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Our process is to understand our clients, their specifics needs, and we translate that into the best executive fit. Serving the financial professional with robust career planning is our specialty. Our search approach is consultative and strategic for each candidate to best understand their needs, dreams, and aspirations.

Our clients expect a streamlined professional consultative approach and to locate the highest quality candidates for their roles. To best serve both the client and candidate we:

  • Maintain a top tier candidate tracking technology
  • Set the standard for researching, locating, and assessing the best candidates
  • Attend and support industry conferences
  • Conduct research on best practicing and highest performing organizations
  • Believe in strong networking and long-term relationships over decades of service
  • Blog and speak about career planning

We perform executive searches for many positions to include:

  • C-Suite roles
  • Board member seats
  • Executive management
  • Directors and analysts
  • Branch level and unique roles

Our request is for you to reach out and explore your options.  Let’s find what the perfect match will be for you, type of organization, culture, location, size, and other parameters.  In fact, both active and passive candidates are invited to reach out.  If you are not looking today and the best next role comes around in six months, we will call you.

Get started by uploading your resume directly into our database.

 


Chief Lending Officer – First Entertainment Credit Union

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CHIEF LENDING OFFICER
First Entertainment Credit Union
$1.4B Assets
Hollywood, CA

First Entertainment Credit Union is seeking a Dynamic Team Leader steeped in Loan Operations experience and knowledgeable of seamless digital lending products. This growing and very well capitalized credit union is looking to transform their lending department to meet the digital age. The digital experience is to become the credit union’s organizing principle and a frictionless offer. Product development primarily focused on the electronic product delivery and then modified to the physical delivery channels, rather than the traditional model of the physical delivery limiting what is possible in the digital domain. For a well-qualified candidate, this role could have upward mobility and be seen as part of the succession plan.

As the Chief Lending Officer, you will oversee the loan operations division (origination; processing, underwriting; asset oversight) with a focus on the digital transition and implementation and emphasis on objectives through people with enthusiasm and persuasion, coupled with critical thinking and challenge-oriented. The skills needed for success include goal orientation, leadership, teamwork, influencing, employee development, self-starting, and creativity. A strong self-regard and interpersonal relationship skills are needed to support direct communications with the CEO and other stakeholders and in enrolling others to pursue growth.

Experience in lending in any financial organization and active leadership supported by leadership development is required. A minimum of five to seven years of mid-level or higher experience sitting at the executive table and production of observable strategic outcomes is expected. The role needs strong data analytic skills to best match products with the members/customers along with the strong people skills. A bachelor’s degree is required along with demonstrated continuous learning.

Please click here to be considered for this position: Chief Lending Officer

 

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Chief Financial Officer – Aneca Federal Credit Union ($106M)

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CHIEF FINANCIAL OFFICER
ANECA Federal Credit Union
$106M Assets
Shreveport, LA
www.Aneca.org

Position Summary
ANECA Federal Credit Union is looking for an accounting whiz to join as the Chief Financial Officer (CFO).  In this position, you will report to the CEO and oversee the financial and strategic performance of the credit union.  The CFO will oversee and monitor the financial performance, lead the financial strategy and other strategic initiatives, and ensure that resources are fully optimized for the credit union’s continued growth.  

This is a growing and innovative credit union with a high performing team and offers a vibrantly unique culture for someone ready to be their Chief Financial Officer.  This community focused credit union needs a collaborative communicator to lead the finance and accounting areas.  

A bachelor’s degree in a business-related field is required, MBA or CPA preferred.  Strong accounting skills required.    

A few of the position’s finance and accounting functions:

  • Understand and contribute the ALCO by managing the asset/liability management process.
  • Manage the investment portfolio.
  • Accurately measure, record, and report the financial performance of the credit union.  Ensure ANECA’s financial activities follow sound financial principles by GAAP and comply with all appropriate credit union and government body regulations.  Provide organizational guidance on developing and evolving changes to GAAP.
  • Measure and report the financial performance of branches and departments within the organization.
  • Lead the budgeting process.
  • Ensure the reconciliation and reporting for the A/P, A/R, G/L is efficiently and effectively carried out by the accounting team.
  • Complete the call report and other regulatory reporting on a timely and accurate basis.
  • Provide appropriate accounting for merger and acquisition activity.
  • Help implement and manage regular audit processes to ensure quality and accuracy.
  • Oversee and support annual external financial statement audit.
  • Have expertise, or ready to learn, M&A evaluation.

Company Profile
ANECA (Arkansas Natural Employees Credit Association) was started in 1939 to serve the employees of Arkansas Louisiana Gas Company (Arkla).  In 2009, they expanded their field of membership to a community charter to serve all residents in Bossier, Caddo, and DeSoto Parishes.  Today, their strong and steady financial performance, energetic management team, and proven operations model are generating strong results.  From their involvement with local schools to supporting economic growth and development, ANECA is woven into the fabric of the community.  Their free community events are unrivaled.  Easter Eggstravaganza, held the weekend before Easter, and Party in the Park, held in the fall, are wildly successful.  These family-friendly events bring together thousands of people from all areas of the community.  They believe that by being the spark, they can create a wildfire of kindness and giving.  ANECA knows that employees are truly their greatest asset.  With that in mind, they maintain a family-first culture.  They are proud that every single ANECA employee-parent attended their child’s field day last year!  They foster a fun environment that nurtures empowerment, idea-sharing, and teamwork.  Collaboration can be seen between departments, between branches, and through all levels.  As their greatest asset, they invest in their team by developing employee skills through regular continuing education and training.

Community Profile
Shreveport is located in the Northwest corner of Louisiana.  It is the third-largest city in the state and the 113th-largest city in the United States.  It is the seat of Caddo Parish and extends along the Red River into neighboring Bossier Parish.  From music tours to a leisurely stroll through the rose gardens, Shreveport and Bossier City offer must-see attractions and fun things to do for the entire family.  Explore the destination’s multitude of experiences such as performing arts, museums, art galleries, and historic places.  Learn about Northwest Louisiana’s history and heritage by visiting the Louisiana State Exhibit Museum.  Tour Barksdale Global Power Museum, located on Barksdale Air Force Base.  Or take your picture with “The King” on Elvis Presley Boulevard.  There’s no better way to experience the unique blend of cultures found in Shreveport and Bossier City than to sit down to a meal at a local restaurant.  Traditional Cajun and Creole cuisine, soul food and “country cooking,” Texas-style barbecue, and the international flavors of global cuisine are all on the menu in local eateries.  Shreveport is a wonderful place to visit and an even better place to live….y’all will love it!

More about ANECA

Compensation
An excellent competitive compensation package will be offered to the selected candidate.

Please click here to be considered for this opportunity: Chief Financial Officer

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Senior Operational Risk Analyst – FHLB of Chicago ($70B)

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Senior Operational Risk Analyst
Federal Home Loan Bank (FHLB)
Chicago, Illinois
$70B Assets

FHLB (Federal Home Loan Bank) is seeking a Senior Operational Risk Analyst to join the Risk Management team.  Reporting to the SVP, Director Operational Risk Management, the role will carry out programs designed by the bank for the purpose of implementing an effective risk based system to identify, measure, monitor, and control operational risks. The program is designed to reduce controllable risks, prevent & minimize bank losses through preventative steps actions.  The role will proactively identify and address risk issues and weaknesses in existing products, policies, processes, and work with business partners to identify potential risks.  The senior analyst will work with a number of business partners in the organization in addressing control deficiencies that may have surfaced through a loss event or internal audit or regulatory review. The role will participate in scenario development and propose solutions for mitigating risk.

The well-qualified manager will bring strong interpersonal skills in collaborating with other bank units and communication skills of listening to internal clients and in explaining highly complex matters to various constituents.  A keen eye for detail, strong follow-through, and an ability to clearly articulate thought processes are needed.

A Bachelor’s degree is required and a PRMIA is preferred. A minimum of 5 to 10 years related experience in operational risk, back-office management, investment management, lending operations, technology operations, project management, fraud management, and audit/compliance areas.   A minimum of 5 -7 years of demonstrated experience in addressing change management issues, process flow analysis, policy and procedure linkage, system level control analysis and project management methodology.  Professional Certifications in Risk Management (PRM, ERM, CIRM, CIRSC, ICBRR) preferred.

FHLB has a flat organization, and this role will have access to directors, vice presidents, CEO, and the governing body of FHLB.  FHLB – Chicago is a member-owned wholesale bank that services members in Illinois and Wisconsin.  FHLB is proud of having a strong work-life balance and being a mission-oriented company: “Member owned. Member focused.”

Please click here to be considered for this opportunity: Senior Operational Risk Analyst 

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

 

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Vice President of Finance and Administration – Point West Credit Union ($103M)

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VICE PRESIDENT OF FINANCE AND ADMINISTRATION
Point West Credit Union
$103M Assets
Portland, OR

Point West Credit Union (PWCU), located in Portland, OR, is seeking their next Vice President of Finance and Administration (VPFA) to join their Community Development Financial Institution focused on serving underserved markets including micro-businesses, Hispanic/Latino members, and immigrants.  If you are ready for an executive level opportunity, have banking or credit union experience, are community oriented, self-motivated, and a results driven leader, then look no further than this award-winning, innovative, and growing credit union.  This person will have a penchant for collaboration and is a driver for change via data analytics.  The ideal candidate will have a passion for empowering the unbanked, continually seeks to learn, develops people and teams, and is adept and diverse with the Asset Liability Management tools they deploy.  The VPFA reports directly to the Chief Executive Officer (CEO) and will develop and lead the Payroll Specialist, Accountant, Card Services Specialist, and Human Resource Manager.

Strategic and Financial Responsibilities:

As a key member of the executive leadership team, the VPFA will be responsible for finance, accounting, and administration. You will participate and lead the credit union in community development and advocacy, strategic planning and budget forecasting, financial risk management, business performance, and organizational development. This position oversees Asset & Liability Management (ALM), leads management and stakeholders on the Asset & Liability Management Committee (ALCO), and has a key role in financial audits and regulatory exams. VPFA prepares and delivers monitoring reports and financials to the Board of Directors and other key stakeholders. Candidates must be tech savvy, with an ability to leverage multiple data sources and vendors to advance the ALM cycle.

Departmental Responsibilities:

  • Develop departmental goals to support the strategic plan and annual business plan. Provides coaching for improvement, refinement, or accelerated learning.
  • Actively manages and steps in to assist daily and cyclical functions of the Accounting Department.
  • Responsible for effective Visa portfolio assessment and management.

Top tier candidates will excel in a fast-paced environment while using excellent communication and management skills to build mutual respect with internal and external stakeholders. Candidates are required to have a bachelor’s degree, banking, and management experience.

Please click here to be considered for this opportunity: Vice President Finance and Administration

 

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Indirect Loan Manager – Whatcom Educational Credit Union ($1.4B)

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INDIRECT LOAN MANAGER
Whatcom Educational Credit Union
$1.4B Assets
Bellingham, WA

Whatcom Educational Credit Union (WECU) is seeking an ambitious and inspiring leader with a passion for indirect lending to fill an attractive new position for its first Indirect Loan Manager position.  This position reports directly to the Vice President of Lending and will be responsible for organizing, planning, and managing the credit union’s indirect lending program.

Your technical expertise, strong analytical skills, and strategic portfolio management experience will support sustainable indirect loan growth to mitigate risk to portfolio integrity.  Your customer focus and interpersonal skills will develop growing external relationships with vendors and dealerships and contribute to building strong internal relationships with senior management, the Consumer Lending Manager, and direct reports within indirect loan department.

WECU is based in Bellingham, WA and is the largest credit union in Whatcom County.  WECU provides value to its members through its mission to “provide the means for members to achieve their dreams.”  WECU is proud of the community it serves and is committed to helping it’s 84,200 members achieve their dreams.

If you value work-life balance, the recreational outdoors, and an engaging local community, then Bellingham could be your next home.  Bellingham, WA is known for its outdoor recreation and beautiful views.  It has been named “Best Place to Play Year Round,” “Adventure Town USA,” and “Best Place to Retire and Live” by various media.  For more information about the location visit www.bellingham.org/.

PRIMARY DUTIES & RESPONSIBILITIES

  • Markets indirect loan programs to select auto dealerships and dealer networks to expand indirect lending in a prudent, sustainable manner.
  • Oversees the development of interest rate structure, indirect lending programs, and budgets that ensure the program is competitive and meets business targets.
  • Establishes dealer rules of engagement to ensure dealer transactions are of sound quality for the member and the credit union.  Monitor dealer paperwork for accuracy and reports any trends to the Vice President of /Lending.
  • Manages and directs the indirect lending department to include underwriting, processing, and servicing vehicle loans in accord with all applicable regulations, policies, and standards.
  • Management authority to include staffing, performance management, coaching, and staff development.
  • Remain current on changes within the economic, competitive, regulatory, and technological environment that may affect indirect lending functions.
  • Prepares detailed research, analysis, and reporting for various audiences, including executive management and the board of directors.
  • Collaborates with retail branches and contact center to retain and expand member relationships obtained through indirect loans.
  • Partners with other departments and outside parties on campaigns, projects, and initiatives related to indirect lending programs.
  • Responsible for handling member complaints or issues relating to the indirect loan department in a professional and timely manner.
  • Performs regular audits of the indirect loan department.  Ensure that compliance with underwriting and documentation standards is maintained.
  • As vendor relationship manager, monitor all vendor contracts and service agreements, hold vendors accountable for their actions, and perform detailed responsibilities as noted in our board-approved Vendor Management Program.
  • BSA Specific Requirements:  Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
  • Understand Bank Secrecy Act forms and procedures for monitoring and reporting suspicious activity to the compliance department.
  • Follow policy and procedures related to OFAC by consistently running entities and non-member check payee names through the Bridger system.
  • Complete mandatory BSA/AML annual training via online web course.
  • Performs other duties as assigned by management.

EDUCATION/EXPERIENCE

  • Bachelor’s degree in related field
  • 5+ years of experience within the financial institution industry
  • 3+ years of progressive experience in indirect lending
  • 3+ years of management/leadership experience

ABOUT DDJ MYERS, LTD.

DDJ Myers is the executive search consultant for this organization.  Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.  Please learn more about us at www.ddjmyers.com.

 

Please click here to be considered for this opportunity:  Indirect Loan Manager

To learn more about the position represented by DDJ Myers, Ltd., call 800-574-8877 or write to Lauren Sankwich, AVP of Executive Search, DDJ Myers, Ltd at laurensankwich@ddjmyers.com.

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Chief Financial Officer – Parsons Federal Credit Union ($214M)

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Uniquely partnering to make life’s journey easier.

Are you looking for a great small company culture with the sophistication of a large international organization? Are you ready to take the step to be a CFO that guides the financial direction of a transforming financial institution? Let’s talk!

Parsons FCU needs a super star chief financial officer with strategic planning expertise and sound implementation from an organizational financial perspective. Since 1975, Parsons FCU has served the financial needs of Parsons Corporation, WorleyParsons employees, and their families exclusively. The forward thinking Leadership at Parsons FCU has and maintains a foundation in safety and security while focusing on enhancing members’ interactions.

In addition to a spectacular headquarters opening May 3, 2017 in Pasadena, California, Parsons FCU recently introduced a new member lending platform, experienced a record increase in lending with 95% of loans electronically processed and is putting more dollars in the members’ wallets with Kasasa checking. Your job, as CFO, includes managing the investment portfolio, so funds are available for the expanding membership base and their lending needs. As CFO, you will be in a role to fully utilize your expertise, leadership capacity, and be part of a high-performing organization. This CFO role provides an opportunity to fully leverage your leadership character and competency along with top-notch financial skills. The CEO and board require a true CFO with a powerful blend of strategic and technical skills. The credit union is conveniently located in the heart of the membership in the Parsons building in Pasadena. Learn more about Parsons FCU with the latest annual report, http://engagepace.com/pfcu/.

Collaborative relations and work style are expected within all levels of the credit union; CEO, peers, direct reports, and business partners. Your primary role includes financial planning, budgeting, balance sheet optimization, and investment strategies. Additionally, your ALM, CECL, liquidity, capital, and net worth management expertise will be well utilized. The top candidate will have strong leadership competence and character to build mutual respect with other stakeholders. Decision-making needs to be grounded with analytics and an objective perspective. In addition to an education in finance or economics, a CFA is preferred. Most important, is your expertise and how you apply them as part of a high-performing team.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.

Please click here to be considered for this opportunity: Chief Financial Officer

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Chief Information Officer – Westmark Credit Union ($683) (closed)

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Westmark Credit Union is seeking a Chief Information Officer to lead the technological and informational needs of the organization. Reporting to the CEO, the strategic partner role provides clear directions to the team and works collaboratively with the executive team. A mission-based organization, the leader will help deliver technology solutions to the credit union’s membership. The leader will bring a strategic mindset who understands how technology and information support the business objectives. Through a strong focus on strategy and goals, your primary role will include directing and controlling the company’s information systems and technology activities. Your leadership responsibilities will include the company’s systems design, programming, network planning, database management, and computer operations.

The organization operates in a team environment, and the successful candidate will bring an approach that integrates strong interpersonal and team skills that will engage people toward objectives. Creativity, project management, and solid planning and organizing skills are required to evaluate the many options and move them solidly into action. Leadership coaching skills are important to develop and advance the in-house talent to maximize their effectiveness and build the talent for future growth.

Top candidates will be technologically savvy and will use strong communication and management skills to build mutual respect with internal stakeholders. Candidates are required to: have a college degree in computer science or a related field; five years’ executive leadership experience; financial institution experience preferred; and must be bondable. Other degrees, such as business, coupled with relevant experience also is acceptable. Experience in financial services is preferred.

Westmark Credit Union has proudly served its community since 1964 and has its roots as Atomic Workers Credit Union. Westmark (Assets $680M) is based in Idaho Falls, and its charter extends their operations into other Idaho communities including Boise and Twin Falls. Idaho is 60% public lands, and Idaho Falls provides access to endless outdoor activities as it sits along the Snake River less than 100 miles from Grand Teton National Park.

ABOUT DDJ MYERS, LTD.
DDJ Myers is a highly-respected resource for organizations seeking and adopting healthy and sustainable leadership practices for high performance. We support clients through evidence-based succession planning, leadership development programs with highly credentialed executive and leadership coaches, best practices for board governance, development, and renewal, creative strategic planning processes, and executive search and recruitment from the branch manager through the board room.

Please click here to be considered for this opportunity: Chief Information Officer

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Vice President of Human Resources – First Commonwealth Federal Credit Union ($672M) (closed)

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VICE PRESIDENT OF HUMAN RESOURCES
First Commonwealth Federal Credit Union
$672M Assets
Lehigh Valley, PA

First Commonwealth Federal Credit Union (FCFCU) is seeking a top-notch vice president of human resources (VPHR) who will drive organizational excellence through optimizing organizational development. Important to FCFCU is building a sustainable collaborative culture with strong business acumen in planning, budgeting, evaluation, assessment, and project planning of strategic initiatives. FCFCU wants a VPHR with strong strategic leadership in human resources, participation in strategic management teams, and experience in building the training function from the ground up including development of the supporting infrastructure. The ideal candidate will have an organizational development background and experience in progressing strategic HR initiatives.

At a minimum, candidates are required to have a bachelor’s degree in human resources or related field (MBA, MA, PHR, or SPHR preferred), seven years of progressive experience in human resources, and three years of management experience. HRCI or SHRM certification preferred. The ideal candidate will have knowledge of human resource laws and regulations and the understanding of compensation, benefits policies, and programs. Additional knowledge required includes human resource information system understanding and organizational development knowledge. This position is located in Lehigh Valley, Pennsylvania, an hour and a half from the culture in both New York and Philadelphia. The salary range is $97,500 to $162,500 with a midpoint of $130,000 and an annual incentive payout range between 10% and 22%.

FCFCU is a not-for-profit, member-centric organization boasting over 54,000 members worldwide, eight branch locations, and international ATM access. As a not-for-profit cooperative, all profits are returned to the members in the form of services, lower interest rates on loans, and higher earnings on savings and deposits. FCFCU believes in exceeding members’ expectations through unmatched service experience, improving the member’s financial well-being, and offering solutions based on individual needs.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

Please click here to be considered for this opportunity: Vice President of Human Resources

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Institutional Sales Director – FHLBC ($76.1B) (closed)

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INSTITUTIONAL SALES DIRECTOR
Federal Home Loan Bank
$76.1B Assets
Chicago, IL

The Federal Home Loan Bank of Chicago is a $76.1 billion wholesale bank and one of 11 district banks chartered in 1932 by the U.S. Congress to improve the availability of funds to support home ownership.  The FHLB Chicago is a member-owned cooperative serving members in our district of Illinois and Wisconsin.  All federally insured depository institutions, insurance companies engaged in residential housing finance, credit unions, and community development financial institutions located in our district are eligible to apply for membership.  Today, the FHLBank System, which is regulated by the Federal Housing Finance Agency, has more than 7,200 members.

The Institutional Sales Director will primarily be responsible for client business development and relationship management within the insurance sector of FHLB Chicago’s footprint (IL and WI district). 

DUTIES AND RESPONSIBILITIES:

  • Markets banking products and services to clients and prospects. 
  • Services existing client relationships and develops and cultivates relationships with new clients. 
  • Acts as a consultant and trusted advisor to client contacts – negotiating credit arrangements, promoting and selling new solutions, and generating ideas for new business opportunities.
  • Maintain and develop existing insurance client relationships through usage of FHLB Chicago’s products and services.
  • Promote FHLB Chicago to prospective insurance company clients through client events, relationships with third party influencers (asset managers, rating agencies, regulators), and other marketing efforts. 
  • Work closely with other departments at the FHLB Chicago to support and structure credit solutions to drive client business. 
  • Travel to meet with clients directly and at trade association and other conference events.

KNOWLEDGE AND SKILLS:

  • Knowledge of finance and relevant business segment specific issues, acquired through either an advanced degree or experience in insurance investment banking, asset management, credit analysis, business development or relationship management.
  • Proven high-level relationships with C-suite executives within the insurance industry is a must.
  • Experience with formulating and crafting sales presentations.  
  • Skills in negotiation, leadership, and sales are necessary to service the client relationship. 
  • Knowledge of applicable industry laws and regulations, usually acquired through prior experience or the completion of a formal credit or rotational program, is preferred. 
  • Strong analytical and communication skills required.
  • Effective organizational, multi-tasking, and prioritizing skills. 
  • MBA/CFA strongly preferred.
  • Must be willing to travel up to 40%.

EXPERIENCE:

  • 7-10 years of financial analysis and client servicing experience, or a combination of formal insurance corporate credit/investment banking/asset management training and 5-7 years of client servicing experience. 
  • Minimum 2-4 years of direct insurance or bank coverage experience is preferred. 
  • Experience negotiating interest rates, price, terms, and collateral requirements. 
  • Effective organizational, multi-tasking, and prioritizing skills.

Please click here to be considered for this opportunity: Institutional Sales Director

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization.  Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.  Please learn more about us at www.ddjmyers.com.

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Chief Human Resource Officer – Pacific Marine Credit Union ($780M) (closed)

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Oceanside, CA

Pacific Marine Credit Union is seeking an innovative, progressive, and credentialed executive to lead the human-resource function of a dynamic and forward-moving organization.  Reporting to the EVP, the CHRO role leads the development of human capital strategy, acquisition of talent, design, and internal development efforts to create strong engagement internally and to its external member customers.  The role will support human resources, succession planning, compensation, talent recruitment and development, and performance management efforts.  The role requires a strong team leader who inspires others to reach objectives.

The organization believes in employee advocacy, making the human element its competitive difference in a service and market increasingly seen as a commodity.  The high-performing candidate will display strong leadership, interpersonal, flexibility, and creativity skills.  Experience in planning, project management, human resources, and supporting organizational structures for a learning organization are valued.  This executive will operate in an environment of strong personal accountability.  An open culture dominates at Pacific Marine Credit Union, and candidates should be comfortable being authentically rooted in having a strong self-regard, understanding others, engaging in deep listening, and taking ideas into action.

Candidates are required to have a bachelor’s degree as a minimum, with a preference for a master’s degree or a clear track record of ongoing learning.  Experience in the financial industry is not a requirement, though it is a plus in onboarding, as the organization seeks the best talent who may have innovative and creative approaches applicable from any consumer-oriented industry.  SPHR/SHRM certifications are desired.  The role is located in Oceanside, CA, minutes from the beach and the beautiful and cultured San Diego.

Pacific Marine Credit Union, a not-for-profit, member-centric organization, was chartered in 1952 and now boasts over 78,000 members worldwide, 11 branch locations, and international ATM access.  PMCU is a not-for-profit organization owned and controlled by its members.  As a not-for-profit cooperative, all profits are returned to our members in the form of services, lower interest rates on loans, and higher earnings on savings and deposits.

Please click here to be considered for this opportunity: Chief Human Resources Officer

 

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization.  Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.  Please learn more about us at www.ddjmyers.com.

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Corporate Mortgage Training Advisor – Solarity Credit Union ($714M) (closed)

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CORPORATE MORTGAGE TRAINING ADVISOR
Solarity Credit Union
$714M Assets
Yakima, WA

Solarity Credit Union (Solarity) has created a compelling new position and is seeking their first Corporate Mortgage Training Advisor to join their dynamic team.  The ideal candidate will have a strong passion for developing others, the mortgage industry, and a processing or underwriting background. You will become their systems expert, optimize the use of Solarity’s mortgage origination platform, and support their commitment to becoming the digital credit union by actively contributing to the continuous growth of their strong mortgage portfolio.

The Cultural Fit

Solarity has a team-first philosophy and is dedicated to building member satisfaction and loyalty through exceptional service. Solarity is proud of the community it serves and is committed to the relationships they have built.  In 2015, Solarity employees volunteered for over 1,200 hours of community service, donated $55,000 to financial literacy efforts, and gave more than $65,000 to community events and nonprofits.

A Day in the Life of a Corporate Mortgage Training Advisor

  • Report directly to the VP of Development and work with other leaders in the organization to analyze and meet internal training needs.
  • Coach and mentor the processors, underwriters, mortgage loan officers, digital mortgage loan officers, and business development officer team.  
  • Utilize your creativity skills and passion for developing others to design, development, and deliver Solarity’s new mortgage production staff development program from the ground up.
  • Overcome obstacles to achieve market leading member effort score for mortgage origination through mortgage origination system enhancements, conversions, efficiencies, and general process improvement implementation.
  • Build constructive and supportive relationships with peers, diverse teams, and work groups across the organization to achieve goals and promote a positive, productive, professional work environment.
  • Up to 50% travel (local) to eight locations to offer one-on-one training and group training.

What Else You Can Expect

  • A competitive salary range with a strong performance-based annual bonus.
  • A comprehensive benefits package including paid time off; paid holidays; medical, dental, vision, life, and disability coverage, and a generous retirement program match of up to 6%.
  • An organizational culture that is committed to your success.
  • Significant opportunity for career growth.

