Credit Union Times - May 15, 2013

Bridging leadership, strategy & culture Complete listing of job opportunities are online at orourkeconsult.com Submit your resume to esearch@omaconsult.com or call 800.394.1918
Chief Executive Officer
Location: Washington, DC

The Bank-Fund Staff Federal Credit Union ($3.6B in assets) serving the employees and families of the World Bank and International Monetary Fund has announced its search for a new Chief Executive Officer. We are seeking a leader successful in setting a Tone at the Top that fosters a culture of accountability, transparency, and ethics—and also successful in driving a high-touch and high tech focus on service to the membership. Strong financial acumen, complimented by broad-based thinking and decisive problem solving skills, are highly desired skills. An ability to understand and translate into practice the need to meet the financial goals and objectives of a sophisticated membership base (which comes from over 160 member countries) is also important. Extensive experience at the CEO or senior leadership level in large retail financial organizations is required. Bachelor’s Degree required; MBA helpful.

Chief Executive Officer
Location: Salt Lake City, U T

Hercules Credit Union ($56M in assets) has just announced its search for a new Chief Executive Officer. Located in Salt Lake City, UT, Hercules Credit union is seeking a strategic, innovative leader to oversee all aspects of the credit union’s operations. The qualified executive will be responsible for leading and directing all organizational activities to provide a clear strategic vision and continue the credit union’s philosophy of providing exceptional member service. A track record for the development and execution of growth strategies with emphasis on lending, sales and service initiatives and community development will be required. Successful candidates will have broad based functional experience with competency in ALM and investment management. Candidates will have transparent, engaged and highly collaborative management style with excellent communication skills. The ideal candidate will have 5-7 years of senior management experience in a credit union and being bilingual (Spanish) is a plus. A bachelor’s degree and/or equivalent experience is required, Master degree preferred.

Chief Executive Officer
Location: Charleston, SC

CPM Federal Credit Union ($270M in assets) has just announced its search for a new Chief Executive Officer. Located in Charleston, SC and serving a diverse community and SEG membership base, CPM offers an exceptional opportunity for proven industry leaders interested in helping reposition the credit union for long term success and sustainability. The board of directors is seeking candidates with a track record for leading highly efficient and strategically focused operations guided by sound business practices and innovative product and service delivery systems. Specific responsibilities will involve strategy and leadership team development, ALM, and driving operational discipline and effectiveness. Experience implementing and monitoring successful credit risk policy and performance management systems will be essential. Position requires exceptional communication and leadership capabilities along with the ability to direct the execution of strategy through collaboration. 7-10 years senior leadership experience and a bachelor’s degree are required. Prior CEO experience a plus.

Chief Executive Officer
Location: Seattle, WA

Verity Credit Union, located in Seattle, WA ($400M) is launching a search for a Chief Executive Officer to succeed their successful and highly respected retiring CEO. The new chief executive will live the credit union philosophy of “service first” while bringing to the organization proven business acumen for this multifaceted, diverse enterprise. Candidates will be highly ethical, visionary leaders who will ensure the continued delivery of outstanding member service while maintaining the integrity and positive image of Verity CU. Sustaining a remarkably strong culture of collaboration, growing individual employee skills, supporting sound corporate governance, and enhancing member’s lives through exceptional financial services are an ongoing focus of the board. Financial acumen to maintain sophisticated and complex portfolios including real estate lending and servicing is essential. Knowledge and experience with business lending is also essential.

Chief Executive Officer
Location: Seattle, WA

School Employees Credit Union of Washington has just announced the retirement of the organization’s Chief Executive Officer and has launched an executive search for its new CEO. Located in Seattle, WA with over $950M in assets, the credit union is the state’s largest financial institution devoted exclusively to school employees. This is a unique organization with a fantastic board of directors, a rich history, and a deep commitment to its mission of service to the educational community in Washington State. The CEO will be charged with preserving financial strength through safe and sound operating principles and leveraging the credit union’s brand to further develop a loyal membership base. Additional responsibilities will include the execution of innovative strategies that ensure competitive lending products, growing a progressive technology infrastructure, and a continued emphasis on member value. Ideal candidates will have demonstrated success at leading an organization in an environment of challenging financial and technological market forces, with exceptional leadership, communication, and strategic capabilities. The position requires 7-10 years senior management experience with broad-based functional oversight in a large, financially strong credit union. A bachelor’s degree in a related field is required; an advanced degree is desirable.

