Approaching $1.7 Billion in assets, 7 17 Credit Union is a progressive and community-minded financial institution in Ohio offering credit union membership to those who live or work in Trumbull, Mahoning, Columbiana, Portage, Summit and central Stark counties. With 13 branches, state of the art technology and a solid team, 7 17 Credit Union is able to provide banking services to more than 100,000 members in the greater Youngstown, Warren, Howland, Cortland, Vienna, Kent, Ravenna, Canfield and Canton areas. The credit union has become one of the most respected and financially sound institutions in the industry and has been awarded the NorthCoast 99 which recognizes the credit union as one of the top workplaces in Northeast Ohio for top talent.

The Credit Union is in search of a strategic executive to join their team as the Senior Vice President: Digital Innovation, Data, & Strategy.  Reporting to the Chief Executive Officer, this position is a senior leadership role for 717 Credit Union responsible for developing and managing innovative deposit and lending products with a primary focus on the members’ digital experience.  Additionally, the SVP is responsible for shaping and implementing the credit union’s data governance strategy, policy, and efforts, collaborating with IT and Finance. This role also involves close coordination with marketing and compliance to develop and promote products, and with IT to ensure the necessary architectural support. The SVP will oversee non-core vendor relationships (related to digital and data strategy) and ensure a “systems thinking” approach for integrating solutions to enhance the member experience, focusing on automation, efficient service delivery, and member value.  The position will oversee the credit union’s digital capabilities, including payment solutions such as ACH/Wire transfers, debit and credit card platforms, and building out the RTP, FedNow, and P2P networks.  The role will be over Data Systems and Operations, Corporate Strategy & Project Management Office, and Payments.

Key Responsibilities:

1. Product Development:
   • Lead the development of new deposit, payments, and lending products, ensuring they meet member needs and align with the credit union’s strategic objectives.
   • Analyze market trends and member feedback to identify opportunities for new product offerings or enhancements to existing products.
   • Coordinate with marketing to develop and execute strategies for product promotion, ensuring clear communication of product benefits and features to members.

2. Digital Strategy:
   • Develop and implement a comprehensive digital strategy that enhances the credit union’s online and mobile presence, providing a seamless and intuitive member experience.
   • Drive digital transformation initiatives, including the integration of digital channels to create an omni-channel experience.
   • Collaborate with IT to ensure the digital architecture supports current and future product and service requirements.
   • Develop credit union plan relating to A.I. and determine roadmap for future utilization and implementation of A.I. into core business processes, daily functions, and member interactions to ultimately improve the member experience, lower operating costs, and enhance employee productivity and creativity. Such initiatives may include implementation of chat bots, automated underwriting, automated loan processing and funding, e-contracts, A.I. generated marketing collateral and social media content. 

3. Data Management and Analytics:
   • Oversee the development and implementation of data management strategies to ensure accurate, timely, and secure data handling.
   • Utilize data analytics to drive decision-making, improve member experience, and identify growth opportunities.
   • Ensure compliance with data privacy regulations and industry standards.

4. Vendor Management:

• Oversee relationships with external vendors, ensuring they align with the credit union’s strategic goals and provide value.
• Lead the selection and evaluation of vendors, emphasizing integration and system compatibility to support the credit union’s operational and member service needs.
• Negotiate contracts and agreements, ensuring favorable terms and conditions for the credit union.

5. System Integration and Automation:

• Advocate for and implement systems thinking approaches to ensure seamless integration of new systems and technologies.
• Focus on automation initiatives, such as process automation, automated underwriting, automated processing, and funding, to enhance operational efficiency.
• Lead efforts to streamline online account opening and membership processes, enhancing the member journey and reducing friction.

Qualifications:

• Bachelor’s degree in Business, Finance, Information Technology, or a related field; MBA or equivalent advanced degree or certification (in data analytics, digital strategy, or AI Innovation, etc.) preferred.
• Minimum of 5 years of experience in product development, digital strategy, or a related field within the financial services industry, preferably in a credit union or bank.
• Proven leadership experience with a track record of developing and launching successful financial products and digital solutions.
• Strong knowledge of data management principles, analytics, and regulatory requirements. This includes extensive experience in database design, data mapping from core and peripheral systems, and data visualization and dashboard presentation (Microsoft BI or Tableau).
• Excellent vendor management skills, with experience in negotiating and managing vendor contracts.
• Familiarity with “systems thinking” and integration methodologies, with a focus on creating an omni-channel member experience.
• Proficiency in leveraging technology for process automation and improving operational efficiencies.
• Must have experience working at the senior or executive team level. Experience reporting to the CEO and supporting Board of Directors reporting and communication preferred. 

