I'm looking for Financial Wellness Partner roles in the San Francisco Bay Area. I have over 5 years in business development within financial services and prefer full-time positions. Additionally, I'm interested in roles that offer good benefits, including 401(k).

Okay, I've searched for Financial Wellness Partner roles in the San Francisco Bay Area that require over 5 years of business development experience in financial services, are full-time positions, and offer benefits like a 401(k). I found 45 positions that match these criteria. You can review them now.

Financial Wellness Partner

San Francisco Bay Area

5 years + Experience

Full Time

401(k)

Can you help me to analyze the job description and company culture?

Sure. Here's the analysis:

Job Analysis:

The Financial Wellness Partner at Patelco Credit Union is fundamentally tasked with enhancing and managing strategic partnerships to promote membership growth and financial wellness among members. This role extends beyond traditional sales by emphasizing collaboration with various internal stakeholders to align the Wellness at Work program with Patelco’s growth strategy. A key responsibility includes developing new partnerships, which requires not only a strong understanding of Patelco's offerings but also the ability to present these in a compelling way to prospective partners. The candidate will need to navigate challenges around partner engagement, negotiating complex agreements, and analyzing partnership performance to ensure alignment with organizational goals. Success in this role hinges on effective communication, strategic thinking, and a proactive approach to problem-solving, with performance metrics likely focused on membership growth and partner engagement levels within the first year.

Company Analysis:

Patelco Credit Union operates within the financial services sector as a not-for-profit organization focused on delivering financial health to its members. Positioned as the 7th largest credit union in California, it holds a significant market presence, emphasizing a people-first philosophy that underpins its commitment to community service. The culture appears to prioritize collaboration, innovation, and personal development, suggesting a dynamic environment where driving positive member experiences is crucial. The Financial Wellness Partner will likely operate in a cross-functional capacity, interacting with various teams while having ample visibility to leadership. This role serves to further Patelco's mission of financial empowerment while strategically driving business growth, indicating that this hire is intended not just to fill a vacancy but to innovate and expand the credit union's impact in the community. Candidates must be ready to embody the organization's values of service and empowerment, syncing their personal goals with Patelco's mission.

Mock up some interview questions based on the job description.

Absolutely. Here are some mock interview questions that could come up:

Behavioral Questions:
1. Tell me about a time when you successfully developed a strategic partnership. What approach did you use?
1. Describe a situation where you had to resolve a conflict between stakeholders to meet a project's objectives. How did you handle it?
1. Can you give an example of a time you had to present a complex idea to a non-technical audience? What was your strategy?
1. Share an instance where you had to adapt your business strategy based on market feedback. What steps did you take?
Technical/Role-Specific Questions:
1. How do you approach developing and managing a pipeline of potential partnerships?
1. What strategies would you implement to promote financial wellness programs to potential employer partners?
1. What tools or methods do you use to track and analyze partnership performance?
1. Can you explain your experience with CRM tools and how you leverage them for business development?
Situational Questions:
1. Imagine a key partnership is not performing as expected. How would you identify the issues and propose solutions?
1. If you were tasked with launching a new financial wellness initiative, what steps would you take to ensure its success?
Company Fit/Motivation Questions:
1. Why do you want to work for Patelco Credit Union specifically, and how do you see your values aligning with our mission?
1. What about our commitment to financial health resonates with you personally?
Questions for the Candidate to Ask the Interviewer:
1. Can you elaborate on the ways the Financial Wellness Partner is expected to collaborate with other teams within Patelco?
1. What are the biggest challenges currently facing the Membership Development department?
1. How does Patelco measure success for the Financial Wellness Partner role, especially in the first 6-12 months?

Job Details

Overview Company

Financial Wellness Partner

$83k/y-$97.66k/y

Patelco Credit Union

4 days ago

Highlight

HybridFull-time5+ yearsSenior

Summary

Patelco Credit Union is seeking a Financial Wellness Partner (Business Development) to join their team in the San Francisco Bay Area. The role involves managing and enhancing partnerships to drive membership and participation in the Credit Union.

About the Role

As a Financial Wellness Partner, you will manage existing partnerships and create new ones to support Patelco's growth strategy. You will collaborate with internal stakeholders, support campaign delivery, and promote the Credit Union's mission. Responsibilities include presenting Patelco as a leading credit union, developing referral sources, negotiating partnerships, and supporting membership development strategies.

About You

Required:

Bachelor’s degree in marketing, Business Management, Communications, or equivalent work experience.
Minimum 5 years of experience in sales, business development, or strategic alliance management in a financial services organization.
Minimum 3 years of experience leading cross-functional programs/projects with third-party partnerships.
Proven track record of effective coordination of prospecting, maintaining client relationships, and market research.
Strong time management, organizational, presentation, written, verbal, interpersonal, project management, and analysis skills.
Proficient in Microsoft Office; CRM experience is a plus.

Benefits

Exceptional Medical, Dental, Vision, and Life Insurance benefits.
Onsite fitness center at HQ and rewards for completing wellness activities.
Competitive compensation packages with bonus opportunity.
401(k) with 3% Safe Harbor and 5% employer match.
Discounts on loan products.
Tuition reimbursement.
Employee Assistance Program (EAP).
PTO for part-time and full-time positions.
Paid holidays.
On-the-job training and skills development.
Internal transfer opportunities for career growth.
Volunteer work.
Flexible work arrangements available for specific positions.

Patelco Credit Union

We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don’t take that role lightly. From our team members in 37 branches, to those who answer member questions on the phone, to those who work behind the scenes to support our products and services, we are One Patelco team.

San Francisco, CA