Everwise Credit Union · 11 hours ago
VP, Performance + Operations
South Bend, Indiana 46601 - Corporate
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expEverwise Credit Union is seeking a Vice President of Performance and Operations who will serve as a strategic and operational leader accountable for driving integrated performance across multiple lines of business. The role focuses on enhancing member experience, improving operational efficiency, and fostering a culture of high performance and continuous improvement.
BankingFinanceFinancial Services
Responsibilities
Lead the Sales, Performance and Operations function, developing and implementing high-impact strategies, tools, and processes that enhance member experience, accelerate growth, and improve operational efficiency and performance across all delivery channels
Partner with executive and senior leadership to align current and long-term business objectives with operational capabilities and strategic growth initiatives
Provide oversight and direction for several critical areas, including:
Strategic Initiatives & Special Projects: Identify, design, and execute strategic initiatives that drive organizational transformation and cross-departmental improvements
Reporting, Incentives and Analytics: Direct the development and delivery of data-driven actionable insights, performance dashboards and incentive programs that support strategic decisions and monitor business health
Sales and Service Excellence: Enhance and standardize sales processes, service models, training programs, and performance coaching across all channels
Banking Risk Office: Support and reinforce a strong risk management culture by aligning operational practices with regulatory, compliance, and internal standards
Collaborate on the design and delivery of sales training programs across all lines of business and identify new or enhanced training initiatives that strengthen frontline effectiveness and support talent development as needed to support growth and service excellence
Champion continuous process optimization and operational innovation to ensure efficiency, scalability, and a member-centric service delivery model
Develop and implement KPIs and success metrics that align with business objectives and drive accountability throughout the organization
Act as a trusted advisor to the Chief Banking Officer and leadership team, contributing to strategic planning and long-term vision
Promote a culture of collaboration, accountability and high performance across business units and support functions
Build, lead, and mentor a high-performing team, fostering professional growth and succession planning across functions
Qualification
Required
Bachelor's degree in business, Finance or related field
Minimum of 10 years of progressive experience in banking or financial services, with significant exposure to operations, enablement, and growth functions
8+ years of leadership experience with proven experience leading teams and initiatives in sales enablement, analytics, and operational improvement
Deep understanding of multi-channel banking operations, growth strategies, and operational excellence principles
Strong expertise in analytics, process improvement, sales enablement, and risk management
Proven track record of leading large-scale operational and growth initiatives, delivering measurable results
Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution
Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences
Strong leadership skills with experience leading cross-functional teams and driving change
Strong interpersonal and relationship management skills with the ability to influence and collaborate across all levels of the organization
High attention to detail and commitment to operational excellence
Proficient in Microsoft Office Suite and business intelligence and performance management tools
Preferred
Advanced degree or certification in compliance or a related field preferred
Company
Everwise Credit Union
Everwise Credit Union is a banking firm that provides savings accounts, mortgages, auto loans, and home equity loan services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jason M. Osterhage
President + Chief Executive Officer
Todd Brown
Chief Financial Officer
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