SVP Marketing

Senior Vice President of Marketing Opportunity at Orange County's Federal Credit Union

Compensation: Final offers are based on qualifications, experience, and internal equity. The anticipated range for this role is $225K - $299K annually.

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

At Orange County's Federal Credit Union, we believe banking should be simple, human, and meaningful. For more than 85 years, we've built trusted relationships that empower our members and strengthen our community-because we exist for people, not for profit.

With $2.5+ billion in assets, 140,000+ members, and a legacy of excellence, we're proud to be voted the Orange County Register's Best Credit Union for several consecutive years and honored with the Peter Barron Stark Award for Workplace Satisfaction, based on employee voices.

Now, we're looking for a visionary, hands-on executive leader to help shape the future of our member experience.

Position Summary

The SVP of Marketing must be able to work well in a dynamic, growth oriented, and Member-centric environment. This leader will oversee the Marketing and Member Experience teams. The centralization of these teams' functions and creating efficiencies cross-functionally between the groups is key as the organization continues to scale.

In addition to excellent leadership abilities and industry acumen, the SVP will need to possess outstanding interpersonal skills with a track record of success building teams, gaining buy-in, and influencing positive organizational change. The ideal candidate will bring a demonstrated history of success leading dynamic teams in a high growth environment; possessing a hands-on proactive style that delivers solutions to support the business and its members. This Member-centric leader plays an instrumental role in the growth and evolution of the Credit Union.

Under minimal direction, the SVP develops alignment and delivers on a vision and strategy for marketing transformation in a digital and innovation-driven world, with the ability to strategically plan and roadmap for the future. Leads execution of strategies, brand and reputation management, customer insight, content customization, and optimization to drive highly targeted growth campaigns and activities. Designs, delivers, and monitors Member-centric innovation, product development, and business growth, and collaborates closely with peers and business partners.

Essential Functions:

• Leads the Marketing and Member Experience teams and directs the strategy, roadmaps, and performance.
• Participates in the decision-making process as a member of the executive team and serves on the Asset & Liability Committee (ALCO), Security Committee, Senior Management Team, Portfolio Management Committee, and Enterprise Risk Management Committee.
• Monitors and ensures membership growth via on-boarding strategies and maintains a focus on retention of existing members. Plans for the future growth and development.
• Continually examines member needs and concerns across all delivery channels and recommend changes that will result in easier and improved Member experiences.
• Implements a service and sales culture throughout the Credit Union to promote membership growth.
• Establishes and coordinates sales and pricing, marketing strategies, member growth plans, programs, and functions to achieve origination, income, ROA, and deposit targets.
• Ensure member service standards exceed expectations.
• Identifies opportunities to use data and predictive analytics that will result in greater Member product penetration and deeper relationships across a variety of channels.
• Provides leadership to continue the development of the Credit Union's brand across all channels, products, and services to best meet the needs of current and future members.
• Oversees the Credit Union's financial inclusion strategy to help the low-income population; including the strategic oversight of the Credit Union's CDFI and LID certifications and grant programs.
• Oversees the Voice of the Member (VoM) strategy to ensure Members' needs are at the core of the product development lifecycle.
• Enhances decision-making, prepares and interprets analysis and reporting from each department, where necessary, to executive leadership team, board members, and regulatory agencies.
• Fosters a culture of Associate engagement, excellence, evolving best practices, a thriving culture, and accountability.
• Selects, develops, motivates, and coaches Associates to achieve Credit Union goals.
• Evaluates work performance of Associates through timely and regularly scheduled coaching sessions and reviews; determines promotions, salary adjustments and corrective actions.
• Promotes relationship building with Members, including the identification of growth opportunities, and facilitates consultative cross-selling of products and services to members and potential members via all delivery systems.
• Collects and analyzes information from internal staff, member surveys, and industry research to recommend and determine marketing and member experience approaches for content and functionality.
• Maintains current knowledge of policies and procedures and laws and regulation changes which impact the Credit Union and communicates this knowledge to the executive team to initiate changes. Advises Associates of the changes and ensures compliance.
• Develops annual budgets and business plans including planning, forecasting, and full profit/loss responsibility.
• Research, recommends, and manages planning negotiation and contracts.
• Monitors competitors' to ensure the Credit Union is taking advantage of trends and provides data to make business decisions.
• Analyzes various statistics and the use of technologies across all areas of operation and makes recommendations for the efficient operation and growth of the Credit Union.
• Interfaces at all levels of the organization, community and industry.
• Interacts positively with other departments to build working relationships for self and team members.
• Fosters staff development through modeling, mentoring and coaching.
• Utilizes tact and good judgment to resolve issues and supports associates with difficult situations.