What They Need from You

  • High School Diploma
  • Extensive training in Mortgage Origination & Processing Systems and mortgage lending compliance
  • 3+ years of progressive experience in mortgage production and processing in a financial institution.
  • Demonstrated passion for developing or training others

ABOUT DDJ MYERS, LTD.

DDJ Myers is the executive search consultant for this organization.  Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.  Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please go to http://ddjmyers.com/positions/ or call (800) 574-8877.

Please click here to be considered for this opportunity:
Corporate Mortgage Training Advisor

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Chief Marketing Officer – Pacific Marine Credit Union ($756M) (closed)

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San Diego, CA

Join Pacific Marine Credit Union’s high-performing executive team as its new chief marketing officer.  Last year, the board of directors hired a charismatic and visionary CEO who wants to round out the team with a highly-qualified marketing executive responsible for crafting and implementing the credit union’s new brand.  As the marketing professional, you will need to demonstrate:

  • Expertise in crafting a strategy from a vision
  • The science and art of strategic planning
  • How to attract the diverse targeted membership demographic
  • An embodied belief in serving the community through philanthropy
  • Application of virtual member service through technology
  • Member retention strategies and initiatives
  • Brand theory as it applies to the organization culture
  • Development of human capital
  • Analytical skills of market and membership data
  • Proven execution and accountability practices
  • Business development acumen and action
  • Budget creation and implementation

Through interviews, a case study, and assessments, the selected candidate will demonstrate:

  • Creativity/innovation
  • Project management
  • Customer focus
  • Goal orientation
  • Leadership
  • Personal accountability
  • Interpersonal skills

The ideal candidate’s resume will include seven to ten years’ progressive experience at the senior management level; a business or communication degree, preferably a master’s; and analytics, brand, and business development in the fintech, bank, or credit union industry.  One hundred percent buy-in to the credit union philosophy is non-negotiable.

ABOUT PACIFIC MARINE CREDIT UNION
Pacific Marine serves the residents of San Diego, Riverside, and San Bernardino Counties and has a significantly strong presence on Camp Pendleton. The credit union is a federally insured financial institution, with $756 million in assets serving over 80,500 members with 11 branch locations.

ABOUT DDJ MYERS, LTD.
DDJ Myers is a highly-respected resource for organizations seeking and adopting healthy and sustainable leadership practices for high performance.  We support clients through evidence-based succession planning, leadership development programs with highly credentialed executive and leadership coaches, best practices for board governance, development, and renewal, creative strategic planning processes, and executive search and recruitment from the branch manager through the board room.  Please learn more about us at www.ddjmyers.com.

Please click here to be considered for this opportunity:  Chief Marketing Officer

To learn more about the position presented by DDJ Myers, Ltd., call 800-574-8877 or write to Deedee Myers, CEO, DDJ Myers, Ltd. at deedeemyers@ddjmyers.com

 

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Chief Executive Officer – Apple Federal Credit Union ($2.3B) (closed)

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Alexandria, VA  

Apple Federal Credit Union (https://www.applefcu.org/) is launching an external nationwide search as part of their robust strategic succession plan.  Larry Kelly, their current CEO who is retiring, has and continues to be instrumental in the remarkable success of this organization by driving strategic vision, engaging a highly talented workforce, expanding into the community, and partnering with an educated and interactive board of directors.  This high-performing credit union was created in 1956 to serve the educational community of Northern Virginia and remains strong in its commitment to its members in Fairfax County, Fairfax City, Frederick County, Manassas City, Manassas Park, and Prince William County.

This search for a top-100 credit union is competitive, seeking top-tier CEOs or number twos ready to be the CEO of a strong credit union.  Candidates must demonstrate competence to:

  • Provide exemplary leadership to all stakeholders in moving forward Apple Federal Credit Union’s mission and vision into the future.
  • Bridge the board’s vision into practice by providing leadership to the executive team, management team, and staff.
  • Maintain a cooperative, collaborative, and competitive credit union focused on its members’ (financial) well-being.
  • Have a pulse of the organization and practices of industry to support visioning work.
  • Coordinate and lead the fulfillment of the credit union members’ desires for their institution as expressed through their representative board of directors.

Serious candidates will have earned a master’s degree in a business-related field such as finance or management, preferably CPA certified, and have a strong specialty in finance/accounting/management.  To be the leader of this organization, you will need at least ten years as a high-performing executive in a credit union or community bank.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com

Please click here to be considered for this opportunity: Chief Executive Officer.

To learn more about the position represented by DDJ Myers, Ltd., or call 800-574-8877 or write to Deedee Myers, CEO, DDJ Myers, Ltd at deedeemyers@ddjmyers.com.

 

 

 

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Chief Executive Officer – Sun Community Federal Credit Union ($407M) (closed)

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El Centro, CA

The Board of Sun Community FCU is seeking a CEO who is driven toward achieving extraordinary results through and with other high performers. This leader will be committed to the credit union’s values, mission, and purpose. The candidate will be a confident leader who knows where they are taking the credit union strategically for the next 3–10 years, empowers the staff to make decisions based on mentorship and guidance from those in leadership positions, and delivers high-quality work.  This CEO will inspire employees to take pride and ownership in their jobs and in the community.

The next CEO will be responsible for planning, managing, directing, and controlling all credit union activities. He or she will work directly with a diverse and committed board of directors to establish credit union goals and objectives. The next CEO will work closely with management to ensure strategic objectives are met and problem areas are corrected.

Top-tier candidates will possess mastery in decision-making, employee development, goal orientation, interpersonal skills, planning, and organizing.  They will be able to work in a fast-paced environment while using excellent communication and management skills to build mutual respect with internal stakeholders.  Candidates are required to have a bachelor’s degree and 10–15 years’ of senior leadership experience with a bank or credit union. Candidates will have a proven track record of developing, implementing and reaping the benefits of strategic initiatives with substantive growth in members, ROA and loans. They will have depth of expertise in NCUA/financial institution regulations and in all core financial service operations including lending, balance sheet management, cash and liquidity management, investment portfolio management, retail operations and marketing. Lastly, the candidate will have an active leadership role and demonstrated positive impact within their geographic community and credit union industry.

 

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Vice President of Human Resources/Organizational Development – University Federal Credit Union ($2B) (closed)

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Austin, TX

University Federal Credit Union is seeking an innovative executive to lead the human resource and organizational development of a mission-oriented company.  Reporting to the EVP, the role will oversee human capital strategy, acquisition of talent, design, and internal development efforts to create strong engagement internally and to its external member customers.  This opportunity is to step into a well-run unit and take it to the next level, while the existing executive is promoted to lead other duties.  In addition, the role will lead succession planning, compensation, employee development, and performance management efforts.  The role requires a strong team leader that inspires others to reach objectives.

The organization believes in employee advocacy, making the human element its competitive differentiation in a service and market that increasingly is seen as a commodity.  The high performing candidate will display strong leadership, interpersonal, flexibility, and creativity skills.  Experience in planning, employee development, human resources, and organization design are valued, and the executive will operate in an environment of strong personal accountability.  An open culture dominates, and candidates should be comfortable with being authentic rooted in a strong self-regard.

Candidates are required to have a Bachelor’s degree as a minimum, with a preference to a Master’s degree or a clear track record of ongoing learning.  Experience in the financial industry is not a requirement, as the organization seeks the best talent who may have innovative and creative approaches applicable from any consumer-oriented industry.  The role is located in Austin, Texas, a well-educated, vibrant, and growing community.  University Federal Credit Union, a not-for-profit, member-centric organization, was chartered in 1936 and now boasts over $2B in assets.

Please click here to be considered for this opportunity:  Vice President of Human Resources/Organizational Development

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Chief Lending Officer – Rivermark Community Credit Union ($779M) (closed)

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Beaverton, OR

Are you looking for an opportunity to be in CEO succession planning for a high functioning and well-respected organization?  Do you value strong leadership, collaboration, strong community engagement, and a healthy work-life balance?  If so, then you will want to join this innovative and creative team formed to take Rivermark Community Credit Union (Rivermark) to new places.  Bring your exemplary leadership skills to an innovative culture steeped in development and succession planning.  Rivermark has recently created an exciting C-Suite team and is looking for an innovative and creative Chief Lending Officer to join their dynamic team.

The Chief Lending Officer (CLO) will play a key role in the long-term success of Rivermark.  The CLO is a key contributor on the senior executive team (the Chief Financial Officer, Chief Technology Officer, Chief Experience Officer, and the Chief Executive Officer) who serves to establish the strategic direction for the planning and execution of mortgages, consumer and business lending offerings, as well as collections.  Additionally, the CLO serves as a key player in developing the overall strategic direction of the credit union.  This position advises and reports directly to the President/CEO.

Rivermark has proudly served its members since 1951 and now serves eleven counties and over 80,000 members. With their headquarters located in Beaverton, OR, you will enjoy all that the local community has to offer. Beaverton is home to over 1,000 acres of parks, hiking, and biking trails to explore while you enjoy the outdoors. With a strong school system and a multitude of community events, it’s no wonder Beaverton was awarded “Best Places to Live” by Money Magazine in 2016. For more information, visit their website at www.beavertonoregon.gov.

PRIMARY DUTIES & RESPONSIBILITIES

  • Functions as a key member of the senior executive team and help to develop and promote the strategic direction of the Credit Union.  Works closely with all leadership of the Credit Union, including the Board of Directors.  Identifies the C-suite as their #1 team, building a strong level of team health while focusing on overall organizational results.
  • Develops and executes strategic Mortgage/Home Equity Lending and Consumer and Business Lending business plans for the Credit Union.
  • Key contributor in Rivermark’s Asset/Liability Management process.   Partners with the VP’s to recommend changes to loan pricing and fees as necessary. Recommends pricing on new loan related products and services, or in areas related to Collections.  Exhibits a strong understanding of balance sheet management.
  • Serves as a champion and supporter of innovation and creativity, promoting efficiencies throughout the organization through the use of technology and enhanced employee productivity, leading to incredible member service.
  • Understands, believes, communicates, and supports the credit union philosophy and is a champion of Rivermark’s core values, mission, and vision.
  • In conjunction with the vice presidents and managers, prepares, manages and monitors the Consumer & Business Lending, Mortgage, and Collections budgets and business plans.  Ensures timely reporting on activities to the President/CEO, other senior executives, and the Board of Directors.
  • Responsible for the oversight and management of all loan production goals.
  • Adheres to all compliance standards set forth by federal and state laws and regulations.

EDUCATION/EXPERIENCE

Bachelor’s degree in business, finance, or a related field required.  Evidence of strong progressive leadership/management experience in the Lending field (Mortgage, Consumer Lending, and/or Business Lending).  Previous experience managing collections is desirable.  

REQUIREMENTS – SKILLS, JOB KNOWLEDGE & ABILITIES

  • Possesses exceptional verbal and written communication skills, including the ability to deliver presentations on complex topics to management, the board, various board committees, and outside groups.
  • Demonstrated knowledge of consumer and real estate lending policies, procedures, regulations, and systems.  
  • Skilled in communicating effectively with key stakeholders and leveraging critical relationships.  Able to articulate and influence change.
  • Excellent supervisory, interpersonal, communication, analytical, and problem-solving skills.

LEADERSHIP COMPETENCIES

Demonstrated actions and progressive results in current and previous positions surrounding the Board approved Ten Leadership Competencies.

STRATEGIC & TRANSFORMATIONAL QUALITIES

Strategic and transformational qualities are those leadership competencies that are required of any successful business leader because they activate foresight, positive/forward thinking, and implement change and growth.

  1. Visionary Thinker – Naturally formulates and manages vision and singleness of purpose. Is creative, inspiring and motivating.  Creates ideas.  Has strategic agility, is innovative, forward thinking, and ambitious.  Adventurous, explorer, and comfortable with paradox and uncertainty.
  2. Leader – Ethical, courageous.  Has command presence, can quickly prioritize and focus self and others, good planner, and strives for results.  Focused, organized and decisive, and can stand alone.  Has the intellectual horsepower to reason, think through, and formulate a direction.  Effectively delegates. Measures and takes a calculated risk. Self-reliant.
  3. Change Agent – Can manage and personally make changes, listens effectively, action orientation, not satisfied with the status quo, and uses teams effectively.  Is approachable while confronting conflict.  Develops others and is a consensus builder.  Motivating, and considered fair and just.
  4. Relational & Political Acumen – is effective with all types of people, is affirming, and reinforcing of others. Can “size up” people quickly, create alliances, and influences others.  Understands, considers, and maneuvers through challenging situations with comfort and humility.  Composed, subtle.  Understands fine differences, possesses and uses political savvy.  Has a strong relationship with subordinates, peers, bosses, vendors, the community, and outsiders.
  5. Performer/Implementer – Action orientation.  Possesses required financial, technical, and marketing skills to do the job.  Can focus, drive for results. Systematic and trusted to follow-through.  Maintains perseverance.  Patient, comfortable with rules.

CRITICAL TRANSACTIONAL QUALITIES

Critical transactional qualities are those leadership competencies that are required of any successful business leader because they reinforce, support, and further develop the essential business qualities, functions, and actions.

  1. Effective Communicator – Is trusted, informing.  Can explain and motivate others, negotiates well, can effectively manage conflict, and is effective at using personal disclosure.  Uses humor.  Artful storyteller.  Good verbal, written, and media skills. Comfortable receiving help.
  2. Decisive Decision Maker – Makes quality decisions in a timely manner, can learn on the fly, deals well with ambiguity, strong problem solver, measures work.  Critical thinker. Has the technical learning/perspective to inform decisions.  Cool headed.
  3. Demonstrates Experienced Business Acumen – Experienced and brings wisdom and perspective to issues and problems, makes quality decisions, can manage process and people problems.  Consistent in their dealings.  Strives for self-development and lifelong learning.  Knowledgeable in using electronic information.  Understands the subtlety of issues and situations.  Maintains appropriate knowledge of external environment.
  4. Cultural Driver – Knowledgeable and comfortable across diverse ethnic groups. Understands and actively reinforces desired organizational culture, effectively marries and manages process with culture.  Understands internal environments and change agents.  Has interpersonal savvy, can adjust personal style to what is needed.  Can see solutions within the context of desired culture.
  5. Focuses on Membership (Customer) – Has a customer first focus, comfortable with the paradox of the individual need versus what is best for the whole.  Continually places the membership’s financial needs first.

OTHER RESPONSIBILITIES

  • This position has direct supervisory responsibility for the VP Lending and the VP Business Services/Mortgage.
  • This highly visible position has direct contact and regular interactions within all levels of the organization, the Board of Directors, state and federal examiners, and other key external stakeholders.
  • Occasional local and out-of-area travel is required.

Please click here to be considered for this opportunity: Chief Lending Officer

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Chief Financial Officer – USAlliance Financial Federal Credit Union ($1.2B) (closed)

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Rye, NY Headquarters

USAlliance Financial Federal Credit Union has proudly served its community since 1966 with its love for technology, as a credit union for IBM.  Their reach has expanded throughout the Northeast and now serves 90,000 members worldwide.  USAlliance leads the industry in providing new electronic services to members, and their mobile banking app has been recognized by Finovate as one of the best in the industry.  The culture has been described as Googlesque with high performing expectations and standards in a relaxed environment.

The CEO seeks its next Chief Financial Officer, an exemplary professional with strategic vision, top-tier accounting and finance expertise, and a genuine culture fit.  The CFO is responsible for the key areas of reporting, planning, treasury, investment, controls, compliance and audit, and accounting. A degree in accounting or finance with a CPA or CFA is desired.  Practical experience with loans, investments, asset sales, mergers, and acquisitions are required.  An in-depth understanding and knowledge of fixed income investments is important.

Personal mastery in leadership, planning, and organizing, motivating and developing employees is valuable along with excellent organization, communication, and presentation skills.  A strong sense of self to integrate and interact with multiple and diverse stakeholders is needed.

Top-tier candidates will possess strong conceptual thinking, problem-solving, leadership skills, and training skills.  They will be able to work in a fast-paced environment while using effective communication and management skills to build mutual respect with internal stakeholders.  

As this CFO, you have the opportunity to partner with a brilliant CEO, engaged board of directors, and top-tier industry brand.  

Please click here to be considered for this opportunity: Chief Financial Officer

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Senior Vice President – Chief Information Officer – Amplify Credit Union ($849M) (closed)

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Austin, TX

Amplify Credit Union is seeking a Senior Vice President – Chief Information Officer (SVP-CIO) to lead the technological and informational needs of the organization.  Reporting to the Executive Vice President, this role will partner with the Chief Digital Officer and the Project Development Officer to successfully drive service and profitability through the digital footprint.  This role requires a strategic partner who understands how technology supports the business’s objectives.  Instead of a problem solver, this dynamic leader exemplifies “visionary leadership” and is one that anticipates trends, challenges, and develops staff for the future.  A mission-based organization, the leader will help deliver technology solutions to the credit union’s membership.

Through a strong focus on strategy and goals, your primary role will include directing and controlling the company’s information systems and technology activities.  Your leadership responsibilities will include the company’s systems design, programming, network planning, database management, and computer operations.  A customer-oriented role to both internal and external constituents.  As SVP-CIO, you will be able to fully utilize your business acumen, management, and technical expertise.  The SVP-CIO role provides an opportunity to lead the organization to improve its technological capabilities.  You will be expected to have collaborative relationships with the board, the EVP, the CEO, your peers, direct reports, and business partners.  The executive team prefers robust, yet respectful, conversations, and expects to rely heavily on this role to guide the information unit into the future.

Top candidates will be technologically savvy and able to work in a fast-paced environment while using strong communication and management skills to build mutual respect with internal stakeholders.  Candidates are required to have a college degree in computer science or a related field; 5 years’ executive leadership experience; financial institution experience preferred; and must be bondable.  Microsoft, Oracle, SQL Server, PMP, Six Sigma, or other professional certifications are preferred.

Amplify Credit Union has proudly served its community since 1967 and has its roots as IBM Texas Employees Federal Credit Union, making its members tech-savvy as a service line. Amplify is committed to its mission to improve the lives of its 57,000 members and the strength of its communities in Austin, Round Rock, and Cedar Park, TX.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization.  Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search.  Please learn more about us at www.ddjmyers.com.

Please click here to be considered for this opportunity: Senior Vice President – Chief Information Officer

 

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Vice President of Consumer Lending – USAlliance Financial Federal Credit Union ($1.2B) (closed)

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Rye, NY

USAlliance Financial Federal Credit Union has proudly served its community since 1966 when with love for technology, they got their start as a credit union for IBM.  They have since expanded their reach throughout the Northeast and now serve 90,000 members worldwide.  They lead the industry in providing new electronic services to members, and their mobile banking app has been recognized by Finovate as one of the best in the industry.  For its next VP of Consumer Lending, USAlliance Financial Credit Union is seeking an innovative, engaging, and strong leader from a sales culture background, with a passion for helping members make their dreams a reality.  

As the VP of Consumer Lending, you will be reporting directly to the CLO and will develop, implement, and monitor department goals, objectives, and strategies to meet the Credit Union’s needs.  You will be expected to develop a strong consumer lending department and take charge of training and mentoring a sales culture for the credit union.

  • Lead credit union strategy to acquire lending relationships, consumer loan acquisitions, and develop member acquisition strategies through all channels
  • Provide successful leadership and strategic direction of consumer lending including underwriting loan requests, loan servicing, and credit cards
  • Responsible for overall credit administration and consistent review of credit underwriting opportunities to leverage automation
  • Build positive relationships with senior leaders and work collaboratively with other departments
  • Develop process to improve effectiveness in the consumer lending area including identifying any weaknesses and offering solutions to solve problems

Top tier candidates will possess strong conceptual thinking, problem-solving, leadership skills, and training skills.  They will be able to work in a fast-paced environment while using good communication and management skills to build mutual respect with internal stakeholders.  Candidates are required to have a Bachelor’s degree in Business Management or related field and seven years of consumer lending experience with three years management experience.

Please click here to be considered for this opportunity:  VP Consumer Lending 

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Assistant Vice President of Consumer Credit – A+ Federal Credit Union ($1.3B) (closed)

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Austin, TX

A+ Federal Credit Union (A+FCU) is seeking a creative, analytical, and results-oriented leader that is ready for an executive leadership role.  The ideal candidate will have a passion for developing people, consumer lending, and portfolio management.  This position reports directly to the Chief Lending Officer and will work collaboratively with and lead multiple teams to build onto the long-term success of the credit union.  A+FCU is headquartered in Austin, TX (www.austintexas.org ).

As the AVP of Consumer Credit, you will be responsible for the indirect and consumer lending portfolio, underwriting, and building out a new merchant services platform.  Your experience will support new market development efforts, build dealership relationships, train dealer representatives, develop the underwriting manager and team, and communicate research, projections, and results to the executive team.  Some of your key responsibilities will be to assist in the planning and directing of the consumer loan portfolio; participate on the management team through contributing ideas, analyzing, justifying, and recommending changes in operations to enhance productivity; and participating in the strategic vision of the department and credit union.

Top tier candidates will possess strong conceptual thinking, problem-solving, analytical, and leadership skills.  They will excel in a fast-paced environment while using excellent communication and management skills to build mutual respect with internal stakeholders.  They will have a strong quantitative background and demonstrate proficiency in predictive analytics and excel.  Candidates are required to have a bachelor’s degree in business administration or related field, ten years lending-based financial institution experience with five years supervisory experience, and five years indirect lending experience.

Please click here to be considered for this opportunity: AVP Consumer Credit 

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Senior Human Resources/Organizational Development Executive – New England Federal Credit Union ($1.1B) (closed)

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Williston, VT

New England Federal Credit Union (NEFCU) has proudly served its community since 1961 and is now the largest credit union in Vermont serving over 88,000 members in six counties. For its next Senior Human Resources/Organizational Development Executive, NEFCU is seeking a dynamic results-oriented professional who will move the organization forward as a strategic partner.

As the Senior HR/OD Executive, you will be reporting directly to the CEO and will develop, implement, and oversee a human capital management strategy for the organization. You will be expected to have collaborative relationships with the board, the CEO, your peers, direct reports, and business partners. Your primary role will be to lead all aspects of organizational development, strategic hiring, onboarding, coaching, performance management, retention, compensation, benefits, succession planning, people development, and legal compliance with state and federal mandates.

Top tier candidates will possess strong conceptual thinking, problem-solving, and leadership skills. They will be able to work in a fast-paced environment while using good communication and management skills to build mutual respect with internal stakeholders. Candidates are required to have a college degree in a related field; Masters and certifications are preferred. Credit Union, Bank or Financial Institution experience is also preferred.

Please click here to be considered for this opportunity: SVP HR/OD Executive

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Vice President of Marketing – First Entertainment Credit Union ($1.3B) (closed)

Hollywood, CA

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Hollywood, CA

First Entertainment Credit Union is recruiting for a Vice President of Marketing to join the executive team in a critically important role. Reporting to the CEO, you will be responsible for crafting and implementing the strategic message brand for the organization and telling the story of the credit union so there is success in beneficial outcomes for the member and the credit union. You will develop, measure, qualify, and quantify business development opportunities in support of the brand you craft with the CEO.

Eligible candidates require a theoretical basis in branding, strategic thinking, visioning, and critical analysis competencies as well as strong production and implementation expertise. Service industry knowledge is highly preferred, such as hotels, healthcare, and retail financial organizations.Experience in the entertainment industry is a plus. You will need demonstrated expertise and experience with programs for branding, market penetration studies, and production implementation and monitoring. Proficiency in developing market and brand programs for member/customer segmentation, analytics, and development must be relevant.

The Marketing Executive needs five to seven years of mid-level or higher experience, sitting at the executive table, developing people, observable strategic and successful outcomes, and brand ambassadorship attributes. On ongoing learning mentality, community involvement, networking, excellent communication skills both in writing and presenting are important. In addition to a college degree, the executive should demonstrate strong self-starting, futuristic thinking, interpersonal skills, and resiliency to continually strive for goals.

First Entertainment is a $1.3B financial services organization that serves people in the entertainment industry.

Please click here to be considered for this opportunity: Vice President – Marketing

 

Contact: 800-574-8877

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Chief Executive Officer – Dover Federal Credit Union ($445M) (closed)

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Dover, DE

Dover Federal Credit Union has been serving the military and Delaware families for over 50 years. Dover is committed to being a vital part of their local community and live by their mission, “Members are our priority. Excellence is our past, present, and future”. For its next Chief Executive Officer, Dover is currently seeking an engaging and strategic leader with strong relationship building and execution skills.

As CEO, you will have the opportunity to strategically lead the organization and to build collaborative relationships with the board, peers, direct reports, and business partners. This role emphasizes a lead by example approach to building relationships both inside the organization and in expanding meaningful community relationships. A focus on employee development and coaching, operational excellence, and problem-solving are also expected in this role.  Successful candidates will demonstrate visioning, strategic planning, and implementing as core competencies.

Top candidates will have expertise in retail banking, employee development, learning organization concepts and methodology, and the capacity for a high functioning Board-CEO relationship. An MBA with a demonstration of ongoing education and certifications relevant to financial institution leadership, as well as, seven to ten years of executive leadership is required. The CEO’s leadership skills will be used to enhance community involvement, improve member education and expand the cultural capacity for sales and service focus.

Please click here to be considered for this opportunity: CEO

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SVP Lending – Parsons Federal Credit Union ($219M) (closed)

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Pasadena, CA

Join an innovative and creative team formed to take Parsons Federal Credit Union to new places. As the Senior Vice President of Lending, you will report directly to the CEO and provide leadership and support to all lending personnel, including the collections officer. The role supervises four direct reports and cross-functionally collaborates with peer executives. To be considered a serious candidate, strength in the processing and execution of all components of consumer lending, knowledge of mortgage lending, and commercial background relevant to overseeing participations is desired.

Bring your leadership and expertise to develop and implement a lending strategy backed by your strong management reporting and statistical analysis. Responsibility includes all lending functions and policies to ensure that oversight is provided and appropriate direction is taken. You will need to be an innovative team player with strong project management and interpersonal skills. Your role is instrumental in the credit union moving toward virtual service with a true sales and service attitude.

Parsons Federal Credit Union has proudly served the Parsons Corporation and their family members for over 40 years and now serves more than 6,000 members worldwide. The CEO is progressive, innovative, and searching for their next Senior Vice President of Lending as an integral part of their executive management team committed to their strategic goals.

Top-tier candidates will have a bachelor’s degree in business or finance and seven years or more of management experience within the financial industry. Lending certifications are strongly preferred.

