HRTMS Job Description Management 
| Data Steward Job Description | | |
. JOB INFORMATION | Title: | Data Steward | Officer Title: | | Grade: | 28 | FLSA Classification: | Exempt | Date Last Edited: | 5/7/2026 | Reports To: | Chief Information Security Officer | Department: | Cybersecurity Governance and Risk | URL Link | https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1273 | | | | PRIMARY FUNCTION | | | | Serve as the business representative responsible for the accuracy, completeness, and timeliness of data within assigned domains (e.g., Lending, Deposits, Member Data, Finance). Define, document, and maintain business data definitions, metadata, and data lineage. Review and validate data quality reports, working with Data Governance and IT to resolve anomalies. Support implementation of data quality rules, thresholds, and validation routines in collaboration with Data Quality & Compliance Analysts. Participate in root cause analysis for recurring data issues and recommend process improvements. Support the identification and documentation of Critical Data Elements (CDEs) within assigned domains, including defining quality thresholds and validation rules. | | | | | | |
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES | | • | Ensure that the credit union’s data is accurate, consistent, and trusted across business lines. Serve as the primary liaison between business units and the Data Governance team, supporting the effective management of member, operational, and financial data throughout its lifecycle. | • | Enforce data standards, definitions, and usage policies; partner with Data Owners and Data Governance leadership to resolve data quality issues; and ensure compliance with applicable regulatory requirements including NCUA Part 748, GLBA, FFIEC, and CFPB. | • | Strengthen the integrity of the credit union’s data assets to support analytics, reporting, and strategic decision-making. | • | Operate within the Data Governance Working Group as part of HVCU’s governance model, serving as the domain representative to the Data Governance Committee and bridging business data owners with IT/Data Engineering. | • | Ensure data handling practices align with the credit union’s Information Security Standards and Procedures (ISSP), Data Governance Charter, and regulatory obligations (GLBA, NCUA, CFPB). Participate in the Data Governance Committee and Working Groups as the domain representative, contributing to enterprise-wide governance decisions and priority-setting | • | Collaborate with Privacy and Compliance teams to maintain alignment between data governance and privacy policies, including data retention and consent management. | • | Support audit and examination activities by providing data documentation and evidence of control adherence. | • | Participate in the data access request and approval process by reviewing and validating access requests within assigned domains to ensure appropriate data use. | • | Act as a subject matter expert on data definitions, standards, and policies for assigned areas. | • | Educate and guide business teams on proper data handling and reporting practices. Work cross-functionally with IT, Risk, Compliance, and Analytics to ensure business needs are supported while maintaining governance integrity. | • | Promote awareness of data governance principles throughout the credit union. | • | Contribute to data quality dashboards and performance metrics for Data Governance Committee reporting. Identify opportunities to streamline data capture and improve source-to-target accuracy. | • | Support implementation of metadata tools and data catalog capabilities. Support data lineage documentation within the Databricks/Unity Catalog environment, maintaining system-level data dictionaries and integration flow maps for assigned domains. | • | Participate in change impact assessments when upstream data sources, business rules, or platform configurations change, ensuring downstream stakeholders are informed and governance controls are updated |
• | 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. | • | 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. | • | Responsible for regular and predictable attendance including punctuality. |
EDUCATIONAL REQUIREMENTS | Education Level | Education Details | Pref | Req | Bachelor’s Degree | Related technical, law or security field - Computer Science, Information Technology or equivalent, cybersecurity, information assurance | | X |
LICENSES AND CERTIFICATIONS | Licenses/Certification Details | Pref | Req | Data Management or Governance certification (e.g., DAMA CDMP, DGSP, or equivalent) | X | |
WORK EXPERIENCE | Experience | Experience Details | Pref | Req | Minimum 5 Years | Data management, business analysis, or data governance within a financial services or regulated environment | | X | Minimum 5 Years | Experience working with core banking systems, CRM platforms, or data warehouses preferred. | | X |
KNOWLEDGE, SKILLS, AND ABILITIES | | • | Understanding of data governance principles, metadata management, and data lifecycle management. | • | Strong analytical skills with attention to detail and data accuracy. | • | Ability to partner effectively with stakeholders across the organization | • | Excellent verbal and written communication skills with the ability to translate technical findings into business terms. Ability to partner effectively with stakeholders across the organization. | • | Proficiency in Excel, SQL, and data visualization tools (Power BI, Tableau). Familiarity with cloud data platforms (e.g., Databricks, Unity Catalog) preferred. Familiarity with privacy and compliance requirements related to member data. | • | Must be able to demonstrate working knowledge of finance and accounting concepts. Advanced proficiency in Microsoft Office Software. Must be able to learn new software products. Ability to effectively communicate with Senior Management. 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 | 10 | Occasionally | Travel outside of work location to attend meetings and training programs | | Frequently | Required to skillfully operate a computer, telephone and other standard office equipment | | | | | |
| WORK ENVIRONMENT | | • | Typically the noise level in the work environment is low to moderate. | • | May experience occasional job stress in dealing with difficult situations and/or high volume. | • | High energy, high impact atmosphere. | • | There are no significant hazardous conditions. |
COMPETENCIES | Name | Description | Prof | Behavior Statements | Service Excellence | Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators. | Level 2 | 1. Creates a positive team environment by celebrating successes and driving excellence. 2. Dedicates required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments. 3. Effectively communicates the connection between culture and the business strategy. 4. Implements effective strategies and activities that promote long term customer loyalty. 5. Inspires and strives for excellence in all aspects of work including setting high performance goals for oneself and others. | 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. | 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 2 | 1. Approaches a situation or problem by defining the problem or issue and determining its significance. 2. Identifies the major forces, events and people impacting and impacted by the situation at hand. 3. Uses flow charts, Pareto charts, fish diagrams, etc. to disclose meaningful data patterns. 4. Uses logic and intuition to make inferences about the meaning of the data and arrive at conclusions. 5. Makes a systematic comparison of two or more alternative solutions. | Results Driven | Drives critical activities to completion. Meets organizational goals and customer expectations. | Level 2 | 1. Clearly communicates expected results. Uses motivational tactics to generate team buy in. Consistently measures progress and refocuses efforts to ensure attainment. 2. Implements specific policies or practices based on laws or regulations governing these practices. 3. Makes effective use of technology to achieve results. Ensures access to and security of technology systems. 4. Takes full responsibility for results, keeping stakeholders properly informed of status, issues and potential problems. 5. Understands the organizations influence dynamics and uses that information to establish alliances to achieve organizational goals and objectives. |
NOTE TO APPLICANT | 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 Federal 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 Federal 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. |
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