Executive – Page 7 – Credit Union Careers

Chief Executive Officer

The Organization: North Peace Savings & Credit Union

North Peace Savings & Credit Union (NPSCU) is a full-service financial organization offering retail and business banking, investment, and insurance products. NPSCU is uniquely situated to provide the financial products, services, and advice that help members achieve their goals, ambitions and overall financial peace of mind. All banking decisions are made locally, with a deep understanding of North Eastern B.C. As a local financial institution, NPSCU is perfectly positioned to meet the optimism, energy, and big ideas of its members with enthusiasm, engagement, and financial leadership.

To learn more, please visit NPSCU’s website.

The Opportunity: Chief Executive Officer

The primary purpose of this position is to assist NPSCU in living out our corporate Mission, “Helping our members succeed in life.” and our Service Mission, “To build rewarding relationships through a superior service experience”. 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.

The ideal candidate will possess the following qualifications and experience:

A Degree in Business Administration or a related field of study (Master’s degree preferred), or an equivalent combination of education and experience,
Several years of progressive leadership experience in the financial services industry, preferably within the credit union environment, including 10 or more years of senior management and leadership experience in a multi-faceted environment,
Experience leading a broad range of business lines to manage competing interests and priorities to optimize the needs of the business, with specific experience in credit and marketing preferred,
Ability to manage in a multiple stakeholder environment, including effective working relationships with an elected Board of Directors, and
Ability to scan and interpret FI and related industries, reading the industries and selecting the strategies/directions to ensure NPSCU maintains the position of being a market leader.

The complete opportunity profile can be viewed: Here

Contact: Nick Lay or Greg Longster

Leaders International Executive Search

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422

Email: vancouver@leadersinternational.com

Executive Vice President, Member Experience

Position: Executive Vice President (EVP), Member Experience

Location: Head office located in Peterborough, Ontario or geographic area for Kawartha Credit Union. Hybrid working model is supported.

Reporting to the CEO, the EVP, Member Experience will lead and oversee the retail, wealth management and commercial businesses with responsibility for the end-to-end member experience across all channels. The key objective of this role is to grow the business while ensuring excellence in member service, strong channel capabilities, competitive products and services, as well as achieving optimal efficiencies in all areas of the business.

The scope of responsibilities for this position covers the entire network of Retail Banking Branches, Wealth Management and Commercial businesses, including Online Banking, Mobile Banking, Contact Centre, Product management and overall member experience.

As a key member of the Executive Leadership Team, develop and manage the execution of strategic plans.

Primary Functions:

Development of, in cooperation with the CEO, the Executive Leadership Team and the Senior Management Team, the business strategy, objectives and goals for Retail Banking, Wealth Management, Commercial business and Channels.
- Recommend short and long-term strategies to maximize member value.
- Recommend member engagement strategies to deliver on our purpose to support the financial success and well-being of our members.
- Develop sales & service strategies to grow membership and share of wallet, while delivering an excellent member experience.
- Develop products and services to meet the needs of members to grow membership and share of wallet.
- Develop our channel capabilities in conjunction with our technology team to deliver an excellent member experience.
- Recommend annual and long-term business objectives against which to measure business performance, including branch targets, employee targets and annual budget.

Responsible for executing the retail banking, wealth management, commercial, and channels strategic plans and performance, including financial performance against annual and long-term performance targets, and compliance with statutory requirements, Kawartha’s by-laws, and Board approved policies.

Leadership of the branch personnel, channel employees and direct reports, ensuring a capable, highly functional leadership team with the trust and respect of employees, earned by superior decision making, communication skills and a demonstrated commitment to Kawartha’s success.

Optimize member engagement through development and implementation of programs to build member engagement, and by fostering an environment that encourages superior levels of service delivery at every member touch point.

Ensure high levels of employee engagement by delivering consistent and strong people leadership through effective communications with employees, ensuring employees understand Kawartha’s strategies and goals, and to align employee activities with strategic priorities.

Develop robust service and sales management practices consistent with Kawartha’s values and culture, resulting in targeted growth in portfolios, membership, share of wallet and channel adoption, while appropriately managing risk.

Key Success Factors:

People Management
Developing and Coaching Others
Communication
Integrity and Sincerity
Customer/Client Orientation
Role Expertise
Strategic Approach
Problem Solving

Qualifications Required:

A minimum of ten years of progressive Financial Services industry experience with at least five years at the senior executive level running multi-branch retail, wealth and commercial businesses and managing high performance advice and service teams.
Credit union experience would be an asset.
Demonstrated proficiency in leading the development of effective strategic business plans and programs in support of business objectives.
Experience in developing strategies in a multi-channel environment to support members’ needs while delivering an effective and efficient end-to-end business.
Proven track record of leading people, developing, and implementing major organizational and operational change initiatives in a timely manner, including the determination and establishment of appropriate and meaningful metrics.
Must be able to read/interpret Financial Statements and take appropriate action based on financial performance.

Other:

Travel within the province and to branches will be required on a regular basis.
Meetings with members are required on a regular basis.
Must live in Kawartha Credit Union’s geographic area (Muskoka to the Kawarthas, and from Cobourg to Cornwall, with our head office in Peterborough).
A hybrid working model is supported primarily working in head office and branches, or remotely as needed.

How to Apply:

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, please forward your resume outlining experience, qualifications, and salary expectations referencing “21-PC-87” to:

E-Mail: humanresources@kawarthacu.com

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

We thank all applicants for their interest in Kawartha Credit Union but will only be contacting applicants that have been selected to move forward in the recruitment process. If you are selected, we will contact you directly.

President & CEO

PRESIDENT & CEO

connectFirst Credit Union

Is this where YOU belong? This is an exciting role for a visionary CEO with the ability to inspire high performing leaders and teams, motivate progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity and inclusion. You are passionate, lead by example, and can win the hearts and minds of all employees as you build excitement, inspire innovation, and bring the strategic plan to life. You are known for successfully stewarding a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience – that’s in your DNA.

The CEO is accountable to the Board of Directors for the successful financial and values-driven performance of connectFirst Credit Union. They are responsible for providing dynamic and effective strategic leadership and direction to all aspects of connectFirst operations and within the credit union system where, as one of Canada’s 10 largest credit unions, connectFirst plays an important part.

The CEO is accountable for the ongoing growth and sustainability of the organization as well as the execution of connectFirst’s current strategic direction centered on exceptional member experience. In the last 12 months the foundational enablers of this strategy have been implemented via exceptional efforts across all levels of employees. These strategy foundations include the replacement of four divergent banking systems with one consistent front and back-end banking system, a corporate wide reorganization redesigned to align lines of business instead of geographic divisions and the launch of the unified connectFirst brand replacing the past First Calgary, Legacy, Mountain View and Chinook regional brands.

connectFirst’s customer-centered, growth strategy now requires an inspiring, strategic leader to lead the next step in bringing their strategy to life within a highly competitive marketplace. To do this, continued culture shift and operational enhancement is required, and the CEO will play a critical role in ensuring their team remains committed to credit union values, effectively resourced, highly engaged and fully capable within a culture that enables the collaborative achievement of our organization’s strategic goals.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

connectFirst Credit Union – Chief Executive Officer

CHIEF FINANCIAL OFFICER (CFO)

CHIEF FINANCIAL OFFICER (CFO)

Affinity Credit Union

Reporting to the CEO, the CFO is a key member of the executive leadership team at Affinity, responsible for the management and reporting of the company’s financial resources and for oversight of diversification strategies. The role will support Affinity by acting as a strategic financial partner to help create and maintain a growing, profitable organization and is accountable for the accurate and fair representation of Affinity’s financial status to stakeholders. This role works closely with other senior leaders across the organization to oversee the implementation of business strategies, guidelines and procedures, to ensure innovative functional strategies that enable a seamless member experience.

