Alabama State Employees Credit Union (ASE) was established in 1954 to serve the financial needs of the state employees and their families.  Now with over $420 Million in assets, ASE has expanded bringing on additional select employee groups while serving 11 counties in the state of Alabama.  With headquarters in Montgomery, AL, their mission is to serve their communities with integrity and commitment while helping members manage finances and realize dreams.   They have been awarded “Best of the Best” credit unions in the state and their core values consist of putting members first, demonstrating integrity, fostering trustworthiness, treating others with respect, being engaged and acting with a sense of urgency.   

The credit union is poised for additional growth and has an exciting new opportunity for a financial executive to join their team as the Chief Financial Officer.  This individual oversees the credit union’s overall financial plans and policies, accounting practices, budgeting, taxes, asset and liability management and relationships in accordance with applicable state and federal regulations and laws. . They will also develop and coordinate necessary and appropriate accounting and statistical data and reports, and counsels’ management on fiscal control and profitability.

Major Duties and Responsibilities

• Oversees, evaluates and interprets statistical and financial reporting on the status of

the financial institution to provide information to management and the Board of

Directors.

• Serve as a coach and mentor to the team by providing direction, support, and

encouragement. Empower team members to take ownership in job responsibilities and

maintain focus on the credit union’s mission, vision, and core values in goal

achievement. Provide open ongoing communication to the team. Responsible for

recruiting, performance management, adherence to policies, career development,

recognition, employee engagement and retention. Knowledge of employment laws and

practices.

• Represents the credit union on financial matters with industry, governmental, and

regulatory organizations as well as with ratings agencies and outside investors as

applicable. Serves as the Credit Union's liaison with NCUA and ACUA examiners and

independent auditor to ensure they receive the necessary information to perform their

reviews. Oversees all required regulatory reporting to assure compliance in the most

cost-effective manner and minimize legal liabilities.

• Monitors product utilization and feedback regarding financial institution services to

accurately evaluate and recommend new product and business lines which provide

customers valuable services while enhancing the stability and financial results of the

company.

• Monitors interest rate, credit and portfolio risk status and set limitations as required for

Asset/Liability Management. Identify ways to reduce interest rate risk and sensitivity.

Provide detailed ALCO and Investment reports to Board and Executive Management.

Updates the ALM policy in accordance with the NCUA rules and regulations.

• Manages and optimizes the investment and borrowing portfolios of the company in

order to achieve above average earnings and safeguard the assets of the financial

institution for the customers.

• Manage the financial institution’s Risk Management program; acquire adequate and

appropriate casualty and liability insurance coverage to adequately protect the financial

institution from various types of exposure.

• Comply with all company policies, procedures, and service standards. Comply with all

applicable laws and regulations.

The selected candidate will have eight to ten years of demonstrated success in financial management and accounting with a minimum of five years in management.  A forward-thinking mindset, excellent leadership and communication skills, belief in the cooperative culture and exceptional integrity and trust are a must.  Bachelor’s degree and CPA required. 

Union Building Trades Federal Credit Union, located in Parsippany, NJ is a unique financial institution serving the building trade unions of Northeastern United States.  The credit Union was chartered in July of 1973, and its primary membership was a regional IBEW electrical union. Today they serve various unions within the building trades such as electrical, plumbing, carpenters, pipe fitters, and many more, with new unions seeking membership.  They are committed to satisfying the needs of their ever-growing membership by offering a broad range of quality financial services. Their mission statement is the foundation of their service policy which is to satisfy the needs of the ever-growing membership by providing superior financial services in a financially sound and secure way.”

Due to an upcoming retirement, the Credit Union is seeking a strategic and collaborative leader to continue with the mission and direction of this member and employee focused institution, as their next Chief Executive Officer.   The selected candidate will be responsible for providing leadership, planning and oversight of all credit union activities in accordance with credit union policies as established by the board of directors.   The new CEO must have the ability to work collectively with the board and management to continue with the mission and values of the organization to ensure the continued financial health of the organization.   The focus will be preparing the Credit Union for the future.

