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![AVP Commercial Lending](assets/images/content/Northern_N_Logo_White_trim_1.jpg)
AVP Commercial Lending
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 AVP 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 AVP 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:
- Proactively serves as the role model and demonstrates individual commitment to Northern’s growth by:
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- 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.
- 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:
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- 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.
- Proactively seeks solutions to expand member relationships and enhance the success of the Commercial Lending Team by:
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- 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.
- With the goal of ensuring an exceptional member experience, ensures the efficiency and compliance of operations in the Commercial Lending team by:
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- 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.
- 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 - $112,722.59 to $147,948.39
![Vice President - Treasurer](assets/images/content/Noble_CU_2.png)
Vice President - Treasurer
Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in California’s San Joaquin Valley. The credit union is over $1.2 Billion in assets and has become a strong, progressive, member focused and community centric financial cooperative with a dedicated team and strong core values. They have twice been recognized by Forbes top ten “Best-in-State” credit unions. It is a true testament to their dedication to serving members. “Noble” is a name that speaks to who they are and what they do. We treat members with kindness, dignity and honor. We do the right thing by helping members make sound financial decisions. Noble Federal Credit Union embraces the credit union philosophy with their vision statement “We will earn a reputation among our membership as a trusted, long-term financial partner by embodying values of compassion and honor and be delivering the right product to each member”.
Reporting to the CFO, the Credit Union is in search of an innovative, collaborative, and analytical professional to lead the Credit Union’s Finance department as the Vice President - Treasurer. This individual’s responsibilities include the investment portfolio including recommendations for investment purchases, execution and settlement of purchases; liquidity, and produce cash and liquidity forecasts; interest rate swap hedging portfolio; borrowings including execution, debt service and maturities; and performs financial analysis of Credit Union operations to ascertain financial performance, liquidity position, cash flow, budget performance, cost control, and similar financial activities. They will serve as member of the asset-liability committee which is responsible for managing funds acquisition, controlling interest rate risk, and forecasting Credit Union income and coordinate the development and implementation of the investment and ALM strategies and will prepare and leads ALM and Investment Committee quarterly meetings. The VP also ensures compliance with Generally Accepted Accounting Principles and other regulatory guidelines along with compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, Branch Security and Safety. They will also support the SVP CFO and other Senior Management in communicating and carrying out the Strategic Plan of the Credit Union.
This individual will have a moral fiber, be confident, adaptable, intelligent and possess demonstrated leadership, excellent communication and listening skills, emotional intelligence, and a collaborative approach that embraces continued service excellence, and self-improvement. The ideal candidate will have five years finance management experience, three years interest rate swap hedge investment experience, and five years investment portfolio management and accounting experience. They must have a proven track record of success, a passion for the industry and a Bachelor’s degree (B.A.) from four-year college or university; or five to seven years’ related experience and/or training; or equivalent combination of education, experience, and training.
Base salary - $133,000-$222,000
![President / Chief Executive Officer](assets/images/content/University_of_Kentucky_FCU.png)
President / Chief Executive Officer
President / Chief Executive Officer – Kentucky
University of Kentucky Federal Credit Union (UKFCU) has been proudly serving the University of Kentucky and Central Kentucky since 1937. Located in Lexington, KY, with over $1.5 billion in total assets and 259 employees, UKFCU is a full-service financial institution offering a wide assortment of products and services, including checking and savings accounts, mortgage, auto, and commercial loans and investment services. UKFCU has a strong relationship with the University of Kentucky and the communities they serve and has received awards including the 2023 Best-in-Class Employer from Gallagher and the 2023 Best of Lexington - Credit Union Winner. The Credit Union has a strong financial position, is member-centric, and has an employee/family-oriented culture with a talented Board and staff to lead it into the future.
The Board of Directors is seeking an innovative, transparent, collaborative, empathetic, and results-driven strategic executive to guide this organization into the future as their next President / Chief Executive Officer. The CEO leads the comprehensive management of the Credit Union, with the responsibility to drive the institution towards financial success while upholding the core values of member-driven service, community engagement, and fiscal integrity. The CEO develops and implements both short- and long-term goals, to include digital transformation, strategic initiatives, and policies aligned with the Credit Union's mission, values, and regulatory compliance directives set forth by the Board of Directors. Through the development of a constructive partnership with the Board of Directors, the CEO inspires a collective dedication to the Credit Union's mission, enabling the organization to thrive as a trusted financial institution that not only meets but exceeds the diverse financial needs of its members while positively impacting the community it serves. The CEO will be charged with evaluating, promoting and maintaining a culture of trust, collaboration, stability, and excellence throughout the organization and encourages strong relationships both internally and externally; anticipating members' financial needs and developing solutions to meet those needs throughout their lives; achieving sustainable growth and long-term financial health that brings value to the membership as a trusted partner; integrating convenient and secure financial services, competitive technologies and business practices to drive efficiency, growth and member engagement.
This visionary will be a strong relationship builder, have integrity, a strong understanding of technology, be confident, humble, emotionally intelligent, and possess demonstrated servant leadership and business acumen, excellent communication and listening skills, and a collaborative approach. The ideal candidate will be a culture champion who will have a minimum of 10 years' senior management experience at a financial institution as either a CEO or C-level executive from a larger organization, a proven track record of success, a desire to be active in the community and industry and a strong belief in/dedication to the credit union mission and purpose. Bachelor's degree required; MBA preferred.
About Lexington:
Lexington, Kentucky, embodies a unique blend of charm, culture, and opportunity that sets it apart. Known as the "Horse Capital of the World," Lexington boasts a rich equestrian heritage, with sprawling horse farms dotting picturesque countryside. Its historic downtown area is adorned with beautifully preserved architecture, bustling with local businesses, artisanal shops, and diverse dining options. The city's commitment to education is evident through its prestigious institutions like the University of Kentucky, fostering a culture of learning and innovation. Residents of Lexington enjoy a high quality of life, with access to top-notch healthcare facilities, a thriving arts scene, and an abundance of outdoor recreational activities in its numerous parks and green spaces. With its Southern hospitality, rich history, and forward-thinking spirit, Lexington stands as a beacon of warmth, opportunity, and cultural richness in the heart of Kentucky.