The role provides leadership in the development of the financial strategy including capital requirements, the metrics aligned with Affinity’s strategy, the control systems designed to preserve Affinity’s assets, and the accurate reporting of financial results. The CFO ensures the timely and accurate production of financial and statistical reporting, provides independent financial oversight to the Board of Directors and its committees, and acts as an advisor on all financial matters. In addition, the CFO oversees a variety of investments and diversification entities, which help support the growth and sustainability of the organization. Other areas of responsibility include overseeing appropriate investments in physical premises, specifically design implementation, development and maintenance of all corporate facilities and equipment to reflect business and member needs.

Leading a team of 40 professionals, the CFO has four direct reports:

Senior Director, Controller
Director, Finance
Facilities Manager
Subsidiaries Lead

FOR MORE INFORMATION

Allan Nelson or Heather Fookes

Leaders International Executive Search

Saskatoon@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/affinity-credit-union-chief-financial-officer/

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.

Chief Executive Officer

Teachers Plus Credit Union, located in Bedford, NS is a member owned, full-service financial institution with assets of $69 million providing superior banking and commercial services to approximately 2900 members. Being locally owned and operated, Teachers Plus Credit Union prides itself on playing a major role in fostering community well-being by keeping profits in the province and reinvesting in local economies, supporting local suppliers and businesses.

The Board of Directors of Teachers Plus Credit Union is seeking a new Chief Executive Officer (CEO). Reporting to the Board of Directors, the CEO is accountable for sound strategic leadership that enables the development and growth of the credit union, and underpins its financial strength, viability and its responsiveness to members’ needs. Excellence in people leadership while coordinating daily operations and the delivery and promotion of financial services that uphold and achieve the mission of the credit union are primary responsibilities. The CEO also supports and advises the Board in fulfilling its fiduciary and strategic responsibilities.

The Ideal CEO Candidate is:

Strategic. You see the big picture and are able to effectively convey a vision. You boast a proven track record of implementing long term strategies, executing plans, improving ROI, and using data and metrics to drive an organization forward.

Skilled at Business Development. You excel at spotting opportunities for growth, specifically in the area of small business and understand the value of building strong relationships and partnerships. Being active in the community is important to you, and having a solid understanding of the culture, and economic concerns within and around your market are key to your success. You ‘get’ marketing and promotion, and can show results in those areas.

Industry Savvy. You’ve worked in a financial institution and have a keen understanding of relevant policies, procedures and legislation governing it. You have solid experience in lending, liquidity and asset/liability management and are are a pro at analyzing and interpreting financial reports.

A Motivational Leader. You have a team-first mentality, set high standards of excellence, and are clear about the plan to get there, what the expectations are and providing feedback in real time. You keep lines of communication open, place importance in recognition of a job well done and are ready to help your team remove barriers, rolling up your sleeves and lending a hand.

Resilient. You’re no stranger to change and thrive when there are multiple projects on the go. You have experience in change management and understand the importance of generating enthusiasm amongst a team when change is afoot in order to see the ROI when the transition is complete.

A Lifelong Learner. You invest in your own professional development and want to continue to learn and grow, no matter what your position.

Experienced. To be eligible, you must hold a bachelor’s degree in Business or Commerce and have a minimum of 10 years progressive leadership responsibility in a financial institution or an equivalent combination of skills and experience.

This is a full-time, permanent position offering a competitive compensation and benefits package based on internal and external market equity and commensurate with experience. To learn more about Teachers Plus Credit Union visit teachersplus.ca.

Applications close on September 27, 2021.

If this opportunity excites you, please send a resume, and cover letter to Alexandra Chamberlain at creditunionjobs@aclsm.ca.

Chief Executive Officer

Valley Credit Union is a 7 branch, member owned full-service financial institution with assets of $254 million providing banking, wealth management and commercial services to approximately 11,000 members. Located in the beautiful Annapolis Valley, Valley Credit Union is driven by its co-operative values, and prides itself on understanding what is important to its members while making a difference in the communities within which it operates.

The Board of Directors of Valley Credit Union is seeking a proven and dynamic leader to take on the role of Chief Executive Officer (CEO). Accountable to the Board of Directors, the CEO is responsible to provide leadership that upholds the mission, vision, and values of the credit union, and creating an engaged and positive team environment which is focused on the progress of the credit union, its financial stability, viability, and responsiveness to its members. The CEO also supports and advises the Board in fulfilling its fiduciary and strategic responsibilities.