Additional responsibilities include:

• Represents the credit union on financial matters with industry, governmental, and regulatory organizations as well as with ratings agencies and outside investors as applicable. Serves as the Credit Union's liaison with NCUA and ACUA examiners and independent auditor to ensure they receive the necessary information to perform their reviews. Oversees all required regulatory reporting to assure compliance in the most cost-effective manner and minimize legal liabilities.

• Monitors product utilization and feedback regarding financial institution services to

accurately evaluate and recommend new product and business lines which provide

members valuable services while enhancing the stability and financial results of the

company.

• Monitors interest rate, credit and portfolio risk status and set limitations as required for

Asset/Liability Management. Identify ways to reduce interest rate risk and sensitivity.

Provide detailed ALCO and Investment reports to Board and Executive Management.

Updates the ALM policy in accordance with the NCUA rules and regulations.

• Manages and optimizes the investment and borrowing portfolios of the company in

order to achieve above average earnings and safeguard the assets of the financial

institution for the members.

• Manage the financial institution’s Risk Management program; acquire adequate and

appropriate casualty and liability insurance coverage to adequately protect the financial

institution from various types of exposure.

• Develops and maintains organizational structure; and develop and retain effective, member focused and accountable leaders.
• Analyzes and evaluates the effectiveness of all operations, leading change where necessary.
• Represents the Credit Union in the community and membership, unions, civic organizations, and trade associations.

This leader will be a strategic thinker, possess a proven track record of success, a high level of integrity and trust, strong financial acumen, excellent communication and interpersonal skills, and a team-oriented approach to management and respect for the credit union philosophy.  The successful leader must be a multitasker who possesses a bachelor’s degree and a minimum of 5 years’ experience at the senior executive management level in a financial institution.

Base Salary $130,000-$160,000

Starting in 1946 as CAA Employees Credit Union serving the Civil Aeronautics Administration, the Credit Union still embraces this heritage through its name True Sky Credit Union.  With over $800 million in assets and 14 branches, the organization now serves members within the Oklahoma City metro area and has emerged as one of the most respected institutions in the region. 

The Credit Union is in search of a financial professional to join their team as the next Vice President of Accounting.  Reporting to the Chief Revenue Officer, they will organize and direct all financial and regulatory reporting and ensure compliance with Generally Accepted Accounting Principles (GAAP). Responsible for control and maintenance of the general ledger account structure and preparation of the financial statements.

Essential Functions and Responsibilities

Organize and direct the accounting functions in order to ensure completion of all duties/responsibilities of the Accounting Department. Responsible for the control and maintenance of the general ledger account structure and preparation of the monthly financial statements.

Oversee the activities of accounts payable, ensuring the accurate and timely processing of accounts payable.

Prepare monthly financial reports for the Board of Directors packet and various other reports.

Oversee preparation of schedules for annual CPA Audit and NCUA exams and work with auditors and examiners.

Trains, directs and evaluates employee performance for assigned staff within the department

Assure the accurate and timely completion of all income tax returns.

Calculate the Allowance for Loan and Lease Losses on a monthly basis migrating from the current method to CECL.

Requirements

Ten years to fifteen years of similar or related experience in a bank or credit union and a bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree required.  CPA with experience working with Fiserv DNA and prologue strong preferred. 

With over $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. 

Trax Credit Union is in search of a strategic and forward-thinking individual to join their organization as the next Chief Operating Officer (COO).  The COO is a key member of the Executive Leadership Team, responsible for leading day-to-day operations and ensuring Trax Credit Union delivers exceptional and consistent member experience. This role provides strategic and operational leadership for retail delivery, contact center services, product and lending operations, business planning, compliance, vendor partnerships, and member service channels—both physical and digital. The COO is accountable for building operational scalability, service excellence, and regulatory compliance across all business lines.

