Account Services Admin - Senior Executive Operations Program Manager

TITLE: SENIOR EXECUTIVE OPERATIONS PROGRAM MANAGER

STATUS: EXEMPT

REPORTS TO: SENIOR EXECUTIVE VICE PRESIDENT

DEPARTMENT: ACCOUNT SERVICES ADMIN

JOB CODE: 11906

PAY RANGE: $101,600.00 - $125,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Senior Executive Operations Program Manager provides strategic counsel, hands-on responsibilities, execution, and communication support to the Senior Executive Vice President as well as the senior leadership in Technology, Member Service Contact Center, Enterprise Project Management Office, and Corporate Strategy. This role involves coordinating key strategic roadmaps, facilitating communication, ensuring collaboration, and driving initiatives that align with the teams’ business strategies. Success in this position requires a digital-forward, analytical mindset, and the ability to proactively identify opportunities, translate and connect data insights to strategic outcomes, and operate with a high degree of autonomy.

TASKS, DUTIES, FUNCTIONS:

1. Serves as the SEVP’s trusted advisor, delegated leader and implementation manager as appropriate.
2. Provides the EVP independent, informed, smart, and unbiased insight and feedback.

1. Coordinates and develops content and analysis to ensure the SEVP and leadership team are prepared for key recurring deliverables including business reviews, weekly and monthly executive updates, and other leadership meetings.

4. Organizes and prioritizes critical issues and required information to facilitate change, efficient discussions, and decision-making.
5. Communicates and follows-up with Senior Management on business initiatives, projects, and action items requested by the SEVP.
6. Overseeing high-impact strategic projects and that advance the Strategic Goals of the Credit Union.
7. Leads and manages cross-functional teams by applying a clear decision-making framework, leveraging data-driven insights, and using digital tools and visualization platforms to support executive communication, strategic planning, and achievement of organizational goals.
8. Fostering relationships with key stakeholders and cultivating relationships to maintain a collaborative working environment that enhances the credit union’s brand reputation and operational success.
9. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.
10. Performs other assignments as required.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:

1. Approachable, supportive, motivated and enthusiastic
2. Exceptional verbal and written communications skills with attention to grammatical details
3. Strong power point story telling skills
4. Influence across operations and credit union
5. Organized, action orientation with exceptional follow-up skills and abilities
6. Nimble business mind, focused on developing creative solutions
7. Demonstrates strong initiative and anticipates needs before they arise, ensuring issues are addressed before escalation
8. Comfortable using tools such as Microsoft 365 (PowerPoint, Excel, Teams), dashboards, and project management platforms
9. Demonstrates exceptional service, professionalism, and confidentiality in all interactions and communications
10. Thorough knowledge of the Credit Union’s strategic goals, business initiatives and priorities

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of retail staff, enterprise staff and executive management.
2. EXTERNAL:Members, credit union industry associations, community and strategic partners, and other internal and external individuals.

QUALIFICATIONS:

1. EDUCATION:
1. Bachelor’s degree (or equivalent experience) in business administration or Organizational leadership, or a related field.
2. EXPERIENCE:
1. Five or more years of experience in a business management or executive role.
2. Experience in organizing and directing multiple teams and departments.
3. Experience in planning and leading strategic initiatives.
4. Experience in data analysis and budget management.
5. Proven success in a project coordination role.
6. Experience working with senior executives, with the ability to influence decision-making and drive alignment across stakeholders.

3. KNOWLEDGE / SKILLS:
1. Excellent written and verbal communication skills.
2. Versatile abilities and extreme dedication to efficient productivity.
3. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook, Teams)
4. Experience with digital collaboration tools and dashboards.
5. Ability to synthesize complex data and insights into clear narratives to support decision-making.
6. High emotional intelligence, with strong interpersonal skills and the ability to effectively manage relationships up, down, and across the organization.

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 15 lbs. as may be required.
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
6. Limited local and statewide travel by car or public conveyance.
7. Unusually long work hours may be required to accomplish tasks.

LICENSES / CERTIFICATIONS:

None

#LI-Hybrid

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.