We are seeking a talented Project Advisor III to serve as a
liaison among project stakeholders in order to understand business
process, structure, policies, and operations of the organization
with the goal of documenting requirements that will help deliver
new and enhanced processes, products, and services. The Project
Advisor III is an external, client-facing role which assists in
formulating recommendations that enable the organization or
business unit to achieve its goals.
What You Can Look Forward to
Helps define estimate, scope and requirements documentation
templates and ensures use of appropriate templates across all
Utilizes methods of elicitation, requirements gathering,
requirements analysis and solution assessment and validation to
deliver complex projects and initiatives.
Develops knowledge of internal and external partner business and
processes. Understands stakeholder environment, prioritizing and
refining requirements to meet the needs of the client and
Provides leadership in the evaluation of proposed solutions.
Ensures initial unit testing of all changes is completed, and
further assesses the deployed solution to ensure delivered results
meet the needs of the business and or client.
Ensures the development of complex project scope and requirement
documents are completed and signed off on by internal business
partners and clients. Uses an iterative approach, involving
business and clients to ensure needs and requirements are well
Communicates effectively, consistently and iteratively with
internal business partners and clients to ensure the understanding
of appropriate business processes, requirements, and project
Follows change control and appropriate change management
processes and helps ensure less tenured Project Advisors understand
and follow these processes.
Develops working relationships with clients and internal
business partners/ project team members to effectively communicate
and successfully deliver complex CO-OP project implementations.
Leads, trains and mentors less tenured Project Advisors.
Responsible for reporting risks that are identified to the
appropriate team and/or management. Additionally, responsible for
managing, monitoring and reporting risks within the scope of your
work area, to include, but not limited to Information Security
Actively supports our CO-OP culture and embraces our core values
of Work as Partners, Communicate Openly and Honestly, Demonstrate
Excellence and Champion Change in all interactions.
What You’ll Need to Succeed
Bachelor’s degree in Business Administration, Computer Science
plus 8-10 years related project management experience, or
equivalent training and/or experience.
5+ years of experience understanding the relationships,
dependencies and impact of neighboring business functions.
5+ years of experience collaborating with departments to
identify, document and communicate business needs and provide
5+ years of experience as a Business Analyst or in a Project
Management role is preferred.
5+ years of experience planning, scheduling and coordinating
activities for medium to large projects with deadlines is a plus.
Experience with both traditional Waterfall SDLC and Agile/ Lean
methodologies is a plus.
Knowledge of SharePoint preferred.
Knowledge of finance, credit card systems and FD data sources
Expert knowledge of one, or multiple areas, of CO-OP Financial
Services departments, products and/or services.
Expert knowledge of elicitation, requirements management,
enterprise analysis, requirements analysis, and solution assessment
Extensive knowledge of use cases, process maps, data flow
diagrams and ability assist in the creation and documentation of
Extensive knowledge of unit testing, integration testing,
functional testing and UAT.
Knowledge of Financial Institution Systems and project
Strong understanding of software development methodologies,
design and implementation.
Extensive knowledge of entire development process, including
specification, documentation and quality assurance.
Extensive experience using Microsoft Project, Office and
Knowledge of CO-OP Financial Services products and services with
experience in an area(s) such as Card Processing Platforms, Vendor
Data Sources (FD or FIS), Payment Solutions, Application
Programming Interfaces or others not listed.
Understanding of core systems and business processes,
applications and technical platforms.
Excellent understanding of concepts of project planning and
project management techniques to assist in projects and group
Exceptional communication, teamwork and influencing skills that
foster a collaborative and continuous-improvement environment.
Excellent organization, presentation and facilitation skills are
Ability to maintain confidentiality pertaining to non-public
business, financial and technological information, plans or
Ability to work the time necessary to complete projects or meet
Ability to manage multiple, concurrent projects, activities and
tasks under time constraints.
Ability to think analytically to solve problems individually and
in a team environment.
Why Join CO-OP?
CO-OP is committed to fostering a workplace where every employee
feels valued, respected, and connected. We are dedicated to
understanding, attracting and engaging a diverse workforce where
every employee can live up to their value; ensuring that our
employee base reflects the consumers we serve. The result of this
effort is an inclusive environment where diverse talent thrives.
You will be part of an organization that focuses on a strong
culture and embodies the credit union movement philosophy of People
Helping People. CO-OP’s commitment to reflecting our own core
values and purpose extends beyond how we serve our clients and the
products that we deliver.
With more than 35 years of industry leadership, CO-OP Financial
Services is the largest, most comprehensive credit union service
organization in the nation. CO-OP serves as THE credit union
technology engine, bringing payments solutions, engagement services
and strategic counsel to help credit unions optimize member
experiences to consistently provide seamless, personalized
multi-channel offerings, while delivering secure, sophisticated
fraud mitigation service.
CO-OP serves more than 3,000 client credit unions, with 60
million debit and credit cardholders, nearly 30,000 surcharge-free
ATMs and more than 5,600 shared branches nationwide. Our vast
technological ecosystem facilitates more than 6.5 billion
transactions every year and equips credit unions of all sizes to
deepen member engagement and prosper in the fast-paced world of
Fun, challenging and, collaborative work environment with
passionate colleagues that care deeply about the intersection of
technology and human-centered financial services.
Great Work/Life Benefits – Paid Time Off (PTO), Maternity,
Parental, Family Care, Adoption Leave Programs, Community Volunteer
Time Off, and 10 Paid Holidays.
Health benefits – medical, dental, & vision plus wellness
programs and gym reimbursements.
401K with generous company match.