Key Areas of Responsibility:

Retail Delivery & Branch Strategy

• Lead the retail branch network, ensuring alignment with sales and service goals while maintaining a culture of member-focused service.
• Oversee staffing, talent development, and performance across all branch locations.
• Direct new branch development, including site selection, market research, and facility planning.
• Manage branch remodels and improvement projects aligned with growth and optimization efforts.

Member Contact Center & Remote Channels

• Oversee the Member Contact Center and remote support functions (phone, live chat, secure messaging, text support, etc.).
• Ensure service-level standards are consistently met or exceeded across all channels.
• Partner with IT and Digital Banking to support omni-channel delivery that enhances accessibility and convenience for members.

Product & Lending Operations

• Lead the operational implementation and support of all consumer-facing products and services, including new product rollouts and enhancements.
• Oversee the operational side of lending, including origination workflows, loan processing, fulfillment, and support systems in coordination with the lending team.
• Monitor the performance of business lines from a service and operational efficiency perspective.

Compliance & Risk Management

• Ensure that all operational areas, products, and services operate in compliance with applicable laws, regulations, and internal policies.
• Develop and maintain internal policies and procedures that support a strong risk posture.
• Manage the credit union’s fidelity bond and renewal process.
• Handle escalated member complaints, including those from regulators, attorneys, and consumer protection organizations.

Process Improvement & Operational Efficiency

• Identify and implement opportunities to streamline processes, reduce costs, and improve service delivery.
• Lead cross-functional initiatives to enhance internal workflows and member-facing services.
• Champion a culture of continuous improvement and innovation across all operational areas.

Vendor & Partner Management

• Serve as the primary executive responsible for vendor oversight, including contract negotiation, service delivery monitoring, and performance evaluation.
• Ensure third-party relationships support operational efficiency, compliance, and member value.
• Support fintech partnerships and technology integrations in collaboration with executive peers.

Strategic Planning & Execution

• Prepare and maintain business and operational plans aligned with corporate strategic objectives.
• Lead implementation of strategic initiatives across operational departments, including field of membership expansion and digital service enhancements.
• Contribute to enterprise-wide decision-making and serve as a thought partner to the CEO and Executive Team.

Analytics & Performance Monitoring

• Establish and monitor key performance indicators (KPIs) for all operational functions.
• Use data and analytics to identify trends, forecast capacity, and drive informed decision-making.
• Regularly assess member feedback and operational metrics to identify service improvements.

Culture & Leadership

• Build and lead high-performing operational teams with a strong focus on collaboration, accountability, and continuous learning.
• Foster a mission-driven, service-centered culture throughout all levels of the organization.
• Promote leadership development, coaching, and career growth within the operations team.

Qualifications:

• Minimum of 8 years of progressive senior leadership experience in credit unions, banks, or financial services.
• Strong experience in managing branch and remote service delivery, product operations, and compliance.
• Demonstrated success in process improvement, vendor oversight, and team leadership.
• Familiarity with digital banking trends, fintech integrations, and omni-channel service models.

Bay Atlantic Federal Credit Union is a member owned, not-for-profit, full service financial institution located in Vineland, NJ that has provided family friendly service in the community for generations.  Established in 1939, their vision is to be the cornerstone of financial empowerment through education, security, and service—strengthening prosperity in their communities. Their mission is to empower their members with quality financial solutions while providing exceptional, friendly service where their employees strive to give the members a unique experience with a smile, and are engaged to discover their financial needs.  The Credit Union has an excellent reputation in the community, dedicated Board of Directors, passionate employees, loyal membership and is primed for additional growth and expansion. 

