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.

Vice President of Member Services

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 $850 million in assets and 12 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 primed for additional growth and is in search of a dynamic individual to join their management team as the new Vice President of Member Services.  They will direct the delivery of services to members through Branch Managers, Member Service Officers, and ITM Network; achieve organizational sales goals; participate in development and implementation of organizational strategic plans; and ensure compliance with all regulations.  They will also assist in positive cultural development and provide direction to branch staff to ensure successful consumer loan and membership growth. 

The selected candidate will have experience managing multiple branch locations for a financial institution, have a passion for the industry and have been an instrumental part of driving the member experience and sales.   Eight to ten years similar of related experience and a college degree or equivalent required.  

At over $2.2 billion in assets located in Montgomery, AL, MAX Credit Union is one of the most stable and reputable credit unions in the industry. Established in 1955 for the airman of Maxwell Air Force Base, MAX currently has 16 branches serving the River Region and has consistently been named one of the “Best Places to Work” in Alabama for well over a decade.   With core values to include Hospitality, Integrity and Simplicity, the credit union uses their competitive advantage to Find A Way for solutions to provide personal service, be a reliable partner of financial advice, and offer competitive products.  At MAX we believe what we do matters.  We are passionate about our work and inspired by the impact it has on our business and our members.

The Credit Union is looking for a forward-thinking, results focused, and collaborative financial leader to join their team as their next Chief Financial Officer.  Reporting to the CEO, this role will oversee the activities of the Accounting/Finance Department and is responsible for providing a sound and progressive financial plan for the Credit Union.  Primary responsibilities include investments, asset/liability management, and financial reporting to the Board of Directors, management, auditors and members.

Essential Functions & Responsibilities:

Oversees all financial management functions of the credit union including accounting systems, accounts payable, budgeting and forecasting, risk analytics and related reporting.

Strategic partner to the CEO, Executive Management Team and the Board of Directors for the development and implementation of strategic business plans and goals; strives for continuous improvement with the development and application of new processes, services and technologies for better productivity and member service. Coordinates monthly updates to supporting metrics for the effective execution of related strategic commitments.

Directs analytics for strategic financial planning and forecasting processes of the Credit Union and any CUSO organizations; leads the development of divisional operating and capital budgets; presents annual budget recommendations to the Board’s Budget Committee and oversees implementation of the approved budget; analyzes budget variances and profitability trends and recommends financial corrective actions.

Supervises direct reports and establishes performance requirements, business targets and personal development plans for staff; monitors and evaluates their performance; provides coaching and development opportunities and finds ways to recognize performance; addresses performance deficiencies and takes disciplinary action if warranted, in accordance with Credit Union policies and procedures.

Oversees the Credit Union’s management of its liquidity and investment decisions, considering total return concepts, regulatory requirements, market conditions and future lending needs.

Serves as Chair of the Asset Liability and Management Committee (ALCO) and partners with external consultants for technical expert guidance and related financial analysis reports meeting regulatory requirements and compliance with the Credit Union’s Assets Liability Management policies.

Serves as Chair of the Current Estimated Credit Losses (CECL) Committee and provides oversight of underlying systems to comply with related GAAP requirements.

Maintains current knowledge of and ensures compliance with regulatory reporting requirements and internal policies and procedures

Oversees the maintenance of adequate bond insurance in accordance.

Ensures the credit union’s accounting records are in compliance with Generally Accepted Accounting Principles (GAAP).

Partners with Internal Audit as a liaison to the CPA firm during the financial statements audit, keeping the CEO informed throughout the process.

Presents interest rate recommendations supported by analysis to the CEO.

Participates in the Fees and Limits Committee for the periodic review of member fees and risks related to the processing of member transactions; coordinates periodic analyses employing customer and product profitability assumptions.

Completes annual updates to the Credit Union’s capital adequacy plans, including any financial contingency plans that may be required for regulatory compliance.

Promotes the Credit Union by volunteering in community and special events.

Upholds core values and develops teamwork and collaborative relationship within the organization.

Knowledge and Skills:

The successful candidate will be a visionary, emotionally intelligent with a strong desire for continuous improvement, and have an understanding and belief of the credit union’s cooperative purpose.  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.  10+ years of progressive finance and accounting experience in a financial institution and a bachelor’s degree required.  MBA and/or additional certifications (e.g., CPA) preferred.

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).

Approaching $650 million, with 8 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.

Education First Federal Credit Union is seeking a forward-thinking and results driven financial leader to guide the organization’s finance and accounting areas as the Chief Financial Officer.  Management responsibilities include treasury, budgeting, tax, accounting, asset and liability management, and financial control activities. Plans, directs, and controls the organization's overall financial plans and policies, accounting practices, and relationships with lending institutions, shareholders, and the financial community. Develops and coordinates necessary and appropriate accounting and statistical data and reports. Counsels’ management on fiscal control and profitability. Responsible for the fair measurement and presentation of the company's financial results and condition under U.S. GAAP, and for the safeguarding and optimum use of the organization's assets in order to maximize return. The CFO directs the accounting and treasury functions providing leadership, training and supervision while ensuring compliance with company policies and procedures, applicable state and federal banking regulations and laws.