Please click here to be considered for this opportunity: SVP Lending

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Chief Executive Officer – Waterbury Connecticut Teachers Federal Credit Union ($240M) (closed)

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Waterbury, CT

Waterbury Connecticut Teachers Federal Credit Union is seeking a Chief Executive Officer to lead this $240M in assets organization. This is an opportunity to bring your team leadership skills and imagination to take this organization to the next level.  The leadership role is to provide vision, inspiration and actionable options to the board and to support the successful contributions from management.  The board seeks a collaborative relationship with the CEO and sees the role providing the goal orientation for the organization.  Strong interpersonal skills are expected on all fronts, both inside the organization and in building important community relationships.  The board describes the credit union as well run and ready for new possibilities.

The credit union has a blended field of membership that includes employees of eligible schools and about 27 communities.   The top-tier candidate will demonstrate strong leadership, goal-orientation, decision-making, creativity, flexibility, and self-regard.  A Bachelor’s degree in business or finance is required as is experience in the financial industry.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

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Manager/Financial Analysis – FHLB Chicago ($70B) (closed)

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Chicago, IL

FHLB (Federal Home Loan Bank) is seeking a manager in asset/liability management to be responsible for the production of the Bank’s interest rate risk (IRR) and income sensitivity profiles, ensuring the accuracy and reliability of the analytics and reporting to the senior management and federal regulators (FHFA). The role will use the ALM model to run periodic financial forecasts, including annual strategic planning and Dodd-Frank stress testing, and assess balance sheet risk and income impact under various scenarios. The manager will develop and implement back-testing processes and review key benchmarks to ensure the accuracy of the model and validity of the results. The role has a junior analyst role reporting to it to support the analytics.

The role requires experience in ALM at mid-sized or large banks, credit unions or insurance companies, with specific experience in modeling loan and mortgage instrument cash flows. A Bachelor’s degree is required and a Master’s degree in a quantitative field or business is preferred. Technical skills include excellent analytical and quantitative skills, experience in ALM Software (QRM, Polypath, Bancware, or Kamakura), Excel, SQL, VBA, and Access. Familiarity with derivatives and accounting concepts, such as FAS 1115 and FAS 133 is a plus. The well-qualified manager will bring strong interpersonal skills in collaborating with other bank units and communication skills of explaining highly complex matters to various constituents. FHLB – Chicago is a member-owned wholesale bank that services members in Illinois and Wisconsin. FHLB is proud of having a strong work-life balance and being a mission-oriented company: “Member owned. Member focused.”

Please click here to be considered for this opportunity: Manager/Financial Analysis

 

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Chief Talent Officer – Bridgehampton National Bank ($4B) (closed)

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Hauppauge, NY

Bridgehampton National Bank (BNB) is seeking a dynamic and results-oriented professional to serve as its first Chief Talent Officer (CTO). Reporting to the Chief Administrative Officer, the CTO will develop, implement, and oversee a human capital management strategy for the organization. This dynamic organization values its people, both employees, and customers, and has a strong positive culture. The CTO will be responsible for designing and overseeing all aspects of talent development, including cultivating and promoting the positive organizational culture as BNB continues to grow. The CTO will also be responsible for all aspects of organizational development, strategic hiring, onboarding, coaching, performance management, diversity, inclusion, succession planning and overall people development.

Reporting to the CTO are human resource management and training and development. Overseeing a team of 3, this person will implement a best-in-class talent system. This CTO role is an exciting opportunity for a motivated learning and development expert to have a significant impact on the growth and performance of a highly successful organization.

Key Responsibilities

  • Serve on the executive leadership team and ensuring the people strategy supports the organization strategy.
  • Design a system, so organization capacity supports the organic and strategic growth.  Design and implement a comprehensive human capital strategy and specific tactics around strategic hiring, employee development, performance management and diversity.
  • Serve as a strategic advisor, functional expert, and thought partner on key talent acquisition, development, and retention strategies.
  • Drive processes that embody organization values.
  • Facilitate cross-functional communication practices to improve time management and encourage and develop conceptual-thinking and problem-solving.
  • Be the thought leader and advocate for organizational development to improve existing systems in recruitment, performance management, onboarding, professional development, benefits administration and retention.
  • Manage a team of three comprised of a Human Resources Director and Training and Development Manager.
  • Ensure the executive team has robust succession planning processes for their roles and their direct reports.
  • Ensure each employee has talent development at the top of mind.
  • Ensure the organization has appropriate recruitment, onboarding and training strategies in place to support the scale of the organization from approximately $3 billion to $10 billion.
  • Collect and act upon continuous feedback from employees on their levels of alignment and engagement with the organization culture and values.


Desired Skills and Experience

Qualifications

  • 10+ years of experience in organization development, succession planning, and general human capital practices, with at least five years in a leadership role, preferably in a dynamic growth oriented organization.
  • Strong background working within the banking or credit union industry.
  • Strategic planning expertise to align talent with organization vision, mission, and goals.
  • Demonstrated experience in the core aspects of talent management and organizational development (e.g. recruitment, onboarding, training and development, career planning, performance management, professional development, retention, culture building.)
  • Exceptional people and communication skills, with in-depth listening and employee/customer service mentality and a high degree of authenticity, integrity, accountability, and emotional intelligence.
  • Must be comfortable working with a dynamic executive team that appreciates conversations with candor.
  • Facilitative and collaborative team member, with openness to ideas and feedback from others.
  • Excellent interpersonal, analytical, problem-solving, and coaching skills, with the ability to take a thoughtful and data-driven approach to addressing challenges.
  • Ability to think strategically and build systems and processes for effective talent acquisition and management organization-wide.
  • Experience leading in a time of significant organizational growth.

Oversee a Human Resources Team

Recruitment:  Identify and recruit top talent for all levels. Includes sourcing and placement of job postings, negotiating recruitment agency fees, interviewing and employment offers.

  • Compensation:Develop and execute compensation and bonus process. Research salary trends and recommend appropriate increases. Conduct compliance audits to ensure salaries are in compliance with FLSA and Pay Equity laws.
  • Performance Management:  Design and administer a formal program to create effective performance reviews that:  a) measure individual performance; b) identify opportunities for improvement and help implement individual development plans to maximize opportunities; and c) ensure that individual and department goals are aligned with strategic goals.
  • Employee Relations: Handle employee relations matters with all staff, assisting department heads in resolving performance and interpersonal issues. Make recommendations for promotions. Counsel employees regarding work-related questions, issues and problems.
  • Training and Development: Identify, recommend and, as necessary, conduct programs intended to aid individuals and groups in improving their job performance. Manage organization fiscal year budget for overall training.
  • Employee Benefits:  Review, develop, recommend and administer cost-efficient, appropriate benefit programs.
  • Company Policies: Write, communicate and implement policies and procedures for all offices, ensuring consistency of practice and compliance with employment laws. Review policies with senior management and outside counsel.

Education and Certification
Masters Degree with emphasis in Organization Development
PHR/SPHR certification preferred
Ph.D. in Organization and Human Development preferred
Leadership coaching certification with and PCC or MCC preferred

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Chief Executive Officer – Services Center Federal Credit Union ($60M) (closed)

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SCFCU

Yankton, SD

Services Center Federal Credit Union is seeking a Chief Executive Officer to lead this $60M in assets organization. This is an opportunity to step into a CEO role of a successful credit union and enjoy a Midwestern quality of life.  Services Center serves as a community catalyst in Yankton, Parkston, and Springfield, SD. As CEO of this forward thinking community-minded financial institution, you will be present in the community, inherit a strategic and proactive board and a high performing team.  The top-tier candidate will bring working knowledge of a financial institution,  strong decision-making, and analytical skills blended with outstanding interpersonal skills to build relationships inside the organization and in the community.  A strong self-starter who is well organized, this role is responsible for the organization achieving its goals and in having strong relationship with the board. The strong candidate has solid execution, operational, retail, or marketing experience, and an in-depth understanding in the finance side to support good, long-term decisions.  A Bachelor’s degree in business or finance is required, as is experience in the financial industry.   

Services Center operates with a community charter, serving six counties.  Yankton, located 60 miles from Sioux City, boasts an unemployment rate of 3.3%.  They are the founding credit union of Site-Four Credit Union Service Organization that provides data processing and disaster recovery services to three other credit unions; the intention is for the new CEO to sit on that board, with the timing dependent on IT and other experiences of the candidate.  

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Chief Retail Officer – DuPont Community Credit Union ($1B) (closed)

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Waynesboro, VA

DuPont Community Credit Union (DCCU) is recruiting a SVP, Chief Retail Officer to lead the credit union’s retail services and marketing efforts in existing and untapped markets. Reporting directly to the new CEO, this executive will direct, develop, and enhance three regions of branches, contact center, eServices, retail support operations, community development, and marketing. This $1B retail banking institution is seeking a top performer to join their successful organization that has a demonstrated commitment to growth and leadership development. DCCU, with a clear purpose and mission, is and will continue to set the bar for the retail banking experience in its marketplace.

The CRO will be charged with developing and deploying a retail delivery strategy that integrates the three distinctive retail channels into a seamless omnichannel member experience.  The CRO will also evolve the retail operations, sales & consultative service methodologies, and build out an in-house marketing function that increases market awareness of DCCU’s value proposition. This role will play an integral role in designing and delivering innovative products/services to legacy and growth markets. Additionally, this leader will partner with other executives to leverage DCCU’s recently approved Low Income Designation (LID) and Community Development Financial Institution (CDFI) to further the commercial and economic needs of the community. The successful executive will collaborate with other key leaders in improving the credit union’s operations and efficiency, readying for strategic growth.

DCCU is proactively engaging in strategic change on multiple fronts, including capitalizing on business intelligence to achieve above-peer results, transforming the retail footprint, growing member business services, successfully implementing a recent core conversion, and, most importantly, developing outstanding employees to fulfill the organization’s mission.

Experience requirements:
-Deep experience in retail banking with at least five years’ in an executive leadership position.
-Proven commitment to service the member (customer) in times of change.
-Track record of sustainably improving deposit, loan, and member growth.
-Expertise in establishing goals tied to strategic initiatives, employee development, and scorecard management.
-Leveraging their subject matter expertise in one field and applying it to learning new disciplines.
-Bachelor’s degree.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Chief Information Officer – Mazuma Credit Union ($570M) (closed)

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Overland Park, KS

Mazuma Credit Union has been a Kansas City institution for over 65 years. Above all else, Mazuma is about “banking happy,” and it will do just about anything to make that happen. For its next Chief Information Officer, Mazuma is currently seeking an individual with vision who will challenge the status quo.

As CIO, you will be able to fully utilize your business acumen and your management and technical expertise. The CIO role provides an opportunity to lead the organization to improve its technological capabilities. You will be expected to have collaborative relationships with the board, the CEO, your peers, direct reports, and business partners.

Your primary role will include directing and controlling the company’s information systems and technology activities. Your management responsibilities will include all of the company’s systems design, programming, network planning, database management, and computer operations.

Top candidates will be technologically savvy and possess strong leadership skills. They will be able to work in a fast-paced environment while using good communication and management skills to build mutual respect with internal stakeholders. Candidates are required to have a college degree in computer science or a related field; 5 to 10 years of progressive experience; and some familiarity with Symitar, Digital Insight, PSCU, and Lending 360 (through CUDL or similar systems). Other pluses include credit union or banking experience and project management skills.

ABOUT DDJ MYERS, LTD.
DDJ Myers, this organization’s executive search consultant, has expertise in supporting the sustainable practices of leadership teams in high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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VP of Lending – A+ Federal Credit Union ($1.2B) (closed)

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Do you have credit union background with a strong focus on member business and consumer lending? Then A+ FCU is looking for you to be their next VP of Lending! A+ is looking for a VP of Lending that will be an integral part of their executive management team and help achieve their current and future goals.

As VP of Lending you will report directly to the CEO and be responsible for guiding and leading all aspects of the credit union’s lending functions, which include strategy, development and execution of the consumer credit, mortgage/real estate and commercial/business.  You will need to direct and develop the lending department to ensure the credit union’s long-term success.

Top tier candidates will have their Bachelor’s degree in Business or Finance and 10 years of lending experience, preferably within a credit union along with 5 years of management experience and strong supervisory skills.  You will need to be an innovative team player that is ready to hit the ground running with this position.

ABOUT DDJ Myers, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

 

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Vice President of Finance – USAlliance Financial Federal Credit Union ($1B) (closed)

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Rye, New York, or Boston, MA

USAlliance is seeking a Vice President of Finance on a career track to be the Chief Financial Officer.  USAlliance is looking for a finance executive who will be an integral part of their current team and help achieve their current and future goals. This organization is set to double in assets in a short time, and this role could lead to a more senior executive role, including the CEO Chair.  You will have frequent and consistent access to the CEO regarding strategic scenarios and financial updates.  This is an organization that emphasizes loan growth, and this role will help in the proper administration of accounting from a regulatory standpoint and in providing needed analysis on operations that affect profitability and how the portfolio is managed for success and for risk.

The role directs all aspects of accounting operations, analyzing the credit union’s financial results in terms of profitability and asset/liability management, and working with senior management to understand drivers of performance.  As VP of Finance, you will lead a team of 8-10 members and be in an open and dynamic environment that welcomes and requires direct communication style.

You need to be engaged, transparent, an advocate of continuous learning, and a creative problem solver.  Some of the role requirements are: ensures the accounting records are maintained accurately and in compliance with GAAP; conduct budget analysis and development of related management reports; oversee timely and accurate month-end closing; financial reporting for management and Board of Directors, and call report filing.   The top candidates will have a strong background in financial institutions, accounting, financial planning, ALM, investment management, selling loans, and the capability to bring in other income.  USAlliance is looking for someone with their MBA and a minimum of 4 years experience managing accounting and finance teams.  CPA is a plus.

As USAlliance operates both in the Rye, NY, and Boston, MA areas, the role could locate either at the headquarters in NY or the operations center in MA.

ABOUT DDJ MYERS, LTD.

DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email vp_finance@ddjmyers.com or call (800) 574 8877, ext. 101.

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Chief Experience Officer – Red Rocks Credit Union ($250M) (closed)

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Chief Experience Officer
Red Rocks Credit Union ($250M)
Highlands Ranch, Colorado

Red Rocks Credit Union is recruiting for an executive to lead the organization’s member experience, marketing and sales efforts in order for the credit union to successfully fulfill its strategy of engagement. The role of CXO will provide cultural leadership, branding and marketing strategies, strategic plan input, and ongoing staff development and coaching. The credit union believes in a highly collaborative style and expects its leaders to cultivate team leadership and cross-functional initiatives.

With direct oversight and accountability for product development, the member engagement lifecycle and marketing efforts, this executive is ultimately responsible for core and ancillary product sales.. The CXO will carry out and implement growth strategies in first mortgage, consumer lending, and other income products through ongoing engagement initiatives while maintaining a fiscally sound loan portfolio. In addition to collaborating on strategy, this role owns the following functions:

  • Marketing and member communications
  • Digital / social media engagement
  • Member experience research and product design
  • E-Services channel development
  • Revenue production / sales targets
  • New member acquisition
  • Business development and sales lead generation
  • Product development
  • Member transaction processing
  • Payment system development

Experience, educational and competency requirements:

  • Bachelor’s degree in business or marketing or deep equivalent experience
  • Experience with market research and user-focused product design
  • Five to seven years senior management experience
  • Experience with data integrations
  • Track record of creativity and sustainability in improving deposit, loan, and customer growth
  • Leadership skills including strong interpersonal skills, persuasion, planning and organizing, and an optimistic and self-starter disposition
  • Developing and delivering on goals

ABOUT RED ROCKS CREDIT UNION
Originally formed for the employees of Martin Marietta (now Lockheed) in 1980, the credit union now operates with a community charter. It has operated with outstanding efficiency ratios gained through an emphasis on alternate delivery channels. Located in the booming Denver Suburb of Highlands Ranch, the brand new offices are designed in an open fashion to reflect the culture and come with outstanding views of the Rockies.

 ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email CXO@ddjmyers.com or call (800) 574 8877.

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Senior Valuation and Pricing Manager – PenFed Credit Union ($20B) (closed)

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McLean (Tysons Corner), Virginia

PenFed Credit Union ($20B assets, also known as Pentagon Federal Credit Union) is recruiting for a Senior Manager of Valuation and Pricing. As a member of the financial forecasting and risk team, this role will execute and continually develop interest rate risk modeling, income forecasting, and capital planning & stress testing infrastructure by identifying, implementing, and testing asset/liability management analytical methods and tools. The role will have a key responsibility to oversee and develop the formulation of complex analysis to evaluate the impact of mergers and acquisitions on the financial condition of the credit union, including non-maturity deposits valuation, and assisting with merger-related data integration for ALM purposes.

Working in a team environment, the role will incorporate behavioral pattern knowledge into the modeling of uncertain cash flows such as mortgage prepayments, credit card assets, provision for loan losses, indeterminate maturity deposits, and roll over functions. The senior manager will regularly deliver oral and/or written briefings and reports to Senior Management, ALCO, and business unit managers related to interest rate risk, pricing/valuation, capital planning & stress testing, and income forecasting issues and results. The incumbent will be a member of the financial forecasting and risk team supporting effective asset/liability management, loan/deposits/MSR (mortgage servicing rights) valuation & pricing, income forecasting, and capital planning & stress testing functions using the QRM Balance Sheet Management and QRM Mortgage Servicing Rights systems.   She or he will oversee the process and methodology for fair value bid/offer pricing for bulk loan purchases and sales for multiple asset classes, including mortgages and auto loans; works with business units to determine optimal loan selection criteria to meet corporate growth/yield goals. The role reports to the Director Asset/Liability Modeling.

EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

  • Advanced degree in finance, economics, mathematics, or another quantitative discipline and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.   MBA/CFA professional certification preferred.
  • Five years work experience in a financial institution using sophisticated asset/liability management or derivative pricing models that forecast uncertain cash flows for risk measurement. Advanced ALM and MSR software experience desired.
  • Knowledge of financial concepts used in present value analysis, financial modeling, and capital markets.
  • Knowledge of database design and Structured Query Language (SQL) desired.
  • Demonstrate a combination of quantitative skills and strategic and creative thinking
  • Ability to manage multiple projects simultaneously and implement rapid changes in project direction.
  • Excellent interpersonal, oral and written communication, and organizational skills required
  • Ability to condense highly technical subject matter into clear and effective communications to senior management.

ABOUT PENFED CREDIT UNION
Established in 1935 as the War Department Credit Union, PenFed Credit Union is one of the largest credit unions in the country, serving 1.4 million members worldwide; with $19 billion in assets. Its long-standing mission has been to provide superior financial services in a cost effective manner, while being responsive to members’ needs. PenFed Credit Union offers market-leading mortgages, automobile loans, credit cards, checking, and a wide range of other financial services with its members’ interests always in mind. PenFed Credit Union serves a diverse population, and no military service is required to join. We offer many paths to membership, including numerous employee groups and association affiliations.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Director, Credit Risk Modeling – PenFed Credit Union ($20B) (closed)

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McLean (Tysons Corner), Virginia

PenFed Credit Union ($20B assets, also known as Pentagon Federal Credit Union) is recruiting for an executive to lead the development and ongoing monitoring of credit risk models used by the credit union for loan originations, risk adjusted pricing, portfolio management, and collections. This role will manage the development and implementation of credit risk models through collaboration with key stakeholders in the credit union.   The Director will manage a team of modelers to support the lending decisions through the application of sophisticated modeling and simulation.

Reporting to the VP – Quantitative Risk Modeling, this role is vital to support the organization’s ambitions to expand its product offerings, provide actionable information relative to mergers and acquisitions, and support the key functions of the organization as it delivers on its strategic plan. PenFed is on a “Drive to $75”, referring to their ambition to grow to $75B in assets. The Financial Analysis and Risk department operates in a team environment; influence and participation in other aspects of risk are part and parcel of the organization. This executive is in a key pivot role of leading the analysis team and then pivoting upward into the organization and being strong influencer. The role will locate in a new, class A, corporate office off the Beltway in Tysons Corner (McLean), Virginia.

SPECIFIC KEY FUNCTIONS INCLUDE

  • Collaborate with product managers in optimizing marketing campaigns used in acquisitions that align with the credit policies and scoring models.
  • Monitor performance of score models and support independent model validation efforts.
  • Assist in development of risk-adjusted pricing models and related systems/processes.
  • Lead identification, measurement, and monitoring of credit risk as it relates to Merger and Acquisition (M&A), loan purchases and participation, and other new business strategies.
  • Provide thought leadership to the modeling capabilities by researching trends and market best practices.
  • Promote innovative ways to visualize and digest complex data
  • Utilize credit models and analytics to assist lending with policies and strategies that maximize profits and asset growth and minimizes credit and operating losses as well as other risk exposures.
  • Improve risk identification, measurements and management with respect to credit risk modeling activities.
  • Establish and maintain an efficient and controlled infrastructure for model development, documentation, implementation, and validation.

EXPERIENCE AND EDUCATIONAL REQUIREMENTS

  • Bachelor’s Degree in Mathematics, Statistics, Economics, Engineering or a related field is required. Master’s Degree in a quantitative field is highly preferred.
  • Minimum of seven (7) years’ of experience in quantitative modeling is required.
  • Past experience in building credit risk models, or risk rating template is required.
  • Experience with consumer products in the financial services industry is required.
  • Experience with SAS and proficiency working with large datasets is required.
  • Familiarity with Basel capital rules is preferred.

ABOUT  PENFED CREDIT UNION
Established in 1935 as the War Department Credit Union, PenFed Credit Union is one of the largest credit unions in the country, serving 1.4 million members worldwide; with $19 billion in assets. Its long-standing mission has been to provide superior financial services in a cost effective manner, while being responsive to members’ needs. PenFed Credit Union offers market-leading mortgages, automobile loans, credit cards, checking, and a wide range of other financial services with its members’ interests always in mind. PenFed Credit Union serves a diverse population, and no military service is required to join. We offer many paths to membership, including numerous employee groups and association affiliations.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Chief Financial Officer – Verity Credit Union ($480M) (closed)

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Chief Financial Officer (CFO)
Verity Credit Union ($480 Million Assets)
Seattle, Washington

The purpose of this CFO role is to ensure the financial position of the organization is recorded and preserved while being proactive in creating and enabling value. As CFO of this collaborative and forward-thinking culture, you will ensure the CEO and Board have critical decision-making data, your insight into challenges and opportunities, and the organization is in compliance with regulations. The understanding and ability to manage risk and provide other leaders in the organization with needed information to make good decisions on product and service value, pricing, and operational efficiencies while looking for ways to drive continual and increased value to membership. There is an obvious need for detail orientation yet the ability to be strategic across the enterprise is a strong need.

SCOPE AND RESPONSIBILITIES
The Chief Financial Officer is responsible for strategic leadership, strategic implementation, and the ability to oversee and ensure the correct filing of reports, perform risk modeling, and the ability to manage the balance sheet, investment portfolio, and budget. This position will also perform the critical important role of recording of value, so it is accurate and undisputable.

The key to success in this position is an understanding of the industry, membership and board needs and the complexity of external factors as well as the ability to present to the board, initiate collaborative dialogue and keeping the CEO and others well informed.

SPECIFIC RESPONSIBILITIES:

  • Management of the ongoing budget process in the context of a multi-year financial plan.
  • ALM, liquidity modeling and management.
  • Deposit modeling.
  • Investment management, which includes an investment portfolio of MBS, Treasuries, and Agencies.
  • Profit management, which includes the ability to integrate the budget process and balance sheet optimization.
  • Ability to effectively communicate complex issues that support the members of the management team and board in decision-making. Coordinate effectively with peers, direct reports and the CEO.
  • Ability to anticipate future needs and translate vision into a realistic, achievable strategy, demonstrating a willingness to take reasonable risks within the policy guidelines.
  • Plan and execute a staff development program.

KNOWLEDGE/SKILLS REQUIRED
Minimum:

  • 5 to 7 years as a VP Finance or CFO preceded by 7 to 10 years of evolving relevant experience and expertise.
  • Ability to handle the day-to-day executive financial responsibilities and be a high performing member of the executive team.
  • Financial institution experience or finance professional with experience in a commercial business that has managed complex businesses.
  • Proven expertise in balance sheet management, investment strategies, enterprise risk, profitability and strategic planning.
  • Demonstrated strategic planning and high-level visionary and leadership experience.
  • Excellent communication, presentation and interpersonal skills with the ability to partner at all levels of the organization.
  • Solid strategic business acumen and extensive analytical skills with the ability to rapidly assimilate complex information.


EDUCATION
Minimum: Bachelor’s degree in Finance or Accounting.
Master’s degree and CFA certification preferred.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email cfo@ddjmyers.com or call (800) 574 8877, ext. 101.

 

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VP, Digital Channel Delivery – Golden1 Credit Union ($9.6B) (closed)

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VP, Digital Channel Delivery
Golden1 Credit Union, $9.6 Billion
Sacramento, CA

As a member of the Retail Delivery senior leadership, the Vice President, Digital Channel Delivery is responsible for managing all aspects of the channel including strategy, member experience, production, and enhancements of a digital channel delivery strategy across the organization through non-brick and mortar digital delivery systems to include:

  • Online banking channel
  • com web site
  • Mobile Banking channel

Through data and member analytics and by managing internal as well as external partners (and vendors) as well as partnering with account services and operations, the incumbent will drive the strategy that is focused on member experience, overall sales effectiveness, financial results, and continued digital relevance. As a result, this position will also be responsible for the increased product penetration, activation and usage by effectively leveraging the digital delivery channels.

This position reports directly to the Senior Vice President, Chief Retail Officer.

Purpose Statement:
Through effective leadership, own, evolve and continuously improve the Golden 1 digital channel delivery system. This leader will be focused on channel convergence with a focus on member experience to enable the member journey from needs identification through to post fulfillment. Improve channel performance as measured by market share, migration (from physical for the routine transactions) revenue, and member satisfaction.

Education: General and business knowledge equivalent to a bachelor’s degree. MBA preferred.
Experience: 7-8 years of related strategic sales leadership, financial services, and retail operations experience.
Knowledge/Skills:

  • Strong communication and interpersonal skills to work effectively with all levels of credit union personnel, members, community, and regulatory agency representatives.
  • Knowledge and understanding of digital financial delivery systems.
  • Experience in leadership, performance management, and staff development for career enhancement where applicable.
  • Ability to effectively work with, and coordinate the use of, internal and external vendors & consultants relative to these digital delivery channels.
  • Advanced analytical and problem-solving skills.
  • Strong organizational and planning skills.
  • Team and goal oriented work focus.
  • Proven track record of leading teams to hit their sales targets.

