Chief Executive Officer

Pathwise Credit Union first opened its doors on April 2, 1938, offering savings and loan services to 29 amazing members. Over 80 years and nearly 11,000 members later, the credit union originally founded as the Auto Workers Credit Union (AWCU) continues to proudly support the financial needs of auto workers and their families as well as an expanding base of new members in Oshawa and beyond. Pathwise’s assets have grown to over $430 million, and the credit union employs 55 highly engaged staff between its two branches who are united in ensuring that all its members are on their path to financial success.

Fresh off its corporate rebranding, a new banking system and with a skilled and highly committed senior leadership team seeking to leverage the incredible population growth across the Durham Region, Pathwise is seeking its next Chief Executive Officer.

Reporting to Pathwise’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Your strong vision for the future will ensure that Pathwise’s senior leadership are establishing, implementing and overseeing the Credit Union’s long-range goals, strategies, plans, and policies while keeping Pathwise agile and ready for ongoing change and growth. As the public face of the credit union, you will maintain effective and productive relationships with Pathwise’s regulator, business community, fintech partners and within the credit union system.

As an ideal candidate, you are a trusted and forward-looking financial industry leader with at least 10 years of senior leadership experience and a proven record of making sound business decisions that have achieved efficiency, optimization, growth and change. Your outstanding interpersonal and relationship building skills are rooted in openness, transparency, and a willingness to explore creative solutions proactively and collaboratively. A dynamic leader who is passionate about community and member engagement, people value you for your integrity, authenticity and desire to innovate while driving a culture of performance and service excellence. You are an inspiring team leader who is naturally inclusive, passionate about coaching and mentorship, and who empowers staff. Pathwise will benefit significantly from your knowledge and demonstrable experience navigating the continuing impacts of new technology on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your previous experience working within unionized environments. You demonstrate a strong understanding of, and sensitivity to, cooperative values and principles, and can champion growth while remaining respectful of the culture and history that have made Pathwise the credit union it is today.

To apply for this exciting credit union leadership position, please visit: boyden.thriveapp.ly/job/1074. For more information, please contact Andrew Dumont and Cameron Morrison at cmorrision@boyden.com or 613-742-3219.

Leader, Commercial Services & Business Development

The Leader, Commercial Services supports company growth by seeking out new commercial business opportunities which will promote profitability. This position is responsible for the development and execution of commercial and small business strategies and leadership of the team. Through effective and strategic sales management and leadership, they coach, mentor and develop the team. Supports member satisfaction and increases market share while growing a sales culture through sales and relationship management. This will include but not be limited to development of business for current and potential members, recommending modifications to policies in response to new or changing circumstances; proactively develop a network of relationships and performing other related duties to further growth of Pathwise Credit Union. This role also participates in the strategic planning process for the credit union while providing strong leadership, organizational, impact, influencing and presentation skills.

 

ROLE ACCOUNTABILITY

Leadership:
• Responsible for communicating credit union initiatives and supporting the Commercial Department team to meet their business objectives.
• Directs and is ultimately accountable for the recruitment and development of a team of qualified, professional and capable employees.
• Responsible for creating a respectful environment that stimulates, guides and encourages employees to realize their maximum potential and encourages professional development.
• Provide leadership, management, coaching and clearly defined, measurable goals and expectations to the Commercial Department staff.
• Understands, respects, and supports Pathwise’s commitment to corporate social responsibility.
• Accountable for the oversight leadership for all Pathwise business centres.
• Responsible and accountable for the development and implementation of service standards for Commercial department.
• Accountable for the operations and performance of the Commercial department.

Business Development & Community
• Responsible and accountable for the development and implementation of sales strategies for the Commercial department by contributing sales information, analysis and recommendations to the corporate sales plan.
• Grows and manages a profitable commercial portfolio.
• Works independently to generate credit and deposit opportunities.
• Responsible to represent Pathwise, build relationships and proactively build business in the community.
• Strong and proven track record of business development and origination, relationship building, and portfolio management.

Risk, Audit and Administration
• Responsible for writing large and complex commercial credit and approving credit written by others.
• Responsible and accountable for the establishment, implementation and continuation of sales management routines in the department that support the sales plan and overall credit union business plan.
• Is the resident expert for all Commercial policies, products and programs. Provides leadership and strategic guidance to the Commercial department.
• Ensures compliance of risk management, cost and pricing in the achievement of sales objectives.
• Minimizes loan risks through diligent, timely and proactive annual financial reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data.
• Responsible and accountable for the development, implementation and management of the budget including all capital, operating and personnel expenses.
• Accountable for maintaining current and relevant knowledge of industry trends, competitor products and strategies.
• Responsible and accountable to work within the assigned credit limits for lending and approvals.

QUALIFICATIONS

Knowledge, Skills & Capabilities
• Exceptional leadership and management skills.
• Experience in change management.
• Proven sales experience, sales and pipeline management.
• Experience in commercial business sales management.
• An understanding of marketing and business development.
• Experience in financial management, credit risk management and developing budgets.
• Understanding of corporate tax and financial statements.
• Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures is an asset.
• Understanding of credit union operations is an asset.
• Experience leading and coaching sales teams.

Education and Experience
• Bachelor’s degree in a related field.
• Ten or more years’ job-related experience, with a minimum five years in a commercial lending role, or an equivalent combination of education and experience.
• Management experience strongly preferred.
• Ability to travel (local) and work flexible hours, as required.
• Must be bondable.

APPLICATIONS

Candidates should submit their application, cover letter and resume to:

Attn: People and Culture

E-mail: careers@pathwise.ca

ACCOMMODATION

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at careers@pathwise.ca, subject line “accommodation”.

Back to Top