Sr Technical Project Manager

Job Description

JOB INFORMATION

Title:

Sr Technical Project Manager

Officer Title:

Grade:

31

FLSA Classification:

Exempt

Date Last Edited:

4/15/2025

Reports To:

AVP IT Portfolio Management

Department:

IT Assurance

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1112

PRIMARY FUNCTION

The Sr Technical Project Manager (IT) is responsible for leading, planning, and executing complex IT projects that support the strategic initiatives of the credit union. This role ensures technology solutions are delivered on time, within scope and budget, and align with the organization's operational goals and compliance requirements.

•

Lead and manage cross-functional IT projects from initiation through deployment and closure, including core banking system upgrades, digital banking enhancements, cybersecurity initiatives, and infrastructure upgrades and improvements.

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Partner with the business to translate needs into technology solutions and ensure alignment with the credit union’s strategic goals.

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Define project scope, objectives, and deliverables with clear success criteria.

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Develop and manage project plans, timelines, budgets, resource allocations, and risk management.

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Act as a liaison between internal stakeholders, vendors, and technical teams to ensure project goals are met and delivered.

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Drive continuous improvement in project management processes, methodologies, and tools.

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Provide project communication plans and utilize reporting practices including status updates to executive leadership.

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Oversee vendor management and contract negotiation as it pertains to IT project delivery.

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Ensure compliance with financial regulatory standards, IT security policies, and data privacy laws.

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Mentor junior project managers and contribute to the development of IT portfolio management best practices within the organization.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Bachelor's or Master’s degree in Computer Science, Engineering, Information Technology, or a related field.

X

Agile or Project Management certifications (e.g., PMP, PMI-ACP)

X

Minimum 7 Years

Project management and/or Information Technology experience leading or co-leading

teams

X

Minimum 2 Years

Experience with Credit Unions or other Financial Institutions

X

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Proven experience as a Project Manager, with a strong track record of managing projects using Agile and Waterfall methodologies

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Solid knowledge and practical application of Agile practices (e.g., Scrum, Kanban) and Waterfall principles.

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Experience tailoring project management approaches to meet project requirements and stakeholder expectations

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Excellent communication, leadership, and stakeholder management skills

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Proficiency in project management tools and software.

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Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

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Must have experience with the application of computer software models.

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Excellent communication, leadership, and stakeholder management skills

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Advanced verbal, written and presentation skills.

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Must be able to demonstrate advanced analytical, communication and interpersonal skills.

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Ability to effectively communicate with Senior Management.

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Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to cover in other locations and to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Project Management

Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.

Level 3

1. Plans, estimates, staffs, organizes and monitors significant projects.

2. Utilizes preferred tools, techniques and methods for estimating project cost and time.

3. Identifies risks and vulnerabilities; creates contingency plans.

4. Communicates reporting requirements; creates monitoring and control mechanisms.

5. Conducts regular and ad-hoc project reviews with project team, sponsors, and clients.

6. Maintains open communication among project participants and interested parties.

Analytical Thinking

Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.

Level 3

1. Chooses among a diverse set of analytical tools according to the nature of the situation.

2. Identifies many possible causes for a problem based on prior experience and current research.

3. Quantifies the costs, benefits, risks and chances for success before recommending a course of action.

4. Seeks discrepancies and inconsistencies in available information; explains variances.

5. Organizes and prioritizes the sequence of steps to be taken to remedy the situation.

6. Approaches a complex problem by breaking it down into its component parts.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.  2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.  3. Monitors industry for trends in enhancing member service with special attention to financial services.  4. Establishes best practices for internal and external service excellence.  5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 3

1. Helps others adapt to changing environments and accept new situations.  2. Identifies and elevates process improvements.  3. Leverages prior experience as a help towards handling changing situations.  4. Makes progress in an atmosphere of ambiguity and uncertainty.  5. Recovers from disappointments and setbacks.  6. Works effectively with unstructured teams, situations, or environments.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 3

1.  Coaches others to develop effective techniques for producing expected results.  2. Confirms achievement and acceptance of results to ensure process closure.  3. Escalates unusual findings that could have an impact on future process cycles.  4. Mobilizes group to anticipate likely results expected in future process cycles.  5. Recognizes significant results in ways that sustain employee motivation to achieve.  6. Sets critical work standards and expectations for a group or unit.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.