Key Competencies:

• Strategic Thinking: Ability to develop and execute long-term strategies that align with organizational goals.
• Leadership: Strong leadership skills with the ability to inspire and motivate teams to achieve common objectives.
• Collaboration: Excellent collaboration skills to work effectively with cross-functional teams, including marketing and IT.
• Innovation: A mindset geared towards innovation, constantly seeking ways to improve products, processes, and member experience.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data and make data-driven decisions.
• Communication: Excellent verbal and written communication skills, with the ability to present ideas and information clearly and persuasively.

Since 1939, Arizona Central Credit Union (ACCU) has proudly served Arizona in the Greater Phoenix area, Tucson, Flagstaff, and Show Low communities.  With $750 million in assets and over 60,000 members, they offer a multitude of benefits that exceed what regular banks are able to offer – including higher interest rates on savings and lower (or no) fees on banking. At Arizona Central Credit Union, they strive to follow their Core Values every day. They realize they are stronger together.  From providing outstanding member service to working to better the surrounding communities – their teams practice integrity, respect, diligence, ownership, and candor in everything they do.  Employee satisfaction and retention are the foundation of their commitment to exceed their members’ expectations and are honored to be ranked in the Top 10 Best Credit Unions category in AZ Big Media’s 2024 Ranking the Best of Arizona Business!

With a new core conversion, ACCU is poised for additional growth and technology enhancements and is in search of a strategic and inspirational executive to lead them into the future and join their team as their next President / Chief Executive Officer. This individual is responsible, with the Senior Management Team, for moving the organization to the next level while maintaining the Credit Union’s financial health and stability. The CEO will direct the overall operations of the institution in the best interests of the members; establish short-term and long-range goals, plans, and policies; and represent the Credit Union within the community.  Additional duties will be to analyze and evaluate the effectiveness of all operations, leading change where necessary; develop and maintain organizational structure; and develop and retain effective, member-focused, leaders. The CEO is responsible for ensuring the Core Values of the organization are maintained and evolving to keep up with the Credit Union's quality service standards in every situation. 

This visionary will have a moral fiber, strong belief in service, be confident, adaptable, intelligent and possess demonstrated leadership, excellent communication and listening skills, emotional intelligence, and a collaborative approach, to propel this organization into the future with continued service excellence and self-improvement. The ideal candidate will have a minimum of 10 years’ senior management experience at a large financial institution, a proven track record of success, and a passion for the industry and community.  Bachelor’s degree required; MBA preferred.

Approaching $650 million, with 9 branches in 6 counties, Education First Federal Credit Union is a community focused, member centric financial institution with a mission to be the best financial institution; providing service beyond expectations, building relationships, one member at a time. What began with a humble group of like-minded teachers in Beaumont, Texas, has blossomed into the institution you will know and love that has grown tremendously all the while maintaining our commitment to uplifting and empowering our members.  At Education First Federal Credit Union, we understand our members; because we’re people just like you: People with drive, dreams and aspirations for a brighter future.  These days, having dependable finances creates security – even in the worst of times, and no one prioritizes security more than us.

Beaumont, incorporated in 1838, is a coastal city in Southeast Texas 90 miles east of Houston and 30 miles west of the Louisiana border. It is on the Neches river and The city is home to more than 115,000 residents and is the seat of Jefferson County, Texas.  A low cost of living and a year-round outdoor climate makes Beaumont the ideal place to live, known for its history, art, and culture. Come explore the bayous, birding, and unique culinary landscape and see where the world was changed forever in one of America's original Boomtowns. Highways, airport, rail, port and pipeline connectivity make Beaumont an attractive place to do business. 

Education First Federal Credit Union is seeking a forward-thinking, member-centric, community-oriented, results and growth focused servant leader to guide the organization as the President / Chief Executive Officer. The selected candidate will be responsible for providing leadership, planning, and oversight of all Credit Union activities in accordance with policies and objectives established by the Board of Directors. The CEO shall have the ability to work cooperatively with the Board of Directors and management to continue promoting the mission and values of the organization to ensure the continued financial strength and outstanding member service of the Credit Union. The CEO will be a strategist and be responsible for successful and continued growth of the Credit Union while providing effective leadership, oversight, and training of employees. Additional duties include analyzing and evaluating the effectiveness of all operations, leading change where necessary and advancing organizational leadership and culture.

This individual will be a visionary, approachable, transparent, emotionally intelligent leader who possesses excellent communication and interpersonal skills. Additionally, this mentor will adhere to a team-oriented approach to management and have a strong desire to be an integral part of the community and industry. A passion for the financial services industry, bachelor’s degree, and minimum of five years’ experience in a financial institution at the executive management level is required.  Advanced degree or additional certifications preferred.

UVA Community Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Central, Piedmont, and Valley regions of Virginia.  Founded in 1954, the credit union has grown to $1.5 Billion in assets and has become a strong, humble, collaborative, member-focused, and community-centric financial cooperative with the social purpose of ‘people helping people.’  With a new corporate headquarters in process and the recent charter expansion that now encompasses 25 counties and cities, the credit union remains strategically focused through their core values of Integrity, Service Excellence, Collaboration and Gratitude. They continue to promote the financial wellness of the communities they serve by offering outstanding service, aligned products and services, financial education, and community partnerships.

Preparing for additional growth, the Credit Union is seeking a collaborative technology leader to join their team as the Senior Vice President of Technology. This individual is responsible for leading and overseeing the technology strategy and operations within the financial institution. This role involves managing a team of IT professionals, ensuring the alignment of technology initiatives with business goals, and driving innovation to enhance the institution's competitive edge. Additionally, this position is responsible for Technology Service Desk, Application Management, and Technology Infrastructure. This role is integral to the institution's success, ensuring that technology initiatives are strategically aligned with business goals, operations run smoothly and securely, and the institution is prepared for any disruptions. This role demands a blend of strategic vision, operational expertise, and strong leadership capabilities.

The ideal candidate should have a passion for the industry, be an effective strategist and collaborator with excellent people skills who is devoted to the culture, vision and strategy of the Credit Union. To be a qualified candidate, the SVP Technology must demonstrate a proven track record leading and managing technology in the financial services sector.  They will demonstrate strong leadership, clear communication, and need to inspire and motivate their team, negotiate with vendors, and work cross-functionally. Empathy, adaptability, and timely decision-making are crucial, as is resilience under pressure. The role requires ethical judgment,  and the ability to solve complex problems. Additionally, the SVP should mentor and coach team members, fostering a culture of continuous learning and development. 10+ years of experience in technology leadership roles, preferably within the financial services industry required.  (1) Bachelor's degree in Computer Science, Information Technology, or a related field; Master's degree preferred., or (2) equivalent education and work experience.

With over $600 million in assets, Northern Credit Union is a progressive financial institution located in Watertown, NY that serves the counties of Jefferson, Lewis, St. Lawrence, Oswego, Clinton, Franklin, Onondaga, and Madison.  Northern employees are People First, Visionary individuals who treat one another with respect, fairness & compassion. United by their Core Values, they are driven to improve the financial lives of those they serve through empowerment and personalized solutions. They are friendly and enthusiastic who work in a fast-paced, high-energy environment that’s a five-time Best Credit Union to Work For winner. As Northern Credit Union continues to grow and succeed, they are looking for a lending executive to lead their commercial team as the VP of Commercial Lending.

Through the lens of Northern’s Leadership Principles, this key leader is responsible for inspiring, developing, and leading the Commercial Lending Sales teams. Responsibilities include enthusiastically role modeling the member advocacy philosophy and taking pride in being the Standard of Excellence, inspiring teams to blend exceptional member service with value-added programs and providing education and guidance to members on the use of Northern’s multiple delivery channels. The VP of Commercial Lending will mentor, develop, and provide guidance and support to ensure highly engaged, people-focused internal owners that consistently exceed expectations. This leader will strengthen Northern’s culture by executing strategies and planning resources that successfully enable Northern to be profitable, efficient, and well capitalized in support of Northern’s culture, mission, vision, and strategic direction.

Essential Job Functions:

1. Proactively serves as the role model and demonstrates individual commitment to Northern’s growth by:

• • Elevating leadership through a humble, hungry and people smart approach to coaching and mentoring teams.
  • Exhibiting high energy, a positive attitude, creativity, and passion for consistently delivering exceptional member service.
  • Maintaining an active, positive, professional image and reputation for Northern in the community while spreading the Ownership philosophy internally and externally.
  • Researching, developing, and recommending enhancement plans to further promote our Credit Union Culture and to deliver solutions to become the Standard of Excellence.
  • Advocating and role modeling cross-department communication and collaboration by inviting owner participation on teams, listening to owner ideas, holding meetings, and publishing regular announcements.
  • Effectively encouraging individual and group input, listening to ideas, and recognizing behavior and actions that support Northern’s Core Values, Mission and Vision.
  • Maintaining strict confidentiality of all transactions, member information and Credit Union documentation.

2. Strengthens Northern’s people-first culture by providing inspirational leadership that leads to an engaged workforce enabling our organization to be profitable, efficient, and well capitalized while demonstrating and creating an “Ownership” atmosphere by:

• • Establishing and communicating clear performance standards along with creating an understanding of the “Why” of the shared vision, developing the team, and holding each team member accountable to be effective with delivering outstanding service to internal and external owners.
  • Consistently role modeling the complete team player mentality while providing leadership that progressively builds confidence and inspires team members to challenge boundaries in pursuit of reaching their maximum potential.
  • Effectively communicating team achievements and successful service accomplishments to internal owners, rewarding team members who deliver upon well-executed plans, inspiring the organization, team, and individual goals to ensure that all actions are driven by positive initiatives.
  • Leading and motivating team members by providing direction on day-to-day tasks in establishing department goals and objectives that meet/exceed the needs of our internal owners, as the primary focus of knowing that volume, and families helped, will follow as a byproduct.
  • Assisting in the overall direction of the team through actions including hiring, department scheduling, one on ones, team huddles, training, meetings, projects, and following department budget requirements to meet short and long-term goals of the Credit Union.
  • Proactively educating Internal and External Owners through effective communication and training to increase knowledge of Commercial Lending systems and programs.

3. Proactively seeks solutions to expand member relationships and enhance the success of the Commercial Lending Team by:

• • Stimulating and driving optimum commercial lending growth with skillful direction of lending resources for the development of relationships with all owners and community through adept execution of well-crafted, proactive, and innovative strategies.
  • Ensuring team develops an ongoing referral network for potential lending and deposit growth with commercial real estate brokers, business brokers, small businesses, professional associations, accountants, and lawyers.
  • Motivating the team to collaborate with Member Relations to find the right solutions for members as well as providing guidance on best practices for member communications with current consumer lending options as well as future opportunities.
  • Coordinating with the Marketing team the organization of special events, including but not limited to the business community and educational seminars.
  • Collaborating with the Marketing team to identify advertising opportunities and special product promotions, optimizing outreach to build awareness, brand image, credibility, and new business, maximizing return on investment.

4. With the goal of ensuring an exceptional member experience, ensures the efficiency and compliance of operations in the Commercial Lending team by:

• • Proactively identifying and managing risk through careful review of member financial statements, overdraft reports, past due loan reports, watch reports, and loan review reports. Acts as workout lender when necessary. Works with Credit Solutions Leadership, VP of Lending, and the member to minimize loss.
  • Meeting with existing or potential members, visits loan sites, negotiates loan terms and conditions, approves loans within established lending limits and recommends acceptance to the Loan Committee.
  • Ensuring credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning is achieved.
  • Providing suggestions and recommendations based on research and analysis of products and related services, and implementing strategies to improve overall efficiencies and streamline department processes which will benefit the organization as well as providing detail of risk measurements.
  • Assuring compliance with all credit union policies and procedures as well as applicable consumer laws and regulations in coordination with department managers, and the VP of Lending.
  • Overseeing effective Financial Education and lending training programs created and delivered in collaboration with the Training and Development department to ensure up-to-date compliance.
  • Continuously testing Northern’s originations and underwriting philosophies to ensure their effectiveness. Inspires a vision of education for members and internal owners on the impact of future success of members’ financial security.

5. Assists the VP of Lending in establishing and executing upon Northern’s strategic plan by:

• Recommending and executing short and long-term strategic business objectives for Commercial Lending Team.
• Proactively building out and advancing the Commercial Department’s program through lending, deposit, and commercial channels.
• Maintaining knowledge of relevant developments, regulations, best practices and innovations, trends, market conditions, technological advances, and competitor activities relative to commercial lending sales, products, and service delivery systems and channels as well as providing timely and pertinent analysis and recommendations as appropriate.

Qualifications, Skills, and Experience:

• Bachelor’s Degree from an accredited college or university is required.
• 5+ years of progressive leadership experience within the financial industry and related commercial lending experience is required.
• Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports 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. Typically includes subject matter experts as well as first level to middle managers.
• The position is expected to have a noticeable impact on current financial or strategic organizational goals and objectives. The effects of the job could impact a segment of customers and/or employees across several functional areas. Decisions or results that could have an organization wide impact would be initiated at a more senior level.
• The incumbent must exhibit exceptional leadership qualities and be a well-organized, self-motivated professional with excellent listening and communication skills including an excellent command of verbal and written presentations is essential.
• The successful candidate will consistently demonstrate sound, independent judgment and have a proven track record for multi-tasking and performing duties in a fast-paced environment; must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Northern’s objectives.
• A full working knowledge and ability to utilize a broad range of PC-based software programs, including Microsoft Office Suite and other internal database programs.

Base Salary - $131,540.43-$172,646.82

Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in California’s San Joaquin Valley. The credit union is over $1.2 Billion in assets and has become a strong, progressive, member focused and community centric financial cooperative with a dedicated team and strong core values.  They have twice been recognized by Forbes top ten “Best-in-State” credit unions.  It is a true testament to their dedication to serving members.  “Noble” is a name that speaks to who they are and what they do. We treat members with kindness, dignity and honor. We do the right thing by helping members make sound financial decisions. Noble Federal Credit Union embraces the credit union philosophy with their vision statement “We will earn a reputation among our membership as a trusted, long-term financial partner by embodying values of compassion and honor and be delivering the right product to each member”.

Reporting to the CFO, the Credit Union is in search of an innovative, collaborative, and analytical professional to lead the Credit Union’s Finance department as the Vice President - Treasurer. This individual’s responsibilities include the investment portfolio including recommendations for investment purchases, execution and settlement of purchases; liquidity, and produce cash and liquidity forecasts; interest rate swap hedging portfolio; borrowings including execution, debt service and maturities; and performs financial analysis of Credit Union operations to ascertain financial performance, liquidity position, cash flow, budget performance, cost control, and similar financial activities.  They will serve as member of the asset-liability committee which is responsible for managing funds acquisition, controlling interest rate risk, and forecasting Credit Union income and coordinate the development and implementation of the investment and ALM strategies and will prepare and leads ALM and Investment Committee quarterly meetings. The VP also ensures compliance with Generally Accepted Accounting Principles and other regulatory guidelines along with compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, Branch Security and Safety.  They will also support the SVP CFO and other Senior Management in communicating and carrying out the Strategic Plan of the Credit Union. 

This individual will have a moral fiber, be confident, adaptable, intelligent and possess demonstrated leadership, excellent communication and listening skills, emotional intelligence, and a collaborative approach that embraces continued service excellence, and self-improvement. The ideal candidate will have five years finance management experience, three years interest rate swap hedge investment experience, and five years investment portfolio management and accounting experience. They must have a proven track record of success, a passion for the industry and a Bachelor’s degree (B.A.) from four-year college or university; or five to seven years’ related experience and/or training; or equivalent combination of education, experience, and training. 

Base salary - $133,000-$222,000

President / Chief Executive Officer – Kentucky

University of Kentucky Federal Credit Union (UKFCU) has been proudly serving the University of Kentucky and Central Kentucky since 1937. Located in Lexington, KY, with over $1.5 billion in total assets and 259 employees, UKFCU is a full-service financial institution offering a wide assortment of products and services, including checking and savings accounts, mortgage, auto, and commercial loans and investment services. UKFCU has a strong relationship with the University of Kentucky and the communities they serve and has received awards including the 2023 Best-in-Class Employer from Gallagher and the 2023 Best of Lexington - Credit Union Winner. The Credit Union has a strong financial position, is member-centric, and has an employee/family-oriented culture with a talented Board and staff to lead it into the future. 

The Board of Directors is seeking an innovative, transparent, collaborative, empathetic, and results-driven strategic executive to guide this organization into the future as their next President / Chief Executive Officer. The CEO leads the comprehensive management of the Credit Union, with the responsibility to drive the institution towards financial success while upholding the core values of member-driven service, community engagement, and fiscal integrity. The CEO develops and implements both short- and long-term goals, to include digital transformation, strategic initiatives, and policies aligned with the Credit Union's mission, values, and regulatory compliance directives set forth by the Board of Directors. Through the development of a constructive partnership with the Board of Directors, the CEO inspires a collective dedication to the Credit Union's mission, enabling the organization to thrive as a trusted financial institution that not only meets but exceeds the diverse financial needs of its members while positively impacting the community it serves. The CEO will be charged with evaluating, promoting and maintaining a culture of trust, collaboration, stability, and excellence throughout the organization and encourages strong relationships both internally and externally; anticipating members' financial needs and developing solutions to meet those needs throughout their lives; achieving sustainable growth and long-term financial health that brings value to the membership as a trusted partner; integrating convenient and secure financial services, competitive technologies and business practices to drive efficiency, growth and member engagement.

This visionary will be a strong relationship builder, have integrity, a strong understanding of technology, be confident, humble, emotionally intelligent, and possess demonstrated servant leadership and business acumen, excellent communication and listening skills, and a collaborative approach. The ideal candidate will be a culture champion who will have a minimum of 10 years' senior management experience at a financial institution as either a CEO or C-level executive from a larger organization, a proven track record of success, a desire to be active in the community and industry and a strong belief in/dedication to the credit union mission and purpose. Bachelor's degree required; MBA preferred.

About Lexington:

Lexington, Kentucky, embodies a unique blend of charm, culture, and opportunity that sets it apart. Known as the "Horse Capital of the World," Lexington boasts a rich equestrian heritage, with sprawling horse farms dotting picturesque countryside. Its historic downtown area is adorned with beautifully preserved architecture, bustling with local businesses, artisanal shops, and diverse dining options. The city's commitment to education is evident through its prestigious institutions like the University of Kentucky, fostering a culture of learning and innovation. Residents of Lexington enjoy a high quality of life, with access to top-notch healthcare facilities, a thriving arts scene, and an abundance of outdoor recreational activities in its numerous parks and green spaces. With its Southern hospitality, rich history, and forward-thinking spirit, Lexington stands as a beacon of warmth, opportunity, and cultural richness in the heart of Kentucky.

With over $7.5 Billion in assets, 800,000 members, and more than 1400 employees headquartered in Huntsville, AL, Redstone Federal Credit Union is one of the most influential and financially stable credit unions in the industry.  Recognized by Bloomberg TV as one of the “World’s Best Credit Unions”, they have been consistently credited with awards ranging from Excellence in Culture, Leadership and Accountability to awards in Operational Excellence, Global Award in Banking, Credit Union of the Year, BBB-Torch Award, Best Bank in Alabama, Best Credit Union in Tennessee, and additional recognition for their impact in the communities they serve.  Redstone Federal Credit Union has a culture of honesty, integrity, member service excellence, and accountability and has achieved some of the highest scores in Member Satisfaction and Employee Engagement. 

To continue their success, Redstone Federal Credit Union is seeking a strong finance professional to join their team as the Chief Financial Officer.  Under policy direction of the President/CEO plans, organizes, integrates, directs and evaluates the operational activities of the Credit Union’s Accounting & Finance Divisions; provides expert guidance to subordinate executives and managers; develop and oversees planning and implementation of policies and strategic plans; ensures projects are designed and implemented efficiently and effectively; directs division business continuity planning to minimize risk; ensures the safeguarding of the Credit Union’s financial assets. This single-incumbent Executive Management position is responsible for managing the policy development, program planning, fiscal management, administration and operation of the units under their direction. The incumbent is responsible for accomplishing RFCU’s strategic goals and objectives and for ensuring the credit union operates in an efficient, cost-effective and compliant manner.

The ideal candidate should have a passion for the industry, be an effective strategist and collaborator with excellent people skills who maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.  The individual must possess at least 10 years of progressive experience in a finance and/or accounting role at a financial institution with at least 5 years relevant management experience.  Additional requirements include a complete knowledge of GAAP; excellent understanding of financial institution Asset Liability Management Programs; complete understanding of financial institution governmental regulations and reporting requirements and advanced analytical/technical knowledge pertaining to decision analysis and financial/budget analysis. Bachelor’s degree in Finance, Accounting, or a related discipline is also required.  Master’s degree and/or CPA, CFA or CMA Certification strongly preferred.  Certification or significant relevant experience will be considered.  

RFCU proudly offers highly comprehensive Executive benefits package, including medical PPO plan, dental, 401 (k) with match, Defined Benefit Plan, Life Insurance/STD/LTD, generous paid time off plan, onsite medical clinic for employees free of charge, onsite gym facilities, on-site cafeteria and much more. 

About Huntsville, AL

Known as The Rocket City for their role in putting man on the moon, they have carried forward a legacy of innovation. While the metro consists of Madison and Limestone counties, the economic impact and workforce extend across 16 counties in North Alabama and Tennessee. They are recognized in national and international media for the strong economy and job growth, quality of life, and the accomplishments of the companies that call Huntsville home. The ecosystem supports the primary industries of aerospace, defense, information technology, bioscience, and advanced manufacturing, and the education and training systems ensure that they have the talent to keep growing. Huntsville is listed #1 for Most Affordable Place to Live, Top 10 Cities to Raise a Family and Top 20 Leading Metros for Business.  

Approaching $500 Million in Assets located in beautiful Tampa, FL, Trax Credit Union has over 45,000 members, 9 branches, an amazing employee culture, strong history of member service excellence and is one of the most respected financially sound organizations in the area.   The vision at TRAX is to empower their members to embrace their financial wellbeing each and every day.  Trax wants you to make your life journey count and their mission is to enrich the lives of their members by providing quality financial services within the credit union philosophy of people helping people while maintaining a strong financial foundation. 

Due to the upcoming retirement of their current CEO, this member-centric, employee-focused organization is in search of a forward thinking, inspirational and emotionally intelligent individual to lead Trax Credit Union, under the direction of the Board of Directors as their next President / Chief Executive Officer.  The CEO is responsible for the implementation and general oversight of the policies and decisions of the Board of Directors.  They are responsible for ensuring financial stability and member satisfaction commensurate with the best interest of the members, the employees, and the Credit Union and will provide strategic direction, vision, leadership and management in all functional areas.  In this capacity, the CEO has overall responsibility for the Credit Union's physical facilities; furnishings and equipment; personnel; insurance; maintenance of records; accounting and budgeting; operating expenses; education programs; membership services; research; development of new programs; compliance with all applicable laws and regulations; and regulations with local, state and national credit union organizations.  They will also coordinate meetings with the Board of Directors and their Committees and provide appropriate information to the groups as required. 

This visionary will have a moral fiber, strong understanding of technology, be confident, passionate, transparent, intelligent and possess demonstrated leadership, excellent communication and listening skills, and a collaborative approach, to propel this organization into the future with continued service excellence and self-improvement. The ideal candidate will have a minimum of 5 years’ senior management experience at a financial institution, a proven track record of success and a strong desire to be active in the community and industry.  Bachelor’s degree required; MBA and/or additional certifications preferred.

First Source Credit Union strives to help you Live Smarter by making good financial decisions.  Through financial education, they strive to help you become a more informed consumer, saver, and borrower, and to better your financial well-being.  At their core, they are a financial institution with guiding principles based in education and doing the right thing for their employees, Members and community.  With over $1 Billion in assets, and 60,000 plus members serving Oneida and Herkimer Counties, their mission is “To improve the quality of life of our Employees, Members and communities we serve.”   They have been a recipient of multiple awards to include Best Credit Union, Best Mortgage Lender and  Best Places to Work which tie into their Vision Statement “To be the credit union employees want to work for, our members choose to do business with, and our communities know they can count on.”

Due to the upcoming retirement of their respected CEO, the Credit Union is in search of a dynamic, forward-thinking, collaborative leader to join their organization as the next President / CEO.  The Board of Directors has determined that the primary responsibility of the President/CEO function is: “Through leadership presence, deliver Member Value to employees, members and the community, and foster sustainability and growth as a mentor and guide.” The President/CEO will determine who will serve in roles of leadership and how to best implement the vision, strategic plan, budget and other significant long and short term decisions. The focus of the President/CEO will be preparing our Credit Union for the future. This includes a focus on long-term strategy, leadership development and succession planning, political advocacy, and community involvement.

ESSENTIAL JOB FUNCTIONS

The President/CEO is:

• Responsible for preparing First Source FCU for the future through a focus on the development and execution of the strategic goals and objectives as approved by the Board of Directors.

• Accountable for the financial safety and soundness of the Credit Union.

• Responsible for the organizational structure of the Credit Union.

• Provides leadership and directs the Executive Management Team.

• Responsible for recruiting and developing Credit Union leaders for positions of greater responsibility including short-term and long-term succession planning.

• Responsible for assessing the performance of the Executive Management Team and for compensation plans.

• Responsible for developing and maintaining effective relationships with various credit union constituents, including but not limited to: Board of Directors and other volunteers, members, employees, community and political leaders, business partners, members of the credit union community. Represents First Source at community and trade association events.

• Involved in appropriate political advocacy for the Credit Union.

• Informed of new developments in the credit union industry, including legislative, regulatory and economic developments.

• Responsible for preparing the agenda for board meetings and keeping the board appropriately informed.

QUALIFICATIONS, SKILLS AND EXPERIENCE

• A baccalaureate degree and other appropriate advanced education/training with 10 years progressive executive level experience, preferably in a key executive role in the finance industry.

• Above average interpersonal and communications skills and strong organizational skills are essential.

• Must demonstrate a proven track record of leadership.

• Proven expertise in developing budgets, financial planning and analysis, financial statement preparation and designing and developing strategic and tactical plans.

• General knowledge and experience in other disciplines associated with the credit union industry including lending, marketing, operations, and human resources, business development and political advocacy.

PERSONAL MASTERY AND BEHAVIOR

The CEO needs mastery in the following:

• Leadership: Achieves extraordinary results through people.

• Interpersonal Skills: Effective Communicator who builds rapport and relates well to people.

• Planning/Organizing: Utilizes logical, systematic and orderly procedures to meet objectives.

• Teamwork: Works effectively and productively with others.

• Futuristic Thinking: Imagines, envisions, projects and/or predicts what can be.

• Conflict Management: Addresses and resolves conflict constructively.

• Decision Making: Utilizes effective processes to make decisions.

The President/CEO role requires a preferred behavior as described below:

• Inherent Drive and Need to Direct: The position requires an inherent drive to calculate the use of power and authority, respond to challenges and authority, a drive to succeed, clarification of authority and parameters, challenging assignments, independent thinking, freedom from much detail work, flexibility, ability to solve problems and meet challenges and taking an idea and moving with it.

• Inherent Need to Interact: The position requires social interaction, optimism, getting emotional buy in, flexibility, creative problem solving, initiating contact with others and accomplishing goals through teamwork.

• Inherent understanding of How to Serve: The position requires the ability to deal with a variety of constituencies with sensitivity, flexibility, and adaptability.

Base Salary $350,000-$500,000

Georgia Heritage Federal Credit Union is one of the oldest locally owned financial institutions in the Savannah Metropolitan Area. What began on April 15, 1940, as the Union Bag Federal Credit Union became Union Camp Savannah Federal Credit Union in 1966 and finally Georgia Heritage Federal Credit Union in 1999. We expanded further in 2006 when the Credit Union received its community charter, allowing us to serve anyone who lives, works, worships, or attends school in Chatham, Effingham, and Bryan counties and their immediate family members. Today, we take pride in our continued growth as a premier credit union in Georgia.

Because we believe our members should have the knowledge and resources to make the best decisions for their future, our vision is to provide the highest quality financial products and services through innovative technology and education for our members and the communities we serve.  The credit union has an engaged board of directors, strong leadership team, member centric culture and is primed for additional growth and opportunity.

Due to an upcoming retirement, Georgia Heritage Federal Credit Union is seeking a forward-thinking, member-centric, community-oriented, results and growth focused servant leader to guide the organization as its next President / Chief Executive Officer. The selected candidate will be responsible for providing leadership, planning, and oversight of all Credit Union activities in accordance with policies and objectives established by the Board of Directors. The next CEO must have the ability to work cooperatively with the Board of Directors and management to continue promoting the mission and values of the organization to ensure the continued financial strength and outstanding member service of the Credit Union. The CEO will be a strategist and be responsible for successful and continued growth of the Credit Union while providing effective leadership, oversight, and training of employees. Additional duties include analyzing and evaluating the effectiveness of all operations, leading change where necessary and advancing organizational leadership and culture.

This individual will be a visionary, approachable, transparent, emotionally intelligent leader who possesses excellent communication and interpersonal skills. Additionally, this mentor will adhere to a team-oriented approach to management and have a strong desire to be an integral part of the community and industry. A passion for the financial services industry, bachelor’s degree, and minimum of five years’ experience in a financial institution at the executive management level is required.

Bronco Federal Credit Union has been serving members for over 80 years.  Once open to only a select few, the Credit Union now has over $250 Million in assets, serving the cities of Franklin, Suffolk, Chesapeake, Portsmouth, Norfolk, Virginia Beach and the counties of Isle of Wight and Southampton, Virginia.  The Credit Union is one of the strongest financial institutions in the area and is best know for the impact on the community.  They are passionate about serving the membership and the community; have a family and employee centric culture; embrace the credit union philosophy of “People Helping People” and are proud to offer a financial experience that is personalized and inviting. It is why they say, “Welcome Home”.

Due to the upcoming CEO retirement, Bronco Federal Credit Union is in search of a community driven executive to join their team as the next President /  Chief Executive Officer.  The new CEO must have the ability to work collaboratively with the Board of Directors and the team to drive the organization’s vision and values to ensure its continued financial health, outstanding service, and strong community presence in the marketplace.  They will be responsible for establishing and executing major goals and objectives of the Credit Union and interpret and implement policies and procedures established by the Board of Directors.  They will provide leadership, direction, and guidance of credit union activities; analyze the effectiveness of all operations; and develop and maintain organizational structure and effective personnel.  They will also drive the strategic planning process and represent Bronco Federal Credit Union to regulatory agencies, trade associations, community and civic organizations, members, and other financial institutions.

The ideal candidate should have a passion for the industry, be an effective strategist with excellent communication skills who is devoted to the vision, strategy, community involvement and core values of the Credit Union. The successful candidate must possess a bachelor’s degree, at least ten years of progressive experience in the industry with five years’ experience leading a financial institution as a senior executive.  Familiarity with the geography and living in a rural environment is also desired.