Deposit Operations Project Coordinator

At UW Credit Union, we believe in delivering exceptional member experiences while driving operational excellence. The Deposit Operations Project Coordinator (internally known as Membership Services Project Coordinator) plays a critical role in enhancing our deposit products, services, and technology platforms—helping us streamline processes, boost performance, and improve member satisfaction.

This position serves as the hub for project intake, prioritization, tracking, and coordination within Membership Services, with a strong emphasis on cross-departmental collaboration. While not a formal project manager role, it’s ideal for someone who thrives in a project-driven environment, enjoys solving complex problems, and is looking to grow toward a future in project management.

From large-scale initiatives like our core conversion to specialized EFT and compliance projects, you will help ensure deliverables are completed accurately, risks are managed, and our teams are equipped for success.

Project Delivery (50%)

• Coordinate and monitor tasks, timelines, and requirements for system releases and departmental processes such as escheatment, tax reporting, and audit item remediation.
• Serve as the liaison between Membership Services and the Enterprise Project Management Office for enterprise-level initiatives.
• Manage the project tracking system, overseeing intake, prioritization, risk/resource assessments, and progress updates.
• Lead departmental participation in high-impact projects (e.g., core conversion), ensuring objectives are met and deadlines are achieved.
• Develop and implement change management and communication plans for internal teams and business partners.
• Identify and escalate risks, develop mitigation strategies, and ensure clear progress reporting to leadership.

Stakeholder Coordination (25%)

• Partner with subject matter experts to ensure deliverables meet quality and compliance standards.
• Facilitate problem-solving for complex issues, coordinating with internal teams and external vendors.
• Gather, document, and validate use cases, business requirements, and system needs for new initiatives.
• Support cross-functional project efforts outside of day-to-day operational work.

Operational Efficiency & Continuous Improvement (15%)

• Administer assigned business systems, ensuring changes are thoroughly tested prior to implementation.
• Drive process improvement initiatives to streamline workflows, reduce risk, and improve member experiences.
• Partner with stakeholders to identify opportunities for automation and enhanced efficiency.
• Stay informed on industry trends, integrating best practices into departmental processes.

Engagement & Development (10%)

• Continuously develop project coordination, technical, and leadership skills.
• Serve as a mentor and positive role model, supporting onboarding and training for new team members.
• Actively engage in UW Credit Union’s DEI initiatives and embrace change to achieve organizational goals.

Education

• Associate’s degree in business or related field, or equivalent relevant work experience (required)

Experience

• 4–5 years of project coordination experience (required)
• 4–5 years of cross-functional work experience (required)
• 2–3 years of system management experience (required)
• Experience in a financial institution (preferred)

Skills & Competencies

• Strong analytical, problem-solving, and organizational skills.
• Ability to prioritize multiple projects in a fast-paced environment.
• Excellent communication and presentation skills, both verbal and written.
• Skilled at building relationships and collaborating across departments.
• Proficient in Microsoft Office Suite; experience with project tracking tools preferred.
• Knowledge of change management principles and project lifecycle best practices.
• Experience in deposit operations or financial services strongly preferred.

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program
• And more!

UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment, hiring, development, and promotion processes are based on an individual’s qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristics protected by federal, state, or local laws. If you require a reasonable accommodation for any part of the employment process, please email employment@uwcu.org.