Knowledge Strategist

Who We’re Looking For

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  A detail-driven, organized professional who thrives on capturing, structuring, and sharing knowledge to help teams work smarter and more efficiently.

  
  


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  A strong communicator and collaborator who enjoys partnering with leaders, mentoring others, and fostering a culture of continuous improvement.

  
  


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  A strategic thinker with experience (or strong interest) in knowledge management, internal communications, process improvement, and project coordination, preferably within a financial institution.

  
  

What You’ll Be Doing

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  Designing, managing, and continuously improving Heritage Family Credit Union’s knowledge management program, including system administration, governance, and staff training.

  
  


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  Leading internal communications efforts by overseeing the intranet, internal newsletter, and organization-wide messaging to drive clarity and engagement.

  
  


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  Supporting organizational excellence initiatives by co-chairing the Process Improvement Committee, mentoring process owners, identifying knowledge gaps, and coordinating improvement projects.

  
  

Why Join Us: 

• Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
  
  
  
  • Benefits Include:
    
    
    
    • Paid time off in addition to paid federal holidays
    
    
    • Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
    
    
    • 401k match
    
    
    • Ongoing training opportunities
    
    
    • 8 hours of volunteer time with an organization important to you
    
    
    • Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) 
    
    
    
    
  
  
  
  

Salary Range: $49,088.93 - $61,361.17

Position Title: Knowledge Strategist                                         

FLSA Status: Exempt

Department: Organizational Excellence                                                                          

EEO Code: Professional

Reports To: Vice President of Organizational Excellence                                              

Grade: 9 

Summary:

The Knowledge Strategist is responsible for developing and implementing effective strategies aimed at managing organizational knowledge, promoting information exchange, and facilitating innovation. This position oversees the knowledge management program and coordinates internal communications within the organization. Additionally, the role supports organizational initiatives such as process improvement and projects.

Essential Functions:

·         Designs and carries out knowledge management strategies to consistently capture, organize, and share institutional information efficiently.

·         Ensures adherence to knowledge management governance by making sure procedures are regularly documented, reviewed, updated, and improved.

·         Works with department heads through the Process Improvement Committee to pinpoint knowledge gaps and partners with stakeholders to create solutions.

·         Acts as a System Admin to the Knowledge Management System (The Library), handling user permissions, publishing knowledge assets, utilizing usage reports, and keeping taxonomy and metadata accurate.

·         Delivers training and support to staff on effective knowledge management practices.

·         Oversee and maintain HFCU’s intranet (Hi) and internal newsletter (Fact Friday) to support consistent and targeted messaging.

·         Designs and implements plans for internal communications, facilitating the clear delivery of updates, expanding employee knowledge, and boosting engagement across the organization.

·         Continually seek new methods to strengthen and encourage productive internal communication.

·         Co-Chairs the Process Improvement Committee which includes evaluating, categorizing, and prioritizing Employee Ideas, and monitoring the process improvement portfolio.

·         Mentors Process Owners in the planning and execution of process improvement initiatives including conducting root cause analysis.

·         Coordinate project activities, resources, and stakeholders to ensure smooth execution.

·         Responsible for predictable and reliable attendance. 

Qualifications:

·         Education:

o   High School Diploma Required.

o   Associate’s degree in business administration, Information Management, or related field required. Bachelor degree preferred. 

·         Experience:

o   Strong financial institutional knowledge preferred.  Experience implementing knowledge management initiatives, including knowledge capture, storage, and dissemination is a plus.

o   Content creation and advanced SharePoint and OneDrive skills are strongly preferred.

o   An understanding of process improvement methodologies, and experience in analyzing and optimizing business processes is a plus.

o   Knowledge of project management best practices and methodologies (e.g., PMBOK, Agile) is a plus. 

·         Skills:

• Extremely conscientious, excellent with detail, and has ability to be multi-tasked to coordinate and prioritize the workday efficiently while maintaining a consistent level of high-quality work.  Comfortable working under pressure, self-motivated and able to work in a team environment.


• Knowledge Management Skills: Demonstrates expertise in designing and executing comprehensive knowledge management strategies, processes, and systems to effectively capture, organize, and disseminate critical organizational information.

o   Process Improvement Skills: Understanding process improvement methodologies such as Lean, Six Sigma, and Lean Six Sigma. Experience in analyzing existing processes, identifying areas for improvement, and implementing process enhancements to optimize efficiency and effectiveness.

o   Collaboration and Communication: Excellent verbal and written skills, with the ability to work independently and effectively with cross-functional teams. Ability to articulate complex concepts clearly and foster a culture of knowledge sharing and continuous improvement.

o   Problem-Solving Abilities: Demonstrated proficiency in identifying underlying causes of knowledge gaps and process inefficiencies, formulating innovative solutions, and leading implementation initiatives to resolve such issues. Skilled in conducting root cause analysis, process mapping, and creating strategic action plans.

o   Attention to Detail: High attention to detail with a focus on ensuring the accuracy, completeness, and quality of knowledge assets and process documentation. Ability to maintain documentation standards, review content for consistency and relevance, and adhere to organizational policies and knowledge assets.

o   Commitment to ongoing learning and development in knowledge management and process improvement. Willingness to stay current with trends, technologies, and best practices in communications and optimization.  

Physical Requirements:

A typical office setting.  This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment.  Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. 

Work Environment:

·         Professional banking environment.

BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks.

Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.