Business Efficiency Analyst III

Redwood Credit Union • Napa, CA

6d

About The Position

Redwood Credit Union is hiring a Business Efficiency Analyst III to lead and support efficiency initiatives across the organization. The role works with leadership and business stakeholders to improve the consistency and efficiency of service while preserving personalized solutions for Members. It calls for strong understanding of business processes and technology, critical thinking, and collaboration across diverse business teams.

The analyst models end-to-end processes, investigates performance gaps, develops proposals and business cases, and helps maintain and prioritize the efficiency project portfolio. The role gathers qualitative and quantitative information about current processes, facilitates stakeholder workshops, applies Lean and other structured improvement methods, documents future-state processes, and partners with leaders to implement solutions. It also identifies technology gaps and automation opportunities and establishes measures to evaluate improvement outcomes.

The position elicits and analyzes business and technology requirements from stakeholders at all levels, including using Member feedback to inform public-facing processes and technology. It develops success criteria and KPIs and manages requirements across Scrum, Agile, and Waterfall development lifecycles. The analyst may serve as lead analyst on larger cross-functional initiatives, mentor less experienced colleagues, train staff on processes and efficiency, and participate in community events. Weekend and late-night work may be 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, including onshore and offshore vendors.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability and desire to work in a team environment.
• Education and experience equivalent to a bachelor's degree in business administration, management information systems, project management, or a closely related field.
• At least five years of progressively responsible experience in business analysis, process analysis, system design and integration, or similar.

Nice To Haves

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

Responsibilities

• Model end-to-end processes needed to achieve strategic goals and research current-state performance gaps.
• Partner with business stakeholders to develop project proposals that address performance gaps.
• Build business cases for efficiency initiatives, including cost-benefit and return-on-investment analysis.
• Maintain the efficiency project portfolio and prioritize initiatives based on impact and feasibility.
• Observe and interview process performers and owners to gather experiential 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 provide data-driven recommendations for process improvements.
• Document future-state processes and partner with business leadership to implement them.
• 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 approaches such as DMAIC and Kaizen.
• Elicit business requirements for processes and technology from stakeholders ranging from front-line 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 across multiple SDLCs, including Scrum, Agile, and Waterfall.
• Build and maintain strong relationships with diverse business stakeholders.
• Function 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 the employee's birthday off.
• Discounts on RCU standard collateral auto loans, recreational or boat loans, Visa and LOC loans.
• Zero-interest loans for certain immigration-related expenses, naturalization expenses, and garment, fitness, or home-office equipment.
• 100% financing for employee-purchased homes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level