• Digital Channel Project Coordinator

    Job Locations US-WI-Waukesha
    Job ID
  • Roles

    What you should know about the role

    This position will be responsible for leading projects for all self-serve digital products, including mobile and digital banking, phone banking, online account opening, among others with-in the Digital Channel team. This position is responsible for identifying and driving enhancements for self-serve digital products. This position is dedicated to providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.


    What you should know about Advia

    Advia is a fast growing Credit Union that is positioned in the top 3% of credit unions across the United States with nearly 2 billion in assets.  We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages.  We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations.  The work environment at Advia is fast-paced, performance based and fun infused.  We certainly live by the saying “work hard, play hard.”  As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.


    As a Digital Channel Project Coordinator you will have opportunities to:

    • Self-manage your day to day work schedule.
    • Build strong relationships throughout all levels of the organization including executive-level. 
    • Be an important part of a fun, friendly and fast-paced team.

    Major Duties

    • Act as a point of contact for all department projects and assume project coordination duties including: Deadline adherence by maintaining and monitoring project plans and project schedules. Organizing, attending and participating in stakeholder/project meetings. Creation and maintenance of comprehensive project documentation. Execute on tasks associated with the project.
    • Other projects or tasks as assigned which may include backing up the Digital Channel Administrators.
    • Develop and maintain relationships with existing vendors to build partnerships. This includes participating and leading the vendor selection process, participating in vendor management calls, working on system changes, system configuration changes, enhancements and escalating/ opening tickets when applicable.
    • Research digital solutions and services to stay abreast of future product and emerging industry trends.
    • Responsible for testing and identifying issues with new releases, functionality and products related to digital products. Develop department communications to share with employees when working on a project or when a new product or service becomes available.
    • Responsible for identifying and driving enhancements of self-serve Digital products including Digital/Mobile Banking, Bill Pay, P2P, RDA, Phone Banking, Online Account opening and Online Loan Applications.
    • Collaborate with Implementation Team, Marketing, and Business units in testing and roll out of product enhancements and system changes.
    • Strictly adheres to and enforces system security policies and follows all company standards. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the office of Foreign Assets Control, in addition to all company policies

    Physical Requirements

    Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.


    Working Conditions

    Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.


    Mental and/or Emotional Requirements

    Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters



    Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time. Advia Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

    Skills & Experience


    Three years to five years of similar or related experience, including preparatory experience preferred.



    A college degree preferred.


    Interpersonal Skills

    A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.


    Other Skills

    Experience in web based applications administration and mobile device management and support is preferred.


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