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Senior Director of Member Engagement and Financial Wellness

CommonWealth Central Credit Union
San Jose, California Banking & Financial Services Posted Jul 15, 2026
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Job Description

Job Description: Job Description Senior Director of Member Engagement and Financial Wellness Senior Director of Member Engagement & Financial WellnessCome be a Difference Maker with us. We are searching for an experienced leader for the role of Senior Director of Member Engagement & Financial Wellness, who will help drive CommonWealth Central Credit Union's dedication to its membership while improving their financial well-being. You will serve as a strong steward of our brand and take responsibility for CommonWealth's member experience across all channels, while being a key influencer of performance. As our Senior Director of Member Engagement and Financial Wellness, your major responsibilities will include:Coach all member-facing teams in the Credit Union's digital/remote channels, branch network on delivering an exceptional member experience.Train and develop member-facing staff using feedback and insights from surveys and other feedback loops.Develop and motivate member-facing staff to achieve individual goals in support of branch/department goals for financial wellness.Partner with branch, contact center and virtual branch management teams to provide oversight of production levels, including member engagement and financial wellness. Monitor and report monthly and quarterly production levels while holding individuals accountable for achieving production goals. Our ideal candidate will possess a minimum of 10 years of similar or related experience working for a credit union or bank with a minimum of 5 years leading multiple retail teams. Proven track record of managing the member experience across all touchpoints utilizing best practices and innovative solutions. Our preferred candidate will have a bachelor's degree in arelated field. Advanced degree a plus.13 paid holidays17 days of Paid Time Off (PTO) during first year of employmentUp to 2% discounts on loans including first mortgages401(k) Plan with employer matching contributionMedical, dental, vision insuranceLong-term disability insuranceLife InsuranceVoluntary insuranceEmployee assistance programEmergency savings account with employer contribution Student loan paydown assistanceTuition reimbursement and moreFinancial Wellness benefits and resource For immediate consideration, apply today! We AreAt CommonWealth Central Credit Union, we are passionate in our commitment to people-helping- people. Our team is united and inspired by one common goal: To enhance the financial well-being of our members. Compensation$135k - $155kCommonWealth is an Equal Opportunity Employer Compensation details: 00 Yearly Salary PI5c42fa5-