Due to the upcoming retirement of their long-term CEO, the credit union is in search of a forward-thinking, goal-oriented and emotionally intelligent executive to join their team as the next President / Chief Executive Officer.  The selected candidate will plan, direct, and control all credit union activities in accordance with credit union plans, policies, directives, and activities as established by the Board of Directors. They will be responsible for ensuring financial stability and member satisfaction commensurate with the best interest of the members, the employees, and the Credit Union and provide strategic direction, vision, leadership, and management in all functional areas. The ideal candidate should be an innovative thinker, effective architect of action with excellent communication skills who is devoted to the vision, strategy and core values

The successful leader must be a multitasker who possesses at least five years’ experience in a management role at a financial institution with a track record of success and a demonstrated ability to adapt to an ever-changing environment.  They will also possess strong leadership and interpersonal abilities; solid organizational, analytical, and tactical skills with the ability to coordinate, manage, and direct others effectively; and be a champion for their Select Employee Groups, the community, members, and their employees.  Bachelor’s degree required, MBA preferred. 

Compensation $130,000-$190,000

In 1949, seven members of the scientific community came together to create an organization dedicated to empowering people to achieve a brighter financial future. Today, NASA Federal Credit Union is over $5.5 Billion in assets and serves over 240,000 members across the United States. Our commitment to our members remains unchanged. We strive every day to tirelessly improve the financial lives of our members and the communities we serve.  The pillars guiding NASA’s space exploration are the same principles we rely on to provide our members with, “out-of-this-world” products and service. That dedication has allowed NASA Federal Credit Union to become one of the largest and most trusted credit unions in the Maryland/Virginia/DC region. We strive for Innovation and Technology advancements driven by our Core Values: Go Above and Beyond, Be Partners in Action, Be Accountable, and to Continuously Improve.

Due to an upcoming retirement, NASA Federal Credit Union is in search of a driven and collaborative leader to join our team as the next Chief Administrative Officer.  Reporting to the CEO as a member of the Executive Management Team, this individual will establish Credit Union objectives, develop strategic plans, and identify strengths and weaknesses to achieve business opportunities, growth, and financial profitability, in concert with other top executive team members.  This involves: 

• Directing human resource functions including staffing, employee orientation,HR-related education and training, employee and labor relations, policies and procedures, wage and salary administration, benefits administration, organization development, and employee assistance. 
• Directing staff personnel who assist in identifying, evaluating, and resolving human relations and work performance issues within the establishment to facilitate communication and improve employee skills and work performance. 
• Conferring with the Executive Management Team to plan business objectives, to develop organizational policies, and to coordinate specific functions. 
• Developing human resource management strategies, policy and programs that contribute to the acquisition, retention, motivation, and development of Credit Union employees capable of meeting current and future organizational needs and objectives. 
• Overseeing physical working environment that provides a positive, productive climate for operations through maintenance, planning, and general building services. 
• Overseeing facility-related equipment and supplies that effectively meet operational requirements with a minimum expenditure.
• Supporting the Board of Directors on assigned Board committees as needed for organizational and policy guidance, and for periodic employee benefit expenditure reviews.

The selected candidate will provide exceptional support to the CEO, collaborate with the internal team and business partners, and be aligned with the organizational mission, vision and core values.  Bachelor’s degree, excellent written, verbal, presentation, and people skills, forward-thinking mindset, and a minimum of seven years’ experience in human resources with five plus years in management required.  Experience in the financial industry and/or facilities management a plus. Master’s degree and/or advanced HR Certifications preferred. Compensation - $300,000-$400,000

Penn State Federal Credit Union has been serving the Penn State community since 1959 by providing low-fee financial services and unparalleled customer commitment, working to preserve members' assets while providing financial services to meet members' needs.  The Credit Union is one of the strongest financial institutions in the area and has consistently been named Best Bank/Credit Union in the Best of State college survey.  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 have a mission where members help members every day in the ordinary and extraordinary moments of their lives.

Due to the upcoming CEO retirement, Penn State Federal Credit Union is in search of a forward -thinking and 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 Penn State Federal Credit Union to regulatory agencies, trade associations, community and civic organizations, members, and other financial institutions and be responsible for fostering and maintaining a positive workplace culture that values collaboration and trust.

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. 

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. 

Trax Credit Union is in search of a strategic, data-driven and people-focused individual to join their organization as the next Executive Vice President.  Reporting to the CEO, The EVP serves as a key member of the credit union's executive leadership team, responsible for driving strategic initiatives, fostering organizational growth, and ensuring operational excellence. Reporting directly to the CEO, the EVP plays a critical role in aligning the credit union’s vision with its day-to-day operations, preparing for long-term success, and providing leadership across all areas of the organization.

Key Responsibilities

Strategic Leadership

• Lead efforts to ensure a seamless transition to a complex credit union designation, including managing compliance with risk-based capital requirements and aligning strategic objectives with operational plans.
• Collaborate with the CEO to define and implement long-term strategic goals, including field-of-membership expansion, mergers, and market positioning.
• Develop and oversee a robust enterprise risk management (ERM) program, ensuring risks are proactively identified, assessed, and mitigated, while embedding ERM principles into organizational decision-making.

Operational Excellence

• Oversee operations with a focus on agile methodologies, process optimization, and scalability to meet the challenges of a complex credit union environment.
• Leverage data analytics and predictive modeling to enhance efficiency, member satisfaction, and organizational performance.
• Ensure adherence to regulatory requirements, proactively preparing for examinations and maintaining compliance with evolving industry standards.

People Leadership and Talent Development

• Design and implement a comprehensive talent development strategy to attract, retain, and grow top talent across all levels of the organization.
• Champion succession planning by identifying and mentoring high-potential employees for leadership roles, ensuring a steady pipeline of capable leaders.
• Act as a cultural ambassador, fostering trust, collaboration, and a unified sense of purpose throughout the organization.
• Drive initiatives to re-establish and enhance organizational culture following periods of change or high turnover, ensuring alignment with the credit union’s values and strategic objectives.

Member-Centric Leadership

• Promote a member-first culture by implementing strategies to improve member retention, engagement, and satisfaction.
• Champion diversity, equity, and inclusion (DEI) initiatives, fostering a workplace culture that reflects the credit union’s commitment to its members and employees.
• Enhance member processes and experiences through journey mapping to identify and address pain points, ensuring seamless and efficient interactions.

Technology and Innovation

• Oversee technology innovation efforts, ensuring continued advancements in fintech integrations, digital banking enhancements, and cybersecurity improvements to align with member needs and organizational goals.
• Provide strategic oversight of technology initiatives, holding teams accountable for delivering innovative solutions that improve member experience and operational efficiency.

Financial Leadership

• Manage financial performance through effective capital planning, asset-liability management, and the identification of alternative revenue opportunities.
• Ensure the credit union’s financial sustainability by optimizing loan portfolios and balance sheet management.

Community and Brand Representation

• Represent the credit union in community initiatives, public relations efforts, and industry advocacy to enhance its reputation and influence within the financial sector.

Performance Expectations

• Drive measurable improvements in employee engagement and retention.
• Ensure compliance with regulatory requirements and industry standards.
• Deliver operational efficiencies through strategic process improvements and technology adoption.
• Contribute to sustainable financial growth and member satisfaction through strategic leadership.

Qualifications

• Proven executive leadership experience in the financial services or credit union industry, with a focus on strategic planning, operations, and talent development.
• Strong understanding of risk-based capital requirements, regulatory compliance, and enterprise risk management.
• Demonstrated ability to drive organizational culture change and build high-performing teams.
• Exceptional communication, analytical, and decision-making skills.
• Bachelor’s degree in business administration, finance, or a related field; advanced degree or professional certification (e.g., CUDE, CCE) preferred.