Responsibility includes the overall management of the credit union and CUSOs. The CEO will have critical and significant business and operational decision making responsibility; will work closely with the board of directors, staff, members and local community; will actively participate in credit union system associations and network. Extensive experience required: min 10 years in financial services with 3 years as CEO of a sizable Credit Union or executive level VP in a $400+ M Credit Union preferred. Bachelor’s Degree required; MBA helpful.

Chief Executive Officer
Location: Two Rivers, Wisconsin
Shoreline Credit Union ($115M in assets) has just announced its search
for a new Chief Executive Officer. Headquartered along Lake Michigan in Two
Rivers, Wisconsin, this is an exceptional opportunity to lead a community-
based institution. Shoreline is a sophisticated credit union with a complex
business model. The Board of Directors is seeking proven leaders who can help
reposition the credit union for long term success. Experience building a high
functioning leadership team will be essential. Key strengths will include strategy
development, financial management, and efficiency expertise. The role will
require exceptional communication skills and management capability. Over 8
years of senior management experience in a credit union or community bank is
required. A bachelor’s degree is required, MBA preferred.
Chief Financial Officer
Location: Rancho Cordova, CA
Heritage Community Credit Union ($197M in assets) has just
announced a search for a new Chief Financial Officer. As a key member of
the organization’ leadership team, the CFO will oversee the credit union’s
asset/liability management and analysis of investments, balance sheet and
interest rate risk. The incumbent will drive profitability analysis and provide
analytical support to the strategic planning process along with direct oversight
to all operational accounting functions. Position will require frequent board
interaction, presenting economic and financial updates. Successful candidates
will demonstrate the ability to develop cohesive teams and effectively work
cross functionally in a collaborative manner. This leadership position requires
10 or more years with a bank or credit union, including a minimum of 5 years
of financial management experience, and a Bachelor’s degree in a related field.
MBA/CPA strongly preferred.
Chief Financial Officer
Location: San Jose, CA
Meriwest Credit Union ($1B+) located in San Jose, CA is seeking a
strategic and dynamic Chief Financial Officer to manage all their major
financial activities. Reporting to the CEO, this position is part of the
senior management team where responsibilities include the oversight
of accurate and complete financial reporting, budgeting, ALM, IRR, and
treasury management. The candidate has successfully managed a complex
investment portfolio and has proven experience with communicating
valuable information to the senior management and Board level; as well
as other regulating entities. The CFO will continue to lead and develop the
accounting and finance team to reach all strategic goals and objectives.
Great communication and interpersonal skills; minimum of 10 years in
a senior leadership and supervisory capacity within a credit union or
financial services organization, and a college degree is required, CPA
preferred.
Chief Financial Officer
Location: North Haven, CT
Connex Credit Union ($375 M in assets), located in North Haven,
CT has announced their search for a Chief Financial Officer to join their
dynamic and solidly capitalized credit union. Being a key member of
the executive team you, will oversee the credit union’s accounting, data
processing, ALM, budgeting, investments, and balance sheet/interest rate
risk management. Of particular interest is success in driving profitability,
managing a sophisticated investment portfolio and effective business
process improvement and cost containment. The CFO will be a key strategic
contributor to the organization and should possess excellent interpersonal
communication, along with the ability to work in a very collaborative
environment. You should have 5-10 years financial management experience
in a retail financial organization, with sound knowledge of accounting and
finance. A bachelor’s degree is required - MBA/CPA preferred.
Chief Lending Officer
Location: Fitchburg, MA
IC Federal Credit Union, with almost $500M in assets, is seeking a
Chief Lending Officer (CLO). Due to retirement, this is an opportunity to lead
the lending and collections activity for an extremely successful community
lender located in Fitchburg, MA. The CLO will report directly to the
President/CEO. Expertise and experience is required in all areas of consumer
lending (home equity, auto, credit card and mortgage). Responsibilities will
also include creating and implementing short and long term strategies to
drive loan portfolio performance. Knowledge of lending systems and online
decisioning is a plus. Familiarity with business lending and associated
products is preferred. Must have a detailed knowledge of secondary markets
(selling pools, FREDDIE MAC, FANNIE MAE). Successful candidates will
have over 10 years of lending management experience with a credit union or
community bank. A bachelor’s degree is required, an MBA preferred.
Chief Lending Officer
Location: Minneapolis, MN
Endura Financial FCU ($350M) located in Minneapolis, MN is seeking
a strategic and innovative Chief Lending Officer. This is an exceptional
opportunity with a financially strong and progressive organization. Serving
over 30,000 members, candidates should be well-versed in technology
and remote service delivery. The Chief Lending Officer will report directly
to the President/CEO and will be responsible for all lending and collection
activities. Expertise and experience is required in all areas of consumer
lending (home equity, auto, credit card and mortgage). The Chief Lending
Officer will be responsible for creating and implementing short and long
term strategies to drive loan portfolio performance. Knowledge of lending
systems and online decisioning is a plus. Successful candidates will have over
8 years of lending management experience with a credit union or community
bank. A bachelor’s degree is preferred.

