Patelco Credit Union
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 members.
Since1936,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 advocate.
As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We 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 you.
Overview:
Patelco Credit Union is a leading financial institution committed to providing comprehensive banking solutions to businesses of all sizes.
We are dedicated to supporting the growth and success of small businesses by offering tailored products and services.
As we expand our offerings, we are seeking a dynamic and experienced Business Banking Director to join our team.
The 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 businesses.
This role requires a deep understanding of the small business market, to identify opportunities, develop strategies, and execute initiatives that drive growth and profitability.
The role will drive greenfield development of a 5-year strategic roadmap, gaining consensus with stakeholders on the resourcing requirements, business goals and organizational needs.
Responsibilities:
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 vettedMeasure progress compared to targets, and influence stakeholder engagement to develop action plans as neededProactively identify and manage risk to the plan (through matrix management), and escalate concerns to lending leadership and/or Executive Leadership TeamCo-own the tech solution requirements with the functional owners to ensure the needs of the small business owners are metRepresent and influence the needs of the small business banking segment to the organizationProducts and servicesChannel expectationsConduct market research and analysis to identify emerging trends and opportunities in the small business banking segmentCollaborate 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 goalsDefine and prioritize product features and enhancements based on customer needs, market demand, and competitive landscapeManage the end-to-end product development lifecycle, including ideation, requirements gathering, prototyping, testing, and launchWork closely with cross-functional teams to ensure successful implementation and adoption of new products and servicesMonitor product performance and conduct regular analysis to identify areas for improvement and optimizationDevelop pricing strategies and profitability models for business banking products and servicesStay abreast of industry trends, regulatory changes, and competitive landscape to inform product roadmap and strategyAct as a subject matter expert for business banking products, providing guidance and support to internal teams and external stakeholdersCollaborate with the marketing team to develop effective go-to-market plans, product positioning, and promotional materialsUnderstand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
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 banking.
Strong understanding of the small business market, including the unique needs and challenges faced by entrepreneurs.
Demonstrated track record of successfully launching and managing banking products and services.
This position is located in Dublin HQ but may be considered for hybrid workTarget Base Pay:
$128,322 - $160,411 / per yearCompensation at Patelco:
Please note that the salary information is a general guideline only.
Patelco 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 offer.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Onsite fitness center 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 reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123 About the Company:
Patelco Credit Union.
Estimated Salary: $20 to $28 per hour based on qualifications.
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members.
Since1936,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 advocate.
As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We 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 you.
Overview:
Patelco Credit Union is a leading financial institution committed to providing comprehensive banking solutions to businesses of all sizes.
We are dedicated to supporting the growth and success of small businesses by offering tailored products and services.
As we expand our offerings, we are seeking a dynamic and experienced Business Banking Director to join our team.
The 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 businesses.
This role requires a deep understanding of the small business market, to identify opportunities, develop strategies, and execute initiatives that drive growth and profitability.
The role will drive greenfield development of a 5-year strategic roadmap, gaining consensus with stakeholders on the resourcing requirements, business goals and organizational needs.
Responsibilities:
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 vettedMeasure progress compared to targets, and influence stakeholder engagement to develop action plans as neededProactively identify and manage risk to the plan (through matrix management), and escalate concerns to lending leadership and/or Executive Leadership TeamCo-own the tech solution requirements with the functional owners to ensure the needs of the small business owners are metRepresent and influence the needs of the small business banking segment to the organizationProducts and servicesChannel expectationsConduct market research and analysis to identify emerging trends and opportunities in the small business banking segmentCollaborate 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 goalsDefine and prioritize product features and enhancements based on customer needs, market demand, and competitive landscapeManage the end-to-end product development lifecycle, including ideation, requirements gathering, prototyping, testing, and launchWork closely with cross-functional teams to ensure successful implementation and adoption of new products and servicesMonitor product performance and conduct regular analysis to identify areas for improvement and optimizationDevelop pricing strategies and profitability models for business banking products and servicesStay abreast of industry trends, regulatory changes, and competitive landscape to inform product roadmap and strategyAct as a subject matter expert for business banking products, providing guidance and support to internal teams and external stakeholdersCollaborate with the marketing team to develop effective go-to-market plans, product positioning, and promotional materialsUnderstand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
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 banking.
Strong understanding of the small business market, including the unique needs and challenges faced by entrepreneurs.
Demonstrated track record of successfully launching and managing banking products and services.
This position is located in Dublin HQ but may be considered for hybrid workTarget Base Pay:
$128,322 - $160,411 / per yearCompensation at Patelco:
Please note that the salary information is a general guideline only.
Patelco 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 offer.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Onsite fitness center 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 reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123 About the Company:
Patelco Credit Union.
Estimated Salary: $20 to $28 per hour based on qualifications.
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