About this role
The Chief Strategy & Growth Officer will play a pivotal role in driving the success and expansion of the credit union. The ideal candidate will bring a wealth of executive-level experience in financial services, a proven track record in strategic planning, a history of implementing tailored products and services, and the ability to drive growth through innovation and a data-driven approach.
Essential Functions and Responsibilities:
• Acts as a strategic advisor to the President & CEO and Board of Directors.
• Plans and executes annual Strategic Planning Session, updates short- and long-term Strategic Plan for the President & CEO and Board approval, and ensures credit union activities remain aligned with the Strategic Plan.
• Crafts and executes organic and inorganic geographic expansion and member growth plans, coordinating with executive-level leaders to integrate throughout all business lines.
• Provides executive leadership to CUSO lines of business and adjacent Lending businesses, Data Insights, and Process Improvement throughout the organization.
• Performs other job-related duties as assigned.
Experience:
• Minimum 10 years in a leadership position of a financial institution. Required
• Experience at a large financial institution. Preferred
• Experience in Lending and in CUSO management, and participation in mergers and acquisitions. Preferred
Education:
• Bachelors Degree in business or a related field. Required
Other Skills Required:
• Ability to read and interpret complex documents and to respond effectively to sensitive inquiries or complaints
• Must have high proficiency with Word, Excel, PowerPoint and Outlook
• Excellent written and verbal communication skills with the ability to effectively interact with all levels of the organization
• Must possess good data analysis skills
• Must have ability to prioritize demands from multiple projects