Bridging leadership, strategy & culture
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Chief Executive Officer
Location: Fishers, IN
FORUM Credit Union ($940M Assets), located in Fishers, IN has
announced a search for a new Chief Executive Officer. Ranked as the
4th largest credit union in the state, FORUM offers an exceptional
opportunity to lead a complex, community based financial institution
through its next stage of evolution. The credit union’s CEO will
be charged with cultivating sustainable strategies that will fulfill
the organization’s goals of market share expansion, new product
development, adoption of best of breed service standards, and sound
financial management principles. The CEO will be required to support
the credit union’s progressive technology orientation and culture that
appropriately balances innovation with enterprise risk management.
Successful candidates will have exceptional communication skills,
enabling effective collaboration with the board of directors, leadership
team, and community/membership centers of influence. A track record
for implementing analytical tools to drive member centric business
decisions will be critical. A minimum of 10 years’ experience of
progressively responsible management and executive positions within
a credit union or community bank is essential. Bachelor’s degree is
required and MBA preferred.
Chief Executive Officer
Location: Seattle, WA
Seattle Metropolitan Credit Union ($565M) is seeking a
Chief Executive Officer to provide strategic leadership to execute
the organization’s primary objectives of sustainable growth, solid
financial performance, and continued member satisfaction. This is
an opportunity to work with a seasoned, cross functional leadership
team and a strategically focused board of directors in a flourishing
metropolis driven by a diverse and resilient economy and historically
vital business sectors. Successful candidates will have experience
operating in a highly competitive, financial service marketplace with
a track record for innovation and a strong entrepreneurial spirit. The
credit union’s CEO will be charged with the identification of market
expansion opportunities, service delivery enhancements, and the
continued commitment to the credit union’s core cooperative
principles. 7-10 years of senior leadership experience in a mid to large
sized financial institution and a bachelor’s degree will be required.
Chief Executive Officer
Location: Southern California
Large Southern California credit union has just announced its search
for a new Chief Executive Officer. This is an opportunity to lead
one of California’s premier credit unions historically positioned as a
community resource founded upon member centric strategies. Our
client seeks seasoned credit union leadership with strong operational
experience and proven capabilities to drive new product development
and organizational sales and service initiatives. The credit union’s
CEO will implement business plans aligned with risk management
practices to ensure safe and sound operations during California’s
continued economic recovery. Successful candidates will have deep
competency in the areas of credit risk/portfolio management, strategic
planning, and leadership team development. Position requires a
bachelor’s degree and 10-15 years of senior leadership experience in a
credit union.
Chief Executive Officer
Location: Sierra Nevada, CA
Valley Oak Credit Union ($50M in assets) has announced its
search for their next Chief Executive Officer. Headquartered in the
foothills of the Sierra Nevada, with significant operations in nearby
Visalia and Tulare; Valley Oak Credit Union is well capitalized and an
exceptional opportunity for the right leader. The successful candidate
will be asked to carry on the tradition of member service and solid
auto lending while bringing entrepreneurial initiatives to the table.
Overseen by an open, committed and supportive Board that brings
practical wisdom and experience to the table, while adhering to
respectful corporate governance principles. Bachelor’s degree
required along with 5-7 years’ experience in a senior management
position within a financial institution.
Chief Executive Officer
Location: Apple Valley, MN
Wings Financial Credit Union ($3.2B in assets) has launched a
nationwide search for a new Chief Executive Officer to replace the
organization’s incumbent who will retire at the end of 2011. Wings
Financial Credit Union is the 4th largest financial institution in the
state of Minnesota and is among the largest credit unions nation wide.
Boasting a history of stellar financial performance that includes a solid
capital position and a strong bottom line, Wings offers an exceptional
opportunity to financial institution leadership. The credit union’s
new CEO will have the opportunity to work with a member-centric
board of directors and a highly skilled leadership team united by the
institutions continued focus on the delivery of member value through
highly efficient operations and premier service. Successful candidates
will have experience in leading a top performing organization and
an appreciation for a rich corporate culture that promotes integrity,
empowerment and a commitment to core values. This unique
opportunity requires a proven track record in executing visionary
organizational strategy, in a leadership role of a large, complex credit
union or community bank.
30 years of experience providing nationwide executive
search and consulting services to the credit union industry.
Chief Financial Officer
Location: Fresno, CA
Finance and Thrift has just announced their search for a Chief
Financial Officer. This is an excellent opportunity for those who have
a passion for community banking. The bank was founded in 1925 and
has remained one of the Central Valley’s oldest and most trusted
financial institutions. With $128M in assets they are the premier
savings and loan institutions with 9 branches throughout the Valley.
The CFO will be charged with financial oversight for the bank and
a full-service Collection Agency. Responsible for cash and cash
reporting, financial reporting, liquidity, compliance, and experience
with ACH systems. Another important function of the CFO is to build
confidence and trust among internal and external constituencies,
including the CEO, Board of Directors, executive management team,
regulators and customers. Bachelor’s degree in finance or related field
and 10 years’ experience required.
Senior Vice President,
Chief Financial Officer
Location: Capitola, CA
The largest locally owned financial institution in Capitola, CA has
just announced its search for a Senior Vice President, Chief Financial
Officer. Bay Federal Credit Union ($620M in assets) has been
recognized as Business of the Year, Financial Institution of Choice by
Santa Cruz County local reader polls: 5+ years in a row and for their
work/life balance culture. Located in a beach community, the SVP,
CFO must be a dynamic, business-minded, team-oriented financial
executive and have extensive knowledge of the finance, accounting,
regulatory and investment functions. Successful candidates will
possess deep financial analytics and be able to work in a cross
functional capacity. At least 7 years financial management experience
and BS are required. MBA/CPA strongly preferred.
Vice President of Lending
Location: Fairborn, OH
Our client has just announced a search for a Vice President of Lending.
Having over $1.9B in assets, Wright-Patt Credit Union is the largest
credit union in the state of Ohio and is ranked as one of the leading
credit unions in the nation. The successful candidate will have strong
leadership skills to direct and mentor all consumer specific lending and
collection activities. Proven experience in being a change agent and
driving positive growth results through people, process, and efficient
operations is a must. Knowledge in consumer lending operations and
the ability to think and execute strategically is also essential. Minimum
of 8 years related experience required; Bachelor’s degree and financial
services experience preferred. Experience with Velocity System
is ideal.
Chief Information Officer
Location: Manhattan Beach, CA
Kinecta Federal Credit Union ($3.5B in assets) located in
Manhattan Beach, CA, has announced its search for the position
of Chief Information Officer. The CIO will drive all aspects of the
organization’s enterprise-wide planning, development and continued
alignment of Information Technology environment with Kinecta’s
business strategies. The CIO will effectively balance strong technical
competence with broad business acumen and is an excellent
communicator. Candidates must have a Bachelor’s degree in Business
or Information Technology, MBA preferred. Minimum of 15 years’
experience in IT with at least seven years in managing a large IT
department for a financial institution.
Vice President,
Chief Financial Officer
Location: Tallahassee, FL
Florida Commerce Credit Union ($344M), located in Tallahassee,
FL, which serves more than 36,000 members in the Big Bend region
has an opportunity for a seasoned Vice President, Chief Financial
Officer to join its leadership team. Your background should include
experience from a financial service organization that specializes in
consumer and auto lending supported by strong analytics and is not
risk averse. The incumbent will serve as the primary risk officer of the
institution, and have a deep knowledge and understanding of the risk
management practices for financial institutions, overseeing the credit
union’s asset-liability strategies, cash management and investment
functions, financial reporting, and product pricing/cost accounting
models. This position requires at least 7-10 years of experience
managing finance (accounting, investments, cash management,
budgeting, control, and reporting) for a complex financial institution
with multiple branches and a broad array of product offerings. Must
have BS and CPA and/or MBA is highly preferred.
Vice President of Lending
Location: Moreno Valley, CA
Visterra Credit Union ($345M in assets) has announced its
search for a Vice President of Lending. The results-driven executive
will be responsible for organizing, planning and directing all aspects
of its Lending and Collections Departments. The qualified candidate
must have excellent leadership and interpersonal skills and the ability
to work in a collaborative environment. Experience in Real Estate,
Commercial and Fannie/Freddie is required. Minimum of 5 years
lending and collection experience along with a Bachelor’s degree in
business administration or related field.
Vice President, Finance
Location: Cambridge, MA
MIT Federal Credit Union ($295M in assets) in Cambridge,
MA is in search of a Vice President, Finance to join the ranks of the
organization’s dynamic senior management team. This strategic
thinker will have a strong understanding of compliance, investments,
liquidity and ALM. The Vice President, Finance will have high visibility
with the credit union’s Board of Directors and should possess excellent
communication skills and business acumen, as assisting in short and
long-term strategy development will be a key component of overall
responsibilities. Requirements for this position include a Bachelor’s
Degree with a Master’s degree preferred, and at least four years in
a management position in a credit union or bank with progressively
increasing leadership responsibilities.
Vice President of Residential
Lending
Location: Palo Alto, CA
Stanford Federal Credit Union ($1.2B in assets), located in Palo
Alto, CA is looking for an expert in residential lending to help lead
and drive their residential lending activities. Successful candidates
will have hands on experience originating and underwriting first
mortgages and secondary marketing operations. This position
requires a minimum of 15 years of experience in a similar capacity;
a proven track record, strong leadership experience, and excellent
communication skills. Supervisory experience and a Bachelor’s degree
required.
Compliance Officer
Location: Southern California
Our Southern California client seeks a strong compliance officer.
Successful individual will oversee all areas of regulatory compliance.
Chief Executive Officer
Location: Santa Clara, CA
In preparation for the retirement of the organization’s long term CEO,
KeyPoint Credit Union ($750M), headquartered in the heart of
the San Francisco Bay Area/Silicon Valley high tech community, has
just announced a search for a new Chief Executive Officer. As the
credit union’s CEO, you will be charged with developing strategies
for steady, sustainable growth, solid financial performance, and
innovative product development that will cater to a sophisticated,
technology oriented field of membership. KeyPoint operates in
a highly competitive marketplace and will require committed
and progressive leadership to deepen existing SEG/member
relationships as well as identify new market opportunities through
expanded business lines and robust service offerings. Candidates
will have proven experience leading organizations with successful
lending operations, established sales and service cultures, along
with strategies that combine organic growth with merger related
initiatives. A minimum of 10 yrs progressive leadership experience
providing oversight to a large credit union/community bank
and track record for execution will be required. BS Required/
MBA Preferred.
CEO Opportunities Coming Soon...
· Mid-sized credit union in the Mid-West seeking
a new CEO