Vice President of People
Location: Tallahassee, FL

What an exciting time to join First Commerce Credit Union ($360M), located in Tallahassee, FL, as their Vice President of People! Reporting to the CEO, the VP of People is responsible for developing and communicating First Commerce CU’s culture, development of staff, talent and change management, and overall organizational development. This position is an integral part of the organization’s growth and development and requires a successful candidate that has a minimum of 7-10 years in a senior human resources/organizational development leadership role with functionally broad, diverse experience within a credit union or community bank along with a bachelor’s degree. SPHR and MBA are preferred.

Controller
Location: Portland, OR

Unitus Community Credit Union ($900M) headquartered in downtown Portland, Oregon is seeking a Controller to join our team at one of the top 100 companies to work for in Oregon. In this position you will partner with the CFO in the oversight of the daily financial activities and coordination of the accounting team. Your skills and prior experience would ensure the integrity of the general ledger system, oversight of the payroll cycle, provide creative problem solving and a desire to learn and participate in the treasury and risk management functions. Responsibilities include annual financial statements, quarterly regulatory reporting, liaison with auditors and examiners, oversight of the daily accounting in accordance with GAAP, partner in the budgeting process and a desire to be part of the best accounting team! The position reports directly to the CFO. Strong analytical capabilities and exceptional communication/presentation skills are essential. Prior Controller experience, a degree in Accounting, CPA and/ or financial institution experience is strongly preferred.

Director of Marketing
Location: Federal Way, WA

Exciting growth opportunity with Woodstone Credit Union ($91M) located in Federal Way, WA. Reporting to the CEO, this Director of Marketing role will be amongst the ranks of the senior management team and will help recommend, develop, and manage all current and future marketing programs. Responsibilities will include conducting research and analysis of market data related to economic conditions, market-penetration, and creation of future marketing strategies. Successful candidates will possess a well-rounded marketing background with proven success in expanding market share within their membership and community. This role is hands on and would be part of a very collaborative and progressive organization. Experience managing staff and marketing process; strong communication skills and a bachelor’s degree is preferred.

Chief Technology Officer
Location: Eau Claire, WI

Royal Credit Union ($1.3B in assets), located in Eau Claire, WI has just announced their search for a Chief Technology Officer to join their dynamic organization. This role requires a strategic leader who is for ward thinking to drive technological improvement and innovation. The CTO will be a critical enabler of cross channel delivery and operating efficiency. Candidates must have a Bachelor’s degree in Business or Information Technology, MBA preferred. Minimum of 10 years’ experience in IT with at least 5 years in managing an I T department for a financial institution.

Director of Member Business Services
Location: Yakima, WA

Solarity Credit Union ($495M) located in Yakima, WA has just announced their search for their newly created position Director of Member Business Services. This initiative is an integral part of the credit union’s strategic plan and will be tasked with the exciting challenge of building out a top tier business services program. The successful candidate will have proven success in creating and maintaining relationships in the community, be able to work among many areas of the financial institution and to show desire to create a successful program. Expectations include the development and implementation of sound business services including deposit products, services and loans that support policies and procedures. Experience managing staff and projects along with strong communication and interpersonal skills is a must. Extensive knowledge of commercial lending is not needed but a desire to learn and create is.

Chief Executive Officer
Location: Phoenix, AZ

In preparation for the retirement of the organization’s current leader, the Canyon State Credit Union board of directors has announced its search for a new Chief Executive Officer. Located in Phoenix, AZ with $134M in assets, Canyon State represents an opportunity to leverage a solid financial position and strategically focused organization with an evolving business model. In collaboration with a diverse and forward thinking board of directors, the new CEO will be charged with the execution of organizational growth strategies focused around community development and membership diversification initiatives. Successful candidates will have a track record of providing leadership in organizations driven by innovative technologies/remote delivery, strong lending operations, and robust sales and service cultures. This is an opportunity to work with an established leadership team possessing strong functional capabilities, who are dedicated to the credit union’s future success. Candidates will have a minimum of 5-7 years broad based senior leadership experience in a mid to large sized credit union with a history of solid financial performance. A bachelor’s degree is required.