Matthew Woolcott Email & Phone Number

Tukwila, Washington, United States

Tukwila, Washington, United States

• Responsible for the overall performance of various Retail Delivery functions, including but not limited to, member experience, team member experience, and sales performance.
• Support the development and delivery of an aligned Retail Delivery strategy, including the development and tracking of objectives & key results (OKRs), SWOT analysis, and cross functional planning and prioritization.
• Lead various cross functional working groups to drive a culture of coaching, sales and service excellence, and a highly engaged Retail Delivery team.
• Through influential leadership, setting direction, and strong program and change management skills, led programs and initiatives that resulted in: o Improved tNPS (74.66 in Q1-2022 to 78.45 in Q2-2024). o Improvement.
• Implemented several division tools and resources that support the delivery of exceptional team and member experiences, including but not limited to, team action planning, weekly team connects, coaching guides, lobby.
• Frequently present to diverse groups across BECU, up to and including members of the Executive Management Team.

• Day to day oversight of BECU’s LGBTQ+ Employee Resource Group (ERG).
• Provide leadership/guidance to other ERG leads and lead the development of the annual work plan.
• Primary liaison between Office of Equity & Inclusion and ERG as well as Executive Sponsor and ERG.

Dublin, California, United States

• Led two cross functional and high-profile teams at the core of Patelco’s mission.
• Led in the strategy, design, and implementation of Patelco’s financial well-being and member experience programs.
• Set requirements and led implementation efforts of the enterprise $10B complaint management program initiative using Scrum Agile methodology.
• Regularly presented project/program updates to various group sizes at all levels of the organization, up to and including the President and CEO.
• Partnered with business unit leaders to incorporate well-being initiatives into strategic planning and ensured alignment with mission.

Tukwila, WA

• Responsible for planning, organizing, reporting, and monitoring the overall performance of the Retail Market Development team and Retail Delivery’s involvement with sales and marketing campaigns
• Oversaw infrastructure project work for branch expansion and worked with stakeholders across the organization to drive retail delivery growth initiatives
• Served as the Retail Delivery business partner for marketing, brand strategy, affinity partnerships, marketing data insights, community outreach, giving, and financial education
• Coordinated the development of promotional materials and target placement in order to gain market share penetration and earn new relationships
• Oversaw the planning, organization and participation of Credit Union sponsored events, to include community, civic, and professional organizations
• Built partnerships and relationships with external and internal business partners to develop sales channels for BECU products and services

Tukwila, WA

• Responsible for providing ongoing support to the Product Strategy and Product Implementation teams
• Coordinated campaign/project roadmaps and planning for the Product Strategy Managers
• Prepared and delivered internal and external communications as it related to product enhancements, campaigns, and reporting
• Participated in innovative brainstorming sessions to determine creative ways to return value back to the membership, reduce expenses, or drive revenue
• Participated in the execution of product related projects, campaigns and initiatives

Tukwila, WA

• Responsible for the overall operations, leadership, and success of the Tukwila Financial Center Retail Lobby - staff of 27 direct reports, consisting of Concierge, Member Consultants, Sr. Member Consultants, & Member.
• Hired, coached, mentored, and trained direct reports to achieve aggressive sales goals and expectations
• Conducted regular goal-setting, performance management, and career development one-on-ones with each employee, individually
• Worked closely with District Director and Sr. Manager, Financial Center Services to control and administer the annual operational budget of nearly $1.4M
• Developed and maintained connections with internal business partners including Mortgage Advisors, Business Specialist, Commercial Relationship Manager, Trust Services Officers, and Financial Advisors to develop lasting.
• Designated and authorized to conduct employee loan application and funding

Seattle, WA

Seattle, WA

Seattle, WA

Federal Way, WA

Education record

Bachelor Of Arts - Ba, Business Administration

Michael G. Foster School of Business