Patelco Credit Union

  • VP of Planning

    Job Locations US-CA-Pleasanton
    Req No.
    Regular Full-Time
  • Overview


    We’re here to help people in communities throughout Northern California build financially healthy livesWe do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

    About Patelco Credit Union    

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 


    The Opportunity: 

    The Vice President, Planning will lead the strategic planning process for the organization.  This role is responsible for creating the framework for the annual and long-term strategic planning process, identifying business challenges, and leading the organization in creating the 1, 3 and 5 year strategic plan.  In partnership with the Executive Leadership Team, the VP will drive strategic consensus decisions that support change management and maintains strong communications with all leaders of the organization.



    • Directs and coordinates short, medium and long-range strategic planning activities across the organization
    • Manages all program aspects including workflow, scheduling, executions, monitoring and evaluating the annual planning process
    • Identifies, analyzes and monitors external and internal environments that could affect the strategic plan and makes recommendations for change
    • Partners with Lending, Retail, Marketing, and Finance leaders to ensure an in-depth analysis of market conditions and product innovation is being incorporated into the planning process and makes recommendations for shift in strategy as needed
    • Oversight role regarding achievement of the strategic plan, including monitoring/managing key objectives/goals
    • Researches, leads, and collaborates with other leaders across multiple functions to develop strategic plan design and implementation tactics required for flawless execution across delivery channels
    • Works across the organization to support strategic initiatives including market entry/exit, new product development, and regulatory impacts
    • Ensures alignment, investment and support of initiatives to effectively execute against strategic plan
    • Ensures all strategic planning is consistent with our mission and brand
    • Other duties as assigned.



    • Bachelor’s degree in Business or other relevant related field required
    • 10 years minimum experience in the same or similar role
    • Proficient in MS applications including Word, Excel, PowerPoint, and Outlook
    • Effectively communicates internally and externally.
    • Assists in communications and presentations with senior management, committees, and other financial institutions.
    • Outstanding business writing skills
    • Strong presentation skills
    • Ability to work cross-functionally
    • Effectively collaborates, cooperates, and leads through others to achieve organizational goals
    • Strong problem solving, critical thinking and decision making skills
    • Effective planning and organizing skills
    • Influences decisions without authority
    • Results orientation
    • Change management

     Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability


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