VP of Credit Union Service Organizations

Responsibilities

• Lead the strategic planning and growth initiatives for the wholly owned CUSOs, including the development of the annual business plans, revenue targets, growth objectives, and operating budgets.
• Develop and execute business development strategies that drive new member acquisition, increased market penetration, revenue growth, profitability, and long-term business expansion.
• Evaluate emerging market trends, competitive threats, and business opportunities and implement strategies that support sustainable growth and competitive advantage.
• Drive achievement of annual sales, revenue, membership growth, retention, and profitability goals across all business units.
• Build and foster a high-performance sales culture focused on consultative selling, relationship development, member service excellence, accountability, and goal achievement.
• Create a culture of accountability, engagement, continuous improvement, and professional development.
• Identify opportunities for enhancement through procedural updates, service modifications, and the introduction of new initiatives or developments.
• Analyze financial results, operational metrics, and market performance to identify opportunities for growth, process improvement, and enhanced member experience.
• Develop and execute strategies that improve profitability, operational efficiency, service delivery, and overall business performance.
• Prepare and present monthly and quarterly business performance reports, including sales production, profitability, retention metrics, and strategic initiatives, to Executive Leadership and the Holding Company Board of Directors.

Qualifications

• Minimum 10 years of experience in the financial services industry and/or Insurance executive leadership.
• Bachelor’s degree in business administration, Finance, or related field preferred.
• Florida General Lines Agent Insurance License (2-20) preferred.
• Experience in insurance, title, real estate, financial services, or related regulated industries preferred.
• Experience developing and coaching leaders, sales professionals, and high-performing teams.
• Demonstrated success leading sales organizations, business development teams, or revenue-generating business units.
• Proven track record of achieving revenue growth, market expansion, customer acquisition, and retention objectives.
• Strong understanding of sales management principles, performance metrics, pipeline development, and consultative selling practices.
• Excellent organization, prioritization, and analytical skills to effectively manage areas of responsibility and attain organizational goals.
• Excellent written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, government regulators, the Board of Directors, and senior executive leadership.
• Ability to analyze and resolve complex problems or situations requiring broad-based solutions impacting multiple business units or functions.
• Extensive knowledge and understanding of regulatory compliance.
• Extensive knowledge and understanding of credit union computer systems and software applications required to perform job duties.