Senior Product Strategy Lead (Project Management)

As the Senior Product Strategy Lead, you will be responsible for delivering efficient and effective financial products and services, specifically focusing on deposit and payment products, that address our members' needs and enhance their financial well-being. The position is central to maintaining the relevance of Interra's deposit and debit products, enhancing, and innovating product features and functionality, thereby facilitating sustainable growth and managing economic returns. Through coaching, you will be committed to providing continued employee development and engagement initiatives that inspire teams and deliver upon the mission and core values of the credit union.

Direct Reports: None

HOW YOU WILL MAKE AN IMPACT 

30%            Define, refine, and execute the long-term strategy for deposit and payment products, ensuring alignment with the credit union's growth, profitability, and member experience goals. Lead the end-to-end product lifecycle, from research and design through implementation and ongoing optimization. Use competitive analysis, member insights, and performance data to recommend and implement product enhancements. Guide lifecycle marketing initiatives that build deeper member relationships, reduce attrition, and increase engagement across the membership base. 

30%            Partner with the CMO to lead deposit acquisition strategies, leveraging new and existing products to drive sustainable growth. Integrate acquisition campaigns with product rollouts to maximize impact and align with business goals. Ensure seamless collaboration with Retail and Member Experience teams to create unified go-to-market strategies and product education. 

15%            Serve as the central connector across departments to align on member journey improvements, ensuring product and marketing initiatives support a consistent, positive experience. Facilitate cross-departmental product roadmap discussions and alignment sessions to maintain visibility and accountability. Provide thought leadership that helps the organization anticipate market shifts and member needs. 

15%            Partner with Risk, Compliance, and Finance to assess and mitigate risks tied to deposit and payment products. Ensure product compliance with regulatory requirements and internal policies. Maintain thorough product documentation, including disclosures, terms and conditions, and marketing content. 

10%            Provide coaching, mentoring, and cross-functional influence to elevate understanding of products across the organization. 

--                 Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control. 

WHAT YOU WILL NEED TO SUCCEED

Experience 

8+ years' experience in product development, product management, or related experience, to include project management. 

Education / Certifications / Licenses

This level of knowledge is acquired through completion of a required Bachelor's degree in Business, Finance, Economics, or related field. (Will consider additional years of experience in lieu of education requirement). Must have and maintain a valid driver's license. 

PREFERRED SKILLS

 

• Consumer and/or business deposit product knowledge.
• Skilled in managing multiple tasks requiring attention to detail, organizational, analytical and research skills.
• Ability to effectively communicate with colleagues and others at all levels of an organization.
• Goal-driven, self-starter with the ability to work independently, and is a champion for change.
• Track record of successfully managing a product life cycle and leveraging system think to successfully influence experience transformation.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Demonstrated knowledge of credit union regulations, products, policies, procedures, and services.
• Interpersonal skills to represent the credit union in a professional and positive way, both internally and externally at all times.
• Exceptional level of commitment to our culture and community.
• Professional appearance and demeanor, excellent interpersonal relations skills, and positive, optimistic outlook.
• Ability to establish and maintain positive working relationships with management, peers, employees and vendors, and the ability to effectively resolve conflict.
• Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values.

INTERPERSONAL SKILLS

 

• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations, and explanations with various levels of staff and outside vendors can be of a sensitive and/or highly confidential nature.
• Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

COMPETENCIES

 

• Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small, and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.
• Foster Innovation - Explores new and better ways of doing things. Encourages innovation of ideas, processes, and behaviors. Promotes activities that create greater efficiencies and/or experiences. Puts innovative ideas into practice.
• Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.
• Learning Agility - Actively and continuously learning, including new ways of thinking, knowledge, skills, and capabilities. Learns from what was done before and uses success and failure as input for development/improvement and tackling new business challenges.
• Manage Complexity - Makes sense of complex information, processes, and activities to effectively solve problems. Defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction.
• Process Management – Determines the processes necessary to get things done; organizes people and activities effectively; separates and combines tasks into efficient workflows; creates appropriate measurement systems; leverages synergy and integration to improve efficiency; simplifies complex processes; gets more out of fewer resources.

ADA REQUIREMENTS

Physical Requirements 

 

• Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Must be capable of climbing / descending stairs in an emergency situation.
• Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
• Must be able to work extended hours or travel off site whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.

Working Conditions

 

• Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

 

• Must be able to perform job functions independently and work effectively either on own or as part of a team.
• Must be able to plan and direct the work activities of self and others.
• Must be able to read and carry out various complicated written and oral instructions.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters.

ACKNOWLEDGEMENT 

Nothing in the position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time.  Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

 

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Retail Delivery