ABOUT DDJ MYERS, LTD.
Founded in 1989, DDJ Myers is an executive search, leadership development, and strategic planning firm that services financial institutions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

Please reach out to Peter Myers at Golden1@ddjmyers.com with your resume and questions with a subject header of VP, Digital Channel Delivery

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Chief Executive Officer – First Entertainment Credit Union ($1.2B) (closed)

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CHIEF EXECUTIVE OFFICER
First Entertainment Credit Union  ($1.2 Billion)
Hollywood, CA  

First Entertainment Credit Union of Hollywood, California ($1.2B) is seeking a new CEO as part of a strategic succession planning process.  As CEO of this well-run organization, you will partner with the board in strategic growth opportunities, lead a dynamic organization, and leverage the organization’s competitive advantage.  We are looking for in-depth and proven leadership expertise, a strong understanding of organic growth, diverse delivery channels, innovative marketing, and strategic and organic growth opportunities. Collaborative relationship building is expected with the board, peers, direct reports, and business partners as is a focus on continuous learning, employee development and coaching, leadership development, futuristic thinking, and goal orientation.

ABOUT DDJ MYERS, LTD. 
Founded in 1989, DDJ Myers is an executive search, leadership development, and strategic planning firm that services financial institutions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

Please reach out to Deedee Myers at ceo@ddjmyers.com with your resume and questions with a subject header of First Entertainment CEO.

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Chief Marketing Officer – Confidential – ($980M) (closed)

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CHIEF MARKETING OFFICER
Confidential ($980 Million)
San Antonio, TX

A San Antonio, TX Credit Union is looking for a Chief Marketing Office that brings leadership, creativity, and market analysis to the table.  The executive will report directly to the CEO and will oversee all aspects of marketing, communications, and community relations.

Experience:
-Bachelor’s Degree with a focus in Marketing is preferred
-Executive level leadership skills to motivate, build a cohesive and trusting team
-10 or more years of Marketing

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email cmo@ddjmyers.com or call (602) 614-8145.

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SVP/CFO – Arizona Federal CU ($1.3B) (closed)

Phoenix, AZ

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Phoenix, Arizona

Our client is one of the most respected leadership teams in credit unions and they are looking for an exemplary CFO to join the team. As CFO, you will be in a role to fully utilize your expertise and leadership capacity and be part of a high-performing organization. This CFO role provides an opportunity to fully leverage your leadership character and competency along with top-notch financial skills. The CEO and board require a true CFO with a powerful blend of strategic and technical skills.

Collaborative relations and work style are expected with the board, CEO, peers, direct reports, and business partners. Your primary role includes strategic planning, financial planning, budgeting, balance sheet optimization, and investment strategies. Additionally, your ALM, ERM, liquidity, capital, and net worth management expertise will be well utilized.

The top candidate will have strong leadership competence and character in order to build mutual respect with other stakeholders. Decision-making needs to be grounded with analytics and an objective perspective. Mentoring and developing others is a requisite as is a strong knowledge of the banking industry. In addition to an education in finance or economics, a CFA is preferred. Most important, is your expertise and how you apply them as part of a high performing team.

ABOUT DDJ MYERS, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., click here or call (800) 574 8877.

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Confidential – Senior Applications Administrator (closed)

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Senior Applications Administrator                                                                       Portland, Oregon

Our client is seeking a Senior Applications Administrator to be the liaison between the business leaders and information technology issues and opportunities. Responsible for the technical designing, planning, and implementation of initiates and operations of host technological systems, the role recommends, redesigns and implements and troubleshoots operational improvements. The supports all business systems including, but not limited to, core banking, loan origination, mortgage, CRM, digital document processing, image archive, workflow, fraud detection and online services.

This group works in a team environment in a non-hierarchical environment, yet this role will be serves a mentor and lead for many projects. A creative and adaptive technology group, the role reports to an imaginative and experienced information services leader. Come work with a not-for-profit financial cooperative owned by its members; what you do there makes a difference in people’s lives.

The well-suited candidate has experiences that have built strong interpersonal and teamwork skills. Analytical problem solving, self-management, and technical know-how are important to support successful implementation. A Bachelor’s degree in information technology or related field is preferred, but exceptional experience can substitute. Experience in core systems software testing and evaluation in a test environment and software update testing and implementation is key. The role needs knowledge of Internet Information Servers, SQL Servers, .NET, web services interfaces, Microsoft Server 2008R2, Active Directory and basic networking technology.

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and is considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and applies unique expertise to the recruiting process.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to resume@ddjmyers.com or call (800) 574-8877.

Contact: Mark Haeussler at 602-803-5979 or markhaeussler@ddjmyers.com

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Chief Executive Officer – Columbus Metropolitan Employees Federal Credit Union (CME) (closed)

Columbus, OH

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CEO                                                                                                                                             Columbus Metropolitan Employees Federal Credit Union (CME)                             Columbus, OH

Columbus Metropolitan Employees Federal Credit Union (CME) is seeking a Chief Executive Officer to lead this $240M in assets organization. This is an opportunity to bring your team leadership skills and ingenuity to lead this organization into new possibilities. The leadership role is to provide vision, inspiration and actionable options to the board and management and identify and move into emerging possibilities. This role emphasizes a servant-leader approach to build relationships both inside the organization and in expanding important community relationships to build on an expanded charter. A planned retirement, this succession can occur in an orderly manner and the outgoing CEO is happy to be a resource as needed as you transition into the leadership role.

The credit union recently expanded their charter to include the counties surrounding Columbus (Franklin County) providing the opportunity for growth. The top-tier candidate will demonstrate strong interpersonal skills to inspire people and build teams, goal-orientation, decision-making, creativity, ease at making relationships in the community, and a servant-leader approach within the organization and with the credit unions key constituents. Emotional intelligence that includes assertiveness in communicating beliefs readily in a constructive manner, remaining objective, and strong adaptability and flexibility will align with the strategic needs. A Bachelor’s degree is a must in business or finance as is experience in the financial industry and a demonstrated commitment in the community.

Columbus is an outstanding Midwestern city, with true economic vitality and diversity. Columbus is a major hub for banking and insurance operations, The Ohio State University (itself a small city), a significant presence by Honda, and other solid leading companies. Beyond government and health care, its major employers include familiar names like Nationwide Insurance, JP Morgan Chase, Honda, and the Limited stores. In 2010, it was one of the 10 best big cities in the country, according to Relocate America named it one of the best big cities in the country (2010), MarketWatch ranked it as the 7th best place to operate a business (2008) and Forges ranked it the best city for working moms (2012). This is a place to raise a family, make relationships, and a enjoy high quality of life.

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and is considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and apply unique expertise to the recruiting process.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to CMECEO@ddjmyers.com or call (800) 574-8877.

Contact: Mark Haeussler at 602-803-5979 or markhaeussler@ddjmyers.com

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Chief Executive Officer – Member Support Services CUSO (closed)

Greater New York Area

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Member Support Services CUSO         

 

Use your leadership and innovation to create a cutting-edge organization that is a model of success that reshapes how credit unions do business. This multi-credit union CUSO will leverage economies of scale so important today through the effective building and integration of back-office solutions.   As you successfully integrate the right talent, build engagement, and successfully execute the back-house functions, each of the owner credit unions can leverage its own, well-known, identify in its market. The CUSO is supports three sponsor organizations: Aspire FCU, Credit Union of New Jersey, and United Teletech Financial FCU, a combined asset size of $850M.

The role is a goal-oriented person who inspires people into action. The well-qualified candidate will have strong interpersonal and persuasion skills, planning, creativity and innovation, solid-decision making methods, team building, and flexibility. The candidate also must have a passion for the greater good that credit unions serve; the vision of the CUSO is to be a model that other credit unions will want to join and copy.

Successful candidates will have a degree in business, finance, or related field and demonstrated ongoing learning. Experience in financial services, managing complexity, building teams, and demonstrated leadership toward results expected.

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and is considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and applies unique expertise to the recruiting process.

 

 

 

 

 

Contact: Mark Haeussler at 602-803-5979 or markhaeussler@ddjmyers.com

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Chief Executive Officer – Pacific Marine CU (closed)

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CHIEF EXECUTIVE OFFICERNow Recruiting
Pacific Marine Credit Union
Oceanside, CA

The next CEO of PMCU is a decisive leader who moves strategically with the board and encourages employees to grow, develop and be creative and innovative. The credit union is healthy and financially stable which is a strong platform for increasing market penetration, revenue growth, and ongoing product and service development. The board seeks a CEO who brings new opportunity to the table to enhance member services and organic/inorganic growth. As CEO, you need strong strategic and critical thinking skills and a leadership presence that compels others to learn from you. A significant percentage of your time is for strategic visioning, planning, employee development, and Board-CEO relationship. The executive team is intelligent, subject matter experts, and committed.

Critically important is the ability to build and maintain relationships with the board, the executive team, and external constituents. Additional requirements of the role include demonstrated commitment to continuous learning. The board has a preference for an MBA and ten plus years executive leadership skill in a bank or credit union. Your expertise is strong in finance, operations, strategic planning. A/LM and overall risk management including credit and investment risk.

Credit union employees actively participate in serving the community and military membership. Branches engage in the community, and the credit union is a titled sponsor of the annual Oceanside Turkey Trot. Involvement in the community helps employees understand the needs of the people they serve and that is key to quality service. The credit union has a state of the art flagship building in Oceanside with vista views, natural sunlight, and inviting places for employees to take breaks, conduct meetings, and conduct training.

The credit union serves residents of San Diego, Riverside, and San Bernardino Counties and has a significant strong presence on Camp Pendleton. PMCU is a federally insured financial institution, with $691 million in assets serving over 77,000 members with 11 branch locations.

ABOUT DDJ MYERS, LTD.

Founded in 1989, DDJ Myers is an executive search, leadership development, and strategic planning firm that services financial institutions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email PMCU@ddjmyers.com and use “PMCU CEO” in the subject header.

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Senior Financial Analyst – Confidential (closed)

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SENIOR FINANCIAL Now Recruiting
ANALYST
Confidential

Greater Los Angeles

 

Our client is seeking a Senior Financial Analyst for its balance sheet management. This is an opportunity to be a part of the team that is upgrading their forecasting and modeling to support the organization’s ambitious growth efforts. Reporting to the Vice President of Finance, the role will be a member of the financial forecasting and risk team supporting effective balance sheet management, income forecasting, and capital adequacy functions of the credit union.   As the Senior Financial Analyst, you will set up and run the quarterly ALM modeling to monitor and control interest rate risk, manage the balance sheet, liquidity, continually assess the process for strengths and weaknesses, and provide recommendations to management to enhance or improve the modeling processes and the decision-making effectiveness of the ALCO.

The role will develop regular and ad-hoc studies and analyses, oversee and develop the formulation of analyses that evaluate the impact to the financial condition and enhance and build new processes and reporting related to the balance sheet metrics. The leader is expected to exercise judgment, challenge, and make recommendations. Given the requirement to exercise “What it…” scenarios, the ideal candidate will demonstrate strong self-management, problem solving, project management, teamwork, and presentation skills. Familiarity with asset/liability modeling, financial institution balance sheets, and strong analytical abilities and documentation experience is required

Successful candidates will have a degree in finance, economics, mathematics, or another quantitative or business discipline and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.

ABOUT THE CREDIT UNION

Our client, with over a billion in assets, is located in the Los Angeles area and is known for healthy growth managed through both creativity and precision. The supervisor is known for developing careers and providing ongoing training opportunities.

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and are considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and apply unique expertise to the recruiting process.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to resume@ddjmyers.com or call (800) 574-8877.

Contact: Mark Haeussler at 602-803-5979 or markhaeussler@ddjmyers.com

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Regional Market Manager – New England FCU (closed)

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Now RecruitingREGIONAL MARKET MANAGER
New England Federal Credit Union
Detroit, Michigan

Are you looking for a financial institution leadership role with tremendous opportunity to make a difference in the community? New England Federal Credit Union needs a regional market manager to lead its regional operation for Health One credit union branches located in Detroit and Cleveland. The primary market is focused in the community with emphasis on Blue Cross Blue Shield of Michigan and Medical Mutual of Ohio. The credit union has unlimited opportunity to service the community with products and services backed by the largest credit union in Vermont.

This leadership role has tremendous upside. Your focus is to service the membership and develop ongoing member relationships while guiding and managing 13 well qualified employees. Under your leadership the region will increase loan and deposit growth, establish the Health One division as a viable and vibrant organization, and reach and sustain high levels of member and employee satisfaction.

Knowledge of deposit and loan products, daily branch operations, office procedures, member transactions, and hiring and training employees are important skills. You have the support of the New England Federal Credit Union to help manage and operate many important functions for loan processing and industry compliance so you can focus on building an active network of relationships.

The ideal candidate has branch management experience, knows financial institution products and services, lives in the region, and is ready to start in this exciting opportunity.

ABOUT DDJ MYERS, LTD.

Founded in 1989, DDJ Myers is an executive search, leadership development, and strategic planning firm that services financial institutions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email NewEngland@ddjmyers.com.

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Vice President of Finance – South Jersey FCU (closed)

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Vice President/FinanceNow Recruiting
South Jersey Federal Credit Union
$333M Assets
Deptford Township, NJ (Philadelphia Area)

South Jersey is searching for a lead financial officer to join the organization as vice president or chief financial officer.  In this role you will have responsibility to enhance and sustain both operational effectiveness and profitability. You will strategically manage, with the CEO, the organization’s financial functions, optimizing the balance sheet for organic and non-organic growth and scale.

As a direct report to the CEO, the successful candidate will chair the ALCO committee and manage the budgeting process, financial reporting, and sizable investment portfolio. This executive will lead, educate, and engage a team of analysts and accounting staff to streamline financial operations and increase margins and non-interest income. Depending upon experience, education, and ambition you have the opportunity to  assume responsibility for additional operations.

This is an opportunity for a technically sound financial professional, with required financial industry expertise, to broaden his/her leadership skills, grow into additional operational areas, and be an integral part of the strategic planning process.

ABOUT SOUTH JERSEY FEDERAL CREDIT UNION

This financial organization faces an unprecedented opportunity to continue the legacy of community engagement. With the full support of an engaged and diverse board, the organization  has 22 mergers in its history, remains flexible in its product offerings, and has a branch delivery channel that rivals large institutions. With an expanding branch footprint, 124 employees, and an opportunity to evolve as a culture, the organization sees the retirement of two key executives as an opportunity to continue progressive change.

South Jersey Federal was originally chartered in 1940 for the employees of the New York Shipbuilding Company in Camden. Today more than 45k people are served in the communities of Atlantic City, Bridgeton, Camden, Lawnside, Millville, Pleasantville, Salem, and Vineland.

ABOUT DDJ MYERS, LTD.

Founded in 1989, DDJ Myers is an executive search, leadership development, and strategic planning firm that services financial institutions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email SouthJerseyFCU@ddjmyers.com.

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VP of Commercial Lending- Town and Country CU (closed)

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Position Closed 

VP Commercial LendingNo Recruiting
Town and Country Credit Union
$350M Assets
Fargo, ND

Town and Country Credit Union is a progressive and family-oriented organization where you can use your relationship skills and business acumen to make a difference. As part of a credit union, you will work for the success of your clients’ best interest while ensuring the long-term success of the credit union. You have the opportunity to be the primary commercial and business lender in Fargo for this very well capitalized organization.

Town and Country is well situated for grown with nearly $350M in assets and over 12% net worth; its business lending comprises one-third of the lending portfolio and is strongly committed to growing it. The VP of Commercial Lending will assist in managing the loan portfolio to meet asset quality goals, managing the appraisal process, and coordinating loan decisions with the Credit Committee, including all responsibilities that fall within the commercial lending process; and will report to the Senior Vice President of Business Lending.

This role will be located in a brand new office in Fargo. Town and Country offers a strong commitment to family, work/life balance, and local control. Credit unions are committed to the success of their members.

The successful candidate will bring business lending experience, and a Bachelor’s degree or equivalent experience. Strong analytical skills with demonstrated ability using software and tools needed to effectively make lending recommendations on commercial loan requests. Advanced knowledge in credit; financial statement analysis; personal, corporate and partnership tax return analysis; and comprehensive understanding of business development strategies and techniques. The successful candidate is a self-starter who demonstrates strong interpersonal and influence skills.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email townandcountry@ddjmyers.com

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and is considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and apply unique expertise to the recruiting process.

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CEO – Parsons Federal Credit Union (closed)

Pasedena, CA

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Chief Executive OfficerNo Recruiting
Parsons FCU
$220M Assets
Pasadena, CA

The Board of Parsons FCU is seeking a engaging CEO to grow this unique credit union, continue the development of a high-performing team, and challenge the Directors to perform at a strategic level. This credit union and CEO position is dedicated to its corporate sponsor and primary field of membership (FOM).

The CEO will be charged with taking an innovative approach to serving the engineers and technical construction professionals across the entire globe. The successful candidate will have a proven track record of initiating change, taking prudent risks, and expertise in all core credit union operations.

The position offers the opportunity to lead a senior team whose collaborative rhythm is producing and tracking new results. To take the reins of this mid-sized (asset-wise) 20-employee credit union, the new CEO must be a mentor, coach and leader to all the dedicated staff.

With an extremely supportive Board, the new CEO will continue to evolve and fulfill the strategic plan, which includes tactics to deepen share of wallet, target new members, and institute risk-based pricing. The demographic and geographic disbursement of the membership also necessitates staying on the leading edge of mobile and technological delivery channels, satisfying the members’ current and potential needs.

Requirements for consideration include:

  • Master’s degree in business administration, marketing or finance
  • Credit union continued education and certification (e.g., CUNA Management School, CUES CEO Institute)
  • Ten years’ credit union C-level experience
  • Depth of expertise in credit union operations, lending, and marketing
  • Infectious ambition
  • Commitment to mentorship
  • Willingness to lead a collaborative team

ABOUT PARSONS FEDERAL CREDIT UNION & PARSONS CORPORATION

Headquartered in Pasadena, CA and originally charted in 1975, Parsons FCU has $220M in assets, 6,600 members. Parsons Corporation is a leading firm that provides premier technical, engineering, construction, and management support throughout the world to federal, regional, and local government agencies as well as private industries. Parsons is 100% owned by the Employee Stock Ownership Trust and extends the ESOP benefit to credit union staff, who are employees of Parsons corporation.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email ParsonsFCU@ddjmyers.com

ABOUT DDJ MYERS, LTD.

Founded in 1989, DDJ Myers is an executive search, leadership development and strategic planning firm that services credit unions nationwide. Our executives are sought after to present at industry conferences on best practices in succession planning, board development, and executive search.

Download this job posting.

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CFO – Arizona Federal ($1.3B) (closed)

Phoenix, AZ

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Chief Financial OfficerNow Recruiting
Arizona Federal Credit Union
Phoenix, Arizona

AZFCU has one of the most respected leadership teams in credit unions and they are looking for an exemplary CFO to join the team. As CFO, you will be in a role to fully utilize your expertise an experience, expand your leadership capacity and be part of a high performing organization. This CFO role provides an opportunity to fully leverage your leadership character and competency along with top-notch financial skills. The CEO and board require a true CFO with a powerful blend of strategic and technical skills.

Collaborative relations and work style are expected with the board, CEO, peers, direct reports, and business partners.   Your primary role includes strategic planning, financial planning, budgeting, balance sheet optimization and investment strategies. Additionally, your ALM, ERM, liquidity, capital and net worth management expertise will be well utilized.

The top candidate will have strong leadership competence and character in order to build mutual respect with other stakeholders. Decision-making needs to be grounded with analytics and an objective perspective. Mentoring and developing others is a requisite as is a strong knowledge of industry. In addition to an education in finance or economics, a CFA is preferred. Most important, is your expertise and how you apply them as part of a high performing team.

About DDJ Myers, LTD.
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email cfo@ddjmyers.com or call (800) 574 8877 ext. 101.

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CEO – 121 Financial Credit Union ($500 Million) (closed)

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Chief Executive OfficerNow Recruiting
121 Financial Credit Union
$500M Assets
Jacksonville, FL

121 Financial Credit Union (FCU) is recruiting for a chief executive officer who will boldly grow the organization, develop innovative products/services, deepen membership relationships and expand the brand recognition in the marketplace. The Board of Directors, committed to their development and engagement, believes that the organization is poised for its next level of growth. With solid financials, a strong management team and a number of strategic initiatives, including a $50M merger, in progress, the next CEO will need a proven track record of aggressively growing operations in order to sit at the helm of this organization.

The ideal candidate will have successfully led the efforts to differentiate an organization’s value proposition in a competitive marketplace through branding, technology and efficiency. This leader will build a trusting partnership with the board by executing on initiatives, delivering results and challenging the directors to dream bigger.

The minimum requirements for candidates’ consideration include:

  • Extensive experience in a C-level position at a credit union or bank of at least similar complexity
  • Success in developing and deploying a brand that promotes the value proposition
  • A track record of being a ‘fast-follower’ in implementing technology solutions as it relates to delivery channels and internal operations
  • Development of a strong and loyal team
  • Success in both organic and non-organic growth

ABOUT 121 FINANCIAL CREDIT UNION

Historically a telco credit union, 121 FCU is a community-chartered credit union that serves 40,000 members in 11 counties with eight branches. Originally established in 1935, 121 FCU changed its name from Florida Telco in 2010 to align with its broad and diverse community-based members. Currently around $450M in assets, Duval FCU is in the member approval phase to add$51M in assets, 6,300 members and four branches to 121 FCU’s operations.

ABOUT DDJ MYERS, LTD.

Founded in 1989, DDJ Myers is an executive search, leadership development and strategic planning firm that services credit unions nationwide. Our executives are sought out to present at industry conferences on best practices in succession planning, board development and executive search.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email your resume to 121fcu@ddjmyers.com.

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CEO – Public Service CU ($1.4B) (closed)

Denver, Colorado

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111414_DDJ-PSCU-Job-ListingChief Executive Officer
Public Service Credit Union
$1.4B Assets
Denver, Colorado

This is a rare career opportunity to take the helm of an already successful credit union and chart the course for the next level of success.

The role of the CEO is to inspire the execution of the mission and vision of the credit union through a healthy and viable organization that develops high performing employees in service to members. Build from a strong cultural foundation and create alignment through all levels of the organization.

Reporting to an exemplary board, the CEO will help position the credit union in the market, co-create the culture, represent the credit union in the community, and identify priorities and resource allocation to fulfill strategies. We are looking for a creative thinker who builds strong relationships within and outside of the organization. This ambitious organization seeks someone who blends strong goal orientation with employee coaching skills.

Denver-based Public Service Credit Union is well established with strong financials — including an ROA of 1% and extraordinary loan growth (over 22% in 2013). Over 28 branch locations from Colorado Springs to Fort Collins provide solid market penetration. A recent organizational alignment survey and onboarding coaching will support the incoming CEO for success.

ROLE REQUIREMENTS:

Education: Bachelor’s degree in finance/business, MBA preferred. Extraordinary experience and results coupled with ongoing learning could substitute.

Experience: 10 years minimum industry experience, and 5 years minimum executive level experience (VP, EVP or C-Level), plus a history of community involvement.

Leadership Skills: Analytical problem solving, interpersonal skills, communication, collaboration, employee coaching, creativity, decision-making, goal orientation and a well-grounded leadership presence.

To apply, please send your resume to PSCU@ddjmyers.com.

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Board Member, Suffolk Federal Credit Union (closed)

Medford, New York

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Suffolk Federal Credit Union Now Recruiting
$900M Assets
Medford, New York

Lead an organization with 53,000 members and over $900 million in assets to a better future. “The board work is a challenge that provides the personal satisfaction of achieving something together,” said one long-term director.

Make a difference in one of the most important areas of people’s lives: their financial wellness. Suffolk Federal Credit Union is seeking board members that will help determine and direct the policy to support an ongoing and successful enterprise.

Through monthly meetings and annual strategy session, the board is the ultimate compass for the credit union, guiding its long-range direction, developing its key values, monitoring its performance, and interacting and guiding with an experienced Chief Executive Officer.

As a board member, you will receive training and leadership development to support your leadership role in the credit union and add value to your current profession and your other roles in community. Each board member receives an annual training allowance with the opportunity to attend and learn at conferences across the nation. You may bring your significant other to these destinations, and network with other boards of directors and leaders of credit unions. Best of all, you will know you are helping members make a difference with their finances.

The successful candidate will bring diverse knowledge and experiences into the board through open and robust conversations. Such a candidate will also be a perpetual learner and leader, directing the cooperative toward meeting its members’ needs.

ABOUT SUFFOLK FEDERAL CREDIT UNION

Suffolk is a not-for-profit financial cooperative founded in 1967 committed to the idea that “people are worth more than money.” Membership is open to anyone who lives, does business, or worships in Suffolk County – you cannot be more local than we are in serving people’s financial needs while being a part of our community.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please email markhaeussler@ddjmyers.com, visit www.ddjmyers.com, or call 800.574.8877.

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CEO – South Jersey FCU ($333M) (closed)

Deptford Township, NJ (Philadelphia Area)

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111414_DDJ-SJFCU-Job-ListingChief Executive Officer
South Jersey Federal Credit Union
$333M Assets
Deptford Township, NJ (Philadelphia Area)

The Board of Directors will charge the CEO with ushering the credit union forward in becoming the premier financial institution in the region. The progressive Board is seeking a dynamic leader to initiate the next legacy of leadership at the helm of this well-established and successful credit union. This is a unique opportunity to lead an organization with more than 700 SEGs, various community charters, six branches, and an e-delivery channel, in addition to a well-established brand and reputation in the marketplace. The successful candidate will have a proven track record of stably building operations in a diverse economic environment through organic and non-organic means.

The ideal candidate has enhanced the infrastructure of his or her current organization and evolved the value proposition to an economically and culturally diverse membership. With a strong operations background, this leader will blend futuristic thinking with implementation. The Board is also seeking a leader who has the ability to establish and continue building relationships, locally and in the industry, with such organizations as the Chamber of Commerce and League. Candidates with at least ten years’ credit union C-level experience, master’s degree, and an ambitious appetite will be considered.

 ABOUT SOUTH JERSEY FEDERAL CREDIT UNION

With the retiring CEO at the helm for forty years, the credit union has a history of progressive organic and non-organic growth, including 22 mergers. After more than doubling the credit union’s assets in the last 10 years, the Board continues to seek opportunities for growth in scale, product/service scope, and efficiency. With six branches, 124 employees, and an opportunity to on-board a new CFO, the organization sees the retirement of two key executives as an opportunity for continuing progressive change.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please contact Peter Myers at SouthJerseyFCU@ddjmyers.com.

Contact: Peter Myers

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Asset Liability Financial Analyst (closed)

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Asset Liability Financial Analyst
Confidential Bank 
Los Angles or Salt Lake City

Apply your analytical expertise in treasury and asset/liability management as an Asset Liability Financial Analyst at this growing and profitable bank. As member of the financial forecasting and risk team, you will support effective balance sheet management, income forecasting, and capital adequacy functions. The candidate will analyze and generate the monthly ALM reports. Experience in interest rate curves and modeling under changing scenarios is a core competence, and this includes deposits, mortgages, credit cards, long-term debt, securities, and derivatives. The analyst will develop a thorough understanding of the organization’s interest rate risk, including earnings at risk, basis point value, change in market value, and net interest income sensitivity. The role can grow into CCAR liquidity stress testing and FTP. Those who join the organization attest to its learning and growing environment and the exposure to top management not seen at many other banks.

