This site uses cookies. To find out more, see our Cookies Policy

Regional Executive (South: AZ, CA, WA ) in Huntington Beach, CA at Nuvision Credit Union

Date Posted: 1/5/2019

Job Snapshot

Job Description

Salary Range: $166,510.66 - $208,138.32 annually

In conjunction with the Chief Experience Officer (CXO), this leadership role develops and executes sales, marketing, and service process strategy across all products in the region.  Manages key member touchpoints and interactions to develop deep and profitable member relations and drive improvements in member centricity scores and loyalty. Forges strong relationships with team (hires, manages, and develops team) and Centers of Influence (COI).

Leads “cultural” and “change” processes that build and evolve business in the region. Ensures, in collaboration with internal corporate business partners, the simultaneous execution of regional strategy to grow Potential Value Members (PVMs) into Most Valued Members (MVMs) and increase the profitability of MVMs. Position has full P&L responsibility.


  • Accountable for delivering integrated sales and marketing processes in region. Manages sales, training, cross-selling, up-selling, and member value levels. Owns annual business results.
  • Oversees member experiences across all channels within the region. Develops member segments and approach, standards, and guidelines for key Member Experience (MX) touchpoints. Ensures member touchpoints meet MX standards and are tracked in the CRM system by member-facing teams.
  • Leads team in the region. Monitors performance, provides ongoing performance feedback and coaching to direct reports, indirect reports and others as needed, and conducts performance & development conversations as well as effective performance evaluations. Expects and enables team members to support the works of peers. Provide appropriate communications and updates to up-line leaders pertaining to areas of responsibilities. Hires, trains, and trains sales and member-facing team members. Builds strong, collaborative relationships with staff and Centers of Influence (COI). Leads “cultural” and “change” processes that build and evolve business in the region.
  • Owns annual financial and business results. Manages budgets, meeting or exceeding regional P&L projections. Ensures member retention, converting Potential Value Members (PVMs) into Most Valued Members (MVMs), and increasing overall MVM profitability.
  • Develops, leads and executes regional strategy. Establishes key cross-functional processes. Recommends and modifies programs.
  • Establishes business channels and rules, clearly assigning Credit Union members to them. Develops and implements channel conflict strategies. Reports and measures member experiences results.
  • Actively engages in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains the confidentiality of sensitive member, team member, and other corporate information. Treats co-workers and members with respect.
  • Supports, participates and volunteers in, member community activities, general member relations, and events that promote member-centric experiences.
  • Fulfills other, related duties, as assigned.

Job Requirements


  • 10+ years progressively responsible leadership for financial, marketing, sales or related experiences. Management and strategic decision-making experience.
  • Comprehensive knowledge of managing a business with financial, marketing and sales principles, practices, and strategies.

  • Comprehensive knowledge of levers that drive results. Strong understand of managing P&L and driving profitable growth.   

  • Knowledge of Business Plans, Strategic Plans and Budget Preparation

  • Strong management and interpersonal skills with all levels of staff across multiple functions. Strong organizational skills.

  • Unwavering focus on customer centricity.

  • Strong problem-solving skills. Creative and able to develop innovative solutions.

  • Excellent written, verbal, and presentation skills. Self-starter.

  • Able to extract, synthesize, and analyze data from multiple sources across departments.

  • Able to work with a sense of urgency in a fast paced, high pressure, dynamic environment with multiple &/or constantly changing priorities.

  • Effective team-builder and demonstrate ability to empower, coach and mentor staff

  • Able to interface and communicate with a diversified workforce, all levels of staff and management

  • Critical Thinking Skills

  • Able to resolve problems independently

  • Able to coordinate and manage multiple priorities and projects simultaneously and effectively

  • Excellent organization skills

  • Ability and willingness to make decisions that can impact the entire organization and be accountable

  • Dealing with Ambiguity, Managing Vision and Purpose, Organizational Agility, Perspective, Strategic Agility
  • Bachelor’s Degree or 4 or more years of related experience &/or training or education. Professional certification or post-graduate degree.
  • Experience working at a financial institution.