Valley Credit Union’s Ideal CEO Candidate is:

Gifted at Communicating. You excel at listening, understanding, and responding and can proficiently engage with a broad range of audiences using multiple mediums. You are also able to anticipate and respond to others in ways that are meaningful to them.

Financially Savvy with Industry Knowledge. You have solid knowledge of accounting principles and experience in budgeting, forecasting, liquidity, and asset/liability management. You have experience analyzing and interpreting financial reports and can show results of sound recommendations you’ve made through your analysis. You’ve worked in a financial institution before and have a keen understanding of relevant policies, procedures and legislation governing it.

An Authentic Leader. You walk the talk, are able to generate enthusiasm and inspire stakeholders to rally through transitions. You understand the value of sound change management practices and have hands on experience implementing change successfully. You believe in holding yourself and others accountable to results, through open two-way communication, collaboration, and trust.

Community and Cooperative Minded. You understand the co-operative way, take pride in your ability to build relationships with different groups of stakeholders and enjoy being collaborative with community partners.

Strategic. You see the bigger picture and can effectively convey a vision. You boast a proven track record of identifying opportunities and implementing long term strategies, executing plans, improving ROI, and using data and metrics to drive an organization forward.

Experienced. To be eligible, you must hold a bachelor’s degree in Business or Commerce and have a minimum of 10-15 years increasing leadership responsibility in a financial institution or an equivalent combination of skills and experience.

If this opportunity excites you, please send a resume, and cover letter to Alexandra Chamberlain at creditunionjobs@aclsm.ca. As part of your cover letter, please provide an overview of what you feel are your two biggest accomplishments in your career to date.

Applications close on September 17, 2021.

Director, Risk Governance & Policy

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced Director Risk Governance & Policy to join our Risk Governance team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Director, Risk Governance & Policy

The primary purpose of the Director, Risk Governance & Policy position is to develop risk management frameworks, policy, risk management committee mandates and risk reporting, and to provide support to the management of the Bank’s regulatory affairs.

This position is responsible to develop and maintain the risk management frameworks and policy model by facilitating development, reviews and enhancements to the Risk Governance Framework, Risk Appetite Framework and Corporate Policy Framework, as well as facilitating the ongoing development, reviews and enhancements to Corporate Policies and Management Guidelines. This position is also responsible for providing oversight to the alignment of Risk Appetite and enterprise strategy, and for providing independent challenge to the first line of defense on alignment with Risk Appetite, Corporate Policies and Management Guidelines.

The Director, Risk Governance & Policy develops and maintains the risk management committee mandates and risk reporting by facilitating development, reviews and enhancements to the risk management committee mandates, and providing risk reporting for executive, risk management committees and the Board. This position provides support to regulatory relationships by assisting in the maintenance of a central repository of the Bank’s supervisory communication with all prudential regulators, as well as the coordination of supervisory communications between OSFI and the Bank. This position also assists in the coordination of OSFI supervisory reviews and in the management of responses to recommendations to ensure they are timely and complete, and provides regulatory updates and key messaging to executive and the Board.

Qualifications

Undergraduate degree in finance, law, economics, business administration or commerce complemented by a professional designation in finance, accounting or law and 5 years progressive experience in the financial industry
Subject matter expert in understanding of financial institution risk management, risk optimization concepts, risk appetite and policy structuring
Subject matter expert in understanding of OSFI Guidelines for Banks
Subject matter expert in understanding of risk management concepts and good practices in governance reporting
Advanced understanding of financial institution credit risk, operational risk, market risk, liquidity and funding risk, legal and regulatory compliance risk, reputation risk, capital management and emerging risks
Ability to lead and manage projects and deliver results in a changing environment
Ability to understand detailed processes and controls
Strong interpersonal skills, including ability to influence senior decision makers
Strong analytical skills, including ability to identify and interpret complex issues and see underlying causes, connections and implications
Advanced written communication and presentation skills
Advanced computer skills with advanced skills in Excel, Word and Powerpoint

Applications for this opportunity will be accepted until end of day August 27, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Executive Director, CUCC

Having served the credit union community over the last five decades providing strategic guidance and operational support, the Credit Union Central of Canada has been re-established with a mandate to ensure that its member organization will be supported by world class payments services. In an environment of high consumer expectations, greater competition and an increasingly sophisticated technology, the world of payments presents both opportunities and challenges.

