PRIMARY RESPONSIBILITIES

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and ensure that new employees understand and embrace these core values.
• Partner with CFO to ensure that culture and organization goals and objectives are being effectively and appropriately influenced through this role.
• Provide leadership, direction, guidance, and coaching, performance evaluations, training, motivation, and discipline to direct reports.
• Develop objectives for direct reports consistent with operating plans, monitor progress toward achievement of objectives, and engage in a regular dialogue with direct reports on progress toward objectives.
• Monitor and maintain the department work environment to ensure employee engagement and job satisfaction.
• Ensure that all direct reports understand the overall company objectives as well as their individual and team objectives and that they work together to achieve the stated objectives. Be available to help resolve conflicting objectives. Reinforce continuously respectful communication between all departments.
• Emphasize and promote professional and ethical conduct.
• Leads the annual budget preparation. Monitors ongoing progress of annual budget.
• Responsible for balance sheet and income statement forecasting. Inform senior personnel of results and recommendations.
• Calculate, monitor, and forecast interest rate risk under multiple interest rate scenarios and other asset and liability risk exposures leveraging a variety of tools and techniques including simulation models, economic analysis, and market research.
• Provide clear explanation of key drivers for changes in risk profile through analysis and reporting of monthly balance sheet interest rate risk and liquidity risk.
• Oversees secondary market pricing and lock desk.
• Compile data from internal and external sources for ad hoc and reoccurring reports, analyze and validate data, develop reports, and presentation materials that effectively communicate financial performance, risks, and strategy recommendations.
• Responsible for loan loss analyses. Recommend methodology and provision amounts, following U.S. accounting standards.
• Communicate with managers and staff to resolve complex financial related issues.
• Troubleshoot and escalate complex issues that may be vaguely defined and require immediate attention.
• Performs other duties as assigned.
• Follow policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.

Experience

• 7-10 years related work experience, FI preferred

Education

• Bachelors or better

Behaviors

• Leader: Inspires teammates to follow them
• Functional Expert: Considered a thought leader on a subject
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well