Vice President of Member Growth and Retail Services

Credit Union Executives Society, Inc.; Helena (MT); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Leadership development

Job summary

Intrepid Credit Union in Helena, MT, is seeking a Vice President of Member Growth and Retail Services to lead its branch network and call center while expanding member relationships and community presence. This relationship-driven leader will coach teams, oversee daily retail operations, ensure regulatory compliance, and develop strategies to deepen member engagement and referrals.

Reporting to the CEO, you will partner with local businesses and organizations to grow market share, drive a

Qualifications

• 5+ years banking leadership in branch banking or retail operations.
• Proven ability to build relationships and generate referrals.
• Knowledge of consumer lending products and processes.
• Experience overseeing branch operations or call centers.

Responsibilities

• Lead Member Growth & Relationships with a sales/service culture focused on solutions and referrals.
• Develop relationships within Intrepid’s markets and represent the credit union in the community.
• Coach, develop, and hold teams accountable to drive performance.
• Oversee daily branch network and call center operations with strong controls and member experience.
• Identify lending opportunities and connect members with lending teams for smooth hand-offs.
• Ensure retail operations comply with applicable laws, policies, and internal controls.

Skills

Leadership

Business development

Sales leadership

Consumer lending

Retail operations

People development

Regulatory compliance

Relationship building

Communication

Education

Bachelor’s degree in business

Job description

Vice President of Member Growth and Retail Services

Intrepid Credit Union

Helena, MT

Position Description

VICE PRESIDENT OF MEMBER GROWTH & RETAIL SERVICES
Intrepid Credit Union
$310M Assets
Helena, MT

Find Your Adventure. Lead with Purpose. Live Life Wide Open.

What if your next career move gave you the opportunity to lead with purpose and live Life Wide Open?

Intrepid Credit Union is seeking a Vice President of Member Growth and Retail Services to lead its branch network and call center while expanding relationships, strengthening its presence in the community, and creating opportunities for members and the credit union to grow.

The Opportunity
This is an opportunity for a relationship-driven leader who is equally comfortable building a community connection, developing business relationships, coaching a team, and leading day-to-day retail operations. The ideal leader understands that growth starts with trust and that strong member relationships and strong employee relationships go hand in hand.

Reporting to the CEO, the VP of Member Growth & Retail Services will lead Intrepid’s retail delivery channels with responsibility for member experience, sales and business development, staff development, branch and call center operations, and regulatory compliance.

This leader will be visible in Intrepid’s markets, building relationships with members, businesses, community organizations, and other partners while creating a culture where employees actively identify opportunities to deepen member relationships and generate referrals.

What You’ll Lead
Member Growth & Relationships: Build and deepen member relationships through a strong sales and service culture focused on understanding needs, creating solutions, and generating meaningful referrals.
Business Development & Community Presence: Develop relationships within Intrepid’s markets, identify opportunities to grow member relationships and referrals, and represent the credit union through community organizations, events, businesses, and strategic partnerships.
People & Leadership: Coach, develop, and hold teams accountable while creating an environment where employees can grow and succeed.
Branch & Call Center Operations: Oversee the day-to-day operations of the branch network and call center, ensuring consistent service, effective processes, strong controls, and a positive member experience.
Consumer Lending & Referrals: Recognize opportunities to meet members’ borrowing needs, identify potential consumer lending leads, and connect members with the appropriate lending team to ensure a smooth hand-off.
Compliance & Operational Discipline: Ensure retail operations adhere to applicable laws, regulations, policies, procedures, and internal controls.

What You Bring
Progressive Leadership Experience: 5+ years of banking experience, including progressive branch banking or retail operations leadership.
Business Development Mindset: Experience building relationships, developing new business, creating referral opportunities, and representing an organization in the community.
Sales & Service Leadership: A track record of creating and reinforcing a relationship-based sales and service culture.
Consumer Lending Experience: Knowledge of consumer lending products, processes, and operations, with the ability to identify opportunities to meet member needs.
Retail & Call Center Operations: Experience overseeing branch operations and/or a call center, with an understanding of the processes, controls, and service standards required for effective retail delivery.
People Development: A demonstrated ability to coach, develop, motivate, and hold employees accountable.
Operational & Regulatory Discipline: Knowledge of branch operations, policies, procedures, and applicable banking and consumer protection regulations.
Relationship Builder: Strong communication, influence, diplomacy, and relationship-building skills across employees, leadership, members, and community partners.
Education: Bachelor’s degree in business or a related field, or recognized industry certifications considered equivalent. Credit union experience is preferred.

The Leader We Are Looking For
Intrepid is looking for the leader who will be visible in the community, comfortable meeting new people, intentional about building relationships, and energized by creating opportunities for members and the credit union. They will bring a natural business-development mindset without losing sight of the service and trust that define a strong credit union experience.

This leader brings a strong service mindset and understands that meaningful member relationships begin with meaningful employee relationships. Intrepid’s values - respect, trust, integrity, empathy, and service - should be evident in the way this leader communicates, makes decisions, coaches others, and serves members.

Why Intrepid?
Intrepid's mission is straightforward:
Provide for today. Protect for tomorrow. One person, one family, one community at a time.

Intrepid offers an opportunity to build a meaningful career while embracing the Montana lifestyle, mountains, trails, rivers, wide-open spaces and a community where adventure is part of everyday life.

ABOUT DDJ MYERS, an ALM First Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Learn more about us at www.ddjmyers.com .