Familiarity with asset/liability modeling and financial institution balance sheets as well as strong analytical abilities and documentation experience are required. The role will access QRM for IRR forecasting and modeling.

Successful candidates will have a bachelor’s degree in finance, economics, mathematics, or another quantitative discipline and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions (MBA/CFA professional certification preferred).

To submit your resume, or learn more about this position, please email Mark Haeussler, markhaeussler@ddjmyers.com or call (800) 574-8877.

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Chief Information Officer (closed)

Vancouver, Washington

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Position Closed:

Chief Information Officer
Credit Union 
$1B Assets
Vancouver, Washington

This is a rare opportunity to leverage your technology expertise as a truly strategic information land technology executive. Reporting directly to the CEO, this role will actively participate in crafting the organization’s strategy and IT’s role in fulfilling.  The organization sees the role as integral to its future in how it can use information to make sound decisions and deliver its service to members.  The Chief Information Officer will bring creativity in seeking and implementing innovative solutions, and collaboration to build engagement and alignment in the organization.

The client is a very successful credit union.  Assets of $1B, asset growth of 9%, and a 1.4 ROA create a sound institution that superbly situated to increase its success.  The organization invests in leadership growth and development as part of it commitment to its leadership team.  Come join a team of bright executives who are committed to the best interest of their member-owners.

Key requirements for consideration as Chief Information Officer include 10 years in increasing management and leadership experiences, a Bachelor’s degree in information management or related field, project management, strong technical and business acumen, and leadership talents for developing high performance and engagement in the team.

To submit your resume, please email it to markhaeussler@ddjmyers.com

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Client Service Manager – DDJ Myers, Ltd. (closed)

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Our newly created role of Client Service Manager will support our team of field consultants and our CEO in successful delivery of our coaching and consulting services to clients across the country. Think of this role as the “air traffic controller” for our team. You see all the projects currently in the air and those soon to be taking off. You help us organize and navigate for safe, on time “arrivals” for our clients and consultants.

Your day could involve coordinating logistical details of a client engagement across the country, managing the timeline of a complex initiative with multiple consultant schedules, helping organize our presence at a national conference, answering a potential client’s call regarding our offerings and ensuring appropriate follow up.

What you can expect:

  • You will learn, grow and be challenged every day.
  • There is constant variety and a fast pace.
  • You will meet and work with amazing people.
  • The opportunity to be exposed to our unique programs for your own professional and personal development.
  • You will play a key role in growing our organization.

What do we expect?

  • You will step up and do whatever it takes to deliver exceptional service.
  • You are agile as our priorities shift throughout the day and week.
  • You can be available and responsive sometimes at hours outside your regular schedule or work location.

Desired Skills and Experience

Education:

  • BA Degree and/or extensive job related experience, Masters highly desirable

Qualifications:

  • 5 + years in a high-level administrative role with experience reporting to, or supporting a C-level executive
  • Project management experience and adept at using a system to manage multiple projects, deliverables and tasks
  • Service mindset with exceptional verbal and written communication skills
  • Detail orientation
  • Strong sense of business acumen
  • Proficient in Microsoft Office Suite, Google, and social media (Twitter/LinkedIn)

To submit your resume, or learn more about this position, please email tiffaniedillard@ddjmyers.com, visit www.ddjmyers.com, or call (800) 574-8877.

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Chief Executive Officer – Infinity FCU ($270M) (closed)

Portland, ME Area

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Infinity Credit Union is seeking a CEO to lead the successful organic growth of the organization while continuing to operate with the Board’s commitment of neighbors helping neighbors.  The successful candidate will join a culture that has successfully embraced change and has been rated a “Best Place to Work”. As a strong and supportive operator with the staff, the CEO will enliven the brand and build a partnership with the Board, all in support of fulfilling on the vision of the credit union.

The ideal candidate demonstrates strong qualifications in leadership, interpersonal skills, goal orientation, organizational skills, problem solving, and creative thinking.  As the key responsible party for the implementation of the strategic plan, the leader also is expected to show creative and visionary thinking in support of the development and pursuit of the plan.  A competitive approach that emphasizes persuasion in building commitment, the CEO will exhibit a strong self-regard while remaining open and flexible to new ideas.

Successful candidates are expected to have a Master’s degree in business/finance or a Bachelor’s degree in business-related field along with demonstrated commitment to learning and non-degreed credentials.  At least 5 years executive leadership experience in a credit union of similar size and complexity is required.  Experience in marketing or lending is a bonus.

ABOUT INFINITY FEDERAL CREDIT UNION

Infinity Federal Credit Union ($270M assets), located in Portland along Maine’s coast, is the oldest credit union in the state.  Originally founded as Telephone Workers Credit Union of Maine (and then TELCO), Infinity is now a community-based credit union serving Cumberland and York counties and the City of Bangor.  Its mission is to provide and serve all members with useful, competitive and efficiently delivered quality financial services, while meeting the changing social, economic, and cultural needs of our members.  It was recognized in 2013 as being in the top 20 Best Places to Work in Maine for its size organization.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., send an email to infinity@ddjmyers.com or call (800) 574-8877.

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Position Closed: Senior Analyst Balance Sheet Management – Confidential ($16B) (closed)

Washington DC Area

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Position Closed

As a Senior Analyst, you will leverage your asset/liability modeling and balance sheet experience to manage complex financial modeling, including volume pricing, product mix and new products.  A member of the financial forecasting and risk team, you will support effective balance sheet management, income forecasting, and capital adequacy functions of the ambitious credit union. You will partner with cross-functional, business-line product teams to formulate and promote new product strategy recommendations for senior management. This is an opportunity to be part of the team that is upgrading their forecasting and modeling to support the organization’s growth efforts.

The role will develop regular and ad-hoc studies and analyses, oversee and develop the formulation of analyses that evaluate the impact to the financial condition, and enhance and build new processes and reporting related to the balance sheet metrics.  A leadership role in the team, you will exercise judgment, challenge, and make recommendations.  Given the requirement to exercise, “What if…” scenarios, the ideal candidate will demonstrate strong self-management, problem solving, project management, teamwork, and presentation skills.

Familiarity with asset/liability modeling, financial institution balance sheets, and strong analytical abilities and documentation experience is required. The role will access QRM for IRR forecasting and modeling. Mortgage lending is a large portion of the modeling needed.

Successful candidates will have an advanced degree in finance, economics, mathematics, or another quantitative discipline and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions (MBA/CFA professional certification preferred).

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please send an email to markhaeussler@ddjmyers.com or call (800) 574-8877.

 

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Position Closed: Senior Asset Liability Analyst (closed)

Boston, MA Area

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Position Closed

Use your asset/liability and treasury management talents and learn from a team of experts.  You will help clients identify, measure, monitor and control interest rate risk, manage their balance sheet, assess the process for strengths and weaknesses, and provide recommendations to management to enhance or improve the modeling processes and the decision-making effectiveness of the ALCO.  This role manages significant projects in asset/liability management, and interest rate risk management, funding and liquidity to support better decision making in these critical banking functions.

Darling Consulting Group is a leading ALM consulting group with unmatched expertise and depth of knowledge in the areas of financial management, investments and education for bank executives and board members.  You will be exposed to best practices and varied financial statements that will support your short-term growth and long-term career.

Experience with asset/liability modeling (A/LM), financial institution balance sheets, strong analytical abilities and documentation experience is required.  A degree in Finance, Accounting, or related field is required. Familiarity and experience with credit and/or regulatory stress testing is a plus.

This position serves as a technical resource and mentor for other project consultants and helps monitor day-to-day activities on all active projects; as such, for strong interpersonal skills, the ability to coordinate and collaborate with others, and top notch project management skills are important.

Our client is located in the Boston area and is known for an employee oriented culture and excellent service standards.  They are known for developing careers and providing ongoing training opportunities.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., send an email to ALM@ddjmyers.com or call (800) 574-8877.

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VP of Information Technology – Oregon Community Credit Union ($1.2B) (closed)

Eugene, OR

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Oregon Community Credit Union is seeking an Information Technology leader with a strong business acumen to manage to goals and the ability to inspire throughout the organization.  As a strong consensus builder, the executive will influence strategy and policy, and demonstrate a solid understanding of the credit union’s lines of business and member service culture.

Bachelor’s degree in information systems or management or related degree; at least 5 years of experience in a technology leadership, management and/or planning role required; ten or more years diverse business experience desired.  An MBA considered a plus. Teamwork, creativity, internal customer service, and leveraging the best from people are keenly valuable.

About Oregon Community Credit Union

Oregon Community Credit Union has achieved excellent growth of assets of 85% over the past ten years and demonstrates strong earnings.  A place that believes not only that, “we believe anything is possible,” but a place that includes “Fun” as a Core Value.  The credit union has been recognized as one of the “100 Best Companies to Work for in Oregon” by Oregon Business magazine, and the title of their 2012 Annual Report is “Nice”!

About Eugene, Oregon

Located fifty miles east of the Pacific Ocean, Eugene has a cool and temperate climate. Dubbed a biker’s and runner’s paradise, Eugene has hosted 8 USA Outdoor Track and Field Championships. Eugene is home to the University of Oregon, with a nearly 300-acre campus for 20,000 undergraduate students.  The stunning Hult Center for the Performing Arts boasts diverse and renowned performers from trumpeter Chris Botti to comedian Carol Burnett.  Ninety minutes in the car take you from the ocean to the desert to snow skiing and to the city of Portland.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to VP_IT@ddjmyers.com, or call (800) 574-8877 x102.

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Manager of E-Commerce – Confidential (closed)

South Central Alaska Area

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Live the great Alaskan lifestyle among the breathtaking beauty of the majestic mountains and peaks in south central Alaska.  Our client is looking for a leader who can position their credit union toward emerging new trends in E-Commerce.  This is a unique opportunity for a visionary trend setter who embraces technology and desires career longevity within a strategic and culturally strong member-oriented organization committed to employee collaboration and a quality Alaskan lifestyle.

This newly created position is fundamental to the business development of the organization and will forge a path for E-Commerce products and services.  The Manager of E-Commerce will evaluate technologies impacting E-Commerce and select, design, develop and market new E-commerce products and services to members.

The Manager of E-Commerce will work closely with settlement services and manage E-Commerce settlement services which will include ACH/wires, shared branching, EFT transfers, item processing, ATM’s, ATM networks, Visa processor, charge-backs, bill payment services, IRA, HSA, internet/mobile banking and overdraft protection.  Management of Card, ATM, POS services products and programs include, but is not limited to, development of products and services, fraud mitigation, contract management, support training and selling of these services and products.

Reporting to the Operations Manager, the Manager of E-Commerce will report on products and services managed by the E-Commerce department, as well as review GL accounts and provide quarterly forecast updates.  As a participant in the Technology Council this person will make recommendations on technologies effecting E-Commerce.  Supervisory responsibilities include training, coaching, goal setting, and scheduling, hiring and disciplinary action within the department.

Business and IT savvy candidates will have four years of progressive management experience in a team environment as well as two years of experience in E-Commerce, settlement services, card networks and commercial account management, or prior financial institution product development experience.

The position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to ecommerce@ddjmyers.com, or call (800) 574-8877 x105.

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CLOSED: AVP Marketing- USAlliance FCU ($914M) (closed)

Woburn, MA

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Now RecruitingPOSITION CLOSED

Assistant Vice President of Marketing 
USAlliance Federal Credit Union
$914M Assets
Woburn, MA

USAlliance Federal Credit Union (FCU) is looking for a strategic and operationally committed Assistant Vice President of Marketing to create an in-house marketing and branding function, catapulting the credit union’s service delivery ahead of the competition. This next-generation leader will demonstrate entrepreneurialism, technical expertise, career ambitions and, most importantly, teamwork as a member of a fast-paced senior team.

USAlliance FCU is known for achieving aggressive organic growth, engaging in strategic merger partnerships and the development and implementation of innovative technologies. The AVP is known for being an entrepreneur and holding a high standard for teamwork throughout the organization. The AVP Marketing role is also responsible for leading the strategic marketing plan development and implementation, industry trend research, identifying social media outlets and interpreting customer surveys in order to match members’ needs with advanced tools, products and services.

This position will align the Credit Union’s financial incentives with the growth of the business and will be heavily involved with leading and growing non-traditional member benefits and services such as investment services and wealth management, courtesy pay, insurance, brokerage and real estate products and car buying and auto services. Candidates must have over five years of experience working in credit unions or banks and managerial knowledge of marketing at an innovative and strategic level.

ABOUT USALLIANCE FEDERAL CREDIT UNION
USAlliance believes in harnessing the power of technology to add value to member experience and has deliberately evolved by making a concerted effort to move the Credit Union forward, putting them on track to become one of the leading institutions in the industry. Today, USAlliance has over 75,000 world-wide members, assets in excess of $918 million and a network of branches covering New York, Boston, New Jersey and Connecticut.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., email your resume to USAlliance@ddjmyers.com.

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Chief Lending Officer – American Heritage FCU ($1.4B) (closed)

Philadelphia, PA

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American Heritage FCU is looking for a motivated, experienced financial executive to lead and manage the strategic direction of the lending and asset recovery operations of the Credit Union. This role requires a visionary strategist with strong implementation and delivery expertise that ensures achieving strategic goals and objectives. American Heritage FCU is well regarded as a thought leader in financial institutions and is adept and agile with innovation in products and services to support the membership. The person in this role must embody these same attributes as well as bring to the table strong commercial, consumer, indirect, cross selling and CUSO expertise.

The Chief Lending Officer (CLO) will direct and manage the overall operations of commercial and consumer lending, asset recovery, and quality control. As a key member of the executive management team, the CLO will focus on how lending plays a key role in the overall strategic plans of the Credit Union. Responsibilities include establishing and maintaining the annual strategic lending objectives, goals and budget, and the implementation of policy and procedures. The CLO will also be responsible for the implementation of all lending programs and recommendation of new products and services for membership.

Successful candidates from similar sized credit unions or banks will have a solid knowledge in all aspects of commercial and consumer lending with a focus on cross-selling and quality control. The position requires 7-10 years of experience in commercial, real estate and consumer lending including direct and indirect auto and RV, personal, credit card, home equity, merchant and small business needs. Experience in portfolio management and analytics is also necessary. Advanced working knowledge of Raddon (MCIF System), Meridian Link or Symitar knowledge is preferred.

For the past six years American Heritage FCU has been named as a winner in the ‘Best Places to Work’ in the Philadelphia area. This is cultivated through a committed and positive employee focused culture as well as their dedication toward community involvement.

As a visionary and strategic leader, it is essential to this role and also to the culture that candidates have robust interpersonal, goal-orientation, management, decision making, team building, and employee development competencies, as well as demonstrate excellent communication and diplomacy skills.

ABOUT AMERICAN HERITAGE FEDERAL CREDIT UNION

American Heritage Federal Credit Union is a $1.4 billion member-owned financial cooperative serving over 700 sponsor companies. Since 1948, American Heritage has been serving members in and around the Philadelphia, Pennsylvania area. It is the 137th largest Credit Union in the Country based on asset size and the 114th Largest Credit Union in the US based on number of members with over 125,000 members and 30 branches.

ABOUT DDJ MYERS, LTD.

DDJ Myers was founded in the 1980s as an executive search firm dedicated to financial organizations and are considered subject matter experts in the industry. Our clients and candidates appreciate our in-depth approach including multi-dimensional screening, leadership, behavior and personal competency assessments. Roles are benchmarked using a patented process to determine the behaviors, values, personal skills and task preferences required for superior performance. Each of our recruiters is a certified leadership coach and apply unique expertise to the recruiting process.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to resume@ddjmyers.com, or call (800) 574-8877 x105.

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VP Capital Analytics (closed)

Top 50 Bank

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Our client is evolving their compliance reporting team and seeking to incorporate best practices in enterprise risk management, regulatory submissions and executive management reporting.  Specialized in balance sheet analytics, this position is critical to tying together the Bank’s increasingly complex regulatory reporting and capital analytical requirements, and plays a key role in the capital adequacy process including tactical monitoring and execution of capital strategies, as well as strategic decisions and regulatory compliance.

Key responsibilities include preparing and submitting the Bank’s annual capital plan to regulatory authorities.  This involves obtaining all relevant input from risk management and model validation for processing and proposing strategies for internal review and approval.  This individual will take a lead role in working with regulators to ensure compliance and regulatory approval, and coordinate regulatory updates enterprise-wide to maintain continued compliance.

Specific responsibilities include:

  • Contribute in the on-going process of enhancing the capital adequacy process including the annual CCAR submission.
  • Support compliance with any new regulatory requirements related to Basel III capital rules and Dodd-Frank legislation related to stress testing and capital management.
  • Provide analysis and appropriate technical communication to help drive strategic decisions in response to the changing regulations including capital structure optimization and product pricing.
  • Contribute in the design and execution of the capital plan as it relates to appropriate capital targets, management of capital securities, share repurchases and dividend strategy, and parent company liquidity management.
  • Assist in the annual CCAR submission as it relates to the formulation of a capital strategy.
  • Closely monitor capital levels, reporting to executive committees, and staying abreast of regulatory developments and industry trends.

Candidates with career aspirations beyond this position will appreciate a culture that emphasizes internal development and promotion from within.  Successful candidates will demonstrate superior leadership characteristics and work ethic with an executive team.  Qualified candidates must have hands-on expertise with a top tier bank’s capital management regulatory reporting process as well as solid knowledge of a bank’s balance sheet and the governance policies surrounding CCAR.  At least seven years financial analysis, financial modeling, and complex MS Excel experience required.  Verbal and written communication skills need to be exemplary along with the ability to coordinate and collaborate well with others.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to resume@ddjmyers.com, or call (800) 574-8877.

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CFO / Executive Vice President – Confidential (closed)

Greater New Jersey Area

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Chief Financial officer/ Executive Vice President – Greater New Jersey Area

SUMMARY

Our client, established in 1935, is searching for a Chief Financial Officer (CFO) to fill a position with a well-established, financially sound credit union located in the greater New Jersey area. Our client offers a strong positive culture with an inspiring and supportive executive team alongside a motivated staff.  True teamwork, along with strong growth objectives, is evident throughout the credit union, as well as the desire to do well and provide quality service to its members.

Reporting to the Chief Executive Officer/President, this role is responsible for providing strategic leadership for a progressive credit union by working with the Management Team to establish long-range goals, strategies, plans and policies. The CFO will be looked upon to improve operations as the client transitions to a remote service delivery operating platform.  She/he is a member of the Executive Team and will Chair ALCO, and provide infrastructure and support to the Credit Union Service Organization (CUSO) which is a Registered Investment Advisory (RIA) business and as well as the credit union’s Foundation (V.O.I.C.E Foundation).

CULTURE

Top line operational growth and engagement is our client’s primary focus supported by the operational efficiency of the remote servicing environment.  With a multiple common bond charter, our client is focused on how to creatively and consistently engage the numerous employer populations they serve throughout the US.  They are known for being “different” in the industry; therefore they are looking for a specific type of individual to help them expand their culture.  This individual must be operational solid with a vision for the future and an entrepreneurial spirit.  The successful candidate will possess keen analytical and leadership skills, and will champion core values and organizational culture.  Our client’s team is youthful in its thinking, energetic in its actions and is committed to learning.  They are looking for a candidate with the right mindset that is willing and able to take on a challenging role as their business evolves.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Plan, develop, organize, implement, direct and evaluate the organization’s fiscal function and performance.
  • Analyze and oversee the organization’s investment strategies, asset liability management, cash-flow management, financial variance analysis, capital expenditure planning, cost management/reduction strategies.
  • Experience with managing the company’s Fixed Income Portfolio including Asset Liability, Liquidity Management, and Interest Rate Risk.
  • Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies and regulatory action.
  • Develop and present pricing structures for loan and deposit products to Pricing Committee.
  • Develop credibility for the finance group by providing timely and accurate analysis of budgets, call reports, financial reports and financial trends in order to assist the Board and CEO in performing their responsibilities.
  • Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation.
  • Provide technical financial advice and knowledge to others within the financial discipline.
  • Drive the continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
  • Provide strategic financial input and leadership on decision-making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
  • Optimize the handling of other financial and deposit relationships and initiate appropriate strategies to enhance cash position.
  • Actively lead and participate in the Strategic Plan Process.
  • Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
  • Oversee the established Process Documentation initiative as well as provide the organization with their periodic financial evaluations as part of the strategic planning process.
  • Be an advisor from the financial perspective on any contracts into which the CU may enter.
  • Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness by developing of departmental metrics.

REQUIREMENTS

  • A commitment to learning is key to the success of this position therefore a Master’s degree, CPA (Active), CMA, or CGMA are also, strongly preferred.
  • Prior Bank of Credit Union experience strongly preferred.
  • 10+ years of progressive business experience.
  • 5 – 7 years supervisor experience.  Demonstrated ability to lead people and drive results through others.
  • Well versed in accounting principles, GAAP, ALM, pricing strategies, and financial systems.
  • Strong operational background with a vision for the future.
  • A proven team player, with experience managing and developing subordinate staff
  • Strong background of leading high-performances teams.
  • Proven skills in measuring performance and reporting results.
  • Strategic planning a must with the ability to plan and execute on multi-year strategic growth plans.
  • Excellent interpersonal, communications and presentation skills.
  • Possess problem analysis and resolution skills at both a strategic and functional level.
  • Mastery level knowledge of Microsoft Suite (Excel, Word, Project)

Please submit your confidential resume to resume@ddjmyers.com with “CFO – NJ” in the subject line. You may also visit us online at www.ddjmyers.com or call us (800) 574-8877.

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Corporate ALCO Manager Asset Liability Management – SunTrust Bank (closed)

Atlanta, GA

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Corporate ALCO Manager – Asset Liability Management

Our client, SunTrust Bank, is seeking a highly experienced and top tier Director of Asset Liability Management to take the corporate ALCO process to the next level. This ALCO Manager role is exciting because it includes a high degree of decision making, complex problem solving skills, and the opportunity to grow and develop others. This role reports directly to the Corporate Treasurer and is responsible for interest rate risk measurement, monitoring, management across the enterprise, as well as developing strategies to manage related risks including loan prepayment and deposit behavior risks.

As Director of ALM, you will manage the monthly Asset Liability Management Committee (ALCO) process, provide executive level oversight for this function and manage the monthly production of ALCO-related materials and presentations.  The Director of ALM leads the ALM team and is responsible for proper utilization, monitoring, and maintenance of interest rate risk management models. You will partner and collaborate with the Treasury, Market Risk, Business Information Office, Enterprise Stress Analytics, and Forecast & Planning teams, as well as key teammates within the Lines of Business.  Through teamwork and interest rate risk strategy development and execution, the Director of ALM is a key driver of corporate results.

In this role you will provide executive level leadership to the enterprise-wide Asset Liability Management process while ensuring compliance with applicable regulatory and model risk management requirements and develop risk management and mitigation strategies related to on-and off-balance sheet interest rate risk in collaboration with other key stakeholders.

Important to the success of this role will be your ability to prepare and deliver presentation materials and effectively communicates complex ALCO topics to executive level management through the monthly ALCO process. Excellent project management skills are required due to the ongoing and regular nature of ALCO materials preparation and the need for their timely delivery.

Requirements

  • MBA or higher related degree, and/or advanced financial certification such as the CFA designation (preferred);
  • Extensive experience with QRM ALM software
  • Excellent communication skills, including the ability to communicate highly complex topics, and courage to challenge the status quo
  • Demonstrated ability to build trust, collaborate, and work within the team environment
  • Established reputation for excellence and a proven passion to win
  • Significant expertise in managing the ALM process at a top banking company or other large financial institution as well as quality experience with the capital markets and capital markets products, mortgage loan and investment portfolio analytics.
  • 5+ years experience with mortgage loan and investment portfolio analytics

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please visit www.ddjmyers.com, send an email to corporatealco@ddjmyers.com, or call (800) 574-8877 ext. 101.

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VP of Operations/Assistant Manager – LCLFCU (closed)

Longview, WA

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$64M in asssts – Longview, WA

Lower Columbia Longshoremen’s Federal Credit Union (LCLFCU), a $64 Million full service credit union located in Longview, Washington, is seeking a goal oriented, self-motivated VP of Operations/Assistant Manager. This position reports to and partners with the Manager, and is responsible for the supervision of all operational staff and operational functions of the credit union.

The successful candidate will have a robust financial literacy background, a high degree of self-motivation, self-confidence, accuracy, and strong organizational skills. The ideal candidate will demonstrate a passion for continuous learning and professional development. Experience with all operational departmental functions is highly desirable.

In this role, you will add value through the recommendation of policies and design of effective and successful procedures and operations that ensure the credit union meets its goals and objectives. You will create an information reporting process to validate progress on initiatives and strategic goals. You must bring to the role strong training skills and competencies, the ability and expertise to conduct performance evaluations, and continual education of staff. Managing strategic partner and vendor relationships, and oversight of member marketing, is critical to the success of the role.

Your interpersonal skills will include integrity, employee development, communication, and solid organizational skills. We are looking for 5 years of management expertise in a financial organization. A college degree is preferable as is ongoing education.

 About LCLFCU

LCLFCU provides each member with personal, professional, convenient and competitive financial services. Proud to be just the right size to keep a personal touch with members, yet big enough to offer competitive products and services to meet members’ needs, LCLFCU treats each person like family. For more information, visit www.lclfcu.org.

About Longview, WA

The City of Longview is located in Cowlitz County, Washington with a population of 37,000. It sits physically at the junction of the Columbia and Cowlitz rivers, with roots in the lumber industry. Longview shares a border with Kelso to the East, which is the county seat. A positive, proactive public attitude is evident in Longview. From education to culture to neighborhoods, you’ll find a home-style atmosphere that is appealing to residents and visitors alike.

To submit your confidential resume and learn more about the position represented by DDJ Myers, Ltd., please send an email to resume@ddjmyers.com with “LCLFCU Position” in the subject line, or call (800) 574-8877.

 

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Senior Risk Analyst (closed)

Northern California

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Senior Risk Analyst
Northern California
$1.5B+ Financial Institution

Our client, one of the largest financial institutions in its area, is recruiting for a senior position critical to the evolution of its business practices today and the future. This position, with direct exposure and coordination with senior leadership including the CEO, will lead the organization’s risk management function. Today that role includes management of the ALM and enhancement of the credit risk management function; this person will play a lead role on the ALCO and credit risk committees in addition to calculating the Allowance for Loan Loss (ALL).

The successful candidate must come with an appetite for increased elevation of their expertise as this role will include instituting a more aggregate risk management approach to business practices as well as assessing and managing the institution’s entire financial structure in the future.

