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Patelco Credit Union · 2 days ago
Director, Virtual Delivery
Dublin, CA
Full-time
Hybrid
Director
$130K/yr - $162K/yr
10+ years exp
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Insider Connection @Patelco Credit Union
Responsibilities
Leads the Virtual Delivery functions including video and phone banking, Chat, SMS/text messaging, conversational AI, digital new account opening and onboarding.
Builds and executes innovative strategies to grow the virtual channel, improve member experiences, and enhance the interconnectedness of delivery channels.
Collaborates with leaders across the organization to drive synergies and enhance the value of the virtual channel.
Identifies and leverages technological solutions to improve team efficiency and effectiveness.
Stays updated on market trends and advancements in virtual delivery platforms.
Ensures team members are trained in all virtual delivery functions.
Develops partnerships with Marketing to promote virtual channels and increase adoption.
Manages and leads team members through changing environments and resolves stressful situations.
Develops strategies to engage with members in different life cycles and increase engagement.
Oversees the integration and optimization of virtual delivery platforms.
Implements department programs, policies, and quality standards to drive team member growth and operational efficiencies.
Monitors and coaches branch processes to enhance member experiences and productivity.
Executes talent strategies related to hiring, onboarding, and skill development.
Fosters a mission-driven culture focused on team member engagement.
Ensures compliance with federal and state laws and banking regulations.
Qualification
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Required
Bachelor’s degree in Business, Management or related discipline
Minimum 10+ years of progressive experience in the financial services industry with a record of success supporting a fast-paced business organization, providing strategic and technical expertise while applying best practices and leveraging cross functional relationships
5+ years’ experience in leading a team preferably in a delivery channel environment (branch, virtual, contact center, and/or digital)
Tech-savvy and expert with Microsoft Suite (Word, Excel, PowerPoint)
Strategic and innovative thinker with ability to develop, gain buy-in and execute new strategies and tactics
Proven analytical and problem-solving skills. Use facts and data to identify trends, and analyze Virtual Delivery performance and impact across the CU
Ability to successfully drive people, process, and technology change in a dynamic and complex cross-function operating environment
Travel required within retail branch network/HQ/Merced
Ability to work on a computer for extended periods of time
Benefits
Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1,000 employees
H1B Sponsorship
Patelco Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2022 (1)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO and President
Recent News
Business Insider
2024-04-09
Company data provided by crunchbase