![President / Chief Executive Officer](assets/images/content/cafcu_logo_2019.png)
President / Chief Executive Officer
Corporate America Family Credit Union (CAFCU) dates back to 1939 serving members of Automatic Electric Co. later being purchased by GTE Corporation. Today, the Credit Union approaches $900 million in assets, serves nearly 70,000 members with more than 700 sponsor companies nationwide via 20 branches in 11 states. They are financially strong with a purpose to serve people and vision to make a meaningful difference in the financial lives of their members. They have a member-centric culture with a strong commitment to financial education building a financial fitness program that empowers members to set financial goals and have been recognized by the Credit Union Financial Education Network (CUFEN). CAFCU is also ranked as one of America's best credit unions in Forbes' list of "Best Credit Unions In Each State 2023" out of thousands of member-owned financial co-ops in the U.S. The Credit Union focuses on Empowering Financial Success for their members no matter where life takes you and has led them to be one of the most influential credit unions in the industry.
The credit union has a dedicated board of directors, is primed for additional growth and opportunity and is looking for a forward-thinking, results focused, and collaborative leader to lead this organization as as their next President / Chief Executive Officer. The CEO will direct the overall operations of the Credit Union with the objective of ensuring financial stability commensurate with the best interests of its members; establishing short-term and long-range strategic objectives, plans, and policies subject to the approval of the Board of Directors. They will be responsible for the financial planning and results of the corporation and 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. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union’s policies and procedures and with constant attention to CAFCU’s creed, vision, mission and goals.
The successful candidate will be a visionary who is strategy focused, transparent, adaptable, emotionally intelligent with a strong desire for continuous improvement, and have an understanding 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; and be a champion for culture development and excellence. At least 10 years of progressive management experience at a financial institution and a bachelor’s degree required. MBA preferred.
![Chief Financial Officer](assets/images/content/Redstone_Federal_CU_1.png)
Chief Financial Officer
With over $7.5 Billion in assets, 800,000 members, and more than 1400 employees headquartered in Huntsville, AL, Redstone Federal Credit Union is one of the most influential and financially stable credit unions in the industry. Recognized by Bloomberg TV as one of the “World’s Best Credit Unions”, they have been consistently credited with awards ranging from Excellence in Culture, Leadership and Accountability to awards in Operational Excellence, Global Award in Banking, Credit Union of the Year, BBB-Torch Award, Best Bank in Alabama, Best Credit Union in Tennessee, and additional recognition for their impact in the communities they serve. Redstone Federal Credit Union has a culture of honesty, integrity, member service excellence, and accountability and has achieved some of the highest scores in Member Satisfaction and Employee Engagement.
To continue their success, Redstone Federal Credit Union is seeking a strong finance professional to join their team as the Chief Financial Officer. Under policy direction of the President/CEO plans, organizes, integrates, directs and evaluates the operational activities of the Credit Union’s Accounting & Finance Divisions; provides expert guidance to subordinate executives and managers; develop and oversees planning and implementation of policies and strategic plans; ensures projects are designed and implemented efficiently and effectively; directs division business continuity planning to minimize risk; ensures the safeguarding of the Credit Union’s financial assets. This single-incumbent Executive Management position is responsible for managing the policy development, program planning, fiscal management, administration and operation of the units under their direction. The incumbent is responsible for accomplishing RFCU’s strategic goals and objectives and for ensuring the credit union operates in an efficient, cost-effective and compliant manner.
The ideal candidate should have a passion for the industry, be an effective strategist and collaborator with excellent people skills who maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics. The individual must possess at least 10 years of progressive experience in a finance and/or accounting role at a financial institution with at least 5 years relevant management experience. Additional requirements include a complete knowledge of GAAP; excellent understanding of financial institution Asset Liability Management Programs; complete understanding of financial institution governmental regulations and reporting requirements and advanced analytical/technical knowledge pertaining to decision analysis and financial/budget analysis. Bachelor’s degree in Finance, Accounting, or a related discipline is also required. Master’s degree and/or CPA, CFA or CMA Certification strongly preferred. Certification or significant relevant experience will be considered.
RFCU proudly offers highly comprehensive Executive benefits package, including medical PPO plan, dental, 401 (k) with match, Defined Benefit Plan, Life Insurance/STD/LTD, generous paid time off plan, onsite medical clinic for employees free of charge, onsite gym facilities, on-site cafeteria and much more.
About Huntsville, AL
Known as The Rocket City for their role in putting man on the moon, they have carried forward a legacy of innovation. While the metro consists of Madison and Limestone counties, the economic impact and workforce extend across 16 counties in North Alabama and Tennessee. They are recognized in national and international media for the strong economy and job growth, quality of life, and the accomplishments of the companies that call Huntsville home. The ecosystem supports the primary industries of aerospace, defense, information technology, bioscience, and advanced manufacturing, and the education and training systems ensure that they have the talent to keep growing. Huntsville is listed #1 for Most Affordable Place to Live, Top 10 Cities to Raise a Family and Top 20 Leading Metros for Business.
![President / Chief Executive Officer](assets/images/content/MYpoint_Credit_Union.png)
President / Chief Executive Officer
Located in San Diego, MyPoint Credit Union has been serving its members for over 75 years. Full of one-of-a-kind communities and diverse and passionate doers in the counties of San Diego and Riverside, MyPoint’s mission is to help individuals, families, local businesses and everyone in-between - do more of the things they love on their own terms. With over $650 Million in assets and 7 branches, the credit union is financially sound, offering a variety of products of services. Life may be short, but it should be awesome, and that's why MyPoint Credit Union is focused on helping its members get the most out of their lives.
This member driven, community focused organization is in search of a forward thinking, inspirational and collaborative individual to lead under the direction of the Board of Directors as its next President / Chief Executive Officer. The CEO will plan, direct and control all credit union activities in accordance with the plans, policies, directives and activities established by the Board of Directors. This executive will be responsible for ensuring financial stability and member satisfaction by keeping the best interests of its members at the forefront of all key decisions. The CEO will develop vision and strategic direction in conjunction with Board of Directors and will provide leadership and management in all functional areas. A team player, the CEO will work collaboratively and effectively with the Board of Directors and Senior Management and will be responsible for growth strategies for the entire organization, including membership expansion.
This visionary’s strong moral fiber will support all actions and decisions made on behalf of the credit union. The CEO will have a robust understanding of technology, be confident, competitive, emotionally intelligent and possess demonstrated leadership, excellent communication and listening skills. Dedicated to a collaborative approach, this individual will propel MyPoint Credit Union into the future with continued service excellence and self-improvement. The ideal candidate will have a minimum of 8 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 preferred.
