Financial Wellness Partner

Patelco Credit Union • San Francisco, CA

271d • $83,019 - $97,660 • Hybrid

About The Position

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 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 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.

Requirements

• Bachelor's degree in marketing, Business Management, Communications, or equivalent work experience
• Minimum 5 years of experience in sales, business development or strategic alliance management in a financial services organization/ financial institution required
• Minimum 3 years of experience leading cross-functional programs/projects that include key third party partnerships required
• Minimum 3 years of experience establishing and managing strategic business partnerships
• Proven track record of effective coordination of prospecting, maintaining client relationships, tracking activities, maintaining a contact database and related market research
• Strong time management, organizational, presentation, written, verbal, interpersonal, project management, and analysis skills
• Ability to organize and prioritize information, job tasks and workload to consistently complete all work in a time sensitive manner, with minimal supervision
• Ability to interface with all levels of personnel within Patelco and external organizations
• Proficient in Microsoft Office (Outlook, Word, PowerPoint Excel); CRM is a plus

Responsibilities

• Effectively present Patelco Credit Union as the preeminent credit union that empowers members to achieve financial freedom
• Promote the Credit Union's Mission, Vision, and Brand
• Have a thorough knowledge of Credit Union products and services to promote Patelco to prospective members
• Cultivate, develop, and maintain referral sources that drive business to Patelco
• Play an active role in strategy development for external partnerships that will help Patelco Credit Union achieve its business and growth objectives while complementing and enhancing Patelco's brand
• Research, recommend, develop, and execute plans to effectively acquire new employer partners
• Track, analyze, and report on pipeline, activity, opportunities, and results
• Revise and implement short- and long-term business strategies to deepen partner engagement on a quarterly basis
• Negotiate high-level and complex partnerships and deliverables that support the Patelco Wellness at Work program
• Identify issues that affect the performance of partnerships, determine potential solutions, and collaborate with internal stakeholders for resolution, tracking and resolving issues in a timely manner
• Open new accounts and process or fund loans
• Provide answers and assistance for member questions and concerns, utilizing internal resources
• Work closely with Retail teams to execute the membership development strategy
• Serve as a liaison and partner to internal stakeholders to drive new partnerships, member acquisition, and product growth
• Develop and manage cross-functional plans, playing an active role in defining required tasks, ensuring they are documented, assigned, tracked, and completed on time
• Demonstrate a proactive, growth-mindset approach and commitment to process improvement
• Provide coaching and support for team members of the Membership Development department regarding partnership strategies
• Identify and execute events that promote the Patelco at Work program to potential prospects
• Work closely with business associations, Chambers of Commerce, and community partners to evangelize the Patelco at Work program
• Play an active role in campaign, communication, and marketing asset development that drives product participation
• Create and deliver sales and financial wellness presentations
• Develop a team spirit among subordinates and supervisors, motivating every team member to promote and maximize sales while providing the highest possible level of customer service
• Support the overall Membership Development strategy

Benefits

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness related activities
• Competitive compensation packages with bonus opportunity
• 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
• Flexible work arrangements available for specific positions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree