CS - Planning and Performance - Business Unit Strategic Partner

Job Title: Business Unit Strategic Partner
Status: Exempt
Reports to: Manager - Corporate Strategic Planning
Department: Corporate Strategy Planning and Performance
Job Code: 11323
Pay Range: $103,100.00 - $117,000.00 Annually

WHO WE ARE:
Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE:
You are a strategic and collaborative business partner who excels at connecting strategy, execution, and performance. You build trusted relationships across the organization, facilitate alignment around key priorities, and drive cross-functional initiatives that support the Credit Union's strategic goals. With strong business acumen, analytical skills, and a proactive mindset, you identify opportunities, solve complex challenges, and help business units translate strategic objectives into measurable results. You thrive in a fast-paced environment, balancing long-term planning with effective execution to deliver meaningful organizational impact.

WHAT YOU'LL DO:

• Build and maintain strong relationships with key stakeholders, functional teams, and vendors to successfully execute complex strategies.
• Be a trusted partner, partnering on the planning and delivery of impactful efforts.
• Facilitate project intake process for cross-functional project request, documenting request and organizational impact.
• Drive cross-functional collaboration to optimize business outcomes by effectively ensuring timely decisions and prioritization.
• Facilitate strategic planning sessions with assigned Business Units to align with the Credit Union’s overarching Strategic Plan.
• Support the strategic planning process, including partnering with assigned Business Units to develop materials necessary to facilitate management and Board strategic planning activities (Board Educational Session, Board and/or Management Strategic Planning Session, etc.).
• Assist with the development of the three-year Corporate Strategic Plan as needed.
• Support aligned performance management framework that effectively captures Business Unit priorities and performance relative to strategic goals, objectives, measurements, KPIs, and focus areas. Monitor performance and collaborate with Business Units to address under-performance.
• Responsible for supporting corporate development activities as necessary, including competitive analysis related to products, services, and positioning within key markets.
• Proactively identify opportunities to leverage the Credit Union’s competitive advantage to drive growth and build financial strength and security.
• Conduct research and communicate findings to inform strategic business decisions.
• Partners on execution of complex projects and programs, ensuring alignment with Business Unit and Corporate Strategic Plans.
• Maintain a thorough understanding of state and federal laws and regulations related to Credit Union compliance.

QUALIFICIATIONS AND PREFERENCES:

• Bachelor’s Degree in related field or equivalent work experience required
• 7+ years progressive experience with strategic planning, business development, product development, and/or program management within the financial services industry required
• Proven success in developing and implementing complex processes and programs. required
• A strong understanding of how a financial institution operates. required

WHY JOIN US:
Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2141

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS:
The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.