OPERATIONS CHANGE COORDINATOR

Purpose

FinWise Bank is committed to a culture of innovation, continuous improvement, and excellence. The Operations Change Coordinator is an important contributor in the process of onboarding new programs, implementing new ideas, and managing change within the Bank and its Strategic Programs to help support this culture.

In addition to the onboarding of new strategic programs, the Operations Change Coordinator will be responsible for the administration of changes to existing strategic programs. This position will help coordinate the flow of documents and information between the Strategic Programs and FinWise Bank. The coordinator will ensure requirements and guidelines are followed while maintaining an excellent customer experience for the strategic programs onboarded by the Bank.

The Operations Change Coordinator will serve as the key business owner for assigned Bank systems (software applications) used in the Operations department. The coordinator must understand the business use of each operations system, document system controls, enforce bank policy when changing system parameters, serve as the data custodian for that system, assist in the implementation of system changes, and serve as part of the operations system testing function when appropriate.

While the Banks IT department will serve as the primary system administrator for user administration, the coordinator will serve as the system business owner and system control administrator for assigned operations system. This role may be expected to interact with and manage vendors on a regular basis.

Tasks

Ensures the banks requirements are met to successfully onboard and modify strategic programs, while working with program partners, project management, program management and business stakeholders to create an excellent customer experience for the strategic programs

Once a new strategic program or change to an existing strategic program has been approved by the Project Steering Working Committee, lead the requirements-gathering and internal education required to plan the action steps needed to onboard the new program or sustainable change in a safe and sound manner

Assist in the preparation of risk assessments for strategic programs

Ensure bank criteria are satisfied in accordance with established policies and procedures, and the banks defined risk appetite

Work with the business and Stakeholders to understand the business needs and vision

Work with Program Management and Project Management to maintain urgency to ensure the company's major initiatives with strategic programs are on track despite changing requirements and priorities

Engage the business and strategic programs to identify problems and challenges, and to define and prioritize requirements

Work with Program Management and Project Management to gather requirements, create and maintain product backlogs and dive into technical details to understand the nuances and complexities of each requirement and backlog item

Create detailed user stories and acceptance criteria to ensure each requirement is broken down enough to convey the exact business need

Ensure strategic program work item acceptance criteria for all bank requirements is met, and the fact that it was (or was not) met is clearly documented and communicated

Create transparency and clear communication between the bank and the strategic programs by practicing active listening, asking for clarification as needed, and documenting and sharing conversation results

Be an enabler of the Agile process among our teams, coach us into stronger communication and provide exceptional customer service

Enforce the Banks change management standards and processes for assigned operations systems

Assist operations managers in the day-to-day coordination and management of business operational activities

Monitor, control, and manage operations systems to meet customer expectations and company goals

Confirm operations systems parameters are aligned with bank policies and procedures

Ensure that all bank system parameter changes are properly documented, tested and approved

Create internal test plans for changes to operations systems

Serve as an operations resource on many bank initiatives and projects

Travel

Ability to travel up to 20% of the time.

Position Type/Expected Hours of Work

This is a full-time, exempt position with a Monday through Friday work schedule.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without advanced notice.

Knowledge, Skills and Abilities

• Can lead requirements-gathering meetings, articulating complex processes and requirements with ease
• Builds relationships with employees, internal stakeholders, managers, and strategic partners with a foundation of trust
• Capable of seeing the big picture while executing on the small details of a plan
• Thinks outside the box
• Understands the fundamentals of risk, compliance, IT and treasury needs when it comes to managing strategic partnerships
• Ability to solve complex problems in accordance with established policies and procedures
• Knowledge and understanding of banking technologies, products, and regulations
• Must have active listening skills
• Skill in coordinating with others
• Requires strong skills in attention to detail and the ability to thoroughly complete work tasks
• Must have the ability to communicate clearly, both orally and in writing
• Capable of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Ability to share knowledge and train others
• Ability to give and receive constructive feedback
• Comfortable with technology & learns new systems quickly
• Ability to prepare process maps and process flows
• Driven to get things done
• Project management skills
• Experience in a fast-growing, startup environment strongly preferred

Required Education / Experience / License

• Bachelors Degree in Business Management, Operations Management, Information Systems or other related field, or equivalent work experience
• Minimum two years of experience working in a change management environment
• Three to five years of previous experience in various operations and analytical related work
• Previous experience as a power user of a business system

Preferred Education /Experience / License

• Customer service experience
• Five years or more experience in operations and analytical related work
• Foundational understanding of banking regulations
• Experience with project management systems such as Azure DevOps and Trello

Minimum Essential Requirements

Excellent project management skills

Must be PC proficient and able to thrive in a fast-paced setting

Must be proficient in Microsoft Excel, PowerPoint, Word, and Outlook

Ability to sit or stand at a computer for and look at a computer screen for extended periods

Background checks are required on all bank employees due to the accessibility of Personally Identifiable Private Information

FinWise is an equal opportunity employer and dedicated to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender identity, sexual orientation, age, marital status, pregnancy status, veteran status, or disability status.

FinWise provides reasonable accommodations to the known disabilities of individuals in compliance with the Americans with Disabilities Act. For accommodation information or if you need special accommodations to complete the application process, please contact the Human Resources Department (801) 545 - 6041.

Qualified applicants with criminal history and conviction records will be considered in accordance with legal requirements.