This individual will be a strategic, approachable, transparent leader with the ability to motivate or influence inside or outside senior level personnel requiring a significant level of influence and trust. Excellent communication and presentation skills; 10+ years’ experience of financial institution accounting, background including investment strategies and management of liquidity, ALM concepts, and investment portfolios required. 4-year degree in Accounting or Finance also required; advanced degree or additional certifications preferred.

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.  The 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. 

For over 85 years, Community First Credit Union has served the hard-working people of Florida with pride. With over $2.7 Billion in assets, 170,000+ members, 23 branches, the credit union’s purpose is guided by their collaborative principles, “Together, we empower our employees, members, and community to live their best lives”.

With increased emphasis on innovation, the credit union is in search of a Technology Executive to join their team as the Senior Vice President of Technology. The SVP is responsible for overseeing all aspects of the organizations technology infrastructure, including network design, hardware management, artificial intelligence (AI) initiatives, Technology Service Desk, desktop systems and the Business Intelligence infrastructure. The incumbent will secure the IT infrastructure, ensure scalability, align with strategic goals, and adopt technologies to improve service delivery and operational efficiency while fostering innovation in technology services.

Major Duties and Responsibilities:

Network Design and Hardware Management:

• Develop and maintain a secure, scalable, and resilient IT infrastructure, including data centers, network architecture, and cloud-based solutions.
• Oversee the selection, installation, and management of all hardware, including servers, storage systems, routers, and other critical components, ensuring optimal performance, security, and cost-efficiency.
• Ensure the integrity of high-availability network operations, including firewalls, VPNs, and load balancers.
• Monitor and manage network performance to optimize uptime and data flow efficiency.
• Software Deployment and Systems Management:
• Oversee the selection, development, and maintenance of enterprise software applications to meet the evolving needs of the institution.
• Ensure timely and efficient rollout of software updates, security patches, and new applications.
• Work closely with vendors and internal teams to manage software licenses, contracts, and integrations with existing systems.

Strategic Planning and Leadership:

• Collaborate with the Chief Information Officer to develop and implement a comprehensive technology strategy aligned with the institution's business goals.
• Stay informed about industry trends, emerging technologies, and best practices to keep the institution competitive and innovative.
• Identify opportunities for leveraging and the implementation of RPA, Machine
• Learning, and AI to drive strategic initiatives, enhance business processes, and deliver innovative solutions aligned with the institution's goals.
• Engage with senior executives and key stakeholders to understand technology needs and provide effective solutions.
• Lead the Disaster Recovery and Business Continuity plan for the organization ensuring the ability to maintain operations during disruptions.

Staff and Leadership Development:

• Lead and inspire the technology team, promoting a culture of service excellence, collaboration, and continuous improvement.
• Build and develop a high-performing technology team through mentorship, training, and development opportunities.
• Establish performance metrics, conduct regular evaluations, and implement strategies to enhance team productivity and engagement.
• Manage technology budgets, resources, and vendor relationships to optimize cost-effectiveness and service delivery.

Artificial Intelligence (AI) Management:

• Collaborate with internal teams to deploy AI-driven solutions in areas such as risk management, fraud detection, and customer service automation.
• Coordinate the integration of AI technologies to drive operational efficiency, enhance data analytics, and improve customer experiences.
• Stay ahead of AI advancements to identify new opportunities for innovation within the institution.

Business Intelligence (BI):

• Coordinate the infrastructure of the Business Intelligence (BI) function to provide critical insights and analytics that inform strategic decision-making. This includes developing and implementing BI strategies, overseeing the design and deployment of data models, and ensuring the integration and usability of BI tools across the organization.
• Collaborate with key stakeholders to identify business needs, drive data-driven initiatives, and promote a culture of continuous improvement and innovation within the BI team.

Experience:

10+ years of experience in IT management, with at least 5 years in a senior leadership role, preferably within a financial institution. • Proven experience in managing complex IT infrastructures, including network design, hardware, AI systems, and software deployment. • Strong understanding of regulatory requirements, including cybersecurity, financial compliance, and data protection (e.g., GDPR, SOX).

Exceptional leadership, communication, and organizational skills with a track record of developing high-performing teams. Experience in managing cross-functional teams and developing staff. Excellent problem-solving, communication, and project management skills. Cybersecurity and Compliance with experience implementing robust security measures and ensuring adherence to industry regulations.

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.

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 - $115,168.66-$151,158.86

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.