Job Description
Full job description
Job Overview
The Vice President of Strategic Growth Initiatives reports to the Chief Retail Officer and is responsible for driving long-term growth by focusing on expanding and deepening Community and Select Employee Group (SEG) relationships. Your main responsibilities are strategic planning, business development, and innovative efforts to grow membership, enhance member value, and position the credit union as a trusted financial anchor. Additionally, you will assist your team in building long-lasting member relationships to ensure they benefit from our legendary products and services.
What will I be doing?
As a Vice President of Strategic Growth Initiatives, you will support your Segment Relationship Managers efforts in meeting the strategic initiatives for our members. The following tasks must be executed with high fidelity:
Lead strategy and execution for SEG and in-branch member growth efforts.
Build, develop, and lead a phased team of Segment Relationship Managers.
Design and implement playbook with guidelines for frontline teams.
Treat Philadelphia as a fresh market to refine the playbook (messaging, events, & outreach).
Identify and evaluate potential SEGs to expand Citadel’s field of membership.
Partner with Retail, Commercial Banking, I.T., and Digital Transformation to align efforts and growth cadence.
Stand up tools & processes to drive performance like CRM enhancements, referral attribution, employer microsites, and financial literacy programs
Develop and manage pipeline reports related to SEG relationships and growth efforts.
Championing a culture of continuous improvement and innovation.
Ensure compliance with all relevant regulations and policies (BSA/AML, NCUA, etc.).
Collaborate with Human Resources recruiters to hire and retain Directors and Managers.
What we are looking for?
The Vice President of Strategic Growth Initiatives represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:
Bachelor’s degree in Business Administration, Statistics, Finance, or related field.
10+ years of experience in business development, with a focus on strategic management.
Proficient knowledge and understanding of credit unions and SEG channels.
Proven success in developing and implementing growth strategies; specifically in community-based environments.
Experience with member segmentation and data-driven strategy.
Exceptional decision-making skills.
Exceptional communication and interpersonal skills.
Integrity, Accountability, and Resiliency.
A fluent English-speaking person.
Performance Measurements
Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. There is infrequent travel, unless otherwise noted.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Job Overview
The Vice President of Strategic Growth Initiatives reports to the Chief Retail Officer and is responsible for driving long-term growth by focusing on expanding and deepening Community and Select Employee Group (SEG) relationships. Your main responsibilities are strategic planning, business development, and innovative efforts to grow membership, enhance member value, and position the credit union as a trusted financial anchor. Additionally, you will assist your team in building long-lasting member relationships to ensure they benefit from our legendary products and services.
What will I be doing?
As a Vice President of Strategic Growth Initiatives, you will support your Segment Relationship Managers efforts in meeting the strategic initiatives for our members. The following tasks must be executed with high fidelity:
Lead strategy and execution for SEG and in-branch member growth efforts.
Build, develop, and lead a phased team of Segment Relationship Managers.
Design and implement playbook with guidelines for frontline teams.
Treat Philadelphia as a fresh market to refine the playbook (messaging, events, & outreach).
Identify and evaluate potential SEGs to expand Citadel’s field of membership.
Partner with Retail, Commercial Banking, I.T., and Digital Transformation to align efforts and growth cadence.
Stand up tools & processes to drive performance like CRM enhancements, referral attribution, employer microsites, and financial literacy programs
Develop and manage pipeline reports related to SEG relationships and growth efforts.
Championing a culture of continuous improvement and innovation.
Ensure compliance with all relevant regulations and policies (BSA/AML, NCUA, etc.).
Collaborate with Human Resources recruiters to hire and retain Directors and Managers.
What we are looking for?
The Vice President of Strategic Growth Initiatives represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:
Bachelor’s degree in Business Administration, Statistics, Finance, or related field.
10+ years of experience in business development, with a focus on strategic management.
Proficient knowledge and understanding of credit unions and SEG channels.
Proven success in developing and implementing growth strategies; specifically in community-based environments.
Experience with member segmentation and data-driven strategy.
Exceptional decision-making skills.
Exceptional communication and interpersonal skills.
Integrity, Accountability, and Resiliency.
A fluent English-speaking person.
Performance Measurements
Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. There is infrequent travel, unless otherwise noted.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
💡 Quick Summary
Seeking a career-building opportunity? The Vice President, Strategic Growth Initiatives position is now open for candidates interested in the Bank Jobs sector. This role in Exton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.