JOB TITLE: DEPARTMENT: REPORTS TO: FLSA STATUS: SALARY GRADE: SVP/Chief Information Officer Executive President and CEO Exempt SUMMARY: The Senior Vice President/Chief Information Officer is responsible for the long-term strategic direction and implementation of technology that supports the Credit Unions objectives. He/She leads the acquisition and/or development and implementation of cost effective, efficient and secure systems as defined and requested by key stakeholders. He/She is responsible for recommending board policies, creating and/or updating departmental standard operating procedures, and operational plans that support the Credit Unions strategic business plans and performance metrics. The SVP/Chief Information Officer is responsible for direct management and leadership of the Information Technology Department and supports the development of the County Federal culture by ensuring effective internal client service along with developing the IT team, and continuously improving internal systems and processes. ESSENTIAL FUNCTIONS: Acts as a key member of the Executive Leadership Team and advisor to the President/CEO on all IT related issues. Responsible for development of IT strategy and its alignment with the organizations overall business strategy Responsible for all IT related audit/exam remediation Maintain effective communication with all Credit Union employees (internal clients) to ensure coordination and exchange of information for accomplishing Credit Union goals. Fosters strong team development within the IT function, via open communication, information sharing and identifying educational opportunities for team members. Establishes annual objectives and develops plans to meet those objectives as dictated by the overall credit union business plan and long range strategic plan. Evaluate individual staff performance, hire train, coach and develop staff as appropriate. In consultation with VP of Human Resources promote, transfer, dismiss or change the status of employees. Responsible for Information Security program and policy management and oversight. Responsible for third party administration of all IT related vendors in compliance with the Credit Union vendor management program. Oversite of the County Federal IT project management lifecycle, project management procedures and project portfolios. Chair the organizations IT Governance and Project Steering Committee(s) to ensure that all organizational projects align with organizational goals, objectives and business plans. Ensure the proper maintenance, support, and functionality of all information systems including the organizations Host system, personal computers and devices, LAN/WAN operations, and telephone systems. 1
Lead organizational efforts around the use of data and business intelligence by providing appropriate systems, platforms and data governance. Responsible for substantial portions of the County Federal Disaster Recovery Plan and for managing the organizations IT Risk Management process in coordination with the Chief Risk Officer. Recommend any changes to vendor contracts and/ or service agreements. Stay abreast of new developments in information systems technology and anticipate organizational needs and modifications. Make recommendations to the President/CEO on applicable policies, facilities, and equipment needs. Responsible for Data Imaging operations including the file room or records storage on and offsite. Uphold the Credit Union philosophy and principles through the development and implementation of member driven and member friendly policies and day-to-day practices. Assist appropriate functional teams with the delivery of electronic member service delivery systems, home banking and mobile banking and ATM network. Assist Planning and Business Development in the development of products/services. Proactive role on behalf of the Credit Union in community outreach as well as participation in relevant professional associations. Defines appropriate limits of authority for IT personnel. Prepares and participates in all Executive Leadership Team meetings. Prepares and participates in Individual Dialog and coaching meetings. Prepares and participates in Organizational Dialog meetings. Timely reports elevated employee/membership issues to CEO. Prepares self-assessment and performance reviews timely. Performs other related duties as assigned by the CEO. SKILL REQUIRMENTS: Excellent analytical, problem solving and project management skills and the ability to communicate effectively with management, staff, and members. Effective in working with consultants, vendors, and outside agencies. Ability to work independently and as a team member while using discretion in decision making and sound judgment in problem solving. Excellent interpersonal skills to ensure personnel and member-related issues are handled in a fair, consistent manner. Thorough understanding and high-level knowledge of the federal and state regulations and compliance requirements associated with the products and services offered by the Credit Union. Effective oral and written communication skills and leadership qualities. In depth experience managing and directing employees in a data processing environment with extensive experience and complete knowledge of all aspects of information management. 2
PHYSICAL REQUIREMENTS: JOB DESCRIPTION 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. Full-time hours required, with additional work hours as necessary to accomplish objectives, goals, and projects. Regularly required to talk and hear. Frequently required to sit; use hands and fingers, be able to handle, or feel and reach with hands and arms. Occasionally required to stand and walk. Occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. 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. This is an office environment with quiet to moderate noise levels. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience. BS degree in Computer Science and/or other related major, with an advanced degree preferred. Minimum of 10 years related experience in all phases of technology leadership and operations. Certificates, Licenses, Registrations. None required Humble. Lack excessive ego or concerns about status. Quick to point out the contributions of others and slow to seek attention for self. Share credit, emphasize team over self and define success collectively rather than individually. Hungry. Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity. Smart. Have common sense about people. Tend to know what is happening in a group situation and how to deal with others in the most effective way. Demonstrates good judgment and intuition around the subtleties of group dynamics and the impact of their words and actions. Visionary Leadership. Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates. Exhibits confidence in self and others; Inspires and motivates others to perform well; 3
Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others. Change Management. Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results. Managing People. Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills. Language Skills. Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write presentations and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or Boards of Directors. Mathematical Skills. Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Business Acumen. Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Cost Consciousness. Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources. Strategic Thinking. Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions. Judgment. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decisionmaking process; Makes timely decisions. Motivation. Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Planning/Organizing. Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. 4
Professionalism. Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. RELATIONSHIPS: In performing the above responsibilities, the Senior Vice President/Chief Information Officer maintains the following relationships: President/CEO. Reports directly to and is accountable to the President/CEO for interpreting and fulfilling the above responsibilities contained herein and others that may be assigned. Members and Co-workers. Provide prompt, courteous, accurate, and professional service to all members and co-workers. Other Relationships. Maintain good working relationships within the community and with other organizations to promote a mutual exchange of ideas and operational betterment. Supervisory Responsibilities. Manages all IT related department managers. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding, coaching and correcting performance of employees and terminating employees when necessary; and, addressing complaints and resolving problems appropriately and timely. This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Santa Clara County Federal Credit Union reserves the right to revise or change job duties and responsibilities as the need arises. 5