AVP, Core & Applications

Truity Credit Union•Bartlesville, OK

About The Position

The AVP, Core & Applications assists the VP, Core & Applications in providing strategic direction, operational leadership, and disciplined execution across the core banking platform, enterprise applications, automation, workflow, contact center, omnichannel communication, and approved artificial intelligence technologies. The position leads the Applications staff and oversees daily operations, projects, vendors, governance, security, system reliability, and continuous improvement to keep technology services stable, accessible, secure, and aligned with organizational objectives. Working collaboratively across the Credit Union, the AVP translates business needs into practical technology solutions, improves operational processes and member and employee experiences, and advances responsible integration of AI-enabled capabilities within established security, risk, compliance, and human-oversight requirements. The role also serves as a delegated backup for the VP, Core & Applications, as assigned.

Requirements

Seven to ten years of similar or related experience, including at least three years of leadership, supervisory, or significant lead experience.
A four-year college degree or an equivalent combination of education, training, certifications, and relevant work experience.
Knowledge of core banking platforms, business applications, integrations, and financial institution operations.
Knowledge of enterprise automation, workflow design, process improvement, and operational efficiency.
Knowledge of contact center and omnichannel communication technologies.
Knowledge of AI-enabled workflow technologies, responsible AI practices, and appropriate business use.
Knowledge of application security, privacy, access controls, risk management, and technology governance.
Knowledge of project, portfolio, change, and vendor management principles.
Knowledge of technology procurement, contract negotiation, and third-party service management.
Knowledge of disaster recovery, business continuity, incident management, and service delivery practices.
Ability to lead, motivate, coach, develop, and evaluate employees.
Ability to set priorities and translate organizational objectives into practical plans and deliverables.
Ability to analyze business processes, technical issues, risks, and operational efficiencies.
Ability to evaluate technology solutions and make sound, timely recommendations and decisions.
Ability to lead cross-functional initiatives and facilitate productive project and stakeholder discussions.
Ability to prioritize competing projects, requests, incidents, and operational responsibilities.
Ability to read, interpret, and apply complex business and technical information.
Ability to develop and present proposals, business cases, reports, and executive-level communications.
Ability to build effective relationships with employees, vendors, leadership, and other stakeholders.
Skills in people leadership, coaching, performance management, and team development.
Skills in strategic planning, portfolio prioritization, and project leadership.
Skills in workflow design, process mapping, automation, and continuous improvement.
Skills in technical troubleshooting, incident escalation, and problem resolution.
Skills in requirements development, documentation, facilitation, and presentation.
Skills in vendor relationship management, contract negotiation, and service oversight.
Skills in clear communication, collaboration, and effective decision-making.
Regular attendance and timeliness are essential functions of the position.
The role regularly requires sitting or standing for a significant period and manual dexterity; occasionally requires reaching above or below normal body position, stooping or bending, and carrying, lifting, or moving objects up to 25 pounds.
A normal range of hearing, vision, and speech is required to work effectively with co-employees and members.
Maintain confidentiality regarding non-public information about members and the Credit Union.

Nice To Haves

Experience with core banking platforms, business applications, automation, workflow, contact center, omnichannel communications, or process improvement in a financial institution.
Experience managing employees, vendors, cross-functional projects, and enterprise technology initiatives.
Familiarity with AI-enabled workflow software or experience evaluating and implementing emerging technologies.
ITIL certification.
PMP certification.

Responsibilities

Assist the VP, Core & Applications in setting strategic direction and provide operational leadership across core banking, enterprise applications, automation, workflow, contact center, omnichannel communication, and approved AI technologies.
Oversee the reliability, stability, security, performance, accessibility, and continued advancement of the core banking platform and assigned business technologies.
Lead, supervise, coach, and develop Applications staff, including setting expectations, supporting professional development, and preparing succession plans and annual performance appraisals.
Translate organizational strategy and business objectives into technology roadmaps, priorities, resource plans, and measurable work programs.
Partner with business units to gather and validate requirements, evaluate solutions, and coordinate solution architecture and design.
Analyze business processes, data flows, and operating practices to improve efficiency, reduce manual effort and costs, strengthen controls, and improve member and employee experiences.
Identify practical opportunities for AI, machine learning, intelligent automation, and natural-language technologies in business processes and workflows.
Oversee evaluation, testing, implementation, integration, governance, monitoring, and support of approved AI-enabled solutions with relevant stakeholders.
Ensure AI-enabled solutions meet requirements for data protection, accuracy, transparency, human oversight, access control, regulatory compliance, performance monitoring, and organizational risk.
Promote responsible use of approved AI to support application development, testing, documentation, incident analysis, knowledge management, workflow optimization, and operational decision support.
Coordinate core banking releases, application upgrades, integrations, new programs, infrastructure dependencies, and technology enhancements while minimizing disruption and risk.
Establish requirements, technical specifications, testing standards, acceptance criteria, and implementation plans for development efforts and process improvements.
Lead application architecture, system integration, data exchange, API management, application lifecycle management, and technical standardization across assigned platforms.
Evaluate platform and application capabilities; research requested modifications; and prepare recommendations, proposals, cost estimates, implementation approaches, and business cases.
Lead cross-functional initiatives and project teams, ensuring clear ownership, communication, timely decisions, risk management, and successful delivery.
Prioritize projects, enhancement requests, technical debt, support responsibilities, and application initiatives in partnership with business leaders and within organizational capacity.
Establish measures and reporting for reliability, accessibility, incident resolution, project delivery, vendor performance, process improvement, AI-enabled outcomes, and member and employee impact.
Manage vendor relationships, contracts, licensing, support performance, service-level expectations, technology roadmaps, and escalations.
Evaluate vendor AI capabilities, data-use practices, model dependencies, contractual protections, security controls, regulatory considerations, and long-term risks.
Establish and maintain application security, identity and access controls, segregation of duties, change controls, development standards, data governance, and technology governance.
Ensure assigned platforms and processes comply with Credit Union policies, regulatory expectations, audit requirements, information security standards, and risk-management practices.
Maintain accurate and accessible policies, procedures, system documentation, architectural diagrams, process maps, operational runbooks, recovery documentation, and end-user support materials.
Oversee investigation and resolution of incidents, recurring problems, and end-user issues involving assigned platforms, applications, integrations, automation, workflows, AI solutions, and communication technologies.
Coordinate disaster recovery testing, application recovery validation, resilience planning, and business continuity activities for assigned platforms and services.
Establish service expectations and operating practices that promote quality, accountability, innovation, disciplined execution, and continuous improvement.
Build understanding of application capabilities, automation, and responsible AI through communication, education, documentation, and stakeholder partnership.
Hold regular meetings with direct reports, support employee development, provide timely performance feedback, and complete annual appraisals.
Serve as a trusted leadership resource and delegated backup for the VP, Core & Applications, as assigned.
Perform other duties and responsibilities as assigned.
Complete applicable compliance training and testing and pursue professional development through training, education, and self-study.
Follow regulatory and policy compliance requirements, including BSA, OFAC, AML, Identity Theft Red Flags, and related policies; maintain confidentiality of non-public member and Credit Union information.