VP Branch Experience & Performance
Community First Credit Union | Wisconsin · Neenah, WI · 1 mo ago
On-siteFinanceFull-time
What You’ll Lead
Champion the Community First Experience: you’ll help define what an exceptional Community First experience looks like—and ensure it comes to life consistently across every branch.
Champion the Community First Experience
- Champion a consistent, relationship‑focused member experience across all branch locations.
- Ensure every interaction reflects Community First’s culture, values, and brand promise.
- Continuously evaluate the member journey, identifying opportunities to simplify processes and remove friction.
- Partner with Marketing, Lending, Digital, Operations, and other business units to create a seamless experience regardless of how members choose to do business with us.
- Identify and recommend new technologies, tools, and process improvements that enhance both the member and employee experience.
Lead Sales & Service Excellence
- Lead the evolution of Community First’s member conversation and sales philosophy.
- Ensure needs‑based conversations, referral practices, and service handoffs are simple, consistent, and effective.
- Evaluate branch processes and identify opportunities to improve effectiveness and efficiency.
- Lead enterprise initiatives that strengthen frontline performance while preserving our relationship‑first culture.
- Pilot and evaluate new ideas, tools, and innovations that improve the member experience and operational performance.
Develop Exceptional Leaders
- Partner with Learning & Development to create meaningful leadership development programs.
- Establish consistent coaching expectations and performance practices across the branch network.
- Help leaders use data, feedback, and observation to coach, recognize success, and remove obstacles.
- Foster a culture of accountability, continuous learning, collaboration, and growth.
- Identify organizational capability gaps and recommend development strategies.
Drive Performance Through Insight
- Monitor branch performance across member experience, sales effectiveness, operational quality, employee engagement, and productivity.
- Analyze performance trends and translate insights into actionable recommendations.
- Present meaningful business updates and strategic recommendations to executive leadership.
- Lead root‑cause analysis and cross‑functional improvement efforts.
- Develop performance measures that reinforce organizational priorities while supporting long‑term success.
What You’ll Bring
Education
Bachelor’s degree in Business, Finance, Management, or a related field required. Master’s degree preferred.
Experience
- Seven or more years of progressive leadership experience in retail banking, financial services, or a comparable service organization.
- Demonstrated success leading leaders and influencing organization‑wide initiatives.
- Experience improving member experience, operational excellence, sales effectiveness, and organizational performance across multiple locations.
- Strong background leading cross‑functional projects and organizational change.
- Experience using performance metrics and analytics to improve business results.
- Success introducing new technologies, business processes, or service models.
Leadership Competencies
- Strategic thinking and strong business acumen.
- Passion for creating exceptional member and employee experiences.
- Outstanding leadership and coaching skills.
- Ability to influence without direct authority.
- Strong analytical and problem‑solving capabilities.
- Excellent communication and presentation skills.
- A collaborative leadership style that builds trust across the organization.
- A continuous improvement mindset with a passion for innovation.
- Strong project and change management skills.
- A genuine commitment to Community First’s cooperative values and community impact.