Base Salary: Low - $347,621.5575 Mid - $463,495.4100 High - $579,369.2625
![President / Chief Executive Officer](assets/images/content/logo_2x_1.png)
President / Chief Executive Officer
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.
![President / Chief Executive Officer](assets/images/content/first_source_logo_1.png)
President / Chief Executive Officer
First Source Credit Union strives to help you Live Smarter by making good financial decisions. Through financial education, they strive to help you become a more informed consumer, saver, and borrower, and to better your financial well-being. At their core, they are a financial institution with guiding principles based in education and doing the right thing for their employees, Members and community. With over $1 Billion in assets, and 60,000 plus members serving Oneida and Herkimer Counties, their mission is “To improve the quality of life of our Employees, Members and communities we serve.” They have been a recipient of multiple awards to include Best Credit Union, Best Mortgage Lender and Best Places to Work which tie into their Vision Statement “To be the credit union employees want to work for, our members choose to do business with, and our communities know they can count on.”
Due to the upcoming retirement of their respected CEO, the Credit Union is in search of a dynamic, forward-thinking, collaborative leader to join their organization as the next President / CEO. The Board of Directors has determined that the primary responsibility of the President/CEO function is: “Through leadership presence, deliver Member Value to employees, members and the community, and foster sustainability and growth as a mentor and guide.” The President/CEO will determine who will serve in roles of leadership and how to best implement the vision, strategic plan, budget and other significant long and short term decisions. The focus of the President/CEO will be preparing our Credit Union for the future. This includes a focus on long-term strategy, leadership development and succession planning, political advocacy, and community involvement.
ESSENTIAL JOB FUNCTIONS
The President/CEO is:
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Responsible for preparing First Source FCU for the future through a focus on the development and execution of the strategic goals and objectives as approved by the Board of Directors.
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Accountable for the financial safety and soundness of the Credit Union.
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Responsible for the organizational structure of the Credit Union.
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Provides leadership and directs the Executive Management Team.
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Responsible for recruiting and developing Credit Union leaders for positions of greater responsibility including short-term and long-term succession planning.
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Responsible for assessing the performance of the Executive Management Team and for compensation plans.
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Responsible for developing and maintaining effective relationships with various credit union constituents, including but not limited to: Board of Directors and other volunteers, members, employees, community and political leaders, business partners, members of the credit union community. Represents First Source at community and trade association events.
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Involved in appropriate political advocacy for the Credit Union.
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Informed of new developments in the credit union industry, including legislative, regulatory and economic developments.
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Responsible for preparing the agenda for board meetings and keeping the board appropriately informed.
QUALIFICATIONS, SKILLS AND EXPERIENCE
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A baccalaureate degree and other appropriate advanced education/training with 10 years progressive executive level experience, preferably in a key executive role in the finance industry.
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Above average interpersonal and communications skills and strong organizational skills are essential.
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Must demonstrate a proven track record of leadership.
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Proven expertise in developing budgets, financial planning and analysis, financial statement preparation and designing and developing strategic and tactical plans.
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General knowledge and experience in other disciplines associated with the credit union industry including lending, marketing, operations, and human resources, business development and political advocacy.
PERSONAL MASTERY AND BEHAVIOR
The CEO needs mastery in the following:
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Leadership: Achieves extraordinary results through people.
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Interpersonal Skills: Effective Communicator who builds rapport and relates well to people.
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Planning/Organizing: Utilizes logical, systematic and orderly procedures to meet objectives.
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Teamwork: Works effectively and productively with others.
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Futuristic Thinking: Imagines, envisions, projects and/or predicts what can be.
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Conflict Management: Addresses and resolves conflict constructively.
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Decision Making: Utilizes effective processes to make decisions.
The President/CEO role requires a preferred behavior as described below:
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Inherent Drive and Need to Direct: The position requires an inherent drive to calculate the use of power and authority, respond to challenges and authority, a drive to succeed, clarification of authority and parameters, challenging assignments, independent thinking, freedom from much detail work, flexibility, ability to solve problems and meet challenges and taking an idea and moving with it.
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Inherent Need to Interact: The position requires social interaction, optimism, getting emotional buy in, flexibility, creative problem solving, initiating contact with others and accomplishing goals through teamwork.
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Inherent understanding of How to Serve: The position requires the ability to deal with a variety of constituencies with sensitivity, flexibility, and adaptability.
Base Salary $350,000-$500,000
Chief Information Officer - JUST FILLED
Chief Information Officer
UMe Credit Union is truly special. Here at UMe, we whole-heartedly embrace the credit union spirit. We believe that it is the relationship between us and our members that matters most. Our members talk, we listen. Our members have dreams, we’re here to help make them happen. U + Me. Together we are better. Together we are UMe.
At UMe, we believe we can never really be finished, we’re always looking for ways to improve, to grow — as a company and as individuals. We are constantly working toward creating the ultimate member experience. We look for creative solutions. We think beyond the financial world. And, we are always looking for how we can do things better.
Currently, we’re looking for the perfect someone to join our leadership team as our Chief Information Officer — to help us continue to strive toward bigger and better things — together. This is a leadership opportunity for an innovative and motivated technology professional with high levels of responsibility and experience who is ready to take the next step. A really great step, with a really great company who has great expectations. This job isn’t for just anyone. It’s for someone really special.
The primary role of the CIO is to provide leadership, oversight, and strategic direction to the technology functions of the Credit Union. As a member of the senior management team the executive will participate in establishing and implementing major goals and objectives of the Credit Union and serve as a resource in all aspects of its support operations.
The CIO is responsible for the management of the Credit Union’s technology systems, programming, and phone systems. Researches and maintains vendor relationships. Develops, implements, and administers information technology policies and procedures. Oversees all Information systems hardware, software, and equipment purchases and maintenance. This position is responsible for research of future technological innovations including development and implementation of the Credit Union information systems strategic plan. Ensures a secure protected information systems environment. Continually monitors technical and processing methods to maintain efficiency and security. They will also be responsible for the electronic, technology and hardware of the Credit Union’s physical security systems. These include alarm systems, camaras and applicable security programs and applications for the purpose of protecting the Credit Union information, operations, and facilities. This position assumes responsibility for disaster recovery planning and mitigation strategies as well.
The ideal candidate should have a passion for the industry, be an effective strategist and collaborator with excellent people skills who is devoted to the culture, vision and strategy of the Credit Union. The successful candidate must possess at least five years of progressive experience in a technology role at a financial institution with at least 3 years in management. Minimum 3 years of work experience with PC hardware and software configuration and network support functions with a strong background in Network & Systems Administration and programming functions. Work experience with Episys (Symitar) operations and Episys programming strongly preferred.
Base salary range is $180,000-$220,000
![VP Finance & Analytics](assets/images/content/717_Credit_Union_2.png)
VP Finance & Analytics
With $1.6 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 financial executive to join their team as the Vice President of Finance & Analytics. Reporting to the Chief Financial Officer, this position is a key leadership role responsible for overseeing the financial planning, reporting, and analysis functions within the credit union. The individual in this role will provide strategic direction and guidance for financial initiatives, ensuring accurate reporting, comprehensive analysis, and effective planning to support the credit union’s financial goals. Additionally, working closely with the Chief Executive Officer and members of the Senior Leadership Team, this individual will be a key contributor to the development and execution of the credit union’s Strategic Plan.
Responsibilities:
- Financial Planning:
- Develop and execute financial strategies aligned with the credit union’s objectives.
- Lead the annual budgeting and forecasting process, ensuring accuracy and adherence to financial goals. This includes developing cost center budgeting and direct and indirect allocations for all branches and operational and administrative areas of the credit union.
- Drive initiatives to optimize financial performance and operational efficiency, including conducting analysis on product profitability, branch profitability, market performance and profitability, initiative ROI reviews, and vendor cost/benefit analysis.
- In collaboration with the CFO and CLO, coordinate loan asset sale analytics and support capital market strategies. Responsible for MTM adjustments to servicing rights and works with outside vendors to review options for optimization of the credit union’s balance sheet, including reviewing options for pipeline and balance sheet hedging.
- Conducts quarterly operational forecasts of the income statement and balance sheet to support overall execution of the current year budget and plan. Collaborates with outside vendors to conduct multi-year modeling for balance sheet and income statement to support strategy scenario planning and ‘what-if’ analysis.
- Reporting:
- Oversee the preparation and distribution of financial reports and statements for internal and external stakeholders.
- Coordinates the corporate-wide consolidation of all departmental reports to the CEO, Senior Leadership Team, and the Board of Directors.
- Provide insightful analysis and interpretation of financial data to support decision-making processes.
- Implement metrics and KPIs to measure and communicate financial performance and monitor the successful execution of the Strategic Plan.
- Prepare analysis on corporate pricing strategies, peer reviews, and WAGY/WANY analysis on product attribute segmentation for deposits and loans.
- Oversee the coordination and preparation of regular daily, weekly, monthly, quarterly, and annual reports from all areas of operation from the credit union, including branch operations/profitability, cost center profitability, deposit operations, credit/lending operations, CUSO operations, and any other required corporate reporting.
- Contribute to the development of, monitoring of, and ongoing adjustments to the credit modeling / automated underwriting for both deposit (new account) and lending programs.
- In conjunction with senior leadership and the CEO, prepare monthly and quarterly Allowance reconciliations for Environmental Reserves, Specific Reserves, and CECL Reserves.
- Ensures appropriate reporting to purchased participants for all servicing and monthly reporting in collaboration with Lending.
- Conducts quarterly peer analytics, market share, product/wallet share for membership.
- Analytics
- Conducts CECL analytics using nCino to support Provision calculations.
- With support from third-party partners, responsible for NEV/EVE, net interest income simulation, behavior gap, non-maturity deposit, and other related ALCO analysis.
- Conducts ad-hoc scenario analysis on the balance sheet and income statement for different strategies or initiatives, as directed by the senior leadership team.
- Conducts merger and acquisition analytics on prospective banks, branches, or credit unions and prepares presentations for the CEO and Board of Directors regarding such opportunities.
- Regulatory Compliance:
- Ensure compliance with all relevant regulatory standards and reporting requirements.
- Stay updated with changes in regulations and adapt reporting and planning strategies accordingly.
- Leadership and Collaboration:
- Manage and mentor a team of financial analysts and reporting professionals responsible for member, household, market, and product profitability; marketing campaigns and next best cross-helps and product promotion; credit analytics and pre-approvals, portfolio analytics, asset sale analytics and market/economic value of portfolios under consideration for sale/purchase; and ad-hoc analytics, forecasting, and scenario and budget planning.
- Collaborate with other departments to align financial strategies with organizational objectives.
- Strategic Planning:
- Contribute to the development and execution of the credit union’s strategic plan, including coordinating and assisting in the research and analytics of corporate initiatives and development of corporate strategies.
- Provide guidance and support to senior management in achieving financial goals.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field required. Advanced degree (MBA, CPA, or CFA) preferred.
- Proven experience in financial planning, reporting, and analysis within the financial industry, preferably within a credit union or banking environment.
- Previous experience in developing reporting for and giving presentations of complicated concepts to senior leadership, the CEO, and the Board of Directors is required.
- The ability to manage a significant work-load of dozens of complex initiatives, projects, and requests from the CEO and multiple members of the Senior Leadership Team is required.
- Strong leadership and management skills, with the ability to lead and develop a team.
- Comprehensive knowledge of financial principles, accounting standards, and regulatory requirements.
- Excellent analytical and problem-solving abilities.
- Exceptional communication and presentation skills. Demonstrated experience in providing reporting to the CEO and executive leadership, the board of directors, and to all levels of the organization.
Chief Financial Officer - JUST FILLED
Why Westerra?
Here at Westerra Credit Union, every employee counts. Our teams are composed of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS, which makes them GREAT! Our team members show up every day authentically being themselves and our diversity, equity, inclusion and belonging (DEIB) focus is a critical pillar of our organization. We want you to feel comfortable being YOU.
All of our team members are working towards the same purpose - to teach one another to prosper. We strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members that we serve. We can't wait to see how you will contribute to this purpose, positively and intentionally, by impacting our members’ lives through personal attention, financial education, community engagement and much more. This is true regardless of your role, as we are all member-facing. Founded by schoolteachers in 1934, we are a learning organization at our core and embed a growth mindset in our employees so that we all prosper!
What is the role?
The Chief Financial Officer (CFO) oversees the financial strategy and resource management operations of the financial institution and its affiliated company. The CFO plays a key role in the success of the credit union and is a key participant in the development of the credit union’s strategy, the institution’s primary analyst for financial decisions, prepares board reports and other senior-level presentations, leads appropriate asset-liability management, enterprise risk management, merger analysis, product, delivery channel, member and organizational cost and profitability analysis. Establishes and implements strategies that have mid to long-term (3-5 years) impact on business results in alignment with organization objectives.
What will be expected of me?
- Ensures that the strategy of the institution leads to outstanding financial performance
- Considers the potential impacts of future events and environmental scenarios that may affect the performance of the institution and recommending actions to compensate for them (scenario planning)
- Performs analyses of long-range economic and growth trends and potential impacts on the organization and its affiliates and reporting these trends to the Board of Directors
- Provides relevant and concise updates to the Board via appropriate channels
- Directs the creation of Board reports, management reports and dashboards, and all financial reporting
- Serves as the primary liaison to and facilitator for the Supervisory & Audit Committee
- Manages Balance sheet, including the leadership of investment strategies and the execution thereof
- Manages the investment portfolio and liquidity of the organization to maximize returns while maintaining acceptable levels of risk
- Maintains adequate capital planning programs
- Performs in-depth analysis of asset/liability and interest rate risk management Establishes appropriate accounting policies and procedures
- Establishes and monitors appropriate risk management frameworks, activities, controls, and risk assessments
- Manages the audit processes in partnership with the Board’s Audit Committee
- Creates excitement around our culture and employment brand by modeling our Cultural Tenets and Be Statements, enabling our Purpose to drive performance
- Actively prepares and participates in strategic planning process with Chiefs and at Board Planning sessions. Assumes responsibility for providing expertise and recommendations
- Actively prepares and leads R6Q business planning discussions with team by defining priorities and measures, and implementing defined goals with assigned business units
- Provides clear vision and expectations to functions under purview
- Monitors progress of defined goals and measures, on-going
- Leads business towards strategic goals while maintaining culture and engagement, leveraging Q12 best practices
- Consistently demonstrates the Westerra Way Experience and complies with all policies and regulations
- Direct short- and long-term development of employees across the organization
- Responsible for enterprise-wide MOS and strategic goal achievement
- Develops mid to long-term (3-5 years) plans for optimizing the organization and the talent required to execute strategies in the job area
- Responsible for reporting strategic plans and results to Board of Directors
- Actively involved in Credit Union or relevant business related professional organizations
- Other duties as assigned
What am I bringing?
Experience/Education:
- 15+ years of progressive experience in related or similar job roles in the financial services industry
- BS/BA degree from an accredited college/university
- Master’s degree preferred
- Broader involvement in financial services industry organizations preferred
- Extensive understanding and skill in technical areas such as GAAP and bank or credit union regulatory accounting principles
- Expert level use of management reporting systems and report writing capabilities are required
Skills and Abilities:
- Excellent executive presence
- Executive level ability to present
- Excellent communication and influencing skills
- Business acumen
- Proven leadership skills, with the ability to motivate, coach, train and develop subordinates
- Demonstrates integrity and builds trust
- Fosters a strong team environment with ability to create win-win solutions
- Excellent analytical, judgment and decision-making skills
- Demonstrates initiative and flexibility
- Attention to detail and follow-through
- Strong technology skills
- Ultimate accountability for the performance of the organization, major functional area, or line of business to the board and membership
- Uses advanced logic to make highly complex judgments with a material impact at the organization level
- Authoritative knowledge and deep understanding of the overall organization and the competitive environment
- Ability to drive strategic initiatives that have a material impact on the organization’s results.
- Can ensure appropriate talent selection, organization and leadership for major areas of the organization
What is the work environment like, and are there physical requirements for this role?
- Flexible, dispersed team environment both on Westerra campus and remote
- Office environment
- Works primarily at desk
Salary: the range for this position is $288,000 - $371,000, subject to board policy on executive salaries, and incentives in accordance with board policy guidelines.
What are some of our benefit offerings?
- Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
- Two dental plans through Delta Dental
- Basic life and AD&D insurance, short-term disability and long-term disability
- 20+ days of paid time off (PTO) per year
- Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
- 16 hours of volunteer time off (VTO) per year
- 11+ paid holidays
- 401(k) that includes up to 6% match
- Up to $5250 per year for educational reimbursement
- Partial paid parental leave
- Mental health resources including an Employee Assistance Program (EAP)
- Home office reimbursement for hybrid/remote roles
- Individualized learning and development programs
![President / Chief Executive Officer](assets/images/content/Georgia_Heritage.jpg)
President / Chief Executive Officer
Georgia Heritage Federal Credit Union is one of the oldest locally owned financial institutions in the Savannah Metropolitan Area. What began on April 15, 1940, as the Union Bag Federal Credit Union became Union Camp Savannah Federal Credit Union in 1966 and finally Georgia Heritage Federal Credit Union in 1999. We expanded further in 2006 when the Credit Union received its community charter, allowing us to serve anyone who lives, works, worships, or attends school in Chatham, Effingham, and Bryan counties and their immediate family members. Today, we take pride in our continued growth as a premier credit union in Georgia.
Because we believe our members should have the knowledge and resources to make the best decisions for their future, our vision is to provide the highest quality financial products and services through innovative technology and education for our members and the communities we serve. The credit union has an engaged board of directors, strong leadership team, member centric culture and is primed for additional growth and opportunity.
Due to an upcoming retirement, Georgia Heritage Federal Credit Union is seeking a forward-thinking, member-centric, community-oriented, results and growth focused servant leader to guide the organization as its next President / Chief Executive Officer. The selected candidate will be responsible for providing leadership, planning, and oversight of all Credit Union activities in accordance with policies and objectives established by the Board of Directors. The next CEO must have the ability to work cooperatively with the Board of Directors and management to continue promoting the mission and values of the organization to ensure the continued financial strength and outstanding member service of the Credit Union. The CEO will be a strategist and be responsible for successful and continued growth of the Credit Union while providing effective leadership, oversight, and training of employees. Additional duties include analyzing and evaluating the effectiveness of all operations, leading change where necessary and advancing organizational leadership and culture.
This individual will be a visionary, approachable, transparent, emotionally intelligent leader who possesses excellent communication and interpersonal skills. Additionally, this mentor will adhere to a team-oriented approach to management and have a strong desire to be an integral part of the community and industry. A passion for the financial services industry, bachelor’s degree, and minimum of five years’ experience in a financial institution at the executive management level is required.
Chief Financial Officer - JUST FILLED
UMe Credit Union is truly special. Here at UMe, we whole-heartedly embrace the credit union spirit. We believe that it is the relationship between us and our members that matters most. Our members talk, we listen. Our members have dreams, we’re here to help make them happen. U + Me. Together we are better. Together we are UMe.
