Technical Transformation Specialist

SECU; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

SECU seeks a Technical Transformation Specialist to drive adoption of new technologies and streamline processes across business, IT, and operations, with a focus on deposit accounts and core systems. You will bridge non-technical and technical teams, plan and monitor transformation projects, and improve member experience and service delivery through efficient system conversions and process enhancements.

This role collaborates with leadership to translate requirements into actionable plans,

Qualifications

• 5+ years of financial services experience.
• Experience with bank or credit union core systems.
• Experience with bank or credit union system conversions.
• Experience working with IT and Operations teams in the financial industry.
• High degree of written and verbal communication skills.
• Critical thinking skills.
• Ability to speak English fluently.
• Highly member service oriented.
• Highly collaborative.

Responsibilities

• Partner with business leaders, IT, and project managers to understand project requirements, scope, and objectives; translate business needs into actionable plans.
• Assist in identifying opportunities for process improvement and technology enhancements with a focus on deposits and operations; implement solutions.
• Assist in planning, execution, and monitoring of technical transformation projects; ensure on-time delivery within budget and specs.
• Act as liaison between technical and operations teams to update procedures based on technology changes.

Skills

Financial services

Core banking systems

System conversions

Cross-functional collaboration

Communication

English fluency

Education

Bachelor's degree

Job description

If you are motivated and believe in the credit union philosophy of “People Helping People,” join our team!

Position Overview:

The Technical Transformation Specialist plays a key role in supporting the successful adoption and integration of new technologies and processes within SECU. As part of a dynamic team, this position works cross-functionally to bridge the gap between business units, operations, and IT, ensuring that all technical initiatives align with the organization’s strategic goals. This role is focused on optimizing processes, implementing effective solutions, and driving operational efficiency to system conversions and transformation to improve member experience, service delivery, and overall organizational performance with a focus on deposit accounts and systems.

Essential Responsibilities:

• (40%) Partner with business leaders, IT, and project managers to understand project requirements, scope, and objectives. Translate business needs into actionable plans and facilitate communication between non-technical and technical teams.
• (30%) Assist in providing guidance to identify opportunities for process improvement and technology enhancements with a focus on deposit accounts and operations processes. Develop and implement solutions to enhance operational efficiencies, streamline workflows, increase productivity, and enhance the overall employee and member experience.
• (20%) Assist in the planning, execution, and monitoring of technical transformation projects, ensuring delivery on time, within budget, and according to specifications.
• (10%) Act as liaison between technical and operations teams to provide guidance on updating and developing new procedures based on technology changes.

Required Education & Experience (Knowledge, Skills, & Abilities):

• 5+ years of financial services experience
• Experience with bank or credit union core systems
• Experience with bank or credit union system conversions
• Experience working with IT and Operation teams in the financial industry
• High degree of written and verbal communication skills, professionalism, and good organizational skills
• Critical thinking skills
• Ability to speak English fluently
• Highly member service oriented
• Highly collaborative
• Minimum direct years of experience

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• Bachelor’s degree
• Experience with technical aspects of deposit account and CIF related banking systems

Job Environment & Physical Requirements:

• Sitting for prolonged periods
• Computer for prolonged periods
• Travel to conferences as needed

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer:

State Employees’ Credit Union reserves the right to fill this role at a higher/lower level based on business need.