UNIFY Financial Credit Union

California, Texas, Nevada

$4.2 Billion

Contact Information:

Sarah Hilton | 281.719.2133

[email protected]

UNIFY Financial Credit Union

Chief Operations Officer

Position Summary

UNIFY Financial Credit Union is hiring a seasoned executive to fill the newly created role of Chief Operations Officer. Reporting to the President/CEO, this role will be responsible for the Credit Union’s member-facing functions, including the multi-state branch network, call center, card services and insurance and wealth management services. Additional responsibilities include the development and implementation of a robust sales and service culture, providing intuitive products through outstanding and consistent member service across all delivery channels. This individual will evaluate multiple lines of business and products, identifying gaps and areas for increased satisfaction and success. The COO will also oversee UNIFY’s business banking program (including cannabis banking). The ideal candidate will have experience in measuring product and branch profitability, identifying efficiencies, and working cross-departmentally to better serve the membership. Ten (10) years of executive management experience in a financial institution is required, as well as five (5) years overseeing retail delivery through various channels across multiple states and markets. A bachelor’s degree is required. Advanced degree preferred.

Company Profile

UNIFY Financial Credit Union is a not-for-profit member owned credit union that is rich in history and has been helping members since 1940. Known as one of the nation’s leading credit unions with assets over $4 billion, serving 260+ thousand members across 16 states, the credit union offers low rates, flexible terms, and innovative banking technology allowing members to connect their money with peace of mind. For Unify, it is all about YOU. YOU put the “U” in UNIFY. YOU are our member. YOU can be anywhere in the United States, and our goal remains the same – to connect YOU to a better banking experience. YOU are at the heart of our decision-making, so it’s no wonder our commitment to YOU is providing access, competitive rates, and maintaining low fees. To learn more visit

Community Profile

This position could be located in any of the following UNIFY Operation Center locations: Irvine CA, Torrance CA, Allen TX, or Las Vegas NV.

An excellent competitive compensation package will be offered to the selected candidate.

You may recommend others for candidacy by contacting Sarah Hilton, Senior Vice President at (800) 367-0433 extension 133 or [email protected].

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