Company Details

Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission.

Benefits:

• Competitive compensation.
• Medical, Dental and Vision coverage.
• Paid time off.
• 401K contributory plan with company match.
• The opportunity to become involved in community outreach.

Description

The CSO role has the full weight and support of the President and Chief Executive Officer in crossing over line and staff departments in aligning the items above with the mid- and long-term strategic objectives of Connex. Ultimately, the CSO is responsible for assuring that our members have market-competitive access to banking services while delivering such services in the most efficient way possible while supporting our existing and new member development objectives. Must also maintain a high-level of transparency and open communication throughout all levels of Connex.

Responsibilities include the following and other duties that may be assigned:

Essential Functions and Responsibilities

Leadership – 40%

• Strategic alignment. The CSO works collaboratively with other executives and department leaders to ensure that everyone is aligned with the organization’s strategic goals. This also requires working with the SPC throughout the year, both in reporting on status with prior year goals, as well as continually evaluating changing market dynamics to foster renewed discussion in the current year’s session.
• Improved decision-making. Data-driven decision-making is a hallmark of successful organizations and the CSO role will lead our transformation in using data analysis and insights to inform strategic choices, reducing their reliance on gut instincts. Will be responsible for overseeing a newly created role specifically devoted to data analytics.
• Adaptation to change. As a financial intermediary, adaptability is critical to our long-term success and the CSO will help guide us through transition, whether it’s entering new markets, adopting emerging technologies, or responding to unforeseen challenges.
• Growth and expansion. The CSO will play a crucial role in identifying growth opportunities, whether through product and service diversification, de novo branching, mergers and acquisitions.
• Risk mitigation. The CSO will assess potential risks and develop strategies to mitigate them, ensuring our resiliency and sustainability.

Strategy, data, and execution – 50%

• Responsible for creating a data-centric methodology that informs and guides the credit union in all decisions of consequence. This includes developing a focus on key metrics upon which each business unit gauges their performance against key performance indicators.
• Foster partnerships with management across the credit union to evaluate business opportunities, regardless of type, and apply financial rigor supported by formalized business plans to determine which to recommend.
• Work closely with the credit union’s project management office (PMO) in leading key enterprise-wide projects that fulfill that direction – particularly around growth, digitalization, and efficiency-related initiatives.
• Analyze market trends, competitor movements, industry dynamics – each to foster new insight and understanding of where Connex stands vis-à-vis the market and recommend areas for further review and plan development.
• Foster creative thinking and innovation across the credit union to change how management and staff think about their line of business or support function and translate our core pillars into a framework that the keeps us “open” to emerging strategies and market opportunities.
• Gather data, assess risks, and identify growth opportunities to inform the development of strategic plans.
• Evaluates investments in technology and artificial intelligence alternatives to traditional business applications to improve member experience, improve efficiencies, and/or reduce costs over time.

Other – 10%

• Maintains awareness of industry trends and emerging technologies, reviews these developments with the Executive Team and/or Board of Directors, and recommends changes required to stay competitive.

Qualifications and Requirements:

• 10 – 15 years of progressively responsible leadership/management roles in banking.
• Knowledge of banking regulatory requirements preferred.
• Deep knowledge of project management and reporting. Project Management Professional certification preferred.
• Able to develop, maintain, and adhere to budget process for areas of responsibility, including long-term budgeting for capital needs.
• Able to communicate and influence all levels of staff, including a Board and an Executive Team.
• Able to think and act strategically and proactively.
• Strong writing and presentation skills.
• Able to pass banking background checks.
• Bachelor’s degree required, advanced degree in business.
• Able to maintain confidentiality.