Performance Management Specialist

Description

Employment Type: Full-Time, Hybrid #LI-HYBRID

Entry Salary Range: $29.00-$34.80 per hour with an annual award opportunity based on individual and credit union performance.

Comprehensive Benefits Package

We're committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

• Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

• 401(k) with company match, life insurance, and disability coverage.

Time Off

• Generous paid time off (PTO), paid holidays, and paid parental leave.

Professional Growth

• Learning and development programs, plus tuition reimbursement to support your career journey.

Additional Perks

• Free Telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid Community Action Volunteer Hours

*Parental Leave and Tuition Reimbursement are available after one year of service.

What you should know about the role

The Organizational Development Specialist (commonly known as Performance Management Specialist) advances and upholds the organization’s mission, values, and brand by serving as the administrator of performance and culture platforms, coaching leaders, and driving a strong, people centered workplace culture. This role enhances organizational effectiveness through performance management, leadership coaching, engagement strategies, and culture building initiatives — all grounded in the credit union’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

What you should know about Advia

Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. We serve almost 200,000 members with assets over $3 Billion. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based, and fun infused. We certainly live by the saying "work hard, play hard." As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

Major Duties and Responsibilities

Performance & Coaching

• Coordinates initiatives that elevate coaching standards, internal service expectations, and core values-based behavior.
• Provides coaching and guidance to leaders on employee development, periodic performance reviews, and growth planning; identifies obstacles and recommends solutions to improve employee performance and reduce gaps.
• Guides managers through coaching progression with the goal of improving performance and engagement.

Culture, Engagement, & Leadership Support

• Plans, facilitates, and supports culture initiatives and employee engagement activities across the organization.
• Advocates for practices that enhance team effectiveness, continuous improvement, progressive thinking, and personal mastery.
• Collaborates with leaders to identify operational inconsistencies or cultural challenges and recommend process improvements.
• Observes and coaches departments on internal and external interactions to reinforce service standards and service promises.

Administration, Reporting & Analytics

• Develops, deploys, and manages tools and processes to measure internal and external service effectiveness.
• Oversees culture and engagement platforms to gather feedback, monitor trends, ensure usability, analyze results, and report insights to leadership.
• Translates performance, engagement, and manager effectiveness data into actionable insights that support organizational strategy and strengthen culture.
• Gathers employee feedback through surveys, interviews, and conversations to identify opportunities for improvement.
• Provides reporting and analytics related to performance, culture, coaching outcomes, and engagement trends.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.

Requirements

Experience

Three years to five years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

A college degree or commensurate experience.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills

Can work autonomously.

Physical Requirements

Able to travel to all areas of responsibility, including out-of-town branches and departments within buildings to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely

attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.