Chief Delivery Officer

Job Description

As a key contributor on the senior leadership team, share the responsibility for strategically guiding the overall performance of PenFinancial.

Act as a key advisor to the CEO and senior team. Provide strategic leadership, create and oversee the retail operations strategy including retail and commercial delivery, wealth and contact centre department leadership.

Contribute to establishment and direction of strategic priorities for the credit union while being responsible for delivery strategies to support the achievement of established measurements.

Oversee the development and maintenance of a profitable, growing and diversified portfolio of retail and commercial loans, deposits, and auxiliary products.

Differentiating Accountabilities :

• Share the responsibility for strategically guiding the overall performance of PenFinancial. Act as a key advisor to the CEO and senior team.
• Responsible for leading the strategic direction and achieving sales, operational and financial goals for the retail and commercial delivery network, Wealth and Contact Centre Departments.

Responsible for planning, organizing and directing all divisions of activities to achieve or exceed established goals, operational efficiencies, FTE, establishment of processes and corporate objectives, implementing best practices, maintaining excellent member and vendor relationships, internal team building, margin and revenue growth, risk management, internal and external audit and regulatory functions.

Proactively coach to support the personal growth and development of direct reports and related teams and implementation of related training to support the achievement of goals and ensure efficiency and simplicity of processes;

conduct meaningful performance discussions to enable self-awareness and reflection with documentation of regular coaching and performance discussions.

• Develop a highly engaged, diverse and capable team to execute departmental plans / strategies and build strong relationships with others / members.
• Support performance management processes and participate in the recruitment process. Apply management and communication practices that encourage change management, talent attraction and retention, skills development, employee engagement and diversity and that are consistent with PenFinancial’s values.
• Create, formulate and recommend branch models that support the strategic direction of the credit union. Implement necessary changes to the organization to facilitate its growth, development and overall corporate strategy
• Collaborate with functional leaders to guide retail and commercial product development (including pricing and features), processes, conduct business intelligence, and implement to provide profitable and competitive service offerings in accordance with overall business objectives.
• Lead compliance, collection, recovery and internal control activities for all areas of responsibility.
• Perform other assigned responsibilities.

Qualifications

Bachelor’s Degree from an accredited four-year college or university in business administration, finance or related field required;

advanced degree in banking or related field or Masters in Business Administration or related field is preferred.

• CFP / PFP is an asset.
• Minimum of ten (10) years job related experience in a leadership role at a credit union or financial institution, including 8 years managing financial products and services sales
• Strong financial and business acumen with proven success in collaboratively developing and overseeing the execution of corporate strategy.
• Thorough understanding of retail and commercial banking loan underwriting and deposit products and operations.

Additional Information

To learn more visit https : / / www.penfinancial.com / careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.