Associate Expectations:

• Consistently practices the Service Philosophy of "Put People First" exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences.
• Cross sells and promotes credit union products and services as opportunities arise.
• Exhibits the Leaders at All Levels concept of Leading yourself, Leading Up, Leading across Teams, and Leading the Team.
• Utilize personal Strengths to contribute to the Team and the credit union's success, and exercise awareness of, and utilize the strengths of others.
• Possesses knowledge of, and complies with Bank Secrecy Act (BSA), monitoring and reporting suspicious activity and completing Currency Transactions Reports (CTRs) when appropriate.
• Effectively conveys information. Communicate with immediate supervisor and the team keeping others advised of progress and/or situations.
• Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization.
• Supports and contributes to the credit union's strategic plan, mission, vision, and values.
• Maintains good housekeeping, safety and security measures.
• Displays professional appearance.
• Utilizes stress in a productive manner and works well under pressure.
• Cooperates with supervisor and with other credit union associates. Projects good will and a positive credit union image.
• Complies with all Orange County's Federal Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training.
• Has regular and predictable attendance which is essential.
• Cares for equipment and follows proper guidelines for use.

Leadership:

Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following:

• Thinks strategically
• Executes for results
• Leads talent
• Develops personal proficiencies
• Fosters a shared equity of power
• Is self-regulating and has strong impulse control
• Exercises emotional intelligence
• Facilitates, not controls
• Inspires commitment
• Exhibits business financial acumen

Qualifications:

Experience / Training / Education:

• Bachelor's degree required, Master's degree preferred.
• A minimum of fifteen (15) years combined retail/consumer banking experience with proven sales and people management skills.
• Strong management acumen and a proven track record of serving as a change agent by formulating and executing growth-oriented strategic plans that drive exceptional performance.
• Demonstrated leadership experience and impact in:
• Building leadership teams
• Performance management
• Cost/benefit analysis of existing products and services
• Regulatory compliance
• Senior level and board level interaction

Knowledge / Skills / Abilities:

• Possess the ability to articulate the mission, goals, and priorities strategically and within the context of the Credit Union's long-term objectives.
• Core competency of building and continually improving systems/platforms consisting of strategy, processes, metrics, roles/responsibilities, and rewards.
• Possess collaborative decision-making abilities to forge successful partnerships across organizational boundaries, at both senior and operational levels.
• Strong problem-solving and analytical skills. Ability to proactively identify issues and inter-dependencies, and to devise effective solutions.
• Possess a clear vision of the consumer marketplace and products and services.
• Ability to recognize opportunities to utilize existing and emerging technologies to maximize effectiveness and profitability.
• Influencing and Negotiating - Outstanding capability to work within, and through, teams with sensibility. Serve as a change agent with an open and flexible approach.
• Process Management/Performance Management - High competency in managing resources and projects to achieve goals with attention to detail, commitment to timing, and within the framework of available resources. Strong ability to set clear and measurable objectives, delegate responsibility, differentiate performance, reward and recognize outstanding performance, and take appropriate action to correct low performance.
• Communication - Outstanding verbal and written communication abilities with strong presentation skills. Excellent ability to sell sales strategies throughout the Credit Union generating excitement, enthusiasm, and commitment - helping others to get a clear picture.
• Creative Thinking - Excellent skills to innovate and reorder elements. High capability to generate new ideas and implement them with overall organizational goals in mind, as well as to take advantage of emerging opportunities.
• Thorough understanding of state and federal regulations as they relate to marketing.
• Knowledge of credit union rules, regulations, and policies.
• Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level.
• Ability to accurately perform mathematical calculations.
• Ability to create and maintain accurate reliable records.
• Requires excellent follow-through skills, member relations skills, and sound business judgment.
• Ability to handle multiple priorities with excellent organizational skills.
• Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively.
• Ability to interface with others in a positive and professional manner.
• Goal-oriented with a desire to work in a fast-paced and results-driven environment.
• Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.

Orange County's Federal Credit Union is an Equal Opportunity Employer.

All offers of employment are contingent upon successful completion of pre-employment screenings, including background and credit checks.