Wescom Financial · 9 hours ago
Product Manager (Anaheim, CA)
Wescom Financial is a company focused on member engagement and delivering signature experiences. They are seeking a Product Manager responsible for coordinating the development of software products and service offers, collaborating with various stakeholders to ensure the products meet market needs and client expectations.
Financial Services
Responsibilities
Responsible for the coordination and oversight in the development of WRG software products and service offers from concept through deployment
Coordinates the process of defining, documenting, and prioritizing ongoing projects within the department
Collaborates with a variety of internal and external stakeholders, including WRG Clients, Programming, Implementations, Computer Operations, Sales, Marketing, Client Services, and Support, to scope out the overall components of WRG’s products and services to the outside market
Develops and maintains a continually up-to-date Product/Offer Definition for current and future products & services, with clearly-defined, agreed-upon data pertaining to product features, feature descriptions, integrations, service scope, release versions and dates, product pricing, and competitive positioning
Acts as a liaison between multiple departments including Programming, Computer Operations, WRG Sales, WRG Implementations, Wescom Credit Union, and other resources (i.e. user groups) to gather, document, analyze, organize, and prioritize market needs, and new application integrations
Schedules and facilitates regular periodic roadmap review meetings
Prepares and/or reviews and approves all Product briefs (which provide the content for material prepared by other departments such as Sales)
Prepares and communicates new product releases and their release notes
Solicits routine, continual input from a defined base of WRG clients to ensure that WRG understands the needs of existing clients and prospective future clients
Stays abreast of general market and industry trends, ensuring that WRG’s product roadmap and enhancements are optimally aligned between general market needs and those of existing clients
Uses market feedback to move the product forward, through a combination of in-house or third-party deliverables (assessing relevant “build versus buy” decisions)
Coordinates with relevant team members to develop and manage Product Training curriculum, including scope of training classes available, dates of availability, venue, and related costs as applicable
Coordinates with Application Development to define each new project or phase of development
Works with a business analyst to review the scope of work and obtain approval from software development team and stakeholders on the metrics of the project
Qualification
Required
High School Diploma Or Equivalent Experience
Bachelor's degree or equivalent work experience
Strong communication, time management, collaboration, planning, and business and technical writing skills
In-depth knowledge of credit union service delivery channels
Must be detail oriented, organized, able to work well in a fast-paced, unstructured environment, and have a proven ability to create and foster continuous improvement
Must have professional conduct and appearance
Advanced experience with Microsoft Applications – including Word, Excel, Project, Outlook, PowerPoint, and Visio
Ability to research, analyze, and document findings related to new products, processes, and services, including the ability to extrapolate Member acceptance, impact on other departments, and financial implications
Must possess the ability to work independently and as part of a larger team
Communication skills including written, oral, and presentation skills
Must be able to perform complex analysis and produce professional documentation with recommendations
A strong bias for action is essential
Proficient in Microsoft applications (Word, Excel, Outlook)
Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals
Ability to compute rates, draw and interpret graphs, and accurately extrapolate probable outcomes from sampled data
Preferred
Previous financial industry and customer service experience
Experience in project management and software development
Company
Wescom Financial
Bank Better.
Funding
Current Stage
Late StageLeadership Team
Recent News
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2025-05-15
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