Chief Operations and Experience Officer

Capital Credit Union

825 Morris Ave.

Green Bay, WI 54304

USA

Position Description

At Capital Credit Union, we are striving toward our Vision, "To inspire financial well-being for all through access, care, and collaboration," by living our Mission, "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve."  

Capital Credit Union is looking to fill a new role on our executive management team. The Chief Operations and Experience Officer (COEO) is a strategic leadership role accountable for overseeing and optimizing the operational efficiency, member experience, and service delivery within the Credit Union. Reporting directly to the CEO, the COEO plays a critical role in shaping the organization’s overall success by ensuring seamless operations, exceptional member service, and a positive member journey while striving toward our vision, living our mission, and standing by our values.

Responsibilities

  • The COEO has the following direct oversight and reporting line for Branch Operations (24 Branch Network), Back Office Support Services (Fraud, Wires, ACH, Deposit Operations), E-Services, Contact Center, and Member Relations.
  • Develop and implement strategies to enhance operational efficiency, streamline processes, and improve productivity across all member-facing and back-office member service functions.
  • Collaborate with department leadership to align operational goals with the Credit Union’s overall mission, vision, and strategic direction.
  • Monitor key performance indicators (KPIs) related to operational effectiveness, member satisfaction, and service quality.
  • Develop and implement strategies for leveraging data to drive business decisions, improve operational efficiency, and enhance member experiences.
  • Champion a member-centric culture by promoting exceptional service standards and personalized interactions.
  • Oversee the design and execution of member touchpoints, ensuring consistency and alignment with the Credit Union’s brand.
  • Collaborate with marketing and technology teams to enhance digital and in-person member experiences.
  • Lead branch, e-services, and call center teams to deliver outstanding service to members.
  • Optimize and standardize branch operations, staffing, and service delivery models.
  • Implement member engagement initiatives to drive loyalty and retention.
  • Drive the development and enhancement of digital channels, including online banking, mobile apps, and self-service options.
  • Work with ITS to ensure a seamless and user-friendly digital experience for members.
  • Monitor member feedback and analytics to continuously improve digital services.
  • Spearhead strategic initiatives, continuous process improvements, and innovation projects.
  • Collaborate with cross-functional teams to introduce new products, services, and technologies.
  • Stay informed about industry trends and best practices to drive continuous improvement.
  • Work closely with the Enterprise Risk Management to ensure compliance with regulatory requirements and risk management protocols.
  • Mitigate operational risks related to fraud, cybersecurity, and data privacy.
Job Position Type
Executive
Application Deadline
May. 1, 2024