery and Experience

Department: Enterprise Member Experience

Job Code: 11883

Pay Range: $85,100.00 - $90,000.00 Annually

Location: Hybrid in Sacramento, CA

Who We Are

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

Who You Are

You are a collaborative and detail-oriented change champion who excels at translating complex projects into clear procedures, effective communications, and engaging training. You bring strong analytical, project management, and relationship-building skills, advocate for the end-user experience, and successfully drive organizational change that enhances both employee and member experiences.

What You'll Do

• Analyze and evaluate overall project to determine impacts to end-user and outline tactics to mitigate.
• Actively participate as an advocate of the end user in project meetings to reduce impacts and workarounds.
• Create procedures for new implementations impacting Retail teams, Branch and MSCC.
• Ensure compliance with applicable standards, rules, regulations and systems of internal control and obtain recommendations or oversight by Legal and Compliance when necessary.
• Route net new frontline facing documents to Legal and Compliance as applicable.
• Work in liaison with Learning and Development eLearning Designers to create content outline for training modules.
• Plan target dates and prepare communications for Retail at time of implementation.
• Work in liaison with Internal Communications to develop Enterprise communications as needed for projects and initiatives.
• Access test database and validate functions utilized by Retail divisions in credit union software, teller interfaces, and database upgrades as needed to modify procedures and communicate changes.
• Participate, lead, communicate and identify change management plans across Retail to support organizational change objectives.
• Works with project teams to identify an accurate view of challenges to end-user buy-in and ways to mitigate.
• Track action items and deliverables, execute tactics, and communicate status,
• Validate and review detailed procedure database system changes and upgrades to Administration access and functionality.
• Simultaneously support several projects with varied deliverables, team members, and audiences.
• Ensure thorough follow up with end users and/or audience post project to complete the execution lifecycle assessing outcomes and future improvements.
• Compile data and deliver reports to project teams, department, and/or managers as needed for information and oversight.
• Maintain current and relevant data on Retail Sharepoint site.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
• Maintain a thorough knowledge of credit union policies and procedures, products and services, data processing system and software, as needed.
• Ability to work collaboratively within the department, with business owners, and others outside of the Credit Union.
• Provide weekly and monthly progress, production, and accomplishments reports.
• Perform other duties as assigned.

Qualificiations And Preferences

• Bachelor’s Degree in Business Administration, Accounting, Management Information Systems or Computer Science preferred
• 7+ years in project research, analysis, test planning, User Acceptance Testing, procedure creation, communications, and change management required
• Procedures and Communication creation in response to project execution, system administration and reporting within the space of a financial institution, Credit Union preferred required

Why Join Us

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Disclaimer/Intent And Function Of Job Descriptions

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.