At UMe, we believe we can never really be finished, we’re always looking for ways to improve, to grow — as a company and as individuals. We are constantly working toward creating the ultimate member experience. We look for creative solutions. We think beyond the financial world. And, we are always looking for how we can do things better.
Currently, we’re looking for the perfect someone to join our leadership team as our Chief Financial Officer — to help us continue to strive toward bigger and better things — together. This is a leadership opportunity for an innovative, analytical, and motivated finance professional with high levels of responsibility and experience who is ready to take the next step. A really great step, with a really great company who has great expectations. This job isn’t for just anyone. It’s for someone really special.
The primary role of the CFO is to provide leadership, oversight, and strategic direction to the accounting and finance functions of the Credit Union. As a member of the senior management team the executive will participate in establishing and implementing major goals and objectives of the Credit Union and serve as a resource in all aspects of its support operations. Responsibilities include financial planning, budget, balance sheet optimization, supervision of accounting staff, accounting systems, regulatory compliance, management of investment portfolio, coordination of audit and federal exams, and management of the Asset Liability Management (ALM) policy, software and will serve as ALM Committee Chair.
Essential Functions and Basic Duties:
- Oversees the daily operations of the accounting department. Directs, coordinates, and maintains the accounting and financial activities of the Credit Union. Oversees the current and future financial structure, financial risks, and financial integrity of the Credit Union.
- Actively participates as a member of the Leadership Team. The executive plays an active role and participates in establishing and implementing major goals and objectives of the Credit Union. Serves as a resource in all aspects of accounting and operations.
- Manages and directs the daily operations of the accounting department including hiring, training, and reviewing assigned staff members.
The ideal candidate should have a passion for the industry, be an effective strategist and collaborator with excellent people skills who is devoted to the culture, vision and strategy of the Credit Union. The successful candidate must possess at least five years of progressive experience in a finance or accounting role at a financial institution with at least five years in management. Additional requirements include a complete knowledge of GAAP; excellent understanding of financial institution Asset Liability Management Programs; complete understanding of financial institution governmental regulations and reporting requirements and advanced analytical/technical knowledge pertaining to decision analysis and financial/budget analysis. Bachelor’s degree in Finance, Accounting, Management or Business Administration also required. Master’s degree and or CPA preferred.
Base salary range is $160,000-$190,000
![Chief Experience Officer](assets/images/content/Fremont_Federal.png)
Chief Experience Officer
Chief Experience Officer - OH
Since 1946, Fremont Federal Credit Union has been passionate about improving the financial lives of its members and has been Committed to Excellence. They deliver the best advice, products, and services to promote healthy financial habits and believe that an energized and empowered team is the pathway to maximizing their mission. They embrace core values of communication, integrity, service, character, and accountability, and believe in perpetual progress. Fremont Federal Credit Union is proud of a culture of continuous development and put the well-being of their members, employees, and community at the center of their focus. With over $330 million in assets and six branches, the credit union is at a pivotal time for expansion and is seeking an inspirational and strategic leader to help drive growth, culture evolution and the member experience as their new Chief Experience Officer.
The Chief Experience Officer is responsible for providing energy, creativity, and meaningful insights to help drive strategic business decisions, direction, and results. Reporting to the President/CEO, the CXO will serve as a strong steward of the credit union’s brand and take responsibility for Fremont Federal’s member experience across all channels. As a member of the Chief Leadership Team, the CXO has executive responsibility for FFCU’s branch network, contact center, marketing team, facilities, and digital experience. Has direct responsibility for the administration and supervision of branch, marketing, and member service functions within established policies and guidelines.
Essential Functions
- Empowers, leads, manages, coaches, and develops direct and indirect reports. Ensures performance management, reward and recognition, engagement, and accountability measures within scope of oversight are effective and successful in delivering company strategic objectives.
- Develop and implement a member experience strategy that 1) transforms all member touchpoints through innovation and systemic change; 2) ensures an exceptional, seamless member experience across all channels delivering personalized experiences when possible; 3) optimizes existing systems and leverages new technologies when appropriate to enhance the member experience; and 4) improves overall organizational performance, including the achievement of growth goals.
- Develops, builds, and drives the vision, strategies, and tactical action execution needed in assigned lines of business and areas of focus to achieve the short-term and long-term strategies of the company. Establishes, champions, directs, monitors and be accountable for the key business objectives of assigned lines of business and areas of focus.
- Responsible for revenue generation, expense management, and risk management results of the assigned lines of business and areas of focus. Ensures budgeting, goal setting, business case determinations, and line of business decision making are aligned with and support the company strategic objectives.
- Align the direction and focus for the credit union’s digital assets, branch network, marketing team, and call center with the member experience strategy.
- Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and to provide consistent quality service to members.
- Performs other duties or special assignments as assigned.
The selected candidate will have excellent communication skills, proven leadership, a track record of success and a strategic mindset. Requires a broad knowledge of credit union operations and credit union products and services. A bachelor’s degree or equivalent background, at least 10 years of similar or related experience in either retail operations, member experience, digital, or marketing with at least five years in a management role required. Master’s degree preferred.
![President / Chief Executive Officer](assets/images/content/Bronco_FCU.png)
President / Chief Executive Officer
Bronco Federal Credit Union has been serving members for over 80 years. Once open to only a select few, the Credit Union now has over $250 Million in assets, serving the cities of Franklin, Suffolk, Chesapeake, Portsmouth, Norfolk, Virginia Beach and the counties of Isle of Wight and Southampton, Virginia. The Credit Union is one of the strongest financial institutions in the area and is best know for the impact on the community. They are passionate about serving the membership and the community; have a family and employee centric culture; embrace the credit union philosophy of “People Helping People” and are proud to offer a financial experience that is personalized and inviting. It is why they say, “Welcome Home”.
Due to the upcoming CEO retirement, Bronco Federal Credit Union is in search of a community driven executive to join their team as the next President / Chief Executive Officer. The new CEO must have the ability to work collaboratively with the Board of Directors and the team to drive the organization’s vision and values to ensure its continued financial health, outstanding service, and strong community presence in the marketplace. They will be responsible for establishing and executing major goals and objectives of the Credit Union and interpret and implement policies and procedures established by the Board of Directors. They will provide leadership, direction, and guidance of credit union activities; analyze the effectiveness of all operations; and develop and maintain organizational structure and effective personnel. They will also drive the strategic planning process and represent Bronco Federal Credit Union to regulatory agencies, trade associations, community and civic organizations, members, and other financial institutions.