Located in the Hartford, Connecticut region, Finex Credit Union is committed to providing a seamless banking experience that exceeds expectations.   No matter where you are in your journey to reaching your financial goals, it is their goal to provide you with affordable, quality products and services to help you achieve your dreams.  Together with advanced technology, cutting-edge mobile app and a recent merger that allows for charter expansion, Finex Credit Union is primed for additional growth.  Finex has a dedicated senior leadership team on board and an engaged Board of Directors committed to membership excellence and community involvement, working diligently to enrich the quality of life of others and proud to be leading the charge for what it means to be a credit union in the 21st century.

Due to an upcoming retirement, Finex Credit Union is seeking a strategic leader with a passion for embracing technology, delivering operational efficiencies, and driving growth through quality customer service to its members, guiding the organization as its next President / Chief Executive Officer (CEO). The ideal candidate is adept at building strong working relationships, maximizing customer value, and directly contributing to the company's revenue and strategic objectives. The CEO will be responsible for providing leadership, planning and implementation of set goals, and oversight of all Credit Union activities in accordance with policies and objectives established by the Board of Directors. The CEO must be able to work cooperatively with the Board of Directors and Management to continue promoting the mission and values of the organization, ensuring the continued financial strength and outstanding member service of the Credit Union. The CEO will be an innovative strategic thinker and be responsible for successful and targeted sustained  growth of the Credit Union while providing effective leadership, oversight, and professional development opportunities for all employees. Additional duties include, but limited to, analyzing and evaluating the effectiveness of all operations, championing change where necessary and advancing organizational leadership, growth and culture.

This visionary leader will be approachable, transparent, and emotionally intelligent demonstrating excellent communication and interpersonal skills. Additionally, this mentor coach will be expected to follow a team-oriented collaborative style to management and have a strong desire to be an integral part of the community and credit union industry. A passion and commitment to the financial services industry, a B.S. degree in Finance or Accounting and a minimum of five years’ experience with a financial institution at the executive management level is required. MBA in Finance or related field and/or job-related certifications preferred.

FINEX is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. 

First New York Federal Credit Union, originally known as Schenectady Teachers Federal Credit Union, was federally chartered in 1937 to serve the teachers of the Schenectady City School district. Today, First New York is approaching $500 million in assets, has eight branch locations and three FNY Express Teller Kiosks, serving over 37,000 members, and is one of the strongest financial institutions in the Capital District.  Their mission is “to consistently surpass member expectations by enthusiastically providing first-class personal and professional service with a commitment to continuous innovation.”  Through the years, First New York has listened to the needs of our members and met those needs with financial services that go beyond those of other financial institutions.  They are passionate about serving the membership and the community; have a member, 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.

Due to the upcoming CEO retirement, First New York 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 First New York Federal Credit Union to regulatory agencies, trade associations, community and civic organizations, members, and other financial institutions.

The ideal candidate should be an inspirational and tech savvy leader, effective strategist with excellent communication skills who is devoted to the vision, strategy, community involvement and culture 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. 

Compensation:  $260,000 - $420,000 base salary plus benefits.

Located in beautiful San Antonio, Florida, approaching $400 Million in assets is San Antonio Citizens Federal Credit Union.  With roots dating back to 1955, they are the longest-operating financial institution in Pasco County with locations in San Antonio, Dade City, Zephyrhills, and Wesley Chapel, Florida.  With an outstanding culture and strong history, they continue to operate with their founders’ guiding principle of “Neighbor helping Neighbor.” This philosophy sets them apart from other financial institutions. They are a community of people leveraging their collective resources to help one another thrive.  Their vision is to be the difference that empowers dreams to be realized.  It is Your Future. Our Community. Together. 

Due to the upcoming retirement of their respected CEO, this member-centric, community focused organization is in search of a forward thinking, inspirational and collaborative individual to lead the 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 will also ensure 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. The focus of the President/CEO will be preparing the Credit Union for the future. 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 and accountable leaders.  The CEO will also represent the Credit Union in the community and membership, to regulatory agencies, civic organizations, and trade associations.

