Responsibilities

• Leads the Marketing and Member Experience teams and directs the strategy, roadmaps, and performance.
• Participates in the decision-making process as a member of the executive team and serves on the Asset & Liability Committee (ALCO), Security Committee, Senior Management Team, Portfolio Management Committee, and Enterprise Risk Management Committee.
• Monitors and ensures membership growth via on-boarding strategies and maintains a focus on retention of existing members. Plans for the future growth and development.
• Continually examines member needs and concerns across all delivery channels and recommend changes that will result in easier and improved Member experiences.
• Implements a service and sales culture throughout the Credit Union to promote membership growth.
• Establishes and coordinates sales and pricing, marketing strategies, member growth plans, programs, and functions to achieve origination, income, ROA, and deposit targets.
• Ensure member service standards exceed expectations.
• Identifies opportunities to use data and predictive analytics that will result in greater Member product penetration and deeper relationships across a variety of channels.
• Provides leadership to continue the development of the Credit Union’s brand across all channels, products, and services to best meet the needs of current and future members.
• Oversees the Credit Union’s financial inclusion strategy to help the low-income population; including the strategic oversight of the Credit Union’s CDFI and LID certifications and grant programs.

Requirements

• Bachelor’s degree required
• A minimum of fifteen (15) years combined retail/consumer banking experience with proven sales and people management skills.
• Strong management acumen and a proven track record of serving as a change agent by formulating and executing growth-oriented strategic plans that drive exceptional performance.
• Demonstrated leadership experience and impact in:
• Building leadership teams
• Performance management
• Cost/benefit analysis of existing products and services
• Regulatory compliance
• Senior level and board level interaction
• Possess the ability to articulate the mission, goals, and priorities strategically and within the context of the Credit Union’s long-term objectives.

Preferred

• Master’s degree preferred.