Director, Strategic Planning
Kitsap Credit Union

Job Info

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About Us:

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 16 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members' financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org.

About the Role:

Kitsap Credit Union is searching for a Director of Strategic Planning to lead the development and execution of the enterprise program design and delivery strategy out of our corporate Harborside office in Bremerton, WA. This person leverages a deep functional and operational knowledge of an enterprise to lead the design and implementation of new, and/or the optimization of existing programs, projects, initiatives, and services. This position provides leadership for the evaluation and continuous improvement impacting the enterprise with a strong focus to ensure programs and projects deliver value to Kitsap Credit Union. This role will be responsible for the overall strategic translation and implementation of KCU's Strategic Plan.

What you will do:

• Responsible for the ongoing development and implementation of best practices within the Strategic Planning Office for the purpose of achieving business goals and to support the smooth running of programs and projects.
• Oversee the work effectiveness and efficiency of project managers and their project teams to ensure project management best practices are used during project initiative, planning, execution, monitoring, and closure stages.
• Lead internal assessment of potential projects for Strategic Planning Office. Owns the Direct analysis of financial and plan design for new projects and results from programs and projects. Work with key internal business owners to build the business case for program investments to produce value.
• Facilitate strategy development, translation, and implementation in furtherance of KCU strategic plan around growth and operational excellence. The level of engagement will include CEO, SVP, and VP and KCU Board.
• Work with senior-level executives and KCU management levels to effectively manage and monitor KCU internal programs and projects and identify opportunities to ensure successful and timely implementation/execution.
• Ensure that timely and accurate communications are produced providing leadership, direction and effective monitoring of performance of and services. Able to conduct quarterly Board presentations of activities, progress, and mitigation of programs and projects.
• Understand and implement effective resource planning mechanisms for managing programs and projects effectively and within budget.
• Manage financial objectives by analyzing and forecasting project budget; prepare project budget, schedule expenditures, confirm accuracy of invoices, analyze any variances and initiate corrective action as needed.
• Ensure the effective implementation of standards, policies and processes and create productivity measures, metrics, tracking and reporting to assess overall success.
• Function as a change leader within and across business units and functions to ensure the success of programs and projects.
• Ensure compliance with the various federal and state regulations that relate to areas of responsibility and coordinate with departments and credit union personnel.

What you will bring:

Critical Competencies

• Leadership - Proven success in leading high-performance teams, achieving results through others, and being a strong team player.
• Innovative thinking - Ability to lead innovative and/or transformative projects and strives for continuous improvements.
• Critical and Analytical thinking - Exceptional ability to analyze information, processes, and data to support sound program management.
• Stakeholder oriented - Demonstrate strong focus on stakeholder satisfaction while maintaining high ethics and professional integrity in all interactions.
• Conflict management and resolution skills - Build consensus, anticipate and solve problems.
• Results focused - Ability to organize and manage multiple, and at times competing priorities.
• Communication skills - Demonstrate strong communication and collaboration skills necessary to lead and manage teams and projects effectively.
• Relationship building skills - Ability to work within a dynamic team setting and provide leadership to build and develop strong teams.
• Develops Talent - Developing people to meet both their career and KCU's goals.

Required Skills and Abilities

• Excellent verbal and written communication skills to effectively communicate in the English language.
• Excellent project management, effective leadership and negotiation skills.
• Eight plus years' experience in continuous improvement utilizing systems such as: Business Process Management, Agile project management and/or scrum environment.
• Five plus years' experience with project management software such as Trello, Monday.com, ProofHub or Smartsheets.
• Five plus years' experience leading high-impact, cross-functional project teams, preferably in financial services organizations.
• Eight years of functional experience in the relevant business or functional areas.
• Eight years of experience in operations management, project management, technology implementation, and/or internal controls development.
• Recent experience leading continuous improvement projects and teams.
• Ability to present a professional image when dealing with management and staff and outside contacts.
• Ability to work independently and as a team member while using discretion in decision making and sound judgment in problem solving.
• High proficiency with Excel, PowerPoint, and Word.
• Understand, model, and represent KCU's core values.

Basic Qualifications:

• Bachelor's Degree in Business, Finance or related field, or equivalent experience.
  
• Certification in project management and/or business process optimization is required within the first 18 months of hire.
  
• Minimum of eight years' related experience in continuous improvement, operations management, project management, technology implementation and/or internal controls development.
  
• Previous financial institution experience.
  

Our Values:

Integrity: We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.

Responsibility: We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.

Collaboration: We believe in the power of a diverse group of people working together to achieve a united outcome.

Authenticity: We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in everyday.

Quick Facts:

Seniority Level: Director

Reports to: Vice President, Strategic Planning

Employment type: Exempt, Hybrid, Salaried, Full-time

Salary Range: $106,139.40 to $150,000 depending on experience

Bonus Target: 12% potential incentive of base pay

Working Hours: Monday - Friday 8AM - 5PM

Grade: 14BC

Industry: Banking

Job Functions: Project Management, Business Process Improvement, Change Management, Strategic Planning

What We Offer:

Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family's lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include:

• Free onsite parking
• Annual time off and sick time accrued
• 11 Paid holidays
• 1 Personal day
• Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
• Employee Assistance Program
• Choose from a PPO medical plan or a High Deductible with a Health Savings Account
• 3% KCU funded Safe Harbor Contribution to your 401K
• KCU will match up to 2% of your 401K contributions
• All 401K contributions are 100% vested
• Potential annual incentive in all roles within Kitsap Credit Union
• Tuition reimbursement
• 8 hours of paid volunteer time off
• Discounts on KCU's products and services
• Paid Care.com membership

We believe in the power of belonging - it's in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can't happen without great employees. If this is the kind of organization, you're looking for.

****** Employment is contingent upon satisfactory credit, background, and reference checks. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ******

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