Responsible to maintain continuity of design and layout standards throughout all facilities in the Credit Union. Manages the standards and design elements of the master plan for the CU campus. Acts as the expert in relation to all furniture and workstation selections. Assists project managers with budgeting, planning, scheduling, and execution of branch and campus projects as needed. Maintains proper finish specification history in project files. Creates conceptual drawings for branch and campus projects. Specifies the interior finish, furniture and décor items on campus and branches. Establishes and maintains positive relations with architects, designers, vendors and suppliers. Reviews accounts payable items for accuracy and proper allocation to the GL accounts, forwards billing documents to Accounting. Performs miscellaneous Operations Services departmental functions as required.
1. Assumes responsibility for effective and efficient development, scheduling, budgeting, management, and completion of non-routine remodel and construction project operations.
a. Acts as a liaison between the credit union, architect, department personnel, vendor, contractors, and sub-contractors. Position provides direction to the architect regarding building specifications, design elements, space requirements, and other relevant information during the planning process
b. Ensures quality control during all planning and construction phases.
c. Prepares and updates internal project schedules and budgets as needed. Assistance in department equipment purchases. Schedules and coordinates internal departments to perform work necessary to complete projects.
d. Directs vendor/contractor selection and material purchases. Creates interior finish, color, furniture, and décor selections.
e. Visits job sites on a regular basis to assist with or resolve project issues and concerns
f. Ensures efficient and well-coordinated operations. Holds pre-job, post-job, and periodic project task coordination meetings with all internal operational personnel. Participates in periodic planning and review meetings with the Vice President of Operations, Regional Vice Presidents, architects, vendors, contractors, sub-contractors to review costs, schedules, and contracts, and to discuss suggestions for improved operations.
2. Assumes responsibility for ensuring effective cost controls during all project phases.
a. Researches, analyzes, and oversees vendor’s sub-contractors and contractors to ensure that supplies, equipment, and services are of acceptable quality, competitively priced, and delivered in a timely manner.
b. Prepares and analyzes bids for furniture and work space element vendors. Creates RFPs, performs product/service analyses and selection, and prepares and submits purchase orders. Manages the acquisitions of office furniture and decor. Coordinates with Facilities on installation of furniture replacements or repair.
c. Ensures that all purchasing functions are in accordance with established project budgets.
Checks project records and documents for accuracy and completeness.
d. Reviews and reconciles all project-related invoices to ensure accuracy, proper GL allocation, and compliance with contract terms
e. Ensures that all purchasing functions are completed in accordance with established policies, procedures and systems of the Credit Union.
3. Assumes responsibility for establishing and maintaining effective business relations with vendors, contractor, suppliers and external trade contacts.
a. Represents the Credit Union in planning and purchasing transactions.
b. Maintains long-term productive relationships with suppliers, vendors, and external project contracts.
c. Maintains and projects the Credit Unions professional reputation.
d. Obtains and conveys information to construction supervisors as needed.
e. Conducts information meetings to ensure that all external support contacts are well informed and up to date on project development and requirements.
f. Attends trade association meetings/conferences as assigned.
g. Reviews submittals and samples to ensure that products comply with Credit Union standard and specifications.
4. Assumes responsibility for establishing and maintaining effective communication and coordination with Credit Union personnel and Management.
a. Provides leadership through effective goal setting, delegation, and communication. Conducts regular project meetings to ensure that operational personnel are well-informed of changes in scheduling and project requirements. Discusses areas needing improvement.
b. Directs, schedules, and coordinates personnel provides assistance and support as needed.
c. Completes Assists and supports Branches and departments as needed.
d. Keeps the Operations Services Manager, and Vice President of Operations informed of area activities and of any significant problems. Provides recommendations to improve productivity, ensure the quality of supplies and equipment, and meet bottom line requirements.
e. Attends and participates in meetings and committees as assigned.
5. Manages the standards and design elements of the master plan for the Credit Union Campus and branch projects.
a. Conducts annual review of growth for each department and prepares appropriate documentation.
b. Evaluates space available for department growth and creates appropriate floor plans.
c. Maintains correct as-builds of all buildings in AutoCad Format. Uploads and logs those files into the Nuvolo Platform.
d. Creates Conceptual drawings and gathers programming elements for new branch projects, campus projects, and remodels.
e. Shares responsibility with Maintenance and Security departments for OSHA and ADA evaluations.
6. Assumes responsibility for related duties as required or assigned.
a. Keeps work areas clean, secure, and well-maintained.
7. Maintains and Creates Campus and Branch Design Standards.
a. Keeps a baseline record of all design requirements for branches and campus.
b. Evaluates suggested changes or new materials and presents to projects team for inclusion into design standards.
c. Keeps up to date with changes in equipment or materials and updates standards to reflect those changes.
d. Ensures that standards are being kept during design and construction of new or remodeled spaces.
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Training/Education/Certification:
· Bachelor’s degree in Interior Design or related field required
· NCIDQ Certification preferred
· Driver’s license and a good driving record.
· Training in commercial construction/design processes is helpful.
· Knowledge of CU operations, purchasing needs and requirements preferred.
· Training in OSHA and ADA
Required Knowledge:
· OSHA, ADA, Building Codes & Ergonomics
· Commercial space planning
· Familiarity vendor/supplier sources.
· Bid Management
· Project Management
Experience Required:
· Bachelors Degree and 2 years of commercial experience related to purchasing, construction and design
· Experience working in a financial institution is helpful.
Skills/Abilities:
· Strong project management, organization, and delegating skills.
· Excellent problem-solving abilities.
· Strong Presentation Skills
· Supervisory skills.
· Excellent communication, negotiation & teambuilding skills.
· Willingness to assist and support others.
· Able to interpret blueprints and layouts.
· Able to operate AutoCad, Revit. Visio and 3-D modeling programs
· Able to operate copier, Fax, PC, telephone and all computer related applications.
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