Job Type
Full-time
Description
Come join Heritage Financial Credit Union's Executive Team as the Chief Operating Officer
Here's a little about us:
- Provide executive leadership and direction for enterprise operations, technology, innovation, and service delivery functions, ensuring alignment with organizational strategy and values.
- Translate strategic priorities into executable operating plans, performance objectives, and measurable outcomes across all operational areas.
- Establish and maintain enterprise-wide operational standards, governance frameworks, and accountability structures.
- Serve as a key advisor to the CEO, EVP, and the Board on operational performance, capacity, operational risk, and readiness.
- Provide executive oversight of the Information Technology function through the AVP of IT, ensuring technology strategy, architecture, cybersecurity, disaster recovery, and service delivery effectively support business objectives.
- Ensure strong governance over vendor management, system integrations, data security, and regulatory technology expectations (e.g., FFIEC).
- Champion the use of technology, automation, and AI-enabled solutions to enhance efficiency, reduce risk, and improve member and employee experience.
- Oversee Credit Union Operations & Innovation through the VP of CU Ops. & Innovation, ensuring seamless integration of Branch Operations, Systems Administration, Security & Facilities, Project Management, and Business Intelligence.
- Ensure operational scalability to support growth, new initiatives, and evolving member needs.
- Drive enterprise process improvement, re-engineering, and standardization to eliminate inefficiencies and improve service quality.
- Provide executive sponsorship for cross-functional initiatives, ensuring clear prioritization, disciplined execution, and delivery of outcomes.
- Ensure a mature, standardized project management and prioritization framework is in place to support strategic and operational initiatives.
- Oversee enterprise data governance, business intelligence, and analytics capabilities to enable data-driven decision-making.
- Establish and monitor key performance indicators (KPIs), operational metrics, and dashboards to track progress, identify trends, and inform leadership decisions.
- Partner with the CEO, EVP, and executive leadership to ensure operations are aligned with the Credit Union’s risk appetite, internal controls, and regulatory requirements.
- Proactively identify operational, technology, and execution risks; ensure mitigation plans are developed, tracked, and executed.
- Support audit, examination, and compliance activities by ensuring operational readiness, documentation, and remediation discipline.
- Build, mentor, and lead a high-performing operational leadership team, fostering accountability, collaboration, and continuous improvement.
- Develop succession plans and leadership pipelines across operational and technology functions.
- Promote a culture of ownership, service excellence, innovation, and professional growth.
- Ensure staffing models, skills, and capabilities are aligned with current and future organizational needs.
- Reinforce a strong member-centric mindset across all operational and technology teams.
- Ensure clear, consistent communication with internal stakeholders, executive leadership, and external partners.
- Model the Credit Union’s values and Great Worthy Cause in leadership approach, decision-making, and execution.
Requirements
EDUCATION/CERTIFICATION:
Bachelor’s degree required; advanced degree or relevant professional certifications preferred. A combination of education and commensurate experience will be considered. Minimum of 10 - 15 years of progressive leadership experience financial services operations, technology, and enterprise execution roles. Prior experience in a credit union or community bank environment, preferably $500MM-$2B in assets.
KNOWLEDGE:
Strong understanding of financial services operations, technology enablement, and regulatory expectations.
SKILLS/ABILITIES:
- Demonstrated experience presenting to Boards of Directors and working with regulators.
- Demonstrated experience leading complex, multi-functional organizations within a regulated environment.
- Proven ability to translate strategy into disciplined execution.
- Exceptional leadership, communication, and change management capabilities.
- Track record of driving operational excellence, change management, and data-driven decision making.
Benefits:
- Paid Time Off & Paid Federal Holidays
- Medical, Dental, Vision & Life Insurance
- Employee Assistance Program
- Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)
- Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services
- BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more)
- CareNet - benefits concierge service
- 401(k) with 5% Employer Match
- Educational Assistance
- Paid Time to Volunteer
- HFCU Logo-wear (that our employees wear with pride!)
Equal Opportunity Statement
Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.