Reports To:

Board of Directors


Plan, direct, and control all credit union activities in accordance with credit union plans, policies, directives, and activities as established by the board of directors. Responsible for ensuring financial stability and member satisfaction commensurate with the best interest of the members, the employees, and the credit union. Provide strategic direction, vision, leadership, and management in all functional areas.

Duties and Responsibilities

  • Direct all credit union operations, which include planning and implementing programs, policies, and procedures.
  • Individually and/or through subordinates, provide strategic and/or administrative direction and management in all credit union functions to include: accounting, ALM, business development, compliance, facility management, finance, human resources, investments, lending, marketing, operations, retail services, risk management, and security.
  • Manage and be able to perform the day-to-day operation of the credit union.  Establish office procedures to use staff and facilities most efficiently, to promote products and services, to provide outstanding member service, and to achieve the goals of the credit union.
  • Plan, organize and coordinate the affairs of the credit unions annual meeting. (Including preparations of reports, promotions, advertising, program arrangements, etc.)
  • Develop, recommend, and implement financial policies and procedures.
  • Analyze work flow of the credit union on a continuous basis and make changes to improve efficiency and reduce cost.
  • Ensure that the credit union is in compliance with the federal laws and regulations set forth by the National Credit Union Administration and other State and Federal regulatory agencies.
  • Recruit and select quality applicants, ensuring that the credit union is adequately staffed with competent employees.
  • Supervise a budget for the credit union that is consistent with the overall strategic plan.
  • Develop and evaluate the job performance of credit union personnel to ensure quality service to members.
  • Conduct staff meetings on a regular basis to insure the dissemination of information, exchange of ideas, resolution of problems, discussion of trends, etc. Ensure that information is communicated throughout the credit union.
  • Conduct periodic Board training based on regulatory requirements and the general economic market.
  • Ensure adequate equipment, supplies, and working space is available.
  • Conduct business development activities to promote the growth and development of the credit union. Build positive relationships with the field of membership, and with appropriate trade associations and organizations.
  • Maintain and ensure a professional environment which maintains or protects the reputation of the credit union at all times.
  • Provide direction to the Board on compensation philosophy, including an employee benefits package. Plan and recommend appropriate wage and salary structure in accordance with that philosophy.
  • Manage security and safety for the credit union, with responsibility to analyze security and safety policies and procedures, and to alert staff of any changes in a timely manner.
  • Maintain continuing appraisal of the general economic environment and anticipate changes in the economy as they may affect the credit unions safety and security.
  • Invest excess funds within regulatory and credit union policy, in a manner that will maximize capital safely commensurate with earnings.


  • BA degree in Business Administration, Finance, Accounting or an equivalent combination of education and experience
  • Minimum 5-7 years of progressively responsible financial management experience


  • Familiarity with major areas of credit union operations
  • Proven ability to analyze and resolve complex problems
  • Outstanding communications skills and the ability to work effectively with a small staff, Board of Directors, Supervisory Committee, and regulators
  • Demonstrated personal commitment to continuing professional education


  • Ability to communicate verbally, including representing the credit union through public speaking and presentations, and conducting productive meetings.
  • Ability to communicate in writing, including writing long-range plans, business plans, and policies.
  • Ability to synthesize complex or diverse information.
  • Skill in identifying and resolving complex problems.
  • Skill in delegating work assignments, giving authority to work independently, setting expectations and monitoring delegated activities.
  • Extensive knowledge of financial services in order to make timely decisions and judgments.
  • Working knowledge of credit union accounting and GAAP.  The President/CEO must understand the income statement and balance sheet to be able to communicate with the auditors, examiners, and supervisory committee.
  • Knowledge of and experience with loan products and collections.  The majority of the credit union’s assets are invested in loans: credit card, auto, indirect, and real estate lending.  The President/CEO must have a thorough knowledge of the various types of loans and collection practices.
  • Knowledge of personal computer and network computer systems.  The credit union relies heavily on computer systems in all of its business units. 
  • Working knowledge of the Microsoft Office software.  Most of the work is performed using Word, Excel, and Power Point.
  • Ability to effectively manage multiple complex projects, delegate duties, track progress, and report to the board on an agreed upon schedule.
  • Knowledge of human resources policies and practices.
  • Knowledge and experience with contract negotiation.
  • Must NOT be inclined to lock themselves in their office to focus only on policy and administrative issues.


  • High-stress position with full responsibility for credit union sustainability. Handles detailed, complex concepts and problems, balances multiple tasks simultaneously, and makes rapid decisions regarding administrative issues.
  • Maintains a flexible work schedule to meet the demands of executive management. Hours may be long and irregular.
  • Potential for exposure to armed robbery.          


UWBFCU is an Equal Opportunity Employer. Employment is contingent upon successful completion of background check.

Send cover letter, resume’ and list of professional (work related) references along with copies of degree and/or any other applicable certifications to:

Union Wallowa Baker Federal Credit Union, P.O. Box 3010 LaGrande, OR 97850 or email to

Posted in Advocacy News, NCUA, NWCUA.