Matthew Woolcott
About Matthew Woolcott
Matthew Woolcott serves as the Manager of Financial Well-Being at Patelco Credit Union, where he has worked since 2020. He has extensive experience in financial services, having held various roles at institutions such as Chase and BECU.
Work at Patelco Credit Union
Matthew Woolcott has served as the Manager of Financial Well-Being at Patelco Credit Union since 2020. In this role, he oversees the Financial Health Program and Member Experience. His responsibilities include collaborating with business unit leaders to integrate well-being initiatives into the credit union's strategic planning. He plays a key role in identifying service trends and points of friction to enhance member experience. Additionally, he developed a comprehensive reporting system that provides insights into member sentiment and tracks the achievement of financial well-being metrics.
Previous Experience in Financial Services
Before joining Patelco Credit Union, Matthew Woolcott worked at BECU in various roles. He served as Manager of Retail Market Development from 2018 to 2020, where he focused on business development programs and new markets. Prior to that, he was a Product Specialist in Payments and Deposit Product Management for one year. He also held the position of Manager of the Financial Center Lobby from 2014 to 2017. Earlier in his career, he worked at Chase as a Teller Lead and Sr. Teller, and he began his journey in financial services as an intern at Washington Mutual Bank.
Education and Expertise
Matthew Woolcott earned a Bachelor’s Degree in Business Administration from the University of Washington, completing his studies from 2007 to 2011. His educational background provides a foundation for his expertise in financial services, member experience, and business development. This academic experience supports his current role in managing financial well-being initiatives at Patelco Credit Union.
Background in Financial Services
Matthew Woolcott began his career in the financial services industry as an intern at Washington Mutual Bank from 2005 to 2007. He then progressed to various roles at BECU, where he gained experience in member consulting and retail market development. His tenure at Chase further solidified his skills in customer service and financial operations. This diverse background has equipped him with a comprehensive understanding of the financial sector.