Regional Vice President

Description

General Summary (What is done and why)

The Regional Vice President develops and executes integrated marketplace business and marketing plans driving sales, service and business development initiatives to achieve market growth aligned with strategic business objectives and overseeing the branches in the marketplace.

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)

1. Develop and execute the marketplace business plan, and facilitate the development of the regional marketing plan, translating corporate strategic objectives into efficient and effective sales, service and business development initiatives. Ensure integration of the marketplace business and marketing plans with all other functional business units in collaboration with peer leadership.  Implement profitability, productivity and service quality metrics to measure execution results against the business and marketing plans, and report periodic progress to the Strategic Leadership Team (SLT). Provide input and feedback on the planning and implementation of business plans and operational results of other functional areas of the Credit Union. Participate in ongoing strategic planning activities with the SLT and the Board of Directors.  Time: 25%

1. Develop and maintain key member, business, and community relations by strengthening current and developing new relationships, and act as an advisor to United FCU members.  Time: 25%
2. Drive organizational development initiatives to achieve corporate growth objectives while ensuring productive, respectful work environments, adherence to United Values, effective change management, and cultural transformation/alignment. Recruit, develop and coach staff to achieve human capital management, leadership succession, and sales/service goals.  Time: 15%
3. Monitor the overall quality of the regional marketplace loan portfolio to meet credit quality and long-term strategic loan loss objectives. Work effectively with loan underwriting and operations to build loans within underwriting guidelines; make balanced decisions on credit exceptions within the regional marketplace and maintain accountability for exception portfolio performance.  Time: 15%
4. Ensure the Credit Union’s compliance with all applicable federal and state laws/regulations. Ensure regional market compliance with all credit union policies and procedures.  Time: 10%
5. Recommend and implement policies and procedures to achieve business and marketing plan objectives.  Time: 5%
6. Prepare and monitor annual budgets for assigned responsibilities. Review regional marketplace financial reports and adjust tactical initiatives as needed to achieve P&L, sales/service and growth goals.  Time: 5%

Qualifications

Education (Minimum education required to perform the duties of this position)

• Bachelor's degree in business, finance or a related field or two years of related work experience required.

Experience (Minimum experience required to perform the duties of this position)

In addition to the education requirement:

• Minimum of 5 years progressively responsible experience in financial institution management required. 
• Experience in analysis of business operations, sales, and financial performance preferred.
• Management experience in a multi-location business environment preferred.
• Previous experience in effective underwriting or credit decision authority preferred.
• Experience in business development preferred.
• NMLS registration required.

Knowledge, Skills and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)

• Strong personal commitment to member service.
• Effective, professional verbal communication skills.
• Highly developed, polished written communication skills.
• Demonstrated record achieving sales/business growth objectives, proven track record of exceptional sales motivation and coaching.
• In-depth understanding of credit union financial drivers.
• Skilled at reading, interpreting and making decisions from financial statements.
• Demonstrated personal computer literacy.
• Demonstrated presentation and public speaking skills.
• Demonstrated effectiveness as a change agent.
• Track record embracing process improvement, including innovative application of technology solutions to business problems.
• In depth knowledge of State/Federal laws pertaining to financial institutions/credit unions.
• Skilled at building an effective, performance-oriented team.
• Demonstrated technical knowledge in talent acquisition, performance management, and effective employee relations.
• Demonstrated managerial coaching skills.
• Working knowledge of budgeting and analysis of financial data.

Required Competencies

• Managing Through Systems
• Total Work Systems
• Demonstrates Courage
• Customer Focus
• Integrity & Trust
• Self-Development
• Business Acumen
• Developing Direct Reports & Others
• Organizational Agility
• Strategic Agility
• Managing Vision & Purpose
• Building Effective Teams

Mental Requirements

• High level of decision making in ambiguous environment.
• Ability to consider and articulate business principles and dynamics in conceptual context, as well as distill relevant tactical options and possibilities.
• Ability to analyze the gaps between current situations/systems and future vision.
• Ability to understand complex business issues and make appropriate application and interpretation using judgment and reasoning to balance risk and achieve business plan objectives.
• Problem solving in difficult situations, such as team process issues.
• Ability to listen and respond with empathy.
• Ability to prioritize assignments with competing resources.

Tools and Equipment Used

• All available general office equipment as needed.
• All available computer software and hardware as needed.

Working Relationships/Contacts (Positions with which incumbent has frequent contact)

• Daily, personal contact with Credit Union Officers, Managers and staff.
• Daily, personal/written/phone contact with members, business leaders, and community representatives.
• Daily, personal/written/phone contact with other operational and business units within the credit union.

Physical Demands (Physical effort generally associated with this position)

Work involves standing and walking for brief periods of time, but most work is done from a seated position.  There is potential for eyestrain from reading detailed printouts and computer screen.  Deadlines, workloads and pressure to achieve goals may cause increased stress levels.

Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)

Internal - Work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited.  Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc).  No known environmental hazards are encountered in normal performance of duties.  Length of day is unpredictable; long hours may be required to accommodate deadlines, Board and committee meetings.

External – Periodic overnight travel is required; however, information on environmental conditions is not available.

EOE/Vets/Disability