Director of Strategic Business Operations
HERITAGE FINANCIAL CREDIT UNIONAbout the role
Description
The Director of Strategic Business Operations is a leadership role responsible for driving a culture of innovation by identifying opportunities for technology, process, and workflow improvements. Recommend and implement technology-enabled business processes and initiatives that enhance the experience for both members and employees while elevating operational performance, strategic alignment, and organizational efficiency.
Working under the strategic direction of the VP of Innovation & Credit Union Operations, the Director ensures organizational priorities are translated into coordinated implementation plans and successfully delivered across departments. The Director leads the Strategic Business Operations function, oversees Operational Strategy Analysts and related staff, and is accountable for initiative sequencing, operational readiness, and measurable execution results.
This role focuses on enterprise execution leadership, cross-functional coordination, and operational excellence. The Director ensures initiatives move from concept to implementation efficiently, consistently, and with minimal disruption, strengthening operational performance, employee experience, and member service delivery.
Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
- Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
- Excellence: We strive to provide our members with the best possible service.
- Teamwork: We believe that we can achieve more together than we can alone.
- Respect: We treat each other with dignity and respect.
- Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its Mission, Vision and Values, we encourage you to apply and see below for more about the position. We offer a competitive salary and comprehensive employee benefits package, company 401(k) match and generous Paid Time Off.
Salary Range: $84,000 - $105,000 annually, based on experience
Essential Functions and Responsibilities:
1. Lead Execution of Enterprise Initiatives
a. Direct implementation of cross-functional initiatives impacting core banking systems, digital banking platforms, loan origination workflows, document management systems, automation tools, and operational reporting processes.
b. Translate strategic priorities into actionable implementation plans with defined milestones, ownership, and success metrics.
c. Ensure initiatives are delivered on schedule, aligned across departments, and operationally sustainable after rollout.
2. Oversee the Credit Union’s Operational Ecosystem
a. Coordinate delivery and optimization across enterprise systems such as core banking, online and mobile banking, lending platforms, document management, contact and voice technologies, and internal workflow tools.
b. Ensure systems work cohesively to support member onboarding, servicing, lending, deposits, digital engagement, and internal operations.
c. Guide execution of system upgrades, integrations, new modules, and process changes impacting these platforms.
3. Lead and Develop the Strategic Business Operations Team
a. Manage and develop Operational Strategy Analysts and related staff responsible for platform optimization, workflow design, and operational system support.
b. Establish team priorities and execution standards.
c. Ensure strong documentation practices, cross-training, and continuity of system knowledge.
4.
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