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. 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 preferred; MBA and/or additional certifications a plus.

Located in both Orlando, FL and Greater Los Angeles, CA, Partners Federal Credit Union is approaching $2.6 Billion in assets and 179,000 members.  As the credit union for The Walt Disney Company, Partners proudly serves fellow employees, cast members, crew, Imagineers, retirees, and their families. At Partners, we want you to spend less time worrying about the future and more time embracing it. So we don’t just answer your life’s financial questions. We work through them with you at every stage along the way. Our Mission is to be your financial Partners for life and deliver through our Brand Promise to provide innovative products and solutions; advocacy and education to build your financial health and achieve your dreams; being accessible when you need us, where you need us and how you need us; and by providing service and excellence that honors The Walt Disney Company heritage and traditions.  Our Vision is to make your financial dreams come true, today and tomorrow.

The credit union seeks to continue their path of impressive growth and technological advancements and is looking for a transformative and collaborative HR professional to join their team as the Chief People Officer.  Reporting to the CEO, The CPO is a key executive leader responsible for shaping and executing the human resources strategy of Partners Federal Credit Union. As a member of the Executive Leadership team, the CPO will align HR initiatives with the organization's mission and business objectives, while fostering a strong organizational culture. With the need to be both strategic and tactical, this role will focus on talent management, organizational development, diversity and inclusion, and employee engagement to drive overall business success.

Key responsibilities include:

Human Capital & Culture Leadership

• Partner with the CEO and the Board to provide guidance on human capital strategy and culture development.
• Lead Executive succession planning to ensure the organization has a pipeline of future leaders ready to assume key roles.
• Develop and implement a Total Rewards strategy that aligns with organizational goals and ensures market competitiveness.
• Foster a strong organizational culture that is aligned with company values, promoting employee engagement and retention.
• Lead the organization to further build employee engagement, develop strong retention programs, and create and execute company-wide communication and recognition/rewards programs.
• Develop human capital operations financial strategies by estimating, forecasting, and anticipating requirements, trends, and variances, and by measuring and analyzing results.

Strategic HR Leadership

• Lead and develop the HR team into strategic business partners, consisting of talent acquisition and management, training and development, compensation and benefits, succession planning, organization design, and other human capital functions.
• Design and execute an HR strategy that supports the organization’s long-term business objectives and promotes operational efficiency.
• Collaborate with senior leadership to align HR policies and programs with evolving business needs.
• Lead initiatives related to organizational development and change management to ensure the workforce remains adaptable and engaged in a dynamic environment.

Advisor & Coach

• Serve as a trusted advisor to the CEO and senior leadership team, providing strategic guidance on HR-related matters.
• Provide coaching and mentorship to key leaders to enhance leadership capabilities and ensure strong succession planning.
• Work with leadership to enhance team dynamics and improve collaboration across the organization.

External Trends & Stakeholder Engagement

• Monitor external trends and shifts in the market, ensuring the organization’s HR strategies are aligned with industry best practices.
• Align internal metrics and practices to meet the evolving expectations of stakeholders, ensuring employee engagement and satisfaction remain key business priorities.

Talent Management & Employee Experience

• Oversee the talent acquisition and retention strategy, ensuring the organization attracts and retains top talent.
• Continuously enhance the Employee Value Proposition (EVP) to attract and retain key talent aligned with the company’s mission.
• Integrate diversity, equity, and inclusion (DEI) into all HR programs, ensuring an inclusive and equitable work environment.

Learning & Development

• Oversee the development and implementation of a comprehensive Learning & Development strategy that supports employee growth and leadership development.
• Oversee leadership development programs, ensuring that current and future leaders are equipped with the skills needed to drive organizational success.
• Leverage data and technology to create personalized learning experiences that align with employee and organizational needs.

Change Leadership & Organizational Agility

• Lead organizational change initiatives, ensuring the business is prepared to adapt to market shifts and internal transformations.
• Build and maintain HR systems and processes that are scalable and flexible to meet the needs of a growing organization.
• Integrate processes and structures that support sustained growth and ensure the organization’s ability to adapt to future challenges.

HR Technology & Data-Driven Decision Making

• Utilize data analytics to inform HR strategies, making data-driven decisions to improve key metrics such as employee engagement, retention, and talent acquisition effectiveness.
• Implement and manage HR systems that provide real-time insights into workforce performance, talent trends, and predictive analytics to identify future workforce needs.
• Develop and maintain dashboards that track HR KPIs, ensuring alignment with business objectives and providing actionable insights for continuous improvement.
• Collaborate with IT and other departments to ensure HR systems are scalable and adaptable to organizational growth and emerging technologies.
• Stay current on trends in HR technology, identifying opportunities to integrate cutting-edge solutions that enhance HR service delivery and employee satisfaction.

Employer Branding & Talent Attraction

• Lead initiatives to build and promote a strong employer brand, collaborating with marketing and communications to showcase the organization’s culture, values, and employee experience.
• Ensure the Employee Value Proposition (EVP) attracts and retains top talent, aligning with the company’s mission and business goals.
• Utilize data to measure the impact of employer branding efforts and continuously refine strategies to strengthen the organization's reputation as an employer of choice.

Competencies

Business Acumen: The successful candidate brings a broad generalist background which is underpinned by clear business acumen. She/He can grasp the key drivers of the business and demonstrates an understanding of financial indicators and cost drivers and their effects on the organization. The ideal candidate presents recommendations which are aligned to the business strategy and understands the need to make a compelling business case for the value of the function. This individual is able to articulate and express an independent point of view and is comfortable (appropriately) challenging conventional wisdom. Strategic Leadership: Ability to align HR initiatives with business goals to drive long-term organizational success.

Ability to Think Strategically and Act Tactically: The successful candidate operates effectively in both strategic and tactical worlds; developing both short and long-term human capital strategies that align with business objectives. The ideal candidate must be strategically oriented to drive the overarching goals of the HR function, yet tactically focused to ensure the function runs smoothly. This individual develops strategy based on a nuanced understanding of the organizational culture, but also has an appropriately cadenced bias for action and "rolling up the sleeves," while also delivering exceptional results.

Influencing and Relationship Building Skills: The successful candidate is capable of building and sustaining excellent relationships at multiple levels in the workplace. She/He uses relationships not only to gain a better understanding of the company's needs, but also to strategically accomplish goals. People-Focused Leadership: Committed to fostering a culture of development, inclusion, and engagement that drives organizational performance.

Leader/Collaborator/Team Builder: The successful candidate is a highly collaborative, true team player, coach, and mentor more focused on the success of others than him/herself. She/He is a leader who sets lofty standards of performance and inspires others to perform; someone with a keen eye for talent who ensures the right skills are utilized in Manhattan Associates | Chief Human Resources Officer Page 5 of 5 the right roles and proactively addresses performance issues. Must be able to manage key talent remotely. This individual possesses communications skills that build trust, create open channels of communication, create impact without direct authority, and achieves collective buy-in. She/He has highly-effective interpersonal skills across a full range of audience types and sizes.

Qualifications:

• Proven experience as a CHRO or senior HR leader in a dynamic, fast-paced organization.
• Expertise in strategic HR management, including talent acquisition, compensation, L&D, and organizational culture development.
• Strong track record in diversity, equity, and inclusion (DEI) initiatives, with experience creating inclusive workplace cultures.
• Experience leading organizations through change management and transformation initiatives.
• Excellent leadership, communication, and coaching skills, with the ability to influence senior leaders.
• Bachelor’s degree in HR, business administration, or a related field (Master’s degree and or HR certifications preferred).

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.