OPERATIONS CHANGE COORDINATOR

FINWISE BANK•Murray, UT
•Onsite

About The Position

FinWise Bank’s Operations Change Coordinator contributes to the bank’s culture of innovation, continuous improvement, and excellence by supporting the onboarding of new strategic programs and administering changes to existing programs. The coordinator helps manage the flow of documents and information between strategic programs and the bank, ensures that requirements and guidelines are followed, and supports an excellent customer experience for program partners. The coordinator is the business owner for assigned Operations software applications. Responsibilities include understanding each system’s business use, documenting controls, enforcing bank policy when system parameters change, serving as data custodian, assisting with system changes, and participating in system testing when appropriate. The IT department is the primary administrator for user administration; the coordinator serves as business owner and system control administrator. The role may regularly interact with and manage vendors. For approved new programs or changes, the coordinator leads requirements gathering and internal education, helps plan safe and sound implementation, and assists with risk assessments. The role works with business stakeholders, program management, and project management to clarify needs, maintain progress on initiatives, create and manage requirements and backlogs, document user stories and acceptance criteria, and communicate whether requirements have been met. It also supports Agile practices, customer service, change management standards, operations system controls, and bank initiatives. Travel of up to 20% may be expected. This is a full-time, exempt position with a Monday through Friday schedule. The position is based at the bank’s HQ in Murray, Utah. The job description notes that duties and responsibilities may change. Background checks are required for bank employees due to access to personally identifiable private information. FinWise is an equal opportunity employer and provides reasonable accommodations in accordance with the Americans with Disabilities Act.

Requirements

  • Bachelor’s degree in Business Management, Operations Management, Information Systems, or a related field, or equivalent work experience.
  • At least two years of experience working in a change management environment.
  • Three to five years of previous experience in operations and analytical-related work.
  • Previous experience as a power user of a business system.
  • Excellent project management skills.
  • Ability to lead requirements-gathering meetings and clearly articulate complex processes and requirements.
  • Ability to build trusting relationships with employees, internal stakeholders, managers, and strategic partners.
  • Ability to balance big-picture thinking with attention to detail and execution.
  • Understanding of risk, compliance, IT, and treasury needs in managing strategic partnerships.
  • Ability to solve complex problems in accordance with established policies and procedures.
  • Knowledge and understanding of banking technologies, products, and regulations.
  • Active listening and strong coordination skills.
  • Strong attention to detail and ability to thoroughly complete work tasks.
  • Clear oral and written communication skills.
  • Ability to use logic and reasoning to assess alternative solutions, conclusions, and approaches to problems.
  • Ability to share knowledge, train others, and give and receive constructive feedback.
  • Comfort with technology and ability to learn new systems quickly.
  • Ability to prepare process maps and process flows.
  • Drive to get things done.
  • PC proficiency and ability to thrive in a fast-paced setting.
  • Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
  • Ability to sit or stand at a computer and look at a computer screen for extended periods.
  • Ability to travel up to 20% of the time.
  • Completion of a background check, required for bank employees due to access to personally identifiable private information.

Nice To Haves

  • Experience in a fast-growing startup environment is strongly preferred.
  • Customer service experience.
  • Five or more years of experience in operations and analytical-related work.
  • Foundational understanding of banking regulations.
  • Experience with project management systems such as Azure DevOps and Trello.

Responsibilities

  • Coordinate onboarding of new strategic programs and administration of changes to existing programs.
  • Coordinate the flow of documents and information between strategic programs and FinWise Bank while ensuring requirements and guidelines are followed.
  • Lead requirements gathering and internal education after program or change approval, and plan the actions needed for safe and sound onboarding or implementation.
  • Assist in preparing risk assessments for strategic programs and confirm bank criteria are met under established policies, procedures, and the bank’s risk appetite.
  • Work with business stakeholders, program partners, Program Management, and Project Management to understand needs, identify and prioritize requirements, and keep initiatives on track as priorities change.
  • Gather requirements, create and maintain product backlogs, and develop detailed user stories and acceptance criteria.
  • Ensure acceptance criteria for bank requirements are met and clearly document and communicate whether they were met.
  • Promote transparent communication between the bank and strategic programs through active listening, clarification, documentation, and sharing of discussion outcomes.
  • Enable Agile practices, strengthen team communication, and provide customer service to strategic programs.
  • Enforce the bank’s change management standards and processes for assigned Operations systems.
  • Assist Operations managers with day-to-day coordination and management of business operational activities.
  • Monitor, control, and manage Operations systems to meet customer expectations and company goals.
  • Confirm system parameters align with bank policies and procedures, and ensure parameter changes are documented, tested, and approved.
  • Create internal test plans for changes to Operations systems and participate in system testing when appropriate.
  • Serve as business owner and system control administrator for assigned Operations systems, documenting controls and serving as data custodian.
  • Assist with implementation of system changes and serve as an Operations resource on bank initiatives and projects.
  • Interact with and manage vendors as needed.
  • Travel up to 20% of the time.
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