Change Management Partner
Dublin, CA Dublin, CA Full-time Full-time $98,006 - $122,511 a year $98,006 - $122,511 a year 4 hours ago 4 hours ago 4 hours ago About Patelco Credit Union:
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members.
Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life.
Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate.
As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable.
We're dedicated to creating a positive and supportive culture where our team members can thrive.
If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.
Overview:
The Change Management Partner will enable the creation and implementation of stakeholder change strategies and plans that maximize team member adoption and usage and minimize resistance.
This role partners closely with business leaders in ensuring projects (change initiatives) focus on leveraging team member adoption and usage to meet objectives on time and on budget.
The Senior Change Management Partner focuses on the people side of change - including changes to business processes, systems and technology, job roles and organization structures.
The Change Management Partner accelerates adoption on given changes, enabling greater team member and member utilization of Patelco products and services.
Through an understanding of the company's culture and organization structure, this role collaborates and coaches senior leaders, managers, and project leaders on major transformative projects.
The Change Management Partner improves the change effectiveness across Patelco Credit Union by generating fact-based insights from stakeholders and collaborating with cross-functional partners to implement improvements that enhance the team member, and therefore the member, experience.
The Change Management Partner quantifies the impact a change initiative has on the individuals involved, while simultaneously creating proposed mitigations for the adverse impacts.
Responsibilities:
Identify and analyze the change, along with understanding key stakeholders and risks.
Conduct a change impact assessment to understand current to future state and the magnitude of change.
Coach and lead a broad range of stakeholders and internal change team to drive organizational alignment.
Develop a comprehensive change strategy that will change behaviors to meet intended business outcomes.
Work with project leaders and stakeholders to develop and implement the change plan (inclusive of stakeholder engagement, communication, and training plans) to guide leaders and teams to initiate change.
Enable the organization to realize business results through adoption and sustained change by setting and measuring success metrics to monitor the change process.
Analyze research on change management methods and procedures and recommend improvements to Patelco's Organizational Change process - with an emphasis on automation and efficiency.
May conduct benchmarking activities to identify best practices.
Create, apply, and continuously optimize the organization's Change Management workflow.
Create and analyze a Change Management scorecard template that includes measurable leading indicators and socialize it with the leaders and other key stakeholders.
Monitor issues within change initiatives and assist in creating a risk mitigation plan to resolve change collision or saturation conflicts.
Apply a strong knowledge base of relevant topics as it relates to the change, including but not limited to team member experience, organizational structure, formal or informal culture, workflows, processes, and problem resolution and recommend improvement opportunities.
Develop strategic partnerships with Business Leaders to support their initiatives with better cross-functional collaboration and integration with the Strategic Plan.
Provide training and development of Business and Project Leaders on effective change practices, methods, and processes.
Perform other duties as assigned.
Functional Competencies Demonstrate strong interpersonal, written, oral communication, and presentation skills.
Demonstrate strong analytical and technical skills specializing in process and infrastructure improvement.
Formulate timelines and handle unexpected events to problem solve.
Demonstrate exceptional leadership, time management, facilitation, and organizational skills.
Implement high-level program initiatives.
Demonstrate solid judgment, problem solving, and independent decision-making.
Possess strong experience as a project manager of large initiatives.
Partner with senior leaders in problem identification, solution design, and program execution.
Qualifications:
5
years change management experience in the financial services industry 7
years operational experience in the financial services industry 5
years business performance reporting experience 6
years of experience in Project Management, Computer Science, Infrastructure Technology Solutions, or related field Knowledge of multiple project management methodologies (Agile and/or Kanban, PMP) Bachelor's degree or equivalent experience Knowledge of financial services operations, regulatory requirements, compliance rules, core systems and internal procedures.
Physical Activities/Requirements Occasionally work nights and weekends Sit for extended periods of time Work on a computer for extended periods of time This position is based at Patelco's Headquarters in Dublin, California This position is eligible for hybrid work arrangements Target Base Pay:
$98006 - $122511 / year Compensation at Patelco:
Please note that the salary information is a general guideline only.
Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Calm & Wellness app Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123.
Estimated Salary: $20 to $28 per hour based on qualifications.
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members.
Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life.
Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate.
As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable.
We're dedicated to creating a positive and supportive culture where our team members can thrive.
If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.
Overview:
The Change Management Partner will enable the creation and implementation of stakeholder change strategies and plans that maximize team member adoption and usage and minimize resistance.
This role partners closely with business leaders in ensuring projects (change initiatives) focus on leveraging team member adoption and usage to meet objectives on time and on budget.
The Senior Change Management Partner focuses on the people side of change - including changes to business processes, systems and technology, job roles and organization structures.
The Change Management Partner accelerates adoption on given changes, enabling greater team member and member utilization of Patelco products and services.
Through an understanding of the company's culture and organization structure, this role collaborates and coaches senior leaders, managers, and project leaders on major transformative projects.
The Change Management Partner improves the change effectiveness across Patelco Credit Union by generating fact-based insights from stakeholders and collaborating with cross-functional partners to implement improvements that enhance the team member, and therefore the member, experience.
The Change Management Partner quantifies the impact a change initiative has on the individuals involved, while simultaneously creating proposed mitigations for the adverse impacts.
Responsibilities:
Identify and analyze the change, along with understanding key stakeholders and risks.
Conduct a change impact assessment to understand current to future state and the magnitude of change.
Coach and lead a broad range of stakeholders and internal change team to drive organizational alignment.
Develop a comprehensive change strategy that will change behaviors to meet intended business outcomes.
Work with project leaders and stakeholders to develop and implement the change plan (inclusive of stakeholder engagement, communication, and training plans) to guide leaders and teams to initiate change.
Enable the organization to realize business results through adoption and sustained change by setting and measuring success metrics to monitor the change process.
Analyze research on change management methods and procedures and recommend improvements to Patelco's Organizational Change process - with an emphasis on automation and efficiency.
May conduct benchmarking activities to identify best practices.
Create, apply, and continuously optimize the organization's Change Management workflow.
Create and analyze a Change Management scorecard template that includes measurable leading indicators and socialize it with the leaders and other key stakeholders.
Monitor issues within change initiatives and assist in creating a risk mitigation plan to resolve change collision or saturation conflicts.
Apply a strong knowledge base of relevant topics as it relates to the change, including but not limited to team member experience, organizational structure, formal or informal culture, workflows, processes, and problem resolution and recommend improvement opportunities.
Develop strategic partnerships with Business Leaders to support their initiatives with better cross-functional collaboration and integration with the Strategic Plan.
Provide training and development of Business and Project Leaders on effective change practices, methods, and processes.
Perform other duties as assigned.
Functional Competencies Demonstrate strong interpersonal, written, oral communication, and presentation skills.
Demonstrate strong analytical and technical skills specializing in process and infrastructure improvement.
Formulate timelines and handle unexpected events to problem solve.
Demonstrate exceptional leadership, time management, facilitation, and organizational skills.
Implement high-level program initiatives.
Demonstrate solid judgment, problem solving, and independent decision-making.
Possess strong experience as a project manager of large initiatives.
Partner with senior leaders in problem identification, solution design, and program execution.
Qualifications:
5
years change management experience in the financial services industry 7
years operational experience in the financial services industry 5
years business performance reporting experience 6
years of experience in Project Management, Computer Science, Infrastructure Technology Solutions, or related field Knowledge of multiple project management methodologies (Agile and/or Kanban, PMP) Bachelor's degree or equivalent experience Knowledge of financial services operations, regulatory requirements, compliance rules, core systems and internal procedures.
Physical Activities/Requirements Occasionally work nights and weekends Sit for extended periods of time Work on a computer for extended periods of time This position is based at Patelco's Headquarters in Dublin, California This position is eligible for hybrid work arrangements Target Base Pay:
$98006 - $122511 / year Compensation at Patelco:
Please note that the salary information is a general guideline only.
Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Calm & Wellness app Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123.
Estimated Salary: $20 to $28 per hour based on qualifications.
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