Director of Retail Innovation & Operations Excellence

Citadel Credit Union

Exton (PA)

Hybrid

USD 140,000 - 210,000

Full time

4 days ago
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Job summary

Citadel Credit Union is seeking a visionary leader to serve as Director of Operational Excellence & Innovation. This role will drive process improvements within Experience & Retail and advance workflows by integrating blockchain, smart contracts, and AI into member and employee experiences.

You will lead cross-functional teams, collaborate with EPMO, Digital & Transformation, and Retail Operations, and oversee pilots, deployments, and staff training to modernize retail technology while ensuring

Qualifications

  • 7+ years in process improvement, project management, or technology implementation in retail financial services.
  • Bachelor's degree; MBA or advanced degree a plus
  • Proven expertise in blockchain/DLT, smart contracts, and AI workflow automation.
  • Strong understanding of KYC/AML/NRA compliance and regulatory reporting in retail banking.
  • Experience with vendor selection and management for enterprise technology solutions.
  • Excellent leadership, communication, and stakeholder management skills.

Responsibilities

  • Lead design and implementation of emerging technologies including blockchain and AI-powered automation for retail operations.
  • Collaborate with lines of business including EPMO, Digital & Transformation, and Retail Operations & Support.
  • Coordinate testing and implementing branch technology and compliance.
  • Act as liaison between team and internal/external partners for system upgrades and enhancements.
  • Manage vendor relationships related to technology.
  • Oversee development and deployment of smart contracts to automate onboarding, KYC/AML/NRA, processing, and reporting.
  • Identify blockchain platforms, smart contract frameworks, and AI vendors for retail automation.
  • Collaborate on system and workflow enhancements while acting as vendor and system liaison.
  • Manage pilot programs for new automation solutions, collect feedback, and oversee full-scale deployment and staff training.
  • Ensure solutions meet regulatory requirements, maintain data immutability, and enhance fraud prevention via biometric/cryptographic security.
  • Monitor system performance, optimize retail workflows, and implement analytics-driven enhancements.
  • Develop strategies to overcome resistance to technology adoption, including staff training and phased implementation.

Skills

Process improvement
Project management
Technology implementation
Leadership
Stakeholder management
KYC/AML/NRA compliance

Education

Bachelor's degree
MBA or advanced degree

Tools

Blockchain/DLT
AI automation tools
RPA tools

Job description

Citadel Credit Union is seeking a visionary leader to serve as Director of Operational Excellence & Innovation. This role will drive process improvements within Experience & Retail and advance workflows by integrating blockchain, smart contracts, and AI into member and employee experiences.

You will lead cross-functional teams, collaborate with EPMO, Digital & Transformation, and Retail Operations, and oversee pilots, deployments, and staff training to modernize retail technology while ensuring

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