Digital Banking Strategy Specialist

Montgomery Park, 2701 NW Vaughn St, Portland, Oregon, United States of America

Posted Monday, November 24, 2025 at 11:00 AM

The Digital Banking Strategy Specialist plays a key role in advancing the credit union’s digital transformation by driving the strategy, execution, and continuous improvement of digital channels and member experiences. This role bridges business strategy, member insights, and technology—ensuring that digital banking products and platforms deliver seamless, secure, and value-driven interactions that support the credit union’s mission and growth objectives.

• Support the development and execution of the credit union’s digital banking roadmap, aligning initiatives with corporate strategic goals and member needs.
• Analyze market trends, member behaviors, and emerging technologies to identify opportunities for innovation, differentiation, and operational efficiency.
• Develop comprehensive business cases for proposed digital initiatives, including cost-benefit analysis, ROI modeling, and alignment with strategic priorities.
• Partner with cross-functional teams (Marketing, IT, Operations, Lending, Member Experience) to prioritize and deliver digital initiatives that enhance engagement and satisfaction.
• Develop and maintain digital performance dashboards and KPIs to measure adoption, satisfaction, and ROI.
• Serve as a subject matter expert for the credit union’s online banking, mobile app, and related digital platforms.
• Participate in vendor selection, evaluation, and implementation for digital banking platforms and fintech partnerships.
• Stay up to date on the latest enhancements to existing digital products and platforms, evaluating vendor release notes, updates, and new features to recommend adoption or deferral based on strategic fit and member impact.
• Collaborate with vendors, fintech partners, and internal teams to enhance existing digital features and ensure alignment with strategic priorities.
• Conduct competitive analyses and benchmarking to ensure digital offerings remain best-in‑class among peer institutions.
• Identify and document business requirements for new digital capabilities and assist with user acceptance testing (UAT) and member journey mapping.

• Use data analytics and member feedback to identify pain points and opportunities to improve the digital member experience.
• Collaborate with internal stakeholders to ensure digital tools are intuitive, efficient, and aligned with member expectations.
• Develop and implement member education and adoption campaigns for digital tools and services.

• Support vendor management activities including vendor selection, contract review, performance tracking, SLAs, and regulatory compliance.
• Collaborate with Risk, Compliance, and Information Security teams to ensure all digital initiatives meet regulatory and security standards.
• Maintain awareness of digital banking regulations, consumer privacy laws, and cybersecurity best practices.

• Education: Bachelor’s degree in business, finance, Information Systems, marketing, or related field; or similar depth of work experience preferred. MBA or related graduate degree preferred.
• Experience:
  • 4-6 years of experience in digital banking, fintech, or financial services strategy, preferably at a large credit union or regional/national bank.
  • Proven experience with digital channel management, business case development, vendor selection, and digital transformation initiatives.
• Skills:
  • Strong analytical, strategic thinking, and project management skills.
  • Ability to translate complex data into actionable insights and executive-level recommendations.
  • Proficiency with digital analytics tools, CRM systems, and digital banking platforms.
  • Excellent communication, collaboration, and stakeholder management skills.
  • Familiarity with Agile methodologies, product management, or CX frameworks (Design Thinking, Journey Mapping) is a plus.
  • Use of AI tools for personal efficiency and organization; conceptual understanding of AI as potential product feature.

• Growth in digital adoption, engagement, and satisfaction…