Small Business Banking Director
About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our membersSince 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California We are here for our members throughout all their stages of life Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocateA s o ne t eam, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our membersWe believe that work should be rewarding, challenging, and enjoyable We're dedicated to creating a positive and supportive culture where our team members can thrive If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for youOverview Patelco Credit Union is a leading financial institution committed to providing comprehensive banking solutions to businesses of all sizesWe are dedicated to supporting the growth and success of small businesses by offering tailored products and servicesAs we expand our offerings, we are seeking a dynamic and experienced Business Banking Director to join our teamThe Small Business Banking Director will play a crucial role in developing and managing banking products, services and support designed to meet the unique needs of small businessesThis role requires a deep understanding of the small business market, to identify opportunities, develop strategies, and execute initiatives that drive growth and profitabilityThe role will drive greenfield development of a 5-year strategic roadmap, gaining consensus with stakeholders on the resourcing requirements, business goals and organizational needsResponsibilities Co-own the business case and five-year financial roadmap with business banking leadership including:
Develop the business case in partnership with key stakeholders and ensure all inputs are sound and vetted Measure progress compared to targets, and influence stakeholder engagement to develop action plans as needed Proactively identify and manage risk to the plan (through matrix management), and escalate concerns to lending leadership and/or Executive Leadership Team Co-own the tech solution requirements with the functional owners to ensure the needs of the small business owners are met Represent and influence the needs of the small business banking segment to the organization Products and services Channel expectations Conduct market research and analysis to identify emerging trends and opportunities in the small business banking segment Collaborate with internal stakeholders, including marketing, sales, and loan operations teams, to develop and execute business banking product strategies that align with the company's overall goals Define and prioritize product features and enhancements based on customer needs, market demand, and competitive landscape Manage the end-to-end product development lifecycle, including ideation, requirements gathering, prototyping, testing, and launch Work closely with cross-functional teams to ensure successful implementation and adoption of new products and services Monitor product performance and conduct regular analysis to identify areas for improvement and optimization Develop pricing strategies and profitability models for business banking products and services Stay abreast of industry trends, regulatory changes, and competitive landscape to inform product roadmap and strategy Act as a subject matter expert for business banking products, providing guidance and support to internal teams and external stakeholders Collaborate with the marketing team to develop effective go-to-market plans, product positioning, and promotional materials Qualifications Bachelor's degree in business, finance, or a related field (MBA preferred)Proven experience (8
years) as a product manager or segment manager in the banking or financial services industry, with a focus on business bankingStrong understanding of the small business market, including the unique needs and challenges faced by entrepreneursDemonstrated track record of successfully launching and managing banking products and servicesThis position is located in Dublin HQ but may be considered for hybrid work Target Base Pay $128,322 - $160,411 / per year Compensation at Patelco Please note that the salary information is a general guideline onlyPatelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offerWe offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefitsWe Offer Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance b enefits Onsite f itness c enter at HQ and rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition r eimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid h olidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for c areer g rowth Volunteer w ork Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123 Recommended Skills Financial Services Investments Brokerage Revenues Partnerships Finance Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
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open('/interstitial?jobdid=j3w3mv6xyt6g4zt58rl', 'ExternalApply-j3w3mv6xyt6g4zt58rl'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
Develop the business case in partnership with key stakeholders and ensure all inputs are sound and vetted Measure progress compared to targets, and influence stakeholder engagement to develop action plans as needed Proactively identify and manage risk to the plan (through matrix management), and escalate concerns to lending leadership and/or Executive Leadership Team Co-own the tech solution requirements with the functional owners to ensure the needs of the small business owners are met Represent and influence the needs of the small business banking segment to the organization Products and services Channel expectations Conduct market research and analysis to identify emerging trends and opportunities in the small business banking segment Collaborate with internal stakeholders, including marketing, sales, and loan operations teams, to develop and execute business banking product strategies that align with the company's overall goals Define and prioritize product features and enhancements based on customer needs, market demand, and competitive landscape Manage the end-to-end product development lifecycle, including ideation, requirements gathering, prototyping, testing, and launch Work closely with cross-functional teams to ensure successful implementation and adoption of new products and services Monitor product performance and conduct regular analysis to identify areas for improvement and optimization Develop pricing strategies and profitability models for business banking products and services Stay abreast of industry trends, regulatory changes, and competitive landscape to inform product roadmap and strategy Act as a subject matter expert for business banking products, providing guidance and support to internal teams and external stakeholders Collaborate with the marketing team to develop effective go-to-market plans, product positioning, and promotional materials Qualifications Bachelor's degree in business, finance, or a related field (MBA preferred)Proven experience (8
years) as a product manager or segment manager in the banking or financial services industry, with a focus on business bankingStrong understanding of the small business market, including the unique needs and challenges faced by entrepreneursDemonstrated track record of successfully launching and managing banking products and servicesThis position is located in Dublin HQ but may be considered for hybrid work Target Base Pay $128,322 - $160,411 / per year Compensation at Patelco Please note that the salary information is a general guideline onlyPatelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offerWe offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefitsWe Offer Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance b enefits Onsite f itness c enter at HQ and rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition r eimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid h olidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for c areer g rowth Volunteer w ork Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123 Recommended Skills Financial Services Investments Brokerage Revenues Partnerships Finance Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3w3mv6xyt6g4zt58rl', 'ExternalApply-j3w3mv6xyt6g4zt58rl'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
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