Chief Retail Growth & Wealth Officer

KeyPoint Credit Union; San Jose (CA); Vor Ort; USD 240.000 - 260.000; Vollzeit

Zusammenfassung

KeyPoint Credit Union in San Jose, CA seeks a Chief Retail Officer to lead retail growth and member engagement. The CRO will guide Branch Network, Business Banking, and Wealth Management while reporting to the CEO.You will develop strategies for market expansion, deepen member relationships, and drive deposits, loans, and wealth assets. This role requires a track record of bold leadership in multi-location financial services.

Qualifikationen

• Minimum ten years of progressive leadership in banking or financial services.
• At least five years in senior/executive leadership roles.
• Proven ability to lead multi-location retail, business banking, and wealth management.

Aufgaben

• Lead the Executive Leadership Team and participate in strategic planning.
• Develop and execute retail growth strategy aligned with risk and financial objectives.
• Establish goals for membership, deposits, loans, and relationship growth.
• Oversee Branch Network, Business Banking, and Wealth Management functions.
• Drive small business banking growth, deposits, and lending responsibly.
• Build a data-driven performance culture with dashboards and reporting.

Kenntnisse

Executive leadership

Strategic planning

Retail banking

Business development

Relationship management

Team leadership

Tools

CRM

MS Office

Jobbeschreibung

KeyPoint Credit Union in San Jose, CA seeks a Chief Retail Officer to lead retail growth and member engagement. The CRO will guide Branch Network, Business Banking, and Wealth Management while reporting to the CEO.You will develop strategies for market expansion, deepen member relationships, and drive deposits, loans, and wealth assets. This role requires a track record of bold leadership in multi-location financial services.