Summary:
This position is primarily responsible for reporting, data analysis, and supporting member facing technology products throughout Summit Credit Union.
Reporting and data analysis will include, but is not limited to data gathering, data validation, and data presentation to various staff, departments, or branches throughout Summit Credit Union.
Supporting member facing technology includes home banking, the mobile app, phone system, and other software applications.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core duties and responsibilities include, but are not limited to the following:
1. Creates, modifies, and supports reporting throughout the Credit Union. This will be done utilizing multiple report writing tools, software applications, tables, charts, graphs, etc.
2. Ensures reports meet the needs of the end user by providing data that is accurate, timely relevant, and presented in a meaningful way.
3. Responsible for updating, validating, and exporting data for use internally and externally. Data needed may include, but is not limited to, regulatory reporting, decision making, marketing needs, trend/variance analysis, and quality control.
4. Assist in ownership of Credit Union technology such as, but not limited to, home banking, mobile app, and document management products by working with the vendors to help identify and coordinate new features and/or enhancements. Reviews technical release notes for enhancement opportunities.
5. Ensures assigned project work is progressing within guidelines and is completed on time, communicating project related progress and issues throughout the process.
6. Able to attend vendor conferences, workshops, and meetings as needed or required. Upon completion of the event be able to provide a summary of the materials discussed, next steps if applicable, or follow up action plans.
7. Contributes to the design, editing, testing, and quality of all member facing technology and services.
8. May be called upon to support IT Department as needed with tickets and projects.
9. Maintains confidentiality of sensitive information.
10. Other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
COMPETENCIES:
To perform the job successfully, an individual should demonstrate the following competencies:
Intellectual:
- Project Management - Assists with project plans; coordinates projects; completes projects on time and budget; manages project team activities.
- Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Interpersonal:
- Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; responds well to questions; demonstrates group presentation skills; participates in meetings.
Leadership:
- Visionary Leadership - Displays passion and optimism; inspires respect and trust; mobilizes others to fulfill the vision; provides vision and inspiration to peers and subordinates.
- Change Management - Develops workable implementation plans; communicates changes effectively; builds commitment and overcomes resistance; prepares and supports those affected by change; monitors transition and evaluates results.
- Delegation - Delegates work assignments; matches the responsibility to the person; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
- Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others.
- Quality Management - Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
Organization:
- Ethics - Treats people with respect; keeps commitments; works with integrity and ethically; upholds organizational values.
Self-Management:
- Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
- Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
- Attendance/Punctuality - Consistently at work and on time; ensures work responsibilities are covered when absent.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
- Two- or Four- year degree is preferred. Degree is preferably in IT, Business, Economics, Finance, or Accounting.
- 2- years’ experience, preferably in a credit union or financial institution.
- Or combination of experience and education.
Language Skills:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence that is intelligible and grammatically correct. Ability to speak effectively before groups of members or employees of organization.
Mathematical Skills:
Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills:
To perform this job successfully, an individual should have a proficient knowledge of: Microsoft Excel, Microsoft Word, and Microsoft Outlook. Experience with or ability to learn other software platforms is critical.
Certificates, Licensure, and Registrations:
- Valid driver license and acceptable motor vehicle record.
Other Skills and Abilities:
- Excellent communication and interpersonal skills with the ability to gain the trust of staff.
- Must have excellent grammar skills.
- Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress.
- Friendly, courteous, service-oriented, professional, outgoing, and customer service oriented.
- Remain calm and professional in stressful situations.
- Must be able to work independently and productively with minimum supervision.
- Recognize problems, identify possible causes, and resolve routine problems.
- Team player with a "can do" attitude that can work in a fast-paced environment.
- Ability to establish and maintain professional atmosphere for employees, clients, and customers.
- Ability to develop relationships and positive attitudes among key representatives of vendors.
- Available to train as needed for new processes or software.
- Available to be on-premises at business partners during any shift for events such as enrollments and benefit fairs.
- Must be self-motivated and able to work independently toward credit union goals; must maintain a positive demeanor.
- Must possess a commitment to rendering the best possible service to members, business partners, and credit union staff; must maintain a professional, yet friendly demeanor toward members, business partners, and staff.
Other Qualifications:
- Available to work a flexible schedule to include nights, weekends and holidays, if needed.
- Must be able to travel occasionally including being out of town overnight, as needed.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk and reach with hands and arms.
The employee must occasionally lift and/or move up to 25 pounds when conducting staff training and/or assisting the marketing department with transporting marketing, materials, displays, etc. for presentations and events.
Specific vision abilities required by this job include distance vision and peripheral vision.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently exposed to outside weather conditions. The employee is occasionally exposed to fumes or airborne particles.
The noise level in the work environment is usually quiet; however, noise levels at business partner events may be higher.
About Summit Credit Union:
Who We Are Summit Credit Union is a not-for-profit, full service, financial cooperative, established in 1935, serving over 300 employers with roughly 37,000 members in North Carolina. We want enthusiastic people who believe in great service, doing what's right, and having fun! Our culture inspires innovation, hard work, collaborative working relationships, and the ability to make an impact in a fast-paced and dynamic environment. Join an award-winning team committed to making a difference in people's financial lives and in the community! Our recent accolades: • Triad Business Journal 2020 Best Places to Work Finalist • Greensboro News & Record Readers' Choice “Best Credit Union in 2020” • Greensboro News & Record Readers' Choice “Best Credit Union in 2021” We’re more than just a paycheck - we offer a full-range of benefits to our employees, including, but not limited to: • Medical, Dental and Vision Insurance • No-Cost Short and Long-Term Disability • Complimentary Life Insurance • Paid Time Off and 11 Annual Holidays • Retirement Planning including a pension plan and 401k Program • Tuition Assistance • Employee Well-Being Assistance Program Summit Credit Union is an Equal Opportunity Employer.