Business Unit Strategic Partner

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

11323

Grade:

24S

Status:

Exempt

POSITION AND PURPOSE

The Business Unit Strategic Partner is a central role in the Business Unit strategic planning and performance management process in alignment with the Credit Union's overarching Strategic Plan. This individual will facilitate strategic planning sessions with assigned Business Units to develop, document, and continually evolve strategies and tactics that are critical to the achievement of key outcomes. Additionally, this individual will play a critical role in ensuring that strategic priorities are aligned, identifying connections, weaknesses, and opportunities to deliver the best outcomes for the Credit Union. They will act as an integrated partner in delivering on efforts to execute on complex projects and programs. This individual must have a strong working knowledge of all functional areas of the Credit Union, with expertise in the assigned Business Units. This role requires proactive identification and communication of relevant information with an ability to offer feasible, competitive, and innovative solutions that enable strong Business Unit performance in alignment with the Credit Union's overarching Strategic Plan.

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.

THE WORK

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Build and maintain strong relationships with key stakeholders, functional teams, and vendors to successfully execute complex strategies.

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Be a trusted partner, partnering on the planning and delivery of impactful efforts.

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Facilitate project intake process for cross-functional project request, documenting request and organizational impact.

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Drive cross-functional collaboration to optimize business outcomes by effectively ensuring timely decisions and prioritization.

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Facilitate strategic planning sessions with assigned Business Units to align with the Credit Union’s overarching Strategic Plan.

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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.).

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Assist with the development of the three-year Corporate Strategic Plan as needed.

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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.

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Responsible for supporting corporate development activities as necessary, including competitive analysis related to products, services, and positioning within key markets.

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Proactively identify opportunities to leverage the Credit Union’s competitive advantage to drive growth and build financial strength and security.

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Conduct research and communicate findings to inform strategic business decisions.

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Partners on execution of complex projects and programs, ensuring alignment with Business Unit and Corporate Strategic Plans.

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Maintain a thorough understanding of state and federal laws and regulations related to Credit Union compliance.

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Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

QUALIFICATIONS

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Bachelor’s Degree in related field or equivalent work experience required

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7+ years progressive experience with strategic planning, business development, product development, and/or program management within the financial services industry required

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Proven success in developing and implementing complex processes and programs. required

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A strong understanding of how a financial institution operates. required

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Strong presence and strategic judgment.

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Excellent communication, team facilitation, and presentation skills for an executive level audience

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Experienced in strategic storytelling and providing strategic progress reporting at an executive and board level.

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Proven ability to provide strategic recommendations based on insights, aligning planning, and forecasting into actionable strategy to drive results.

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Experience in preparing Board level reporting.

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Ability to present ideas and concepts and work persuasively with colleagues.

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Experienced and skilled in facilitating difficult conversations.

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Cultivate an inclusive team environment that encourages knowledge sharing and collaboration.

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Highly analytical and skilled in problem-solving.

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Strong organizational and planning skills.

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Knowledgeable about the principles of finance, lending theory, industry practice, and Golden 1’s policies.

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General and business knowledge equivalent to a bachelor’s degree.

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Possession of a valid California driver’s license is desirable but not essential. preferred

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Solves Problems Proactively - Tackles complex issues independently

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Innovates and Applies Insights - Suggests improvements

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Delivers Results with Agility - Maintains quality during change 

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Collaborates Across Teams - Works effectively with peers 

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Influences and Persuades - Shares expertise to guide others 

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

Executives, Management Group, and other key staff.

EXTERNAL:

Vendors and Credit Union peers

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

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.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.