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Senior Director of Member Engagement and Financial Wellness

Job in San Jose, Santa Clara County, California, 95136, USA
Listing for: CommonWealth Central Credit Union
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 135000 - 155000 USD Yearly USD 135000.00 155000.00 YEAR
Job Description & How to Apply Below
Senior Director of Member Engagement and Financial Wellness

Senior Director of Member Engagement & Financial Wellness

Come 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 Common Wealth 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 Common Wealth'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 holidays
  • 17 days of Paid Time Off (PTO) during first year of employment
  • Up to 2% discounts on loans--including first mortgages
  • 401(k) Plan with employer matching contribution
  • Medical, dental, vision insurance
  • Long-term disability insurance
  • Life Insurance
  • Voluntary insurance
  • Employee assistance program
  • Emergency savings account with employer contribution
  • Student loan paydown assistance
  • Tuition reimbursement and more
  • Financial Wellness benefits and resource

For immediate consideration, apply today!

www.wealthcu.org/careers

Who We Are
At Common Wealth 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 - $155k

Common Wealth is an Equal Opportunity Employer

Compensation details: Yearly Salary

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Position Requirements
10+ Years work experience
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