Digital Banking Manager (NC, Winston-Salem) - Allegacy Federal Credit Union
Winston, NC
About the Job
Allegacy Federal Credit Union
Job Description
January 18, 2024
Job Title: Digital Banking Manager Grade: 10
Report To: VP, Digital Banking
Role Accountability
At Allegacy, there is a common thread that runs through all of us. It is our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position manages and continually develops the people, processes and technology for our Electronic Services (eServices), Mobile/Digital Banking, ITMs/ATMs, Chat and other supporting technology and programs to serve and support our members.
Nature and Scope
The purpose of this position is planning, developing and implementing strategies to provide outstanding member service, lead follow-up, and needs-based selling and cross sales via our digital services while creating a seamless integration across all channels. The Digital Banking Manager is a collaborative, team leader with a member-centric mindset that contributes to the vision, digital product management, member service and sales, and operational model for our digital platforms and channel integration.
The Digital Banking Manager successfully builds relationships with colleagues, teammates, vendors and members to meet the department’s annual operating plan initiatives, service levels and growth goals. This role will also create operating procedures that successfully ease member effort, enhance member experience and deepen relationships.
The Digital Banking Manager will coordinate with other channel managers and departments to integrate CRM strategies to enhance digital service, cultivate, nurture and convert leads to funded accounts and booked loans. This position will also be responsible for tracking and reporting members’ use of digital services.
Specific Accountabilities
- Works closely with digital banking vendors and actively participates in projects for digital enhancements including project planning, coordinating stakeholder participation and performing testing.
- Provides input in the Digital Banking roadmap; evaluates enhancements based on competitive analysis and trends in partnership with internal and external stakeholders.
- Leads cross-functional teams to build out and implement integrated digital CRM initiatives to support cross channel sales and service.
- Tracks and reports on Key Performance Indicators, KPIs, and provides actionable insights to continuously improve the members’ digital sales and service experience.
- Responsible for digital service standards, and digital deposit and loan production goals through cross channel integration.
- Partners with Marketing to gain data-driven and other insights from our employees, members and consumers’ experience to drive and enhance member-centric digital product feature sets and user experience.
- Assists in developing the budget and managing costs related to Digital Banking
- ITM/ATM and Chat Management:
- Works with vendors to resolve any technical or physical defect with the ATM/ITM fleet.
- Works with Retail Banking, Technology and Corporate Real Estate to implement strategy and tactics around ATM/ITM operations and member experience.
- Manages the day-to-day Chat and eServices team’s process to ensure quality service standards are met while effectively meeting member needs.
- Develops all employees to their highest potential through coaching, training, motivating or correcting performance to meet digital service standards and sales production goals.
- Recognizes and celebrates employees who perform at a high level, while holding employees accountable for their performance, attitude and behavior.
- Meets with each employee to review previous performance, sets goals for performance and develops plans to improve employee’s performance.
- Demonstrates enthusiastic support of corporate mission, core values and long-term objectives.
- Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
Knowledge, Skills and Abilities
- Knowledge of digital banking, eServices and ecommerce technology; along with advanced ATM and ITM systems
- Must possess effective knowledge of the credit union’s products and services
- Ability to assist with strategic planning for Digital Banking and eServices with an integrated channel view
- Excellent oral and written communication skills
- Strong organizational and analytical skills
- Proficiency in Microsoft Office applications