This opportunity will be the senior contributor with two other analysts as support within finance. The successful candidate must be a leader that navigates and coordinates well within a matrix reporting environment, as a dotted line to both the SVP/Finance and CFO.

Required experience:

  • 3 years ALM modeling experience with industry leading systems (Profitstars, QRM, BancWare/SunGard, IPS/Sendero)
  • Exposure to credit risk management
  • Experience participating in annual strategic planning and budgeting processes
  • Management experience preferred
  • Extensive financial modeling skills required, including statistical analysis, forecasting, budgeting, and financial analysis
  • The incumbent must be a cross-functional team player, able to build effective working relationships, has strong influence management skills, and has the ability to understand and apply its functions to the overall business strategy and operations, to drive transparency, integrity and fiscal responsibilities

To learn more about this exciting opportunity represented by DDJ Myers, Ltd., please send your confidential resume to: riskmanager@ddjmyers.com.

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Economic Capital – Balance Sheet Management (closed)

Nationwide Search: Multiple Positions

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Our client, a leading U.S. financial institution, is looking for strong treasury experts to fill out their high-performing Treasury team, with this performance-critical function.

The role(s) require a unique blend of quantitative, technical and leadership competencies, as well as ambition that will drive the organization towards a best-in-class reputation for capital management and risk quantification. Our client is looking to evolve their economic capital and risk quantification capabilities to incorporate best practices in risk and performance management across the entire organization. The role will be critical in tying together the organization’s capital requirements and performance measures, whilst also ensuring compliance with regulatory requirements.

The ideal candidate(s) will have expertise in one or more of these areas:

  • Economic Capital
  • Balance Sheet Management
  • Structured Finance

The right individual(s) will be a career minded professional(s), with a very strong MBA background and work experience at a bank of any type or size, credit card provider, and/or other financial industry organization along with considerable capabilities in capital and/or liquidity, asset liability management, credit risk, quantitative finance, investment finance, and economic capital.

The role(s) requires a high energy level, ability to start and complete critical projects, in depth industry knowledge and curiosity to ask great questions. This is a high-profile individual contributor position requiring effective communication across the risk management teams and lines of business, and provides significant room for career growth and development. Candidates must have strong project management skills, leadership acumen, and adaptive communication ability.

Specific responsibilities will cover the full gamut of economic capital management including:

  • Develop economic capital estimates for all risk categories (e.g. credit, operational, market, business and counterparty risks) to determine overall capital needs;
  • Research and benchmark best-in class EC assessment and risk quantification practices;
  • Assist in evaluation of capital requirements for new products and M&A opportunities;
  • Prepare presentations and reports for senior management, regulators and rating agencies;
  • Support ad hoc analysis and regulatory requests as needed.

Requirements: The successful candidate(s) will have at least 4 years demonstrated hands-on expertise and experience in economic capital / risk management (credit / market / operational) within a treasury / finance environment. Our client is also seeking candidates with strong analytical and quantitative skills including experience with statistical modeling, Monte Carlo simulation and Value at Risk modeling. MBA or CFA highly preferred.

Please forward your confidential resume to resume@ddjmyers.com with “Economic Capital – Balance Sheet Management” in the subject line. Visit www.ddjmyers.com or call 800-574-8877 for more information.

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Chief Operations Officer – MAC Federal Credit Union (closed)

Fairbanks, AK

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$86m in Assets – Located in Fairbanks, AK

MAC Federal Credit Union is seeking an exceptional leader to facilitate the credit union’s growth beyond the next milestone in: operations, infrastructure, products, services and talent development. A strong COO who desires to be positioned as a potential internal CEO successor is a requirement for this position.  The successful candidate will initially oversee the talented and aspiring next level of supervisors and staff in the branches, call center, IT and HR to fulfill on the organization’s vision. With the right candidate, the scope of this position could expand in the near future.

MAC FCU has transformed its operations and financials in the last five years, including doubling in assets and achieving record breaking ROA.  Today, their strategic vision and plan includes evaluating and deciding new facilities, increasing service through high quality technology, expanding its community presence and innovating consumer and business lending services.

Planning, management, leadership, conflict management, employee development, coaching, and personal effectiveness are competencies that will support your success. Your expertise in infrastructure design and implementation will support the credit union as it expands its delivery mechanism for mortgage and business lending. You will readily become familiar with the Fairbanks market and represent the credit union in the community to gain a broad understanding of how the credit union can best support community growth.

About Fairbanks, AK: With a population just over 100,000 living in 7,500 square miles, Fairbanks boasts that it is a true Alaskan city with something for everyone.  Dubbed the Golden Heart City, outdoor activities abound and a healthy arts scene offers concerts, gallery openings and outdoor theater to residents. Per capita income for the Fairbanks North Star Borough has steadily risen since the late 1990s, and unemployment averages are consistently lower than the state average with education, health services and leisure and hospitality leading employment in the private sector. The Fairbanks North Star Borough School District includes 41 K-12 schools, and test scores for Fairbanks students are considerably higher than national averages.  Fairbanks is home to the University of Alaska Fairbanks, the oldest of Alaska’s current universities.

For more information on Fairbanks, visit:

Compensation: Compensation is competitive and will be designed to support you as COO or as a potential internal CEO successor.

Please email resume to MAC.COO@ddjmyers.com, or call Melissa Rupp at (800) 574-8877 ext. 109.

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Chief Executive Officer – Interra Credit Union (closed)

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$655M in Assets – Located in Goshen, IN

Interra Credit Union is looking for the next Chief Executive Officer that will further the organization’s 80 year successful history as a financial cooperative. Their success is based on their intimate knowledge and keen understanding of the needs and culture of the community they serve. This CEO will carry the torch and generate a future vision with strength and courage that boldly represents and benefits the membership and community as a whole. This is an opportunity to tap into and fulfill on the organization’s potential, exceeding historic milestones while leading and promoting a balanced life.

This credit union, headquartered in Goshen and well established in Elkhart County, recently expanded its community charter to include the five adjacent northern Indiana counties. With a strong financial and capital foundation, the Board seeks strategic growth within its diverse potential membership as the members’ most trusted and valued financial resource. Interra CU offers a wide array of products and services including a long standing reputation as a commercial and agricultural lender.

Key required strengths include strategy development, disciplined financial acumen, and an exceptional leadership record. The CEO will have critical and significant business and operating decision making responsibility, and will work closely with the board to drive strategy development and market diversification initiatives.

The Board requires a minimum of five to ten years of senior leadership experience within a community bank or credit union and a strong understanding of the culture in northern Indiana. Bachelor’s and MBA qualifications preferred.

To submit your confidential application or for more information contact interraceo@ddjmyers.com or call Deedee Myers at (602) 840-1053.

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Capital Planning & Model Management Analyst (closed)

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Capital Planning & Model Management Analyst
Leading Financial Institution in Chicago Area

Our client, a leading U.S. financial institution, is looking to fill out their high-performing Corporate Planning team with this performance-critical function. The role(s) require a unique blend of quantitative, technical and leadership competencies as well as ambition that will drive the bank towards a best-in-class reputation for capital management and compliance. This is a high-profile position requiring effective communication across the finance teams within each line of business and provides significant room for career growth and development.

Our client is looking to evolve their capital planning capabilities to incorporate best practices in model management and performance across the entire finance function. The role will be critical in tying together the bank’s increasingly complex forecasting models and ensuring compliance with regulatory requirements. Ultimately, the successful candidate(s) will demonstrate superior leadership characteristics and the ability to deliver in a high pressure / fast-paced environment, with career aspirations beyond this position.

You will be responsible for taking the Bank’s management of its financial planning models to the next level. You will be the central point of contact within the finance function for model management issues, and take a lead role in working with the regulators – including presenting and grounding existing and newly developed methodologies and approaches. With excellent technical communications, this individual will ensure compliance and make a significant contribution to the team achieving a best-in-class reputation within the industry.

Specific responsibilities will cover the full gambit of model management including:

  • Create and enhance revenue and balance sheet forecasting models
  • Develop and maintain model documentation and desk procedures
  • Perform and document model performance tracking
  • Monitor compliance with controls around model usage
  • Provide support & training to ensure each user understands the model(s) and their limitations
  • Work with Model Risk Management to ensure compliance with model risk management policies and support model validation

Soft Skills

Important soft skills will include:

  • Planning/Organizing;
  • Detail Oriented;
  • Interpersonal;
  • Written Communication; and
  • Presenting

Requirements: The successful candidate(s) will have demonstrated hands-on expertise and experience building and documenting financial forecasting models and keeping multiple work streams on track. Experience in financial services and/or banking, and project / process improvement experience will also be beneficial. Please forward your resume to Peter Myers (pmyers@ddjmyers.com) and David Horlock (davidhorlock@ddjmyers.com).

 

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VP Capital & Resolutions Program Management (closed)

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VP Capital & Resolution Program Management
Top 50 Bank

Our client, a top 50 US bank, is looking to fill out their high-performing Treasury management team with this performance-critical function. The role(s) require a unique blend of project, technical, and leadership competencies as well as ambition that will drive the bank towards a best-in-class reputation for capital/resolution program management and compliance. This is a high-profile position requiring effective communication through to executive management and regulatory authorities and provides significant room for career growth and development.

Our client is looking to evolve their capital and resolution planning functions to incorporate best practices in program management, regulatory compliance, and executive management coordination. The role will be critical in tying together the bank’s increasingly complex regulatory reporting and compliance roles, and responsibilities. Ultimately, the successful candidate(s) will demonstrate superior program leadership characteristics and the ability to deliver in a high pressure / fast-paced environment, with career aspirations beyond this position.

You will be responsible for taking the Bank’s capital and resolution management programs to the next level. You will be the central point of contact within the organization for program management issues, and take a lead role in working with the regulators – including presenting and grounding existing and newly developed methodologies and approaches. With excellent technical communications, this individual will ensure compliance and make a significant contribution to the team achieving a best-in-class reputation within the industry.

Specific responsibilities in this position will cover the full gamut of program management including:

  • Developing and documenting the overall process map for each program
  • Leading all enhancements related to each program
  • Developing an overall calendar for internal workgroups, governance bodies and external stakeholders along with overall communication and coordination strategies
  • Oversee resolution management related MIS, policies and supporting documentation
  • Serve as central point of contact for business and entity changes impacting the resolution plan
  • Effectively manage program office resources (internal and contracted) engaged in capital and resolution management activities.

Soft Skills

Important soft skills will include:

  • Planning/Organizing;
  • Interpersonal;
  • Written Communication; and
  • Presenting

Requirements: The successful candidate(s) will have demonstrated hands on expertise with a top tier bank’s regulatory reporting processes in addition to advanced project management certifications and demonstrated experience managing complex projects and driving results across large matrixed teams within a finance or risk management function.  Verbal and written communication skills need to be exemplary along with the ability to coordinate and collaborate with others. Please forward your resume to Peter Myers (petermyers@ddjmyers.com) and David Horlock (davidhorlock@ddjmyers.com).

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Vice President of Lending (closed)

New Jersey

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Vice President of Lending

This rapidly growing $300M credit union has a VP Lending opportunity ripe for an executive capable of partnering with an exceptionally qualified executive team and Board to dynamically lead this organization with next generation financial services practices. This individual will oversee the consumer (cards, new/used auto) and mortgage lending programs in their entirety including underwriting, structuring, closing and servicing of portfolios. In addition, the successful candidate will manage implementation of all loan policies, regulations and underwriting standards, procedures and guidelines in partnership with the sales and operations departments. They will be responsible for the direction and management of all lending including market competitiveness, compensation, pricing committee membership and representation in the local community.

The organization is committed to evolving their operations to drive the next generation of sales, service and engagement for its customers. As of mid March, they have hired a leading executive who helped ING Direct become a nationwide success by building the infrastructure and delivery channels. This individual is seeking to capture the full value of their rapidly evolving delivery channels including best in class remote service options (online, mobile, contact center and financial consultants) and the VP Lending will be a key participant in that opportunity and challenge.

One of the key factors that distinguish the organization’s delivery model from its peers is their large and ever-increasing number of customers who interact with the organization via the internet and remote services.  The organization has embraced this trend and is committing significant resources to establish “best in class” remote service delivery options.  They foresee a future where the various “brick and mortar” branch office models currently commonplace in the financial services landscape will give way to the ongoing evolution of ecommerce and mobile banking channels.  As a result, in this role they seek a senior lending professional who shares their vision and who is excited to grasp the opportunity today.

The organization offers a strong positive culture with a challenging but supportive executive team and a motivated staff.  True teamwork, along with strong growth objectives, is evident throughout the organization, as well as the desire to do well and provide quality service to its customers.  As an example of the organization’s commitment to embracing the next generation of technology, employees are currently being trained on their own iPad tablet.

This person will join the organization with ten years of experience within a retail financial organization (bank or credit union), five to seven years supervisory experience and a proven record of accomplishment leading and managing high performing lending teams.

For more information regarding this opportunity please email davidhorlock@ddjmyers.com.

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Senior Vice President, Chief Information Officer (closed)

Pleasanton, California

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Patelco Credit Union, headquartered in Pleasanton, California and established in 1936, is a state-chartered credit union with assets totaling more than $3.6 billion.  Originally started to serve the financial interests of Pacific Telephone & Telegraph Company employees, Patelco Credit Union has since become one of the largest credit unions in the country with more than 270,000 members, having successfully expanded its field of membership to serve employees in over 1,000 large and small businesses and communities throughout California and the United States.  Patelco Credit Union offers a variety of products and services for members including multiple deposit services products, loans and credit services, investments and insurance and a variety of life planning services with multiple delivery channels.

Patelco Credit Union is looking to fill the position of SVP, CIO.  The SVP, Chief Information Officer will lead the credit union’s Information Technology and e-commerce functions for this San Francisco-based organization.  This is a fantastic opportunity for a high performing Information Technology professional to drive technological advancements and strategic/corporate objectives at the most senior level.  Responsibilities include oversight of all Information Technology, which includes core operating systems, voice/network, desktop/server administration, management of all third party IT vendors, development, hardware, ecommerce, mobile banking, budgeting oversight, etc.   The Chief Information Officer will also lead in the development, design and implementation of new applications and changes to existing computer systems and software packages.  The successful candidate will have at least 10 years experience at the senior IT management level, preferably have a master’s degree, and have proven strong leadership skills and Board relations.  This individual will be highly collaborative, have excellent verbal and written communication skills, and will have strong project management skills.

Specific responsibilities include, but are not limited to:

  •  Define standards, policies, and procedures in the IT area needed to meet corporate goals.
  •  Develop and monitor budgets related to IT.
  •  Establish key performance indicators needed for division.
  •  Mentor staff members in order to assist them in cultivating needed skills.
  •  Act as key liaison for the Technology Steering Committee at the Board level.
  •  Participate in Corporate Strategic Planning, Board Meetings, Board Off-sites, etc.
  •  Active participant of the Executive management team modeling core values and leadership standards to the entire organization.
  •  Studies fast changing and emerging technologies to find solutions for the Credit Union to improve member services.
  •  Forward thinker-brings forward ideas to the Senior Leadership team on how new technology can increase efficiency.
  •  Develop strategic partnerships with department leaders to define and ensure effective implementation.
  • • Ensure all audit findings are corrected promptly and thoroughly ensuring compliance is all technology and information systems areas.
  •  Ensures the tactical goals of the Technology departments align directly with the business strategic direction and business plan.
  •  Oversee the custom development for the Core Processing System.
  •  Oversee all business resumption systems in the event of disaster, both testing and new opportunities; as well as all member information security efforts.

It is preferred that the candidate has experience in the following areas:

  •  A minimum of ten years of relevant work experience within a financial services organization (credit union, bank, etc.) of similar size and complexity.
  •  Proven track record leading and managing high performing Information Technology teams; ability to drive integration across divisions and achieve organizational goals and objectives.
  •  A minimum of ten years leadership and management experience; demonstrated performance as an exceptionally strong coach, team leader and influencer of people.
  •  Demonstrated experience developing and defining business goals, and aligning the appropriate resources to ensure success. Must be able to identify industry opportunities, develop innovative business strategies and implement them in a timely manner.
  •  An in-depth knowledge of the financial services industry (credit unions, banks, etc.); general knowledge of consumer and business financial industry concepts, products, policies and regulations is essential.
  •  An undergraduate degree in Computer Science, IT, or Business or a related discipline is required; an advanced degree is preferred.
  •  Project management oversight in the IT function.
  •  Experience overseeing core systems conversion; proven track record of successfully implementing IT integrations within a large division or financial institution.
  •  Expertise in strategic planning.
  •  Excellent written and verbal communication skills.
  •  Ability to motivate, multi-task and be able to work with all levels within an organization.

Contact: Kirk Gove at 800 574 8877 ext. 05 or kgove@ddjmyers.com

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SVP of Operations & Delivery – McGraw Hill FCU (closed)

New Jersey/New York area

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Senior Vice President of Operations & Delivery
McGraw-Hill Federal Credit Union
East Windsor, NJ

The SVP of Operations & Delivery will champion the next generation of service and engagement for the credit union. As a direct report to the CEO, this executive will reengineer the member experience by driving changes in processes and mindsets to ensure exceptional member service and peaking employee engagement. This position directly oversees the four branches, call center, and eBanking/mobile banking platforms while partnering with Business Development. Bringing an entrepreneurial and visionary leadership style are required to communicate with this credit union’s dynamic management and Board of Directors.

This role plays a key part in the strategic planning process and acts as an advisor to management on implementing best practices and eliminating inefficiencies.  Identification and exploration of new vehicles to deliver products and services to customers is key to the success of this position and the organization.  As a result, this person must be a natural innovator and entrepreneur; someone who possesses a successful track record of being a change agent and doing what is right for organizations.  A masterful leadership presence, strong decision-making and interpersonal skills, effective listening abilities, and a futuristic mindset are required.

One of the key factors that distinguishes McGraw-Hill FCU’s delivery model from its peers is their large and ever-increasing number of members who interact with the organization via the internet and remote services.  McGraw-Hill FCU has embraced this trend and is committing significant resources to establish “best in class” remote service delivery options.  They foresee a future where the various “brick and mortar” branch office models currently commonplace in the financial services landscape will give way to the ongoing evolution of ecommerce and mobile banking channels.  As a result, in this role they seek a senior level operations professional who shares their vision and who is excited to make it a reality today.

McGraw-Hill FCU, established in 1935, was originally chartered to serve the employees of McGraw-Hill Companies in New York City.  It was their hope that the Credit Union would meet the financial needs of the McGraw-Hill community in the tri-state area.  Their vision was true and continually expands its membership to include progressive organizations, now totaling more than one hundred businesses and organizations in its field of membership.  Today, with $300 million in assets and growing, McGraw-Hill FCU provides services to more than 20,000 members through a network of four branch offices, three in NYC, and their call center in New Jersey.  It offers a variety of products and services for members including multiple deposit services products, loans and credit services, investments and insurance and a variety of life planning services through multiple delivery channels.

McGraw FCU offers a strong positive culture with a challenging but supportive executive team and a motivated staff.  True teamwork, along with strong growth objectives, is evident throughout the credit union, as well as the desire to do well and provide quality service to its members.  An example of their commitment to embracing the next generation of technology, each employee is currently being trained on their own iPad table.

This person will join McGraw-Hill FCU with ten years of management experience within a retail financial institution (bank or credit union), two years experience with online financial services environment (ebanking) and a proven track record leading and managing high performing retail delivery teams (inbound/outbound call center and branches).

To learn more about this role please send your resume to Peter Myers (pmyers@ddjmyers.com) and Deedee Myers (deedeemyers@ddjmyers.com).

Contact: (800) 574-8877, ext. 101

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SVP, Marketing & Retail Delivery – Alliance CU ($360M) (closed)

San Jose, CA

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Senior Vice President, Marketing & Retail Delivery
Alliance CU
$360M
San Jose, CA

Alliance Credit Union is completing their executive team with the placement of a Vice President of Marketing & Business Development, a direct repot to the CEO. In addition to Advertising, Product/Services Development, and Website management this individual will strategically assess and capitalize on the credit union’s current and potential membership in two different geographic areas.  This VP will be proactive in bringing forth well-defined new ideas and strategies targeting member segments. With strength in utilizing the MCIF system’s full potential, financial analysis of balance sheets, ratios and pricing, this VP will be a significant contributor to the organizational goal of becoming members’ preferred lender.

The successful candidate will also champion the Sales/Inventive programs throughout the branches in the San Jose, CA area as well as the Wilmington, NC markets. This role includes the strategic penetration and expansion of the Business Development program, working with and acquiring new Community Business Partners (SEGs), Community Outreach, Public Relations, and managing marketing’s vendors.

Alliance is committed to shaping the business model around the membership’s needs which includes significant advancements in the membership experience technologically. The successful candidate will promote enhanced product-based marketing through the website, Search Engine Marketing (SEM), concentrated direct mail and product promotions.

Requirements to be considered for this opportunity:

  • Demonstrated expertise as a seasoned Marketing Executive
  • At least five years leadership experience within a financial institution in a marketing capacity
  • Significant understanding and hands on expertise with a MCIF system
  • Excellent writing and communication skills
  • References identifying your collaboration on a senior leadership team
  • Bachelor’s Degree in Marketing or Business; Master’s preferred

Contact: Peter Myers at (800) 574-8877, ext. 104 or pmyers@ddjmyers.com

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Senior Vice President, Chief Operating Officer-Patelco Credit Union ($3.6B) (closed)

Pleasanton, CA

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Headquartered in Pleasanton, California and established in 1936, Patelco Credit Union is a state-chartered credit union with assets totaling approximately $3.6 billion.  Originally started to serve the financial interests of Pacific Telephone & Telegraph Company employees, Patelco Credit Union has since become one of the largest credit unions in the country with more than 270,000 members, having successfully expanded its field of membership to serve employees in over 1,000 large and small businesses and communities throughout California and the United States.  Patelco Credit Union offers a variety of products and services for members including multiple deposit services products, loans and credit services, investments and insurance and a variety of life planning services with multiple delivery channels.

In the broadest sense, the Chief Operating Officer’s (COO) primary responsibility is to ensure that Patelco Credit Union’s operational and systems infrastructure supports the outstanding execution of its current programs and services, while making sure the organization remains a leader in the financial services arena.  Qualified candidates for this role must possess exceptional leadership and influencing abilities, a comprehensive understanding of how best to position and lead an organization to its next level, strong financial and operational expertise, and a demonstrated ability to define and implement project management processes and systems that sustain continued growth in today’s evolving marketplace.

In addition, the COO must be a high-level strategic thinker who embodies the competency and capacity to link together the diverse disciplines of finance, operations, risk management, marketing, and consumer needs to create a thriving and profitable organization.   Reporting to the CEO, this role requires a true innovator who can wrap their arms around today’s reality and business initiatives, while envisioning future possibilities. As a member of the senior leadership team, the COO will be an innovative source of strategies, and manage the delivery of effective products and services that meet expected financial outcomes.  Strategies will include organic means such as membership and asset growth, as well as potential for merger and acquisition activities.  He or she will also need to be a natural innovator and entrepreneur.  Distinctions in growth, profitability, being a change agent and doing what is right for the credit union are also key attributes.

As champion of Patelco Credit Union’s Sales and Service culture, the COO role requires a masterful leadership presence, strong decision-making and interpersonal skills, effective listening abilities, adaptive coaching competencies, and a futuristic mindset. This role will create and instill Sales and Services “best practices,” and coach and motivate team leaders to ensure that an environment of continuous training and development is in place, guaranteeing at all times a knowledgeable staff and the highest level of service delivery to members.  He or she will be responsible for the development and implementation of strategies positively impacting growth and profitability.  As a result, it is crucial that this person bring with him or her, a record of accomplishment in successfully instilling Sales and Service focused cultures in the organizations they have represented throughout their career.

 

Specific responsibilities include, but are not limited to:

  • OPERATIONS:
  • Maintains a keen awareness of the competition, identifies best practices and informs Executive Leadership of emerging trends or issues affecting the Credit Union, both regionally and nationally. Provides oversight for the Credit Union’s operations to ensure operational security, internal control and compliance with State, Federal and Credit Union regulations and rules.
  • Establishes, revises (as necessary), ensures achievement of Credit Union goals, and takes appropriate disciplinary action as required.
  • Supervises Team Leaders, Sales and Services professionals and Lending Officers and completes performance evaluations (or provides feedback to other Team Leaders) for these positions.
  • Provides guidance to Team Leaders on issues regarding Team Member Performance and ensures Team Member issues are addressed in accordance with established policies and procedures.
  • Assists with escalated Member Service issues.
  • Ensures that Team Members and Team Leaders receive regular training and development and complete regulatory training as assigned.
  • Oversees Facilities division and advises on branching strategies, locations, and vendor management.
  • Makes strategic recommendations on direction of facilities, as well as day-to-day maintenance.
  • Stays abreast of local, State, Federal and industry trends and regulatory issues affecting the Credit Union.
  • Maintains a keen awareness of the local competition, identifies best practices and informs Executive Leadership of emerging trends or issues affecting the Credit Union, both regionally and nationally.
  • Maintains an in-depth knowledge of the Credit Union’s products and services and recommends additional products and services to meet the needs of the Credit Union’s membership.
  • Attends local Credit Union events, training and seminars.
  • SALES AND SERVICE DELIVERY:
  • Responsible for all aspects of Sales and Services Delivery to members and potential members.
  • Develops and implements the Sales and Services strategy and plan.
  • Establishes relationships with new community business partners in support of the Credit Union’s strategic plan.
  • Meets regularly with community business leaders and conducts regular branch office visits to maintain, retain and expand membership and loans within these partnerships.
  • Establishes relationships with new vehicle dealers in support of the Credit Union’s strategic loan growth plan. Meets regularly with local vehicle dealerships to increase loan volume.
  • Meets or exceeds Sales and Services goals established for the Credit Union.
  • Provides leadership, guidance, feedback and development to Sales and Services Delivery professionals.
  • In partnership with the Marketing Department, recommends and implements the advertising and media strategy for the Credit Union.
  • MANAGEMENT RESPONSIBILITIES:
  • Serves as a member of the Executive Leadership Team (ELT) and participates in ELT meetings, retreats and Board Meetings.
  • Actively participate in development of the long and short-term strategic plans and budgets for the Credit Union and ensures compliance with same.
  • Carries out Management responsibilities in accordance with the organization's policies and applicable laws.
  • Oversees and approves hiring of Team Leaders and Team Members for all Credit Union positions.
  • Evaluates performance of Team Leaders and other direct reports and oversees the performance management of all Credit Union Team Members
  • Implements and oversees recognition and rewards programs for the Credit Union.
  • Works in partnership with the Human Resources Department on Team Member/Leader issues including recruitment, disciplinary issues, and other personnel issues affecting the Credit Union.
  • Facilitates regular Credit Union Team Leader meetings and ensures that the Team Leaders are conducting regular Team and individual Team Member meetings.
  • Independently develops solutions to routine and complex problems and questions pertaining to various types of personnel and/or member service issues.
  • Establishes goals, objectives and standards of performance and accountability for Team Leaders and other direct reports and provides regular feedback.
  • Reinforces and motivates sales and service performance by regular communication of corporate standards and expectations, and takes the lead role in ensuring the delivery of exceptional member service.
  • Ensures the ongoing development of the Team Leaders and Team Members in areas of leadership, sales, service, lending and management.
  • Serves as the Business Resumption and Disaster Preparedness Leader for the Credit Union and ensures that all Team Members and Team Leaders are informed and up-to-date on these plans and their respective responsibilities. Ensures that monthly Hazard Assessment Reports, Safety Committee Meetings and Business Resumption Exercises are completed and forwarded to the Human Resources Manager.
  • COMMUNITY RELATIONS:
  • Establishes mutually beneficial relationships with Community and local Business Leaders.
  • Ensures that the Credit Union is visible in the Communities that are served by the Credit Union.
  • Recommends and is involved with Community Groups and Organizations for the Credit Union to support through special events, fund-raising and volunteer efforts.
  • Ensures active involvement with the California Credit Union League and their local Chapters.
  • Develops effective working relationships with local Credit Union Leaders.
  • MARKETING AND BUSINESS DEVELOPMENT
  • Responsible for all aspects of Business Development for the Credit Union.
  • Develops and implements the Business Development strategy and plan.
  • Meets or exceeds Business Development goals established for the Credit Union.
  • Provides leadership, guidance, feedback and development to Business Development professionals.
  • In partnership with the Marketing Department, recommends and implements the advertising and media strategy for the Credit Union.

It is preferred that the candidate has experience in the following areas:

  • A minimum of ten years of relevant work experience within a financial services organization (credit union, bank, etc.) of similar size and complexity.
  • Proven track record leading and managing high performing sales and service delivery teams within the financial services industry; ability to drive integration across divisions and results through superior retail delivery and service management.
  • Strong operational andfinancial management skills (budgeting, variance reporting, balance sheet, income statement); ability to track and monitor metrics across all divisions, refining strategy as appropriate.
  • Demonstrated experience developing and defining business goals, and aligning the appropriate resources to ensure success. Must be able to identify industry opportunities, develop innovative business strategies and implement them in a timely manner.
  • Strong understanding of and the ability to leverage trends in consumer behavior and consumption, technology and internet advancements, and human resource management.
  • Minimum of ten years leadership and management experience; demonstrated performance as an exceptionally strong coach, team leader and influencer of people.
  • Minimum of three years experience in consumer lending or in supporting the lending discipline. In-depth knowledge of the financial services industry (credit unions, banks, etc.); general knowledge of consumer and business financial industry concepts, products, policies, and regulations is essential.
  • An undergraduate degree in Finance, Marketing, Business or a related discipline is required; an advanced degree is preferred.
  • Superior strategic thinking skills and a track- record of developing strategies that not only achieve organizational goals, but raise its performance to the next level and beyond in the market, as well as its profile.
  • Exceptional management skills with the capability for overseeing multiple functional areas including C-Level executives.
  • Capacity to lead, coach, build consensus, and gain support for Credit Union goals and objectives, while cultivating teams who excel to the next level of performance, both from a revenue and service delivery perspective.
  • Exceptional interpersonal skills including both written and verbal communication skills; ability to successfully utilize active listening, consultative sales, coaching, facilitation and mediation techniques.
  • Demonstrated ability to bring innovation and lead efforts to transform an organization; must be adept and comfortable at playing the role of “change agent.”
  • Strong presentation skills; ability to effectively present information to executives, management, Board of Directors and various public groups, and interact effectively and respond to questions/inquiries from employees, managers, attorneys and the general public.
  • Superior Sales and Service Delivery skills.
  • Ability to develop and successfully implement Credit Union strategies, budgets, goals,
  • Capacity to effectively and professionally interact with Community Leaders, Business Leaders, Media, Vendors and represent the Credit Union at various Community and industry events.
  • Ability to read, analyze and interpret technical material and procedures such as financial reports, governmental regulations and legal documents; ability to uphold confidentiality standards.
  • Ability to define problems, collect data, establish facts and draw valid conclusions to successfully compile and draft analysis and reports.
  • Exemplary time management skills; ability to achieve deadlines while accurately and efficiently managing multiple priorities/tasks simultaneously in a fast-paced environment.
  • Capacity to deal with abstract (strategic) and concrete (tactical) variables.
  • Ability to present a professional appearance and demeanor at all times and hold others to this standard.

Contact: Kirk Gove at 800 574 8877 ext.105 or Kgove@ddjmyers.com

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Senior Vice President of Lending-Los Angeles Firemen’s Credit Union ($820M) (closed)

Los Angeles, CA

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Our client is an established financial services organization located in the Southern California with a rich history of providing its members with exceptional financial products and services, along with quality service.  They are over $820 million in assets with aggressive growth plans within the state.

Our client offers a strong, positive, high performance culture.  True teamwork, along with strong growth objectives, is evident throughout the organization, as well as the desire to do well and provide high quality service to its members.  The Senior Vice President of Lending will oversee all lending functions including Consumer, Real Estate (portfolio and secondary market), and Commercial Lending (including loan participations), along with Collections.

This executive has the latitude to develop and implement a plan to increase the current real estate and consumer lending portfolios while building on the book of business for commercial lending and loan participations.  In addition, this person will provide direction and guidance to all lending professionals within the organization.

As a member of the senior management team, this individual will participate in the strategic planning process and will act as a business advisor representing the Lending team to management.  Identification and exploration of new business opportunities is key to the success of this position.  Communication skills, both written and verbal, are necessary as well as leadership presence both internal and external to the organization.

 

 

Specific responsibilities include, but are not limited to:

  1. Industry Knowledge-Direct and participate in the planning process for the future development and growth of the organization. Develop a comprehensive business plan outlining the allocation of resources, financial budgets, intended goals and objectives, and periodic reporting of results to plan, and potential adjustments required based on actual results to plan. Plan and develop innovative loan sales strategies, and direct the research and implementation of new lending products and services to meet members’ needs, which measurably enhance the organizations net income and ROA. Analyze market and economic trends in support of annual business plans and budgets for each lending unit to ensure alignment with the vision, values and goals of the organization.
  2. Member & Market Share Analysis-Utilize internal systems and reports to gain an understanding of member demographics and the purchasing behaviors of both potential and existing member segments. Conduct market share analysis and tailor lending product offerings to enhance profitability of the organization while providing a value add to the membership.
  3. Management/Supervision-Provide direct management responsibility and leadership for a team of five professional Managers charged with overseeing all aspects of Asset Recovery, Real Estate Origination, Real Estate Servicing, Consumer Lending and Business Services, as well as the individuals who report up through these Managers.
  4. Sales Orientation-Monitor and drive production goals in order to meet established goals for each lending unit. Establish loan production goals in conjunction with delivery channels. Plan and allocate appropriate personnel and resources to support and achieve production targets and ensure that all individual member opportunities are being captured.
  5. Lending/Operational Skills-Serve as the expert in the area of regulations, compliance and company policies and procedures as they relate to lending and asset recovery in order to ensure that member and organizational business needs are being met in a safe and sound manner. Ensure that appropriate underwriting criteria and authorizations are in place in order to mitigate potential losses. Research and recommend appropriate product pricing in order to maintain acceptable profit margins, while offering competitive and value added products and services to members. Ensure that processes, systems and efficiencies are garnered through metrics and measurements.
  6. Leadership-Create an environment in which the organization’s sales and service culture thrives, and where employees are held accountable for having a positive impact on the life of each member. Create high department morale and motivated employees by coaching, counseling, training and development, and by utilizing effective, respectful verbal and written communication both one-on –one and in groups.
  7. Financial/Portfolio Expertise-Ensure that product recommendations, departmental budgets, recommended lending goals and provision for loan loss expenses and projections are balanced with credit and interest rate risk. Proactively conduct analysis to determine portfolio risk and ensure timely quality control audits in order to mitigate potential loan losses.

It is preferred that the candidate has experience in the following areas:

  1. A minimum of eight years of relevant work experience within a financial services organization (credit union, bank, etc.) of similar size and complexity; previous management experience is a prerequisite.
  2. Comprehensive working knowledge and understanding of lending and financial institution products and services; as well as all aspects of underwriting and asset recovery.
  3. Proven record of accomplishment in building, implementing and driving lending strategies to ensure the line’s achievement of established targets and goals; ability to maximize real estate and commercial/consumer loan portfolios through the vision and integration of underwriting, risk metrics, operations, and collaboration with other key executives.
  4. Demonstrated ability to innovate and create new products/services and/or processes that will meet member demands and provide internal efficiencies.
  5. High proficiency of analytical skills; the ability to understand and compute financial projections and reports, and read, analyze and interpret complex documents.
  6. Extensive best practices knowledge regarding industry compliance and regulations.
  7. Professional, well-developed interpersonal and collaborative skills; the ability to work well within a team in a creative, fast-paced and deadline-oriented environment; proven ability handle multiple tasks and ensure scheduled deadlines are met.
  8. Excellent problem solving, negotiation and presentation skills.
  9. Energetic, proactive, forward-thinking and creative individual with high ethical standards and a professional image.
  10. An undergraduate degree in an applicable field (i.e. Business, Finance, etc.) is required; Masters Degree is preferred.
  11. Proficiency with word processing, spreadsheet and database applications; must be able to balance and compile figures, compose correspondence and research information.

Contact: Kirk Gove at 800.574.8877 ext. 105 or Kgove@ddjmyers.com

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Executive Vice President, Downey FCU – ($170M) (closed)

Downey, CA

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Executive Vice President
Downey FCU
$170M
Downey, CA

Downey FCU has created an opportunity for an Executive Vice President to assume the leadership of the daily operations of the entire organization; with a successful track record, this person could be seen as a CEO successor by the board in the future. This leader will take an already well run institution to its next level of sophistication, operation and cultural engagement while remaining true to the credit union’s mission of being the choice credit union for the city of Downey, CA.

Originally charted as an educational credit union in ’57, the credit union brought on the city’s community hospital as its second major SEG and in time expanded to a community charter in 2000. Today the educational and medical communities remain the largest base of membership. With strong capital and earnings, the organization runs a conservative balance sheet and makes decisions in order to continue serving its members forever.

One of the initial focuses of this role will be to develop a marketing function that appeals to the current and potential membership using social media and the website as significant sales and service channels.  The continuation and expansion of the Community Development, business relations and educational awareness will be another primary focus of this role. Creating new and deepening current relationships with the two major SEGs and community of Downey will be prime indicators of success for the short and long term of this role and the organization.

As a broader charge, the successful candidate will provide leadership, guidance and mentorship to the other functions and departments of the organization including: Operations, Branches, IT, Facilities, Collections, Lending, Accounting and Cards. This person will cultivate greater staff engagement by instilling sound decision making skills, encouraging the setting and achieving of goals and demonstrating accountability and professionalism. In short, the staff will depend on this leader to take their already well run organization to the next level of success.

With the knowledge of the daily activities of the credit union, this person will participate and help guide the strategic planning process with the ultimate goal of better serving their current and potential membership. After developing the strategic plan, this role will engage the staff with a detailed plan outlining the tactical steps and procedures to fulfill on the long term goals.

Required for success in this role will be at least ten years’ experience within the credit union industry with a legacy of developing managers and leaders.  Experience in marketing & social media as it relates to financial services, business development, branch operations, lending and collections are a must to be considered for this role.

Contact: Peter Myers at 6028409595 or pmyers@ddjmyers.com

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Vice President, Information Technology – Alliance CU ($360M) (closed)

San Jose, CA

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Vice President, Information Technology
Alliance CU
$346M
San Jose, CA

Alliance Credit Union has the essential addition to their executive team, an executive role that will navigate the organization’s Information and Technology needs of today and anticipate and deliver on the technological and service needs of tomorrow. This role and its visionary leader, formerly an AVP level, will lead a team to deliver results and service to the internal and external customers.  In addition to sound technical skills, the leadership talents of this executive will contribute to the creation and delivery of the strategic plan.  Reporting to the EVP/CFO, this VP will join a highly collaborate and cohesive team committed to project planning and the setting of goals/measurements for success.

Initially this role will entail leading a department to prioritize projects and services that support today’s needs. With a collaborative approach, this executive will anticipate the needs of staff, creating a fast and efficient member experience, allowing the entire business to run more efficiently. The members and end users will benefit from the IT department’s sense of urgency and methodical approach.

The opportunity for this executive position includes seeking out and implementing unique and creative ways technology will facilitate opportunities for the business to grow. Developing strategic partnerships with key vendors will allow for Alliance to help shape how products and services are delivered to the membership base in California and North Carolina, creating a more relevant experience.  In addition, this Vice President will develop and enforce procedures to ensure the integrity, security and privacy of product and user information maintained by the Credit Union.

Requirements to be considered for this opportunity: Final candidates will have demonstrated how IT has contributed to the overall strategic operation and growth of a financial institution. The successful candidate will join this team leaving behind a high performing team at their current organization as a testament to their leadership and development track record.

This person will join Alliance Credit Union with 5-7 years of management experience within a retail financial institution (bank or credit union).

Contact: Peter Myers at (602) 840-9595 or pmyers@ddjmyers.com

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Vice President, North Carolina Region – Alliance CU ($346M) (closed)

Wilmington, NC

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Alliance CU has created a new executive position that will lead the North Carolina Region’s credit union’s presence. This position is responsible for strategically aligning the credit union for growth and expansion through the organizations current and future channels including: branches, Community Business Partners (SEGs), dealerships and community groups.

With the credit union’s four branches, Business Relationship manager and the support of the headquarters in San Jose, CA this individual will bring new ideas and best practices to the sales and service culture and growth initiatives. This position will stay abreast of local trends and strongly influence or be responsible for decisions to move in/out of branch geographic marketplaces, deepen and cultivate new relationships with dealerships, CBPs and the overall membership in order to achieve deposit and loan growth targets.

This is a unique opportunity to lead a significant portion of the credit union’s operations and report directly to the CEO. Alliance Credit Union, a progressive organization with state charters in California and North Carolina, has successfully weathered the economy in both states and is ready to achieve its growth targets. Although the majority of time will be spent working within the NC region, this role will be an active member on the Executive Team and engage in the organization’s strategic initiative development and execution. This person will be required to be self-motivated and manage, inspire and lead the NC staff, the role’s peers (CFO, Lending, Marketing, HR and IT) based in San Jose, CA will actively support this role and region’s needs.

The new Vice President, North Carolina Region will have a proven track record (5+ years) within the financial services industry leading multiple retail banking branch operations and business development efforts. Expert experience with consumer deposit and lending products and services is a requirement to be successful in this role.

Contact: Peter Myers at (800) 574-8877, ext. 104 or pmyers@ddjmyers.com

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Chief Executive Officer – NorthCountry FCU ($342M) (closed)

S Burlington, VT

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NorthCountry FCU is seeking to pass the baton representing all the organization’s success to the next CEO to lead the credit union to its next level of evolution. This financial institution has financially outperformed peers, is a contributor to the Vermont and credit union community, and employs highly engaged talent. The culture of the organization is a model for other credit unions with an involved staff and a genuine care for their members. NorthCountry’s mission is to help the Vermont community access credit, including the underserved and those without access to financial services.

Maintaining, building, and expanding on an already healthy organization in a competitive and changing external environment is the goal of this role. The opportunities for the next CEO are to refine the organization’s current strategy and market penetration, broadening and deepening the delivery channels members have to financial services, including those with modest means.

Requirements for this position: Candidates will be either a CEO or number two in a large, complex credit union and preferably an individual who understands the Northeast culture. A Master’s degree related to business, finance or economics with expertise in marketing strategy and action is preferred. The new CEO must have a strong foundation in leadership of a credit union, understand the risks of decision-making, and assess the external environment related to organizational competencies, technologies and culture.

The successful candidate has experience in the following areas:

  • You are a leader in the local and regional community.
  • A developer of people and acutely aware of how the external environment can affect your credit union and community.
  • You are a continual learner, self-accountable and an exemplary leader.
  • Your leadership presence, strong intellect and expertise make you a valuable offer in the industry.
  • DDJ Myers is here to support you in articulating your offer, discussing your next career opportunity or advising you on how to present your own expertise and experience. Each candidate is unique; understanding and articulating what distinguishes you from others is foundational to your success.

Contact: Peter Myers at (602) 840-9595 or pmyers@ddjmyers.com

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Vice President of Business Planning & Analysis – Coastal FCU ($2B) (closed)

Raleigh, NC

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Our client, established in 1967, formed through the efforts of eight employees of the International Business Machines Corporation (IBM).  It was their hope that the Credit Union would meet the financial needs of the local IBM community in Raleigh.  Their vision was true and in 1991, the field of membership was expanded to include employees of other businesses throughout the Triangle and North Carolina region.  Today, with over $2 billion in assets, Coastal FCU provides services to more than 188,000 members worldwide through a network of fourteen branches and their Transaction Call Center.  Its mission is “to deliver quality services and solutions to our membership and to foster the Credit Union philosophy of people helping people.”

Coastal FCU offers a strong positive culture with a challenging but supportive executive team and a motivated staff.  True teamwork, along with strong growth objectives, is evident throughout the credit union, as well as the desire to do well and provide quality service to its members.  The Vice President of Business Planning & Analysis will lead the Finance and Accounting functions of the credit union in accordance with generally accepted accounting principles.  This person will be responsible for the administration, review and reconciliation of the credit union asset/liability risk management system and other credit union financial activities.  This key role will assure that credit union policies and procedures and state and federal rules and regulations are maintained in all areas of responsibility.  In addition, this person will provide supervision and guidance to all Finance and Accounting personnel.

As a member of the management team, this individual will participate fully in the strategic planning process and will act as a strategic business advisor to management providing the financial information and analytical tools needed to make informed business decisions.  Identification and exploration of new business opportunities is key to the success of this position.  Communication skills, both written and verbal, are necessary as well as leadership presence both internal and external to the credit union.

Specific responsibilities include, but are not limited to:

  • Overseeing the functions necessary to ensure Coastal Federal Credit Union’s activities achieve desired financial results. These include ALM, budgeting, planning, profitability and cost accounting, product profitability, member behavior and profitability, pricing, and financial and liquidity forecasting.
  • Full support for the effective maintenance of the corporate ALM and liquidity measurement functions; helps manage the balance sheet by following ALCO and liquidity policies and objectives including established risk parameters; operating, maintaining, and updating an ALM model and preparing quality ALCO and liquidity reports reflecting compliance with policy, or identifying and qualifying non-compliance with policy along with corrective action for potential risk exposures; using financial tools and other resources to stay current in economic trends and appropriate comparative and marginal pricing for assets and liabilities.
  • Strategic financial planning and budget development at corporate and responsibility / profit center level to include annual base budget, scenario and sensitivity analysis, and monthly reporting.
  • Prepare analysis of the financial performance of the various products and services offered by the credit union to include their contribution to the overall financial performance of the institution. This also includes the effects on financial performance at the product and overall institution level of member behavior.
  • Evaluate pricing strategies in concert with other parts of the business to influence risk and return profiles of the balance sheet.
  • Responsible for general management and supervision of multiple employees, both on-staff and outsourced, when necessary; ensuring that staff are properly trained, motivated, and rewarded for them to meet unit and corporate goals in their roles; securing and maintaining adequate staff to effectively deliver the service and achieve the goals as described above; and appraising them within Human Resource guidelines for the credit union.
  • Strategic financial analysis in the effective allocation of capital assets and capital planning policy; developing and supplying models for feasibility analysis of proposed capital acquisitions, mergers, divestitures, and new strategic planning projects to include mergers and corporate acquisitions; providing analytical support for portfolio management; designing and selecting on-balance sheet and off balance sheet hedging strategies.
  • EXPECTATIONS
  • Optimize financial performance by providing the information necessary to maintain appropriate levels of interest rate and liquidity risks.
  • Provide guidance to the business that allows for constant improvement of value provided to our members via an enhanced business wide understanding of our financial model.
  • Provide proactive insight into factors that influence profitability and risk.
  • Provide for the professional growth of the department via mentoring, coaching and training of staff.
  • To maintain a dependable record of attendance and timeliness.

It is preferred that the candidate has experience in the following areas:

  • A minimum of ten years financial management and accounting experience within a financial services organization (credit union, bank, etc) of similar size and complexity.
  • Extensive knowledge of accounting principles and practices, investment portfolio analytics/management and best in class asset/liability management skills.
  • The ability to read, analyze and interpret complex documents. To respond effectively to the most sensitive inquiries and/or complaints. Must possess the ability to make effective and persuasive presentations on complex topics to the Board of Directors and other outside groups.
  • Professional, well-developed interpersonal skills necessary for communicating with members, co-workers, vendors, regulators and Board of Directors.
  • Demonstrated collaborative skills and the ability to work well within a team in a creative, fast-paced and deadline-oriented environment.
  • Thorough knowledge of the Credit Union's policies, procedures, programs, products and services as they relate to the accounting, finance, investments and related functions.
  • Comprehensive understanding of management practices and techniques.
  • An energetic, forward-thinking and creative individual with high ethical standards and a professional image.
  • An undergraduate degree in accounting, finance or business or completion of specialized courses of study at a university or college; CPA, CFA and/or MBA preferred.
  • Proficiency with MS-Office and knowledge of planning, ALM, financial performance and database software.

Contact: Kirk Gove at (800) 574-8877, ext. 105 or kgove@ddjmyers.com

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Protected: Vice President, Quantitative Modeling (closed)

Mid-Atlantic

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Specific responsibilities include, but are not limited to:

  • Lead the development of a quantitative behavioral modeling team to support Treasury ALM activities.
  • Build and maintain complex financial models related to the behavioral characteristics of loan and deposit products.
  • Lead the design, formulation, and development of mathematical/financial modeling for Indeterminate Maturity Deposits that are incorporated into the Bank’s QRM ALM software.
  • Build, review and validate models and assumptions used in Asset/Liability Management, including term structure modeling, valuation approaches, loan prepayment modeling, Value at Risk methodology, modeling optionality embedded in loan products, securities and debt instruments.
  • Develop new/enhanced policies, benchmark testing, and validation for key monthly ALM risk metrics.
  • Ownership of model documentation, model inventory, and back-testing analysis.
  • Ensure the integrity of the Asset/Liability Management Model database, aggregation strategies and assumptions.
  • Conduct research studies on loan behavior and deposit behavior including attrition analysis and pricing sensitivity, as well as back- testing of existing modeling assumptions.
  • Provide analytic and modeling support for the MSR valuation process including prepayments, credit, cost estimates, and discount rate assumptions.
  • Provide analytic support to the Enterprise Risk Management (ERM) process for economic capital analysis, liquidity analysis, funds transfer pricing, stress test scenarios, and rate forecasting.
  • Manage the relationship with the Model Governance team and internal/external auditors.

It is preferred that the candidate has experience in the following areas:

  • An Undergraduate/Masters degree in a Quantitative subject (Finance, Mathematics, Sciences), with 7-10 years of relevant work experience with a major bank or financial services firm. PhD a strong plus.
  • Experience in a financial and/or mathematical modeling role, quantitative analysis, or a closely related field with strong empirical research skills, including finance, financial engineering, economics, and/or asset/liability management. Demonstrated work experience modeling indeterminate maturity deposits and mortgage-related instruments with a deep understanding of option theory.
  • Demonstrated quantitative financial knowledge in the following areas: term structure modeling, prepayment analysis, deposits and credit modeling. Ability to perform advanced statistical and econometric analyses related to pricing behavior of different financial and banking products
  • Strong communication skills with the ability to analyze, apply, interpret, and communicate complex technical results to non- quantitative audiences and develop presentations of all models to ensure management's understanding of operation, purpose, and outputs of models
  • Experience with QRM, Polypaths, and derivative systems with a strong proficiency in database management. Ability to implement market risk models within an ALM framework
  • Strong teamwork and team-building skills, with track record of successful leadership and management of a behavioral research team.
  • Initiative/Self-Motivation – Taking the lead to getting the job done in an effective and efficient manner as well as directing change and developing new methodologies in new areas.

Contact: Kirk Gove at 800-574-8877 x105 or kgove@ddjmyers.com

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Chief Executive Officer – USAlliance FCU (closed)

Rye, NY

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The USAlliance search committee describes the credit union strategy as maintaining a sound financial footing while achieving intelligent strategic growth and maintaining reputation for strong member service. Anticipated strategic growth is both organic and merger/acquisition. In most recent years, the focus of attention has been on the financial soundness to weather the dramatic recession; it is now time to realign with the focus of strategic growth. The board believes there is value on improving what the credit union can offer to obtain economies of scale for financial strength. Day to day, the organic growth strategy has been to expand the field of membership (FOM) or entice those in the FOM to increase utilization of products and services.

The following describes the credit union’s strengths, challenges, CEO decisions and opportunities:

Strengths: The core competencies of the credit union are mortgage writing and risk management, financials and exposures. In comparison to banks, the board believes credit unions are distinguished because credit unions have compelling service. Employees really want to serve the members and take pride in being responsive and responsible, and providing a welcoming culture. The level of service really stands out.

Challenges: Challenges the credit union faces are an aging membership, need to attract younger members, harnessing technology as a marketing tool and taking action on initiatives. The new CEO needs to effectively address these challenges, seek, and implement ways to enhance relationships with members. The board seeks an answering to: “What are the opportunities to better serve our base?” And, driving strategy through to execution and follow-up is a priority.

Decision-making: The search committee members agree the CEO makes all the decisions and has responsibility of running the company. The decision made by the board is who the CEO is. The board does like status updates on strategic initiatives from time to time, as a periodic thought partner; they fully expect the CEO to make decisions and implement strategies and initiatives. The board would like a level of involvement in collaborative discussion as well as understanding the progress of programs.

Strategic Planning and Visioning: There are two sessions a year, one each in the Spring and Fall. The first event looks more at strategic issues in executive sessions exploring topics. The second event is a budget meeting and approval. The board expects the CEO to manage interaction while simultaneously being persuasive, informative and openly communicating for honest discussion.

Expertise and Experience: Candidates are either a CEO or number two in a large, complex organization and preferably an individual who understands the east coast culture. Regarding education, a bachelor’s degree related to business, finance or economics with expertise in marketing strategy and action. A master’s degree is helpful and relevant expertise and experience is a stronger preference. The new CEO must have a strong foundation in leadership of a financial organization, understand the risks of decision-making, and assess the external environment related to internal environment culture, competencies, technologies and culture. Creating and maintaining a healthy organization in a competitive and changing external environment is the goal of this role.

