Enterprise Member Experience - Retail Project Analyst

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

Job summary

Golden 1 Credit Union in Sacramento is seeking a Retail Project Analyst (Exempt) to translate complex projects into clear procedures, communications, and training. This role partners with Retail Delivery and Experience to drive end-user adoption and ensure compliant implementations.

You will analyze projects, develop implementation procedures, coordinate with Legal and Compliance, create training content with Learning and Development, and report progress to stakeholders across Retail and MSCC.

Qualifications

• 7+ years in project research, analysis, test planning, UAT, procedure creation, communications, and change management.

Responsibilities

• Analyze and evaluate overall project impacts on end-users and outline mitigation tactics.
• Advocate for end users in project meetings to reduce impacts and workaround needs.
• Create procedures for new implementations affecting Retail teams, Branch and MSCC.
• Ensure compliance with standards and obtain oversight from Legal and Compliance when necessary.
• Coordinate with Learning and Development to outline training content and modules.
• Plan communications and target dates for Retail at time of implementation.
• Develop enterprise communications for projects and initiatives.
• Access test databases and validate functions used by Retail in software and interfaces, updating procedures accordingly.
• Lead change management plans across Retail and track action items and deliverables.
• Identify challenges to end-user buy-in and propose mitigation strategies.
• Provide regular progress and outcomes reports to stakeholders.

Skills

Change management

Project coordination

Requirements gathering

Communication

Education

Bachelor's degree (Business Administration / Accounting / MIS / 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.

QUALIFICATIONS 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.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2588

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.

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