Project Management Specialist II

Redwood Credit Union • Napa, CA

11d

About The Position

Redwood Credit Union is looking for a Project Management Specialist II, who will be responsible for managing complex, strategic projects with a focus on leading, planning, implementing, and executing projects. This role involves meeting commitments and communicating with sponsors, stakeholders, and management.

ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 27th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.

Requirements

• Proficient in operating a PC with knowledge of Word, Excel, Outlook, and Smartsheet software with Internet/intranet access.
• Ability to understand the implications of credit union regulations and their impact to projects.
• Strong organization, research, analytical, and planning skills.
• Ability to analyze risks and future impact of decisions.
• Exceptional written and verbal communication skills.
• Ability to work independently, demonstrate initiative, and be resourceful.
• Ability to document information clearly, accurately, and completely.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Thorough understanding of project management phases, techniques, and tools
• Initiation, Design: definition/scope/requirements
• Implementation & Control: scope, work plans, resources, deliverables, testing, monitoring, transition planning
• Close: completion and assessment
• Strong and tested project management skills.
• The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, Project Management, or closely related field and a minimum of five years of project management experience.

Nice To Haves

• Preferred working knowledge of financial services, credit union industry and regulations, terminology, and procedures.
• Ability to obtain Project Manager Professional (PMP) certification is preferred.

Responsibilities

• Manage assigned projects with varying degrees of complexity, including strategic projects, from initiation to closure.
• Accountable for project results and holding the project sponsor accountable to project results.
• Facilitate project initiation, including defining the project objective, scope, risks, and resource requirements.
• Resolve conflicts within the project team.
• Develop methods to monitor project progress and provide corrective supervision as needed.
• Work cross-functionally to solve problems and implement changes.
• Follow RCU’s project management methodology and ensure adherence to the methodology.
• Present oral and/or written reports defining plans, problems, and resolutions to appropriate levels of management.
• Proactively engage present and future stakeholders in design, priority setting, and implementation.
• Create a sense of belonging and ownership among team members; assemble a project team with the right mix of skills; coach and motivate team members; delegate responsibility; promote mutual support and interaction.
• Consult and provide advice, facilitate discussion, and resolve conflict; establish trust; build and use cross-functional relationships to accomplish work objectives.
• Ensure that project status, issues, and successes are communicated to the project team, stakeholders, sponsors, and all levels of management and documented appropriately.
• Address delicate situations and handle conflicts to maximize opportunity and minimize exposure to risk.
• Prioritize own and project work and anticipate consequences of actions, potential problems, or opportunities for change.
• Set and meet realistic project deadlines and communicate current and projected issues; escalate as appropriate.
• Understand how and when to escalate issues to higher levels; analyze risks and future impact of decisions.
• Make decisions and take timely independent action to achieve stated project priorities.
• Support project owners in the development of project plans and milestones.
• Follow up with project owners to ensure all projects are on schedule and completed on time.
• Develop testing plans with project owners to ensure effective and timely testing.
• Ensure project owners develop communication plans and execute them prior to project roll-out.
• Recommend improved processes to enhance the overall efficiency and effectiveness of project planning across the organization.
• Provide training to project owners/managers on the project management process.
• Provide necessary support to the PGC, including agenda creation and meeting notes distribution.

Benefits

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

What This Job Offers

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