Senior Director of Member Engagement and Financial Wellness

Responsibilities

• Coach all member-facing teams in the Credit Union’s digital/remote channels, branch network on delivering an exceptional member experience.
• Train and develop member-facing staff using feedback and insights from surveys and other feedback loops.
• Develop and motivate member-facing staff to achieve individual goals in support of branch/department goals for financial wellness.
• Partner with branch, contact center and virtual branch management teams to provide oversight of production levels, including member engagement and financial wellness.
• Monitor and report monthly and quarterly production levels while holding individuals accountable for achieving production goals.

Requirements

• A minimum of 10 years of similar or related experience working for a credit union or bank.
• A minimum of 5 years leading multiple retail teams.
• A proven track record of managing the member experience across all touchpoints utilizing best practices and innovative solutions.
• A bachelor’s degree in a related field, with an advanced degree preferred.

Qualifications

• Experience in a leadership role within a financial institution.
• Strong interpersonal and communication skills.
• Ability to work effectively in a fast-paced environment.
• Knowledge of financial products and services.

Benefits

• 13 paid holidays
• 17 days of Paid Time Off (PTO) during the first year of employment
• Up to 2% discounts on loans – including first mortgages
• 401(k) Plan with employer matching contribution
• Medical, dental, vision insurance
• Long-term disability insurance
• Life Insurance
• Voluntary insurance
• Employee assistance program
• Emergency savings account with employer contribution
• Student loan paydown assistance
• Tuition reimbursement and more
• Financial Wellness benefits and resources

Pay

• $135k - $155k

Schedule

• N/A