Director, CRM & Member Engagement: AI-Driven Platform Leader in Penticton

Director, CRM & Member Engagement: AI-Driven Platform Leader in Penticton

Penticton Full-Time On-site
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Tru Cooperative Bank is seeking a Director, CRM & Member Engagement to lead the strategy, roadmap, and evolution of the member engagement platform based on Microsoft Dynamics 365 CRM, Contact Center, and Customer Insights. You will align business priorities with platform capabilities and drive a multi-year roadmap while ensuring adoption and measurable results. In this senior role, you will build and manage diverse teams across CRM, contact centre, and member insights, translate business

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Director, CRM & Member Engagement: AI-Driven Platform Leader in Penticton employer: Envision Financial

Tru Cooperative Bank is an exceptional employer that prioritizes employee growth and community engagement, making it a rewarding place to work as a Senior Financial Advisor at the Garrison Village Branch. With a strong focus on mentorship and professional development, employees are encouraged to build meaningful relationships with members while achieving personal and branch goals in a supportive environment. The bank's commitment to providing comprehensive financial services ensures that advisors can make a significant impact in the lives of their clients, all within a vibrant community setting.

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Contact Details:

Envision Financial Recruitment Team