The ideal candidate should have a passion for the industry, be an effective strategist with excellent communication skills who is devoted to the vision, strategy, community involvement and core values of the Credit Union. The successful candidate must possess a bachelor’s degree, at least ten years of progressive experience in the industry with five years’ experience leading a financial institution as a senior executive. Familiarity with the geography and living in a rural environment is also desired.
Executive Vice President - JUST FILLED
Pasadena Service Federal Credit Union (PSFCU) is a financially-sound, community-driven, family-focused organization that has a passion for serving their membership. At PSFCU, they are your credit union for life, and all moments in between. Since 1936, their products have been designed to fit your needs in every stage of your financial journey. With a pending merger that will increase assets to over $400 Million, the Credit Union is looking for a transformative leader to join their team as the Executive Vice President.
The Executive Vice President will report and work closely with the CEO. This position will need to be well-versed in all aspects of a financial institution and be able to provide leadership and strategic initiatives to increase loan, membership, and income growth. The Executive Vice President will direct and coordinate a broad range of activities toward achieving the Credit Union’s objectives and key metrics, in accordance with policies established by the CEO and the Board of Directors. This position will oversee various departments, with multiple direct reports; the EVP will be a well-organized and dynamic leader, capable of carrying out major initiatives.
The EVP will assist in leading the senior management team and will encourage collaboration and effective communication amongst all team members. The EVP will lead their direct reports as a servant leader and will assist them in the development and execution of individual business plans. Working closely with the CEO, this position will also guide staff on the achievement of scorecard metrics. The EVP will be an ambassador of the Credit Union, representing the organization to regulatory agencies, community and civic organizations, employer groups and other key stakeholders. The EVP is expected to build relationships that will promote the Credit Union and enhance its future success. The EVP serves as the designated “number 2” to the CEO and in many instances, the EVP will participate in outside meetings and events on behalf of the CEO.
The EVP is an exceptional communicator, both verbally and in writing. This position must work well with individuals at all levels. This will include working on strategic items with the Board of Directors, while being willing to provide “hands on” assistance to an employee or a member with a problem.
This role serves as a positive influence on others by demonstrating a commitment to the Credit Union’s Leadership Competencies: Instilling Shared Vision; Strategic Agility; Emotional Intelligence; Communication Skills; Business Acumen; Relationship Skills; and Developing Individuals and Teams.
Strong background in change management, strategy execution, and driving transformation required. Bachelor’s degree with emphasis in Business Administration or Finance or, an equivalent level of training and experience also required. Eight to ten (8 to 10) years of similar or related experience in operations and/or lending preferred.
Base compensation range - $150,000-$212,000
![Vice President of IT - JUST FILLED](assets/images/content/Northern_N_Logo_White_trim.jpg)
Vice President of IT - JUST FILLED
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. Committed to the Mission 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 an innovative technology leader to join their team as the Vice President of Information Technology.
As a member of the Northern’s Leadership Team, the Vice President of Information Technology (VP of IT) is accountable for recommending, planning, and leading the strategic direction of all IT initiatives. This includes ongoing analysis and implementation of Northern's technology infrastructure to support operational needs and future growth, enhance operational efficiency, and improve the overall member experience. As a visionary leader, the VP of IT provides strategic leadership to the IT Team; and oversees the expansion and optimization of our network through thorough assessments of IT systems and applications. In addition to strategic leadership, the VP of IT plays a vital role in mentoring and developing direct reports, and ensures they are highly engaged and focused individually and collectively as a team. By fostering a people-first approach and leading through a culture of innovation, the VP of IT guides the organization towards consistently meeting and exceeding expectations, all while aligning with Northern's mission, vision, and strategic objectives.
Essential Job Functions:
Effectively assists with the development of the Credit Union’s strategic direction by establishing short- and long-term goals by:
- Participating in, and helping to facilitate, strategic planning discussions with Credit Union stakeholders, including Board and Supervisory Committee members.
- Taking accountability for overseeing the successful implementation of business plans including specific short-term and long-term strategic goals for the IT team in support of the Credit Union’s overall initiatives.
- Keeping informed of relevant developments, regulations, best practices, innovations, trends, market conditions, emerging technological advances, and competitor activities. Provides timely, insightful, pertinent analysis and recommendations to identify opportunities that create strategic advantages for the Credit Union.
- Leading the development of the annual IT budget and participating in the preparation of the annual Finance and Operations plan.
Provides inspirational leadership in pursuit of becoming the Standard of Excellence by:
- Effectively articulating a clear and compelling vision for the IT Team, aligned with the organization’s goals and objectives.
- Coaching and inspiring the IT Leadership to reach their maximum potential, encouraging all IT team members to take ownership for their respective department duties and responsibilities, achieving results that positively impact internal and external owners as well as business objectives.
- Being chiefly responsible for the selection, professional development, and performance evaluation of the IT Leadership team. Sets performance standards for areas of oversight, assesses individual progress toward meeting these standards, and coaches the leadership team toward improving performance.
- Providing guidance and support to team leaders, provides internal owners with opportunities for growth in the understanding and application of leadership skills and techniques in credit union business and information security management.
- Directing IT Leadership to ensure that the department is properly staffed, efficiently operated, and consistently focused on delivering outstanding service to internal and external vendor/members.
Displays a high level of leadership by taking an active role the IT Team’s vision through:
IT Strategic growth:
- Leading in the development of the annual technology plan, aligning it with Northern’s strategic objectives by identifying priorities, assessing current infrastructure and systems, and defining a roadmap for future technology investments.
- Overseeing and participating in the execution of the annual technology plan in partnership with IT Leadership; ensuring the plan supports business growth, enhances operational efficiency, and drives innovation.
- Developing plans for implementation of new projects, coordinating processes with Key Leadership Team members and project leaders, all while providing well-defined deliverables including policies and procedures.
- Maintaining a proactive approach, continuously monitoring, and assessing changing trends in technology that impact regulations in the credit union industry ensuring the department remains compliant while adapting to financial industry shifts to drive and maintain a competitive edge.
- Developing and implementing vendor management strategies to optimize IT vendor relationships and ensure the delivery of high-quality products and services.
IT Governance and Regulatory Compliance:
- Working closely in designing new IT-related polices with legal and third-party compliance vendors all while ensuring the IT Team updates and effectively communicates changes to applicable leaders and throughout the organization.