CUCC is today a national organization owned by the five provincial / regional credit union centrals. CUCC is responsible for managing contracts with payments related suppliers, network compliance and project management. On behalf of credit unions, CUCC, in an earlier mandate, was one of the founding members of Interac and is currently one of its primary shareholders. Through CUCC’s participation at Interac, credit unions are able to access Interac shared services and key payment products such as e-transfer.

An immediate priority for the new Board will be the appointment of a new Executive Director. Working under the direction of the Board of Directors, the Executive Director will: provide the knowledge and leadership required to establish CUCC as a leader in the payments ecosystem; and provide overall management and direction for this complex organization with multiple projects, a constant focus on innovation, while leading transformational change initiatives.

The new Executive Director will play a key role in shaping a framework that will enable credit union participants respond to the dynamic changes occurring in the marketplace, and to implement structures and processes that will further a national payments strategy, stimulate product development, and establish strategic priorities for credit unions.

Working with internal and external stakeholder groups, the Executive Director will build an organization that recognizes excellence, is open to new ideas and shares a commitment to be “best in class”. Building upon the structures already in place, the Executive Director will establish a culture that values teamwork and communication. The success of CUCC will ultimately depend on the retention/recruitment of talented team members.

This innovative role will require a decisive leadership style in both strategy and execution. The Executive Director will have superior communications skills and the drive/energy to move multiple projects forward in fluid and constantly changing environment. This is a complex undertaking, calling for a sophisticated executive with an understanding of the Canadian payments and financial services sectors, a balance of strategic and operational skills, with a proven experience in creating a new organization or facilitating a transformation of an existing entity.

To learn more about this exciting opportunity please reach out to Michael Henry at michael.henry@masseyhenry.com or apply online at https://masseyhenry.com/opportunities/

Chief Executive Officer – Newfoundland and Labrador Credit Union

Location: St. John’s, Newfoundland

Newfoundland and Labrador Credit Union (NLCU) is a full-service financial institution operating 12 branches in major hubs across Newfoundland and Labrador. With assets of over $680 million, NLCU is the largest credit union in Newfoundland and one of the largest in Atlantic Canada. Over 20,000 members rely on NLCU’s 140 staff for expertise in how to help them prosper.

Due to the retirement of the long-standing incumbent, NLCU is seeking its next Chief Executive Officer (CEO).

Reporting to NLCU’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Through your strong vision for the future, you will drive NLCU through sustainable business development and growth while fostering a corporate culture that is agile, growth-oriented and embodies NLCU’s vision, mission, values, and value proposition. You will lead and develop a high-performance senior management team who work collaboratively to turn strategy into action to achieve short- and long-term business goals. As the public face of NLCU, you will maintain positive relationships with NLCU’s regulator, business community, partners, associations, government and the communities NLCU serves. The CEO also acts as Corporate Treasurer and Chairperson of the NLCU Charitable Foundation Corporation.

As an ideal candidate you are a seasoned, trusted, and forward-looking financial industry leader with a proven record of making sound business decisions that have achieved organizational growth and improvements to member service. Extremely visible and engaging both internally and externally, people value you for your energy, authenticity, positivity and strong negotiation and influencing skills. You are an inspiring people leader who is naturally inclusive, passionate about coaching and mentorship, and empowers staff to be all they can be in pursuit of a culture of innovation, accountability and performance excellence. NLCU will benefit from your comfort and experience with the impacts of new technology and its effect 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 skill in identifying opportunities for efficiency, partnership and growth. Previous experience working within the credit union system is an asset.

For further information on this exciting credit union CEO position, please contact Andrew Dumont (adumont@boyden.com) or Cameron Morrison (cmorrison@boyden.com) at 613-742-3219.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.