Chief Executive Officer Job at SRI FEDERAL CREDIT UNION, Menlo Park, CA

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  • SRI FEDERAL CREDIT UNION
  • Menlo Park, CA

Job Description

SRIFCU seeks a visionary and strategic leader to serve as Chief Executive Officer. We are looking for an experienced financial executive who can drive organizational excellence while maintaining strict regulatory compliance and fostering community relationships. The ideal candidate will bring fresh perspectives to our strategic direction while preserving our commitment to member service and financial stability.

SRIFCU has been ranked (Return of the Member score): 

  • #1 in California out of 252 credit unions
  • #1 in our peer group ($100 to $250 Million in asset size) nation-wide out of 696 credit unions
  • #5 overall in the United States out of 4,566 credit unions

Position Overview

The CEO will provide executive leadership and strategic direction to SRIFCU, ensuring operational excellence, regulatory compliance, and sustainable growth. This role requires a strong background in financial management, regulatory compliance, and organizational leadership, with a proven track record of successful project implementation and team development.

Essential Responsibilities

Strategic Leadership & Vision

* Develop and execute strategic plans aligned with SRIFCU's mission and goals

* Lead innovation initiatives in digital banking services and member experience

* Build and maintain strong relationships with the Board of Directors, providing regular updates on strategic initiatives and organizational performance

* Represent SRIFCU to regulatory agencies, industry partners, and community stakeholders

Financial Management & Compliance

* Ensure robust financial performance through effective oversight of operations, investments, and risk management

* Maintain strict compliance with NCUA regulations and other applicable laws

* Direct the preparation and submission of all required regulatory reports

* Oversee internal controls and audit processes

* Monitor and optimize the credit union's financial health through strategic planning and risk assessment

Operational Excellence

* Lead the modernization of banking systems and digital services

* Oversee all operational aspects including online banking, mobile banking, and website functionality

* Implement and maintain effective policies and procedures across all departments

* Ensure excellent member service delivery and satisfaction

Team Leadership & Development

* Build and mentor high-performing teams

* Foster a culture of continuous improvement and professional development

* Implement succession planning and talent development programs

* Drive employee engagement and organizational effectiveness

Qualifications

Required

* Bachelor's degree in Business, Finance, or related field (MBA preferred)

* Minimum 10 years of senior management experience in financial institutions

* Extensive knowledge of NCUA regulations and credit union operations

* Proven track record in strategic planning and project management

* Strong understanding of risk management and compliance frameworks

* Excellent communication and leadership skills

* Demonstrated success in financial management and business growth

Preferred

* MBA or advanced degree in related field

* Experience with digital transformation initiatives

* Previous credit union executive experience

* History of community involvement and relationship building

Core Competencies

* Strategic thinking and execution

* Financial acumen and analytical skills

* Regulatory compliance expertise

* Change management

* Team building and leadership

* Project management

* Risk management

* Communication and presentation skills

* Technology and innovation mindset

Working Conditions

* Full-time executive position

* Regular Board meeting attendance and preparation

* Some travel required for industry events and regulatory meetings

* Flexible schedule to accommodate credit union needs

SRIFCU is an Equal Opportunity Employer. We offer a competitive compensation package including benefits, retirement plans, and professional development opportunities.

Qualified candidates should submit their resume, cover letter, and references for consideration.

Job Tags

Full time, Flexible hours,

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