Values and Personal Mastery: When asked what values should be embodied, the following were spoken:

  • Leadership
  • Decision Making
  • Effectiveness
  • Strategic Thinking
  • Effective Implementation
  • Committed
  • Confident
  • Direction
  • Thoughtful
  • Openness
  • Genuine
  • Professionalism
  • Integrity
  • Trust
  • Discipline
  • Wisdom

Compensation: Compensation is competitive and not a recruitment issue. In addition to the salary, the CEO receives a short and long-term bonus based on meeting performance objectives, which are clearly articulated.

Search Process: The search committee of four board members will interview finalists in October with a decision and offer soon after. The current CEO leaves in early 2012. Final candidates will meet with Deedee Myers and two other executive coaches prior to meeting the board. References are detailed including background check for education verification, employability, fraud or embezzlement, and credit. The assessment process includes an in-depth overview of resume, experience and expertise by two members of the search team, three leadership assessments and feedback and a five-year compensation history. DDJ Myers’ search professionals create a portfolio of each candidate’s offer including expertise, overview of assessments and other relevant information. This portfolio is forwarded to the search committee as part of their being prepared for an effective interview.

Comments: This opportunity is just that, an opportunity to serve in a high functioning organization and access untapped potential for the next evolution. The board appreciates the current CEO and has a strong relationship with him. Frankly, this is one of the best CEO opportunities available. The board is bright, intelligent, engaged, and committed to the credit union.

Next Step: Contact Deedee Myers for a deeper dive into the search.

About You: DDJ Myers recruiters and leadership coaches understand the financial industry market and know what is important to a C Level executive. We are here to support you in articulating your offer, discussing your next career opportunity or advising you on how to present your own expertise and experience. Each candidate is unique; understanding and articulating what distinguishes you from others is foundational to your success.

About Us: DDJ Myers, Ltd. started the executive search division in 1989 and the Advancing Leadership Institute in 1999. Our purpose is to advance leadership, from within the individual, team or organization. Across the country, we have 12 certified leadership coaches with expertise in supporting diverse teams and organizations through transformative change. Our executive search consultants also have coaching certifications from ICF credentialed universities or institutes. Where else can one find high performing search consultants who support the sustainability and growth of an individual’s career? Please call me to learn more about our organization where doing what is right, sustainable and healthy for all is important.

Contact: Deedee Myers, CEO at (800) 574 8877 ext. 101 or deedeemyers@ddjmyers.com

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Vice President & Chief Financial Officer – Library of Congress FCU (closed)

Washington, D.C.

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Our client has a strong positive culture with a challenging but supportive board and a motivated staff. True teamwork, along with strong growth objectives, is evident throughout the credit union, as well as the desire to do well and provide quality service to its members.

The Vice President & Chief Financial Officer will lead the Finance and Accounting functions of the credit union in accordance with generally accepted accounting principles. This person will be responsible for the administration, review and reconciliation of the credit union investment portfolio, asset/liability risk management system and other credit union financial activities. This key role will assure that credit union policies and procedures and state and federal rules and regulations are maintained in all areas of responsibility. In addition, this person will provide supervision and guidance to all Finance and Accounting personnel.

As a member of the senior management team, this individual will participate fully in the strategic planning process and will act as a strategic business advisor to management providing the financial information and analytical tools needed to make informed business decisions. Identification and exploration of new business opportunities is key to the success of this position. Communication skills, both written and verbal, are necessary as well as leadership presence both internal and external to the credit union. This person will serve as a key member of the credit union’s Asset Liability Management Committee, Investment Committee and will regularly attend board meetings.

ESSENTIAL FUNCTIONS

  1. Keep apprised of all changes within the financial services industry as they pertain to compliance and regulatory issues.
  2. Develop revenue, expense and capital expenditure plans and related productivity goals.
  3. Keep apprised of compliance and regulatory issues in all areas of responsibility.
  4. Participate in strategic planning process directly and indirectly.
  5. Monitor performance and identify profit improvement opportunities.
  6. Serve as a member of the Credit Union’s Asset/Liability Management Committee.
  7. Manage interest rate risk under approved ALM Risk Guidelines.
  8. Schedule, evaluate, train, supervise and direct accounting personnel.
  9. Develop long range trend analysis of operating revenues and expenses including
  10. projected interest from loans and investments, funds available for investments and quarterly dividends.
  11. Establish, implement and maintain a computerized accounting system in accordance with law, regulations and reporting requirements.
  12. Prepare annual budget and related comparative reports including spread and variance analysis.
  13. Overview of monthly financial packages.
  14. Administer the credit union’s investment portfolio and serve as a member of the
  15. Credit Union’s Investment Committee.
  16. Maintain and oversee the Credit Union’s cash management function.
  17. Assure accuracy of all credit union IRS and government reporting including
  18. corrections and amendments and inquiry responses as needed.
  19. Prepare quarter-end and year-end statements and assure correct disbursements of funds to appropriate accounts.
  20. Interface with appropriate outside agencies, as directed by CEO, to exchange necessary information needed for the successful operation of the credit union. Perform problem-resolution with outside agencies as needed.
  21. Assist external auditors and federal examiners as needed.
  22. Overview of employee payroll and the various jurisdiction reporting requirements.
  23. Provide operational and member services support in all areas when needed.
  24. Perform other credit union functions and responsibilities as required or assigned.
  25. Performs other duties as assigned. Attend meetings, conferences, seminars and training courses.

JOB SPECIFICATIONS

  1. A minimum of five years senior financial management experience within a financial services organization (credit union, bank, etc) of similar size and complexity.
  2. Extensive knowledge of accounting principles and practices, investment portfolio analytics/management and best in class asset/liability management skills.
  3. The ability to read, analyze and interpret complex documents. To respond effectively to the most sensitive inquiries and/or complaints. Must possess the ability to make effective and persuasive presentations on controversial and complex topics to the Board of Directors and other outside groups.
  4. Professional, well-developed interpersonal skills necessary for communicating with members, co-workers, vendors, regulators and Board of Directors.
  5. Thorough knowledge of the Credit Union's policies, procedures, programs, products and services as they relate to the accounting, finance, investments and related functions.
  6. Comprehensive understanding of management practices and techniques.
  7. An energetic, forward-thinking and creative individual with high ethical standards and a professional image.
  8. An undergraduate degree in accounting or finance; CPA and/or MBA preferred.

Contact: Kirk Gove at (800) 574 8877 ext. 105 or kgove@ddjmyers.com

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Director of ALM, Financial Planning & Analysis – KeyPoint Credit Union (closed)

Santa Clara, CA

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The year was 1979 and the personal computer was about to change the face of the world. In the Silicon Valley, a group of visionaries, part of the then American Electronics Association, were realizing the potential they could harness by pooling their resources to serve the financial needs of their employees within the technology industry. They founded AEA Credit Union, which eventually became KeyPoint Credit Union; an organization that today has approximately $750 million in assets, and more than 40,000 members within such high-tech leaders as Apple, Google, Cisco and scores of other similar organizations.

In 2004, KeyPoint Credit Union expanded its community charter to include anyone who lives, works, attends school or worships in the counties of Santa Clara, Alameda, San Mateo, Sacramento, Santa Barbara, Contra Costa and parts of Ventura. Furthermore, KeyPoint Credit Union became the first financial institution to allow mobile banking and in 2007 launched the Facebook Banking Application. In 2008 it was recognized as “Business Member of the Year” by the Santa Clara Chamber of Commerce for its outstanding commitment to the communities of the Silicon Valley. These are but a few examples that demonstrate KeyPoint Credit Unions ability to remain cutting edge and at the top of their game, significantly increasing membership and introducing even greater numbers to their mission, “putting member’s needs first.”

The Director of ALM, Financial Planning & Analysis is responsible for developing, implementing and managing the asset/liability management systems, the investment portfolio strategies, profitability measurement systems, and the budgeting and financial analytical processes. This role creates and manages the balance sheet and net interest income profile of the Credit Union, provides insight into the key drivers of the profile, and offers valuable solutions for managing the Credit Union’s balance sheet. He or she must demonstrate outstanding quantitative and technical skills, along with the ability to clearly define and articulate the risks and returns of the balance sheet to a variety of audiences. This is a crucial role viewed as a key source of input in managing the Credit Union’s balance sheet.

Responsibilities:

  • Maintain and manage the continuous evolution of the Credit Union’s Asset/Liability Management system; Profitstar. Monitor asset/liability management positions and methodolgies and recommend actions to manage the Credit Union’s balance sheet, net interest margin and interest rate risk.
  • Develop, recommend and manage all investment portfolio strategies based on Asset/Liability positions and the economic environment to maximize investment yield within an acceptable level of risk. Will also analyze and recommend new investment products, develop and maintain vendor relationships in the investment community, and monitor the performance and market value of the investment portfolio.
  • Lead a team of three analysts involved in all aspects of Asset/Liability Management, budgeting, investment accounting and cash management
  • Create the monthly ALCO analytics including net interest income forecast, earnings-at-risk, and market value sensitivity.
  • Assist in preparing projects for strategic planning including maintaining budgeting systems and coordinating the annual budgeting process.
  • Perform financial analysis of capital projects, products and services; as well as post-audit projects to measure performance in comparison to projections. Will analyze pricing and lease-buy options, evaluate the Credit Union’s financial operations and recommend modifications as appropriate. Will also provide analytical support to accounting operations and finance.
  • Implement and maintain profitability measurement systems for organizational profitability, product profitability and input to member profitability. Will develop and maintain activity based standard units to measure operational efficiency and productivity.
  • Present to management a clear picture of the net interest income profile along with detailed insight into the drivers.
  • Consistently work to build best in class metrics to portray the risk and return of the Credit Union’s balance sheet.
  • Maintain and expand existing Static Pool analysis and Dealer Performance models and indirect pricing analysis.
  • Perform other duties as assigned by the Vice President of Finance.

Qualifications:

  • A minimum of three years experience in an active balance sheet management role within the Credit Union, Banking or Financial Services arena.
  • Demonstrated ability to develop best in class balance sheet analytics that clearly and accurately portray the risks and returns of an organization.
  • Hands-on individual with a successful track record for developing insightful, value-added, actionable analytics.
  • Thorough knowledge of financial markets, Asset/Liability Management (including duration and total return) and financial analysis (risk/return relationships and the time value of money).
  • Proven ability to lead a team of financial analysts; must have the desire and ability to mentor junior members of Finance.
  • Strong PC, spreadsheet and database management skills, as well as superior quantitative and technical skills, including experience with recognized asset/liability management systems such as Profitstar, BancWare, QRM, etc.
  • Excellent written and verbal communication skills; a demonstrated ability to work effectively with all levels of staff. Must have strong presentation skills with the ability to clearly articulate complex topics to a broad audience.
  • Highly motivated individual focused on building a flexible and efficient Asset/Liability Management discipline to provide insight into the Credit Union’s balance sheet performance, and is creative in bringing forth balance sheet management solutions to management.
  • Undergraduate degree in Finance, Economics, Accounting or other quantitative field is required; Graduate degree or CFA is preferred.

Contact: Kirk Gove at 800 574 8877, ext. 105 or Kgove@ddjmyers.com

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Treasury Director-Asset Liability Management (closed)

Midwest

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Our client is a Direct Banking and Payment Service Company with one of the most recognized brands in U.S. financial services. Since its inception in 1986, the company has become one of the largest card issuers in the United States.

The Corporate Treasury Department manages the company’s financial resources with respect to capital planning, long-term and short-term funding, planning, asset-liability management, interest rate risk management, rating agency and creditor relations and cash management. Become an integral part of this Treasury group and its exciting evolution from the ground up.

Responsibilities

  • Collaborate with business units and the Planning team to forecast the balance sheet for the company.
  • Responsible for the forecasting process of funding.
  • Monitor short-term and long-term funding requirements.
  • Develop monthly funding plans to minimize cost of funds with an
  • appropriate interest rate risk structure for the firm.
  • Collaborate with the Cash Desk to comply with the established targets.
  • Manage term structure of investments and funding.
  • Prepare interest rate forecast.
  • Evaluate risks by monitoring and creating stress scenarios for the
  • company.
  • Establish targets and determine the optimal size of the firm’s pool.
  • Periodically present Contingency Funding Plan to address all imminent
  • needs in the event of financial distress.
  • Perform competitor analysis on the capital management (and funding)
  • practices of credit card peers.
  • Contribute to the production of comprehensive materials to be
  • presented to major rating agencies.
  • Coordinate high-level reporting functions in Treasury to provide
  • updates that allow senior management to effectively handle risk on an
  • ongoing basis.
  • This position will contribute to executive strategic forums including
  • ALCO and rating agency and SEC meetings.

Qualifications

  • A minimum of five years of Treasury work experience including ALM, forecasting, modeling receivables, balance sheet analysis and staff management.
  • Must come from Fortune 500 or medium-sized bank, financial services industry consulting firm, credit card company or similar.
  • Knowledge of Treasury’s activities, both practical and theoretical.
  • Experience with Capital/ALM systems such as QRM and/or Bancware.
  • Ownership of high-level ideas and information.
  • Strong quantitative and logical acumen.
  • A positive, highly motivated manager who exhibits leadership.
  • Attention to detail and responsibility, excellent organizational skills.
  • Excellent oral and written communication skills.
  • Good team player with interpersonal skills.
  • High-performance, high-quality approach to managing multiple
  • projects simultaneously.
  • Proficiency with Excel, PowerPoint and Bloomberg. Familiarity with
  • Microsoft Access and other database programs.
  • Undergraduate degree in Finance, Accounting or similar.
  • MBA and/or CFA preferred.

Contact: Kirk Gove at 800-574-8877 x105 or kgove@ddjmyers.com

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Vice President, Manager of ALM Strategy, Union Bank (closed)

Los Angeles, CA

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Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $85 billion as of March 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank has 346 banking offices in California, Oregon, Washington and Texas and two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world’s largest financial organizations.

Union Bank is aggressively positioning itself to become a “top ten” commercial bank within the next decade through both acquisition and organic growth efforts. The bank’s recent acquisitions have included Frontier Bank in Everett, Washington and Tamalpais Bank in San Francisco, California. Talent acquisitions have included the addition of key Executive Management team members including a new Chief Risk Officer, Chief Financial Officer, Chief Retail Banking Officer, Chief Commercial Banking Officer. The organization is clearly energized and structured to move forward and become a market leader.

As a result, the Corporate Treasury Group is also looking to expand its team as its role continues to evolve and drive strategy throughout the organization. The Deputy Treasurer and Hiring Manager are visionary and seek other qualified ALM professionals motivated by challenges, change, and a desire for growth. While the market has proven to be exceptionally challenging, Union Bank is truly unique today with an exceptional capital position and a proactive desire to elevate all their practices to “best practices” status. Join this Corporate Treasury Group and be a part of history making and seeing something in reality, where other banks are just in the formative stages of accomplishing this.

Job Summary

The ALM Strategies Manager will perform a key role in the development, analyses, communication and execution of the Bank’s market risk management strategies and manage associated projects. The position will report to the Deputy Director of Asset Liability Management Strategies.

Major Responsibilities:

  • Develop asset/liability management strategies that coordinate hedging actions with the projected growth in the company, the capital markets activities of funding and investment managers and different market outlooks to achieve interest rate risk and other financial objectives.
  • Manage the development and production of complex financial analyses on a broad range of Asset/liability Management and Treasury risk management issues. Present results to the Treasury management, Bank wide risk committees and other areas as appropriate.
  • Ensure the company is measuring and managing to appropriate risk objectives by developing insightful interest rate stress scenarios and risk limits
  • Recommend and direct enhancements to Asset Liability modeling, QRM implementation and incorporation of industry best practices in market risk measurement to facilitate improved analysis and communication of hedging strategies.
  • Enhance the analysis and interpretation of Funds Transfer Pricing results with an emphasis on the Transfer Pricing Center. Develop and secure management buy-in on a framework to measure the Bank’s mismatch margin and impact of hedge programs to current and forecasted balance sheets. Assist Senior Treasury Management in developing risk measures, performance measures, and other metrics for the ALM Investment and Derivative Hedge portfolios.
  • Contribute significantly to corporate efforts in achieving integrated risk / return management with a common focus on Shareholder Value Added (SVA). Contribute to the development and implementation of a financial management system(s) to strengthen management decisions based on value added to shareholder investment.
  • Develop, maintain and leverage productive working partnerships with Business Lines and Finance (Controllers, Financial Planning, Strategic Planning) for all areas of Corporate Management interest including net interest income forecasts, transfer pricing, market risk capital/RAROC, balance sheet optimization, and enterprise risk management.
  • Coordinate and manage the preparation of effective analysis and communications on risk for Senior Management, Risk Committees and the Board.
  • Independently manage market risk and related projects requiring strong quantitative, research, collaboration and communication skills and knowledge of current banking and interest rate environment.
  • The Manager will demonstrate adequate supervisory skills in developing and producing insightful, value-added, actionable analytics.
  • The analysis and appropriate recommendations are intended to have a significant impact to the earnings and risk profile of the Bank. The Manager will often present these recommendations to Treasury Management and / or Bank wide Risk Committees for approval

Qualifications:

  • A minimum of five to ten years experience in Asset Liability Management and analyzing fixed income products and markets or Bank balance sheet, particularly mortgage related assets and deposits, is required.
  • The successful candidate must have a minimum of three to five years managerial experience. Excellent quantitative, analytical, and financial skills are essential.
  • Strong organizational and project management skills are necessary.
  • Candidate must be self-motivated and results-oriented with the ability to excel under tight
  • deadlines.
  • Treasury experience and familiarity with fixed income theory and risk management principles
  • and practices within financial services industry is required. Knowledge of QRM will be considered a significant plus.
  • MBA and/or CFA is required. Comparable related work experience will also be considered.
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Vice President, ALM Market Value Manager, Union Bank (closed)

Los Angeles, CA

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Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $85 billion as of March 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank has 346 banking offices in California, Oregon, Washington and Texas and two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world’s largest financial organizations.

Union Bank is aggressively positioning itself to become a “top ten” commercial bank within the next decade through both acquisition and organic growth efforts. The bank’s recent acquisitions have included Frontier Bank in Everett, Washington and Tamalpais Bank in San Francisco, California. Talent acquisitions have included the addition of key Executive Management team members including a new Chief Risk Officer, Chief Financial Officer, Chief Retail Banking Officer, Chief Commercial Banking Officer. The organization is clearly energized and structured to move forward and become a market leader.

As a result, the Corporate Treasury Group is also looking to expand its team as its role continues to evolve and drive strategy throughout the organization. The Deputy Treasurer and Hiring Manager are visionary and seek other qualified ALM professionals motivated by challenges, change, and a desire for growth. While the market has proven to be exceptionally challenging, Union Bank is truly unique today with an exceptional capital position and a proactive desire to elevate all their practices to “best practices” status. Join this Corporate Treasury Group and be a part of history making and seeing something in reality, where other banks are just in the formative stages of accomplishing this.

The ALM Market Value Manager reports to the Vice President & ALM Manager and will supervise a team of up to two analysts. This individual will manage and be responsible for the methodologies, assumptions and processes used to measure the economic value of equity (EVE) interest rate risk profile within Treasury. He or she will provide expert guidance in establishing the appropriate methodologies for the pricing of complex instruments including the dynamic impact of credit and liquidity across multiple scenarios. In addition, this person will provide insight into the key drivers of the profile and offer valuable solutions for managing the bank’s balance sheet. The ALM Market Value Manager must also demonstrate outstanding quantitative and technical skills, and have the ability to clearly define and articulate the risks and returns of the balance sheet.

Major Responsibilities:

  • Lead the effort for establishing and maintaining EVE methodologies and process which are consistent with regulatory expectations and industry best practices for institutions with the size and complexity of Union Bank’s balance sheet. Establish benchmark pricing processes which appropriately account for current market conditions based on the unique characteristics of the products and markets. Properly account for the dynamic nature of credit and liquidity risk premiums across all rate scenarios, consistent with observed historical market activities.
  • Lead and develop a team of analysts in the production of monthly EVE metrics for use in internal and external compliance reporting. Maintain adequate controls and support for assumptions and adjustments to the model used for such purposes, allowing for successful audit and regulatory reviews. As required, support shareholder requests for risk profile information.
  • Develop sophisticated analysis and reporting related to balance sheet valuation that can be used to identify hedgeable risks in the balance sheet. Participate in strategy discussions with portfolio managers and strategy teams to develop on and off-balance sheet strategies used to optimize the balance sheet’s risk and return characteristics. Elevate the usage of EVE as a core risk management tool through communications, both written and verbal, to senior management and relevant committees of the bank.
  • Perform ad-hoc projects as requested.

Qualifications:

  • A minimum of five years experience in a commercial bank including accounting, financial reporting, fixed income security analytics, financial modeling, computer programming and database development; or a combination of education and experience.
  • Undergraduate degree in accounting, finance, economics or a related field is required; MS, MBA and/or CFA are preferred.
  • A minimum of three years experience successfully managing or using a risk rate quantification model (i.e. Bancware or QRM) in an institution with a comparable sized balance sheet.
  • Knowledge and experience in statistical forecasting, prepayment modeling, interest rate derivatives, mortgage-backed securities, and interest rate term structure models.
  • A solid understanding of mortgage, consumer, and commercial loans, and retail and wholesale deposits and borrowings.
  • An expert understanding of fixed-income analytics including structured securities.
  • A sound understanding of off-balance sheet instruments (derivatives, mortgage servicing rights and forward commitments) is preferred.
  • A solid understanding of accounting theory, economic conditions and complex financial instruments.
  • Expert understanding of ALM theory and practice.
  • Strong communication and interpersonal skills, self-motivated and result-
  • oriented with the ability to function effectively with deadlines and work within a
  • team environment with minimal supervision.
  • Excellent organizational and time-management skills.

Contact: Kirk Gove at (800) 574-8877, ext. 105 or kgove@ddjmyers.com

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Chief Executive Officer, ALPS FCU (closed)

Sitka, Alaska

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Are you ready for a unique CEO position with unlimited visibility leading the only credit union in town and making a material difference in the community? If you know credit unions, front and back, products and services, asset/liability management, lending and board relations, then ALPS FCU is ready for you. Located in Sitka, Alaska, a town poised for possibility that can advantage the credit union, ALPS seeks a dedicated executive to take the helm. This seaside community is thought to be the most beautiful of southeast Alaska cities and takes pride in its most valuable natural resource, the people of Sitka who share a delight in their hometown and a love of life in all its small-town splendor.

Contact: Mark Haeussler or Deedee Myers at (800) 574 8877 ext. 102 or 101 or deedeemyers@ddjmyers.com

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SVP, Chief Strategy Officer – Allegacy Federal Credit Union (closed)

Winston-Salem, NC

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Allegacy Federal Credit Union, founded in 1967, is one of the largest credit unions in North Carolina with members totaling more than 110,000 and approximately $1 billion in assets. Allegacy was initially founded to serve the employees of R.J. Reynolds Tobacco Company, but today has grown to serve the employees, retirees and families of over 550 companies throughout the United States. Current sponsor companies include the two largest medical organizations in the southeast, three nationally prominent law firms, and a number of large, well-respected advertising agencies in New York City and North Carolina, as well as many technology businesses.

The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, “to help members make smart financial choices” and support the expected behaviors of the Synergy culture. To achieve this goal the employee must provide outstanding service to both internal and external members. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. Responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service is to identify the financial needs of the member and recommend an appropriate credit union solution.

The Chief Strategy Officer serves as a member of the Executive Management Team to formulate and monitor the execution of corporate strategy and associated plans, programs, and projects in support of Credit Union’s vision, mission and goals; maintains a viable, integrated planning structure and process; ensures alignment of objectives between the Operating plan and long range plan; and counsels the Board of Directors and executive management on strategic planning for the Credit Union, CUSO and its subsidiaries.

Specific Accountabilities

  • Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
  • Recognize employees who perform at a high level.
  • Hold employees accountable for their performance, attitude and behavior.
  • Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
  • Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Service Promises (We promise to treat you with the respect deserving of a team member; We promise to find ways to offer simplicity and convenience; We promise to recognize your needs and recommend innovative solutions; We promise to ensure the security of financial information; We promise to take ownership of your request; We promise to express our appreciation for the opportunity to serve you.)
  • Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
  • Train and supervise staff. Assign, direct, coordinate and review work performed by staff.
  • Must possess effective knowledge of the credit union’s products and services.
  • Drive financial and business results by working in a synergistic manner with the
  • Presidents of the business lines to define and implement corporate strategy
  • Oversee and supervise the Project Management Office (PMO).
  • Create a planning model that supports the organization’s mission and values
  • based on internal and external needs.
  • Research, oversee and conduct the Credit Union Long Range Planning process.
  • Assist in the research, development and implementation of the Investment Planning Group’s Long Range Plan; CUSO Long Range Plan; Allegacy Technology Plan; Allegacy Human Resources Plan
  • Coordinate all credit union businesses’ long range planning in order to achieve corporate strategic initiatives and overall mission.
  • Manage and oversee the innovation process in the Credit Union (Conduct research and development on products and services, eliminate rarely used services, research and implement product improvements).
  • Manage and oversee the regulatory compliance officer.
  • Analyze the external and internal environment of the Credit Union and establish
  • standards and strategies based on these analyses.
  • Supervise the process of maintaining essential corporate documents and
  • historical information including: Charter; Bylaws; Policies Manual; Procedures;
  • Performance Metrics.
  • Serve as a strategic liaison for key organizational initiatives between all divisions
  • and their internal/external customers.
  • Assess current models of business operations and develop appropriate new
  • models as needed with the cooperation of team members.
  • Responsible for maintaining effective communication of the Credit Union’s vision,
  • mission, and strategic plan to all stakeholders: Board of Directors, employees, members, the Credit Union’s community, outside organizations and appropriate regulators and legislators

Qualifications

  • Prior management experience in strategic planning in a non-profit setting.
  • Seven to ten years relevant experience in a financial institution.
  • Excellent leadership and management skills.
  • Proven ability to work collaboratively in a team environment.
  • Superior strategic thinking skills, with experience in developing strategies to achieve organizational goals.
  • Ability to work in a change-oriented environment.
  • Excellent organizational and time management skills.
  • Process oriented with project management experience. Able to analyze current
  • processes, suggest and define improvements, and implement them with a group.
  • Must be very member focused. Able to provide world-class service to our
  • internal and external members.
  • Strong analytical skills with the ability to synthesize complex and diverse
  • information, as well as collect and research data.
  • Excellent verbal and written communication skills.
  • EDUCATION/CERTIFICATION: Bachelor Degree in business related field required, or equivalent experience. MBA Preferred.
  • EXPERIENCE REQUIRED: Minimum 7 years of experience in Financial Institution Management (credit union management experience preferred) with specialty in Strategic Planning, Marketing, Finance, Advertising or Sales
  • SKILLS/ABILITIES: Strong leadership and interpersonal abilities Solid organizational and analytical skills; Ability to coordinate, manage, and direct others

Contact: Kirk Gove at (800) 574-8877, ext. 105 or kgove@ddjmyers.com

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