VP of Credit Union Service Organizations

Suncoast Credit Union•Tampa, FL

30d•Onsite

About The Position

The VP CUSOs is responsible for driving organizational success through strategic vision, revenue growth, sales leadership, operational excellence, and effective execution across wholly owned Suncoast Credit Union Service Organizations (CUSOs). This role is accountable for developing and executing growth strategies that increase market share, business acquisition, client retention, profitability, and overall organizational performance. The position provides executive leadership in fostering a high-performing sales culture, coaching and developing talent, and advancing business expansion initiatives while ensuring alignment with the credit union’s strategic objectives. Through market analysis, innovation, relationship development, and disciplined execution, this role drives sustainable growth, strengthens organizational capabilities, and delivers measurable results across all lines of business.

Requirements

Minimum 10 years of experience in the financial services industry and/or Insurance executive leadership
Bachelor’s degree in business administration, Finance, or related field preferred
Florida General Lines Agent Insurance License (2-20) preferred
Experience in insurance, title, real estate, financial services, or related regulated industries preferred
Experience developing and coaching leaders, sales professionals, and high-performing teams
Demonstrated success leading sales organizations, business development teams, or revenue-generating business units
Proven track record of achieving revenue growth, market expansion, customer acquisition, and retention objectives
Strong understanding of sales management principles, performance metrics, pipeline development, and consultative selling practices
Excellent organization, prioritization, and analytical skills to effectively manage areas of responsibility and attain organizational goals
Excellent written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, government regulators, the Board of Directors, and senior executive leadership
Ability to analyze and resolve complex problems or situations requiring broad-based solutions impacting multiple business units or functions
Ability to negotiate and compromise to influence the strategic direction of the organization
Extensive knowledge and understanding of regulatory compliance
Extensive knowledge and understanding of credit union computer systems and software applications required to perform job duties

Responsibilities

Lead the strategic planning and growth initiatives for the wholly owned CUSOs, including the development of the annual business plans, revenue targets, growth objectives, and operating budgets
Develop and execute business development strategies that drive new member acquisition, increased market penetration, revenue growth, profitability, and long-term business expansion
Identify and pursue strategic partnerships, referral channels, and market opportunities that expand value proposition, strengthen market position, and increase profitability
Evaluate emerging market trends, competitive threats, and business opportunities and implement strategies that support sustainable growth and competitive advantage
Drive achievement of annual sales, revenue, membership growth, retention, and profitability goals across all business units
Build and foster a high-performance sales culture focused on consultative selling, relationship development, member service excellence, accountability, and goal achievement
Establish sales strategies, production expectations, pipeline management practices, performance standards, and key performance indicators (KPIs) to ensure achievement of business objectives
Conduct regular business reviews, sales performance evaluations, coaching sessions, and team meetings to improve productivity, effectiveness, and employee development
Identify opportunities for enhancement through procedural updates, service modifications, and the introduction of new initiatives or developments
Provide ongoing reviews of relevant products and services that meet the needs of members along with igniting growth, instilling member loyalty and improving members’ lives
Analyze financial results, operational metrics, and market performance to identify opportunities for growth, process improvement, and enhanced member experience
Develop and execute strategies that improve profitability, operational efficiency, service delivery, and overall business performance
Prepare and present monthly and quarterly business performance reports, including sales production, profitability, retention metrics, and strategic initiatives, to Executive Leadership and the Holding Company Board of Directors
Create a culture of accountability, engagement, continuous improvement, and professional development
Identify training opportunities that strengthen sales effectiveness, leadership capabilities, and operational performance
Foster collaboration, trust, and alignment across business units to maximize organizational effectiveness and member impact
Assess workforce capabilities and determine appropriate staffing levels necessary to support strategic, operational, and growth objectives.
Partner with Human Resources to recruit, develop, and retain top-performing talent
Develop succession plans and talent pipelines to ensure organizational readiness and leadership continuity
Participate in the overall strategic planning for the credit union, including the creation of the annual business plan and budget
Provide direction, mentoring, and development opportunities for directly reporting credit union leaders
Determine and maintain appropriate staffing levels
Cultivate strong working relationships by building trust among team members
Establish and implement strategies with short to long term impact on business results
Establish overall goals for areas of responsibility
Identify areas for improvement, procedural changes, new developments, or changes in services
Attend credit union and community events during and outside of regular business hours
Represent the credit union at key sponsored events, often including speaking and public relations roles
Promote awareness of the credit union mission to memberships and the community
Manage vendor relationships and contracts in accordance with the credit union’s Vendor Management Policy
Oversee regulatory compliance in assigned areas
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Attend educational events to increase professional knowledge
Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs