Retail Delivery and Experience - VP - Advisory Services Officer

Golden 1 Talent Acquisition Team•Sacramento, CA

28d•Hybrid

About The Position

The Vice President – Advisory Services Officer is a key member of the Retail Delivery and Performance team, responsible for recruiting, expanding, and scaling advisory services across California to accelerate growth in non-interest income, while supporting broader organizational growth and member financial wellbeing objectives. The Vice President serves as a leader in shaping Golden 1’s advisory, growth strategies, while ensuring strong risk management, regulatory compliance, and operational discipline. This role Provides senior leadership and strategic direction for Investment Services, Insurance Services, and other assigned Retail and Advisory Services, driving sustainable and safe growth and exceptional service to Golden 1’s members, communities, and employees. Reporting to the SVP – Retail Member Service and Performance, this role serves as a visionary leader, ensures alignment with organizational goals, and fosters a culture of growth, innovation, accountability, and continuous improvement.

Requirements

Bachelor’s degree in a related field or equivalent work experience.
Minimum of seven years of experience in a financial institution in a management capacity (or related discipline), including three years in a senior leadership capacity.
Strong leadership skills, presentation skills, knowledge of branch operations, internet and remote banking products, sound knowledge of compliance and banking regulation.
Mastery of service techniques and practices in a financial services environment.
Strong understanding of coaching methodologies, leadership assessments, and high impact development program design.
Skilled in executive coaching, facilitation, and delivering development experiences for senior audiences.
Ability to translate business needs into targeted leadership development solutions that strengthen capability, readiness, and succession pipelines.
Strong analytical skills to evaluate program effectiveness, use data to inform decisions, and continuously refine development initiatives.
Expertise in developing scalable programs that drive measurable behavior change and improve leadership effectiveness.
Proven ability to lead cultural and organizational change with agility, collaboration, and strategic thinking.
Exceptional communication, collaboration, and stakeholder influence skills across all organizational levels
Ability to communicate complex ideas clearly and effectively to diverse audiences, including senior leadership and cross functional partners.

Responsibilities

Oversee Investment Services, Insurance Services, and other Retail Services as assigned to drive growth, maximize efficient and exceptional service to members and business partners with effective management of resource allocation and processes.
Lead the recruitment, deployment, and expansion of advisory services, with direct accountability for territory design, coverage expansion and growth outcomes.
Identify, evaluate, and pursue book acquisition opportunities and incremental growth strategies, partnering closely with LPL to expand investment assets and revenue.
Establish performance metrics, coaching frameworks, and governance to ensure teams deliver consistent, compliant, high-quality advice aligned with Golden 1’s mission and vision.
Provide strategic and operational leadership for Workplace Banking. Ensure Program is fully embedded within Golden 1’s broader advisory, retail, and digital ecosystem, serving as a key growth and engagement channel.
Monitor and oversee assigned areas to ensure optimal operational performance, regulatory and compliance adherence, and consistent member experience.
Ensure programs, communication, servicing, and related activities comply and fully satisfy all applicable laws and regulations.
Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and Core Values.
Act as a Role Model for the Golden Commitments to Leadership.
Participate in and make recommendations for product and service enhancements.
Collaboratively develop and implement effective marketing, educational, and promotional strategies. Work with other business units to ensure investment and insurance products and services are being offered as part of an integrated solution for members’ financial wellbeing.
Establish and implement programs that support the Credit Union’s mission, vision, Core Values, and strategic business objectives.
Build and mentor high-performing teams. Champion Golden 1’s culture by creating an environment that prioritizes collaboration, high-performance, inclusivity, innovation, service excellence, and the well-being of our employees.
Establish strong partnerships, act as a trusted advisor, and provide leadership, counsel and a strong voice to achieve Golden 1’s business strategy, operating plan, and performance goals through strategies. Foster a culture of continuous improvement, accountability, and collaboration.
Drive employee engagement and culture, and retention strategies to position Golden 1 as an employer of choice.
Develop and execute short and long-term strategies aligned with the company’s mission, vision, and growth objectives. Serve as a key liaison with internal and external stakeholders, including board members, partners, and clients.
Lead and manage departmental operations, ensuring efficiency, scalability, and performance. Monitor KPIs and implement data-driven improvements across functions.
Ensure compliance with regulatory requirements and ethical standards. Identify and mitigate strategic and operational risks.
Stay informed on trends, laws, and practices, and represent Golden 1 at industry-related events.