Credit Union:

Central Willamette Credit Union

Region:

Albany

Closing:

1/28/2022

Learn More

Job Description:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

•    Develops and executes strategic business plans for CWCU to support mission, vision, business growth objectives and member experience.
•    Be an active participant of Credit Union management, including being knowledgeable of and actively participating in the development and execution of the annual plan, and be knowledgeable about the events, trends, and developments in the financial services industry.
•    Consult and collaborate with executives and business leaders to define sales and service strategies and objectives. Work closely with front-line managers to implement these strategies and achieve objectives.
•    Develop and execute effective sales, service, and operations strategies to meet defined service, sales, production, and retention goals are met for all areas of responsibility.
•    Oversees strategic performance measurements for CWCU’s Net Promoter Score program including the collection, monitoring, and reporting member feedback and complaints, troubleshooting issues to determine root cause and partner with team members for solution development and member experience enhancement.
•    Recruit, onboard, develop and retain key talent to support the talent pipeline. Develop cross-functional teams of engaged team members with the ability to execute initiatives, drive operational standards and business results by providing ongoing coaching, training, performance appraisals and continual feedback to encourage development and performance.
•    Develop and drive sales growth and member engagement through the creative and effective execution of cross-channel business development, referral and sales/member engagement programs.  Analyze and evaluate the results and effectiveness of programs to ensure optimal performance.
•    Develop and maintain internal environment with effective communication to ensure achievement of credit union goals, maximum efficiency in processes, policies and procedures, ensuring superior member service.
•    Responsible for all aspects of card products/programs, data analytics and performance measurements and the development of the card suite, which also includes: Vendor Management, ATM Network, card processor networks, card plastics, fraud management etc.
•    Oversee the deposit servicing functions including servicing, electronic funds transfers including ACH and Wire transfers, and Item Processing.
•    Analyze economic, regulatory, social, cultural and competitive developments for deficiencies in CWCU products/lines of business in order to identify potential threats and opportunities. Take action to address performance gaps.
•    Collaborate with the key stakeholders to coordinate the offering of products, services, and process enhancements and communicate growth opportunities. Develop and coordinate the execution of company-wide sales promotions and contests within the retail branches.
•    Oversee the sales and incentive tracking programs to monitor, measure, reward, and reinforce performance.  Provide periodic progress reports to senior management.  Serve as an expert resource on all sales and service-related programs, processes, tools, aids and systems.
•    Develop and manage budget, operating plan, financial goals, evaluate metrics for area of responsibility and report progress.
•    Establish, assess and manage the risk level within areas of responsibility and ensure appropriate internal controls are in place to mitigate organizational risk.
•    Demonstrates leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive with trust and transparency.
•    Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements.

QUALIFICATIONS

•    Demonstrated experience in building and coaching a team to high performance levels using positive reinforcement, while providing clear feedback and follow through.
•    Have a proven track record of transforming a vision into fully rationalized service, sales, and operations definition and delivery.
•    Strong leadership skills, with the ability to drive consensus.
•    Excellent interpersonal skills to ensure personnel/member-related issues are handled in a fair, consistent manner.
•    Effective negotiation skills.
•    Excellent analytical skills.
•    Proficient written and verbal skills to effectively communicate in the English language.
•    Ability to access and implement organizational changes.
•    Ability to plan, organize and implement projects in a timely manner.
•    Ability to work independently and as a team member while using discretion in decision making and sound judgement in problem solving.
•    Ability to determine best course of action within a wide array of choices.

EDUCATION/EXPERIENCE REQUIRMENTS

  • A Bachelor’s Degree in Marketing, Business Administration, Management or a related field or equivalent experience is required.
  • A minimum of seven (7) years of progressively responsible work experience in a management or supervisory role.Prefer at least 3 years of senior level or strategic management responsibilities.
  • Minimum five (5) to seven (7) years of sales, retail or marketing experience.
  • Must demonstrate managerial abilities which includes strong organization, project management, planning and leadership skills.
  • Must demonstrate ability to design, implement and maintain programs, plans and initiatives within budget and against time lines.
  • Must demonstrate strong communications skills, both written, verbal and effective presentation abilities.
  • Good interpersonal skills to ensure issues are handled in a fair, consistent manner.
  • Ability to work independently and as a team member while using discretion in decision making and sound judgement in problem solving.
  • Ability to research and compile information for the purpose of recommending marketing Opportunities.
  • Excellent creativity skills and a high level of professionalism.
  • Must demonstrate an effective ability to interact and relate in a professional manner with other members of a senior management team and must be able to effectively participate in the overall management process of the Credit Union.
  • Must be fully PC literate and have an excellent understanding of technology as a strategic tool.A strong working knowledge of word processing, spreadsheet and database software.
  • Must be bondable.

BENEFITS

Employees are eligible for the core medical, dental, and vision coverage the first of the month following their date of hire. After a 90 day wait period, employees are eligible to enroll in the Flexible Spending Account, Group Life Insurance, Short and Long Term Disability. After 6 months of employment, employees are eligible to enroll in the 401k Plan. In addition, we offer paid vacation and sick leave, paid holidays as well as a voluntary wellness program that gets employees excited about health and wellness while having fun — and it’s another way to earn rewards!

 

EEO STATEMENT

Central Willamette provides equal employment opportunity without regard to race, gender, age, disability or any other classification protected by law. This policy applies to all areas of employment, including recruitment, hiring, training, development, promotion, transfer, termination, layoff, compensation, benefits, social and recreational programs, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

It is the policy of Central Willamette to comply with all provisions of the Americans with Disabilities Act (ADA). Central Willamette will not discriminate against any qualified employee or job applicant with respect to any terms, privileges, or conditions of employment because of a person’s physical or mental disability. Central Willamette will also make reasonable accommodations whenever necessary for all employees or applicants with disabilities, provided that the individual is otherwise qualified to safely perform the duties and assignments connected with the job and provided that any accommodations made do not create an undue hardship to the Credit Union.