Senior Director of Member Engagement and Financial Wellness at CommonWealth Central Credit Union

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Sep, 26

Salary

155000.0

Posted On

27 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Engagement, Financial Wellness, Team Leadership, Performance Management, Staff Coaching, Member Experience Management, Strategic Planning, Production Monitoring, Retail Banking Management, Cross-channel Experience

Industry

Banking

Description

Senior Director of Member Engagement & Financial Wellness Come be a Difference Maker with us. We are searching for an experienced leader for the role of Senior Director of Member Engagement & Financial Wellness, who will help drive CommonWealth Central Credit Union’s dedication to its membership while improving their financial well-being. You will serve as a strong steward of our brand and take responsibility for CommonWealth’s member experience across all channels, while being a key influencer of performance. As our Senior Director of Member Engagement and Financial Wellness, your major responsibilities will include: * 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. Our ideal candidate will possess a minimum of 10 years of similar or related experience working for a credit union or bank with a minimum of 5 years leading multiple retail teams. Proven track record of managing the member experience across all touchpoints utilizing best practices and innovative solutions. Our preferred candidate will have a bachelor’s degree in arelated field. Advanced degree a plus. * 13 paid holidays * 17 days of Paid Time Off (PTO) during 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 resource For immediate consideration, apply today! www.wealthcu.org/careers [https://www.wealthcu.org/careers] Who We Are At CommonWealth Central Credit Union, we are passionate in our commitment to people-helping- people. Our team is united and inspired by one common goal: To enhance the financial well-being of our members. Compensation $135k - $155k CommonWealth is an Equal Opportunity Employer

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Responsibilities

Lead member-facing teams across digital and branch channels to deliver an exceptional member experience and improve financial well-being. Oversee production levels, coach staff, and utilize feedback loops to drive performance and brand stewardship.