Senior Digital Product Manager - 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. 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 providingnew 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:

The Digital Experience team at Patelco is responsible for making it easy for members to effectively manage their financial lives online and to help them feel confident about their financial well-being. We are looking for a Senior Digital Product Manager with a successful track record delivering positive first impressions leading to membership conversion, ongoing engagement, and product adoption in consumer and/or financial products. KPIs for this role include organizational goals for new membership, member satisfaction, and financial services product adoption. You will apply innovative solutions to create a streamlined new account origination and onboarding journey that reduces complexity and friction from the experience. You will create and apply sales funnel analysis to identify and lead continuous optimization of the end-to-end digital member onboarding experience and coordinate cross-channel impacts. In addition to accountability for the digital experience, you will partner with our call center, back-office operations, Technology and Risk Management to optimize and measure processes that directly support the digital onboarding experience.

Responsibilities:

• Translating our high-level strategic vision into product/features/functionality roadmap and leading execution of the work. Managing features and functionality as it relates to capabilities that comprise a best-in-class onboarding experience.
• Working with call center and back-office operations on workflow and process improvements to streamline the manual handling of digital applications.
• Leading development of new features from concept to launch through the entire digital development life cycle – from research to ideation and prototyping to measuring and iterating.
• Leading research, testing, metrics analysis (including sales funnel), data insights and experimentation to inform decisions.  
• Partnering with key internal stakeholders and external vendor partners to translate business strategies into digital features that delight our customers.
• Understanding customer pain points, assist in defining solutions and bring them to life.
• Keeping abreast of leading customer onboarding experiences, emerging technologies, fintech innovations and digital banking trends to inform product direction and strategy.
• Understand 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 Marketing, Business or Technology
• 5+ years digital product management experience
• At least 3 years managing consumer-facing mobile products (apps and mobile web)
• Financial services experience preferred
• Strong understanding and working experience utilizing design-thinking best practices to deliver digital products and experiences
• An obsession with customer experience and making good experiences great
• Strong analytical skills and ability to package analyses into compelling presentations
• Creative self-starter with can-do positive attitude and a roll-up-your-sleeves approach
• Proven ability to lead, build relationships, and work effectively in a highly cross-functional organization
• Experience leading process improvement or workflow optimization

Target Base Pay:

$113,283 - $141,603 / per year

Compensation 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 

  

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