- Regularly analyzing IT policies, standards, and objectives, in addition to directing necessary system training sessions.
- Proactively ensuring the organization’s IT practices and policies are consistently audited along with ensuring timely and accurate reporting of recommendations and action plans to address findings.
- Overseeing IT general controls and testing on an annual basis and provides board a report of its outcomes.
- Ensuring Northern is in compliance with all IT and data Federal and State compliance and security regulations.
- Ensures IT required annual audits are scheduled, coordinated, and performed in a timely manner. Responsible for directing audit finding resolutions withing the acceptable timeline.
- Overseeing the creation and development of ITO ’s disaster recovery plan and IT components of Northern’s Business Continuity Plan in partnership with IT Leadership, Facilities Leadership, Northern’s Security Officer, and other applicable leaders in maintaining a plan for the network.
IT Infrastructure and Operations:
- Collaborating with the IT leadership team and applicable IT vendor partners to assess and address potential vulnerabilities, implementing appropriate controls and safeguards.
- Developing performance standards for the network and making the appropriate configurations.
- Consistently implementing and monitoring controls to ensure network standards are maintained to provide Internal Owners with a fast, accurate, and a secure method to access information in order that members can be served in a highly efficient and effective manner.
- Developing and maintaining the strategy and future direction of LAN technologies, protocols, voice over IP, telecommunications, hardware, and software.
- Proactively monitoring emerging threats and trends in cybersecurity and, in conjunction with Northern’s Security Officer, implementing measures to protect the organization’s sensitive data and information assets.
- Ensuring IT Leadership effectively coordinates efforts with relevant department leaders to ensure accuracy and seamless integration of systems and applications across different functional areas.
- Developing IT department’s Request for Proposals (RFP), and overseeing the vendor selection, contract negotiation, and ongoing vendor performance management.
Other duties as assigned.
Qualifications, Skills, Experience:
- Bachelor’s degree in computer science, Information Technology, or a related field, Master’s degree preferred.
- Minimum 7-10 years of progressive IT leadership experience. Experience within a Financial Institution is preferred.
- Broad background in the IT field such as system development, information security, disaster recovery, vendor management and operations. Experience with banking and financial services software preferred.
- PMP and CISSP certification preferred.
- Strong understanding of regulatory standards and compliance requirements relevant to the financial industry preferred.
- Expertise in strategic visioning, planning, and execution of strategic initiatives.
- Show a demonstrated relevant experience in building and sustaining relationships in partnership and expertise in leading multiple functional areas.
- Possesses relevant expertise with financial products, services, and delivery channels and critical and conceptual thinking skills to observe and analyze data to innovate new methods, techniques, or processes to integrate issues and factors into a practical framework.
- Possess positive influencing skills to bring others to new thinking and mindset.
- Proven, high-level experience of decision-making within the discipline and authority of the role.
- Demonstrate an embodied self-clarity and self-accountability as well as strong coaching skills for the development of others.
- A strategic thinker and change agent with an ability to inspire internal owners at all levels of the organization to reach their fullest potential in support of Northern’s vision.
- Is responsible for the annual IT vendor’s management completion. Assist in the organizational annual vendor management process by timely completing other vendor IT controls reviews.
Salary Range – $154,590.00 - $202,899.00
Chief Marketing Officer
A confidential financial institution is looking for a full-time, remote Chief Marketing Officer to join their team. This position can be located anywhere in the United States and will manage a diverse team. This individual will improve upon the institution’s competitive position, consistent with its mission, within the markets served; develop objectives, digital strategy, policies and programs for marketing and public relations activities; plan, direct, and coordinate the efforts of marketing and business development toward the accomplishment of overall objectives.
Specific functions include:
- Will be instrumental in building upon the marketing digital strategy of the organization.
- Directs all advertising promotions for products and services; develops advertising programs and collateral materials.
- Develops, proposes, gains acceptance for and implements strategic plans designed to meet the short- and long-term marketing and organizational objectives.
- Directs marketing planning, including an analysis of competitive products/services techniques, legislation, budgets, pricing and distribution.
- Conducts market research and recommends product/service modifications or improvements.
- Promotes and enhances the image of the institution. Oversees event planning. Coordinates special events; monitors planning, schedules, and implementation as required for proper execution of each event. Coordinates the annual meeting, including production of reports, facilities and meeting logistics. Participates in events and activities as required.
- Hires, reviews, schedules, trains, and monitors the work of direct reports: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.
The selected candidate will be a digital strategist and have a history of demonstrated success in marketing with a strategic mindset, excellent leadership and communication skills and have experience building a team. A passion for the industry, eight plus years’ experience in marketing with a minimum of 5 years in management required. A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree, also required. Experience working with a bank, credit union or Fintech is required. This is a full-remote position but may be required to be at the corporate headquarters once per quarter.
Base compensation $200,000-$250,000
![President / Chief Executive Officer - JUST FILLED](assets/images/content/Horizon_North_Credit_Union.png)
President / Chief Executive Officer - JUST FILLED
Horizons North Credit Union was founded in May of 1960 as the School District 12 Credit Union. In November of 2000, the Credit Union changed their name to Horizons North Credit Union and is a full-service financial institution serving the needs of the Metro North area, the staff, parents and students of the Adams 12 Five Star Schools District, the City of Northglenn, and many other local community partners in the Metro North area. From its original roots of the school district the credit union has expanded to include multiple “Select Employee Groups” as well as anyone that lives or works in the City of Westminster, Adams, Broomfield, or Denver Counties. The credit union has always embraced the philosophy of credit unions and has a culture that is community driven, member centric, family oriented and believes that “Better Banking Begins With Membership.”
The credit union has a dedicated board of directors, is primed for additional growth and opportunity and is looking for a community driven, results focused, and collaborative leader to lead this organization as their next President / Chief Executive Officer. The CEO will direct the overall operations of the Credit Union with the objective of ensuring financial stability commensurate with the best interests of its members; establishing short-term and long-range strategic objectives, plans, and policies subject to the approval of the Board of Directors; and representing the Credit Union within the community and SEG’s (Select Employee Groups). 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 effectively to regulatory agencies, membership, SEG’s, community and civic organizations, and trade associations.
The successful candidate will be a visionary, community driven, emotionally intelligent with a strong desire for continuous improvement, and have an understanding 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; and be a champion for their members, the community, and their employees. At least 8 years of progressive experience at a financial institution with a minimum of 6 years in management and a bachelor’s degree required.