Business Efficiency Analyst III

Redwood Credit Union•Napa, CA

6d•$107,168 - $141,191

About The Position

Redwood Credit Union is seeking a Business Efficiency Analyst III to lead and contribute to efficiency projects across the organization. The role works closely with leadership and business stakeholders to improve consistency and efficiency in serving Members while preserving personalized service and solutions. It calls for understanding business processes and technology, critical thinking, and collaboration with diverse partners to analyze, design, and deliver solutions for Members, teammates, and communities. The analyst models end-to-end processes, researches current-state performance and gaps, develops proposals and business cases, and maintains and prioritizes the efficiency project portfolio. The position analyzes and documents current and future processes, recommends data-driven improvements using Lean principles, identifies technology and automation opportunities, and leads cross-functional improvement events. It also elicits and analyzes business and technology requirements, defines success criteria and KPIs, and manages requirements across Scrum, Agile, and Waterfall SDLCs. The role builds stakeholder relationships, serves as lead analyst on larger initiatives, mentors less experienced team members, trains staff on processes and efficiency, and participates in community events. The ideal candidate has education and experience equivalent to a bachelor's degree in a relevant field and at least five years of progressively responsible experience in business analysis, process analysis, system design and integration, or similar work. Financial-services process improvement experience is a plus. The work environment is indoors, with most time spent sitting at a desk. The position may require weekend and late-night work when needed.

Requirements

Knowledge of process management techniques.
Knowledge of Lean, Six Sigma, and other continuous improvement methodologies.
Knowledge of process modeling notation, value stream mapping, and workflow automation tools.
Knowledge of project management techniques.
Ability to act independently and make quick decisions.
Ability to build business cases and quantify benefits with Finance and business partners.
Ability to lead change management efforts so process improvements are adopted and sustained.
Knowledge of current business analysis techniques.
Knowledge of multiple SDLCs, including Scrum, Agile, and Waterfall.
Ability to manage multiple tasks and deadlines simultaneously.
Ability to manage, develop, and implement technology-related projects.
Ability to work weekends and late nights when needed.
Ability to interact and communicate with outside vendors.
Ability to establish and maintain effective working relationships with a diverse group of people.
Ability and desire to work in a team environment.
Ability to communicate and collaborate with onshore and offshore vendors.
Education and experience equivalent to a bachelor's degree in business administration, management information systems, project management, or a closely related field.
A minimum of five years of progressively responsible experience in business analysis, process analysis, system design and integration, or similar work.

Nice To Haves

Prior experience leading process improvement initiatives in financial services.
Lean Silver, Six Sigma Black Belt, or similar certification.
ABPMP Certified Business Process Professional (CBPP) certification.

Responsibilities

Model end-to-end processes needed to achieve strategic goals.
Research current-state processes to determine performance gaps.
Partner with stakeholders to develop project proposals that address performance gaps.
Build business cases for efficiency initiatives, including cost-benefit and return-on-investment analyses.
Maintain the efficiency project portfolio and prioritize initiatives based on impact and feasibility.
Observe and interview process performers and owners to gather information about current processes.
Partner with the data team to gather quantitative information about current processes.
Lead stakeholder workshops to document end-to-end current processes, pain points, and desired outcomes for optimization and automation.
Use Lean principles to make data-driven recommendations for process improvements.
Document future-state processes and partner with business leadership on implementation.
Develop success metrics and monitoring procedures to quantify process improvement benefits.
Identify technology gaps and automation opportunities in existing processes.
Lead cross-functional improvement events from problem definition through control using structured methods such as DMAIC and Kaizen.
Elicit process and technology requirements from stakeholders ranging from frontline team members to executives.
Use NPS and other Member feedback to develop requirements for public-facing processes and technology.
Analyze requirements and develop success criteria and KPIs for technology and process solutions.
Manage requirements in multiple SDLCs, including Scrum, Agile, and Waterfall.
Build and maintain strong relationships with diverse business stakeholders.
Serve as lead analyst on larger, cross-functional efficiency initiatives.
Guide and mentor less experienced team members.
Train and educate staff on processes and efficiency.
Participate in community events.

Benefits

Competitive medical, dental, and vision insurance.
Mental health offerings.
Employee performance incentive plan.
Merit increases based on performance.
401(k) program with employer match.
Competitive PTO accrual.
11 paid company holidays and birthday off.
Employee discounts on RCU collateral auto loans, recreational or boat loans, Visa and LOC loans.
Interest-free loans for eligible immigration-related expenses, naturalization expenses, and garment, fitness, or home office equipment.
100% financing for employee-purchased homes.