Job Description

Approaching $500 Million in Assets located in beautiful Tampa, FL, Trax Credit Union has over 45,000 members, 9 branches, an amazing employee culture, strong history of member service excellence and is one of the most respected financially sound organizations in the area. The vision at TRAX is to empower their members to embrace their financial wellbeing each and every day. Trax wants you to make your life journey count and their mission is to enrich the lives of their members by providing quality financial services within the credit union philosophy of people helping people while maintaining a strong financial foundation.

Trax Credit Union is in search of a strategic, data-driven and people-focused individual to join their organization as the next Executive Vice President . Reporting to the CEO, The EVP serves as a key member of the credit union's executive leadership team, responsible for driving strategic initiatives, fostering organizational growth, and ensuring operational excellence. Reporting directly to the CEO, the EVP plays a critical role in aligning the credit union’s vision with its day-to-day operations, preparing for long-term success, and providing leadership across all areas of the organization.

Key Responsibilities

Strategic Leadership

• Lead efforts to ensure a seamless transition to a complex credit union designation, including managing compliance with risk-based capital requirements and aligning strategic objectives with operational plans.
• Collaborate with the CEO to define and implement long-term strategic goals, including field-of-membership expansion, mergers, and market positioning.
• Develop and oversee a robust enterprise risk management (ERM) program, ensuring risks are proactively identified, assessed, and mitigated, while embedding ERM principles into organizational decision-making.

Operational Excellence

• Oversee operations with a focus on agile methodologies, process optimization, and scalability to meet the challenges of a complex credit union environment.
• Leverage data analytics and predictive modeling to enhance efficiency, member satisfaction, and organizational performance.
• Ensure adherence to regulatory requirements, proactively preparing for examinations and maintaining compliance with evolving industry standards.

People Leadership and Talent Development

• Design and implement a comprehensive talent development strategy to attract, retain, and grow top talent across all levels of the organization.
• Champion succession planning by identifying and mentoring high-potential employees for leadership roles, ensuring a steady pipeline of capable leaders.
• Act as a cultural ambassador, fostering trust, collaboration, and a unified sense of purpose throughout the organization.
• Drive initiatives to re-establish and enhance organizational culture following periods of change or high turnover, ensuring alignment with the credit union’s values and strategic objectives.

Member-Centric Leadership

• Promote a member-first culture by implementing strategies to improve member retention, engagement, and satisfaction.
• Champion diversity, equity, and inclusion (DEI) initiatives, fostering a workplace culture that reflects the credit union’s commitment to its members and employees.
• Enhance member processes and experiences through journey mapping to identify and address pain points, ensuring seamless and efficient interactions.

Technology and Innovation

• Oversee technology innovation efforts, ensuring continued advancements in fintech integrations, digital banking enhancements, and cybersecurity improvements to align with member needs and organizational goals.
• Provide strategic oversight of technology initiatives, holding teams accountable for delivering innovative solutions that improve member experience and operational efficiency.

Financial Leadership

• Manage financial performance through effective capital planning, asset-liability management, and the identification of alternative revenue opportunities.
• Ensure the credit union’s financial sustainability by optimizing loan portfolios and balance sheet management.

Community and Brand Representation

• Represent the credit union in community initiatives, public relations efforts, and industry advocacy to enhance its reputation and influence within the financial sector.

Performance Expectations

• Drive measurable improvements in employee engagement and retention.
• Ensure compliance with regulatory requirements and industry standards.
• Deliver operational efficiencies through strategic process improvements and technology adoption.
• Contribute to sustainable financial growth and member satisfaction through strategic leadership.

Qualifications

• Proven executive leadership experience in the financial services or credit union industry, with a focus on strategic planning, operations, and talent development.
• Strong understanding of risk-based capital requirements, regulatory compliance, and enterprise risk management.
• Demonstrated ability to drive organizational culture change and build high-performing teams.
• Exceptional communication, analytical, and decision-making skills.
• Bachelor’s degree in business administration, finance, or a related field; advanced degree or professional certification (e.g., CUDE, CCE) preferred.

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