AVP Member Engagement & Financial Wellbeing

Department: Delivery Administration Department

Reports To: SVP of Member Experience

Classification: Exempt

About Rogue Credit Union:

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, Idaho and California counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!

Role: Serves as the enterprise owner and leader of Rogue Credit Union's Member Financial Well-Being and Member Engagement strategies, responsible for defining, operationalizing, and continuously advancing a comprehensive framework that improves member financial outcomes. Leads the design and execution of engagement strategies that are purpose-driven, consultative, and aligned to member financial journeys, transforming engagement and product participation into measurable financial progress. Develops and oversees programs that deepen member engagement, champions the credit union's vision, mission, and values, and partners with leaders and peers as a trusted advisor and catalyst for organizational success while actively supporting the credit union movement and community.

Essential Functions & Responsibilities:

25% Defines and leads Rogue Credit Union’s Member Financial Well-Being strategy, including the philosophy, framework, measurement, and roadmap, in partnership with leadership. Ensures engagement, products, education, and service delivery work together to drive improved member financial outcomes and embeds financial well-being into frontline conversations, coaching, and training. 

20% Designs, implements, and oversees member engagement programs that deepen participation and advance member financial well-being. Leads the evolution of engagement from transactional to consultative and journey-based, translating financial well-being strategy into practical frontline tools, conversation guides, and behaviors through delivery leadership. Ensures engagement initiatives strengthen loyalty, trust, and long-term member relationships.

15% Leads key initiatives supporting the Member Service area in achieving organizational goals, partnering cross-functionally with Lending, Delivery, Digital, Training, and Operations to integrate financial well-being into products, campaigns, and member journeys, and ensuring campaigns and promotions align to defined financial journeys.
 

15% Leverages data to evaluate the effectiveness of financial well-being and member engagement initiatives, providing data-driven insights and recommendations for continuous improvement. Designs and oversees regular reporting that delivers meaningful insights into member engagement performance, trends, and outcomes.

10% Analyzes member feedback, market trends, and industry best practices to inform the design and evolution of effective engagement initiatives, identifying emerging tools and best practices that advance member financial well-being.

10% Translates enterprise strategies into actionable plans for frontline teams, monitors performance against member engagement goals, and develops targeted action plans to ensure successful execution and outcomes.

5% Proactively performs other duties as needed or assigned.

Knowledge & Skills:

Experience: Five years to eight years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
 

Other Skills: High level management and personnel development skills. Strong networking skills with ability to build rapport. Critical thinking skills with the ability to make recommendations. Ability to direct and influence teams capable of building trust and credibility in new markets. Excellent time management and organizational skills. Self-starter. Strong analytic and problem resolution skills and resourceful. Must be bondable. Sales skills are preferred

Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.

Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the Credit Union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel to all Credit Union regions may be required.

Disclaimer:

Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.

Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7295. 

This Job Description is not a complete statement of all duties and responsibilities comprising the position.