United Heritage Credit Union

Austin, Texas

$1.5 Billion

Contact Information:

Jessica Jarman | 281.719.2138

[email protected]

United Heritage Credit Union

Chief Financial Officer

Position Summary
United Heritage Credit Union is in search of a Chief Financial Officer to join their executive team. Reporting to the CEO, this talented individual will have oversight of Finance, ALM & Capital Markets, Risk & Compliance, and Fraud & Collections. This position oversees and manages multiple departments and is responsible for determining long-term and short-term financial strategic objectives and goals for the credit union ensuring compliance within the accepted guidelines of the accounting principles and established legal, regulatory, and credit union guidelines. Responsible for budget planning, preparation, and administration processes to control operating expenses and achieve the credit union’s strategic objectives. A bachelor’s degree is required, 7-10 years of demonstrated accounting, auditing leadership experience, with a minimum of 5 years of management experience.

Company Profile
United Heritage Credit Union opened its doors in 1957 as Military Federal Credit Union, offering military personnel savings and loan services. In 1969, their name changed to Bergstrom Federal Credit Union, and they expanded their service offerings and increased their overall membership base. By 1993, the Credit Union was given the opportunity to expand their membership base to include hospitals and hospital affiliates, along with select employer groups, allowing the credit union to grow into United Heritage Federal Credit Union. Changing from a federal charter to a state charter in 1997, they are now open to the Central Texas, Austin, and Tyler communities, enabling United Heritage to help more people than ever. To learn more, visit

Community Profile
Austin, Texas Austin is the capital of Texas and is its fourth largest city. It is also home to numerous large companies including the headquarters of two Fortune 500 corporations – Dell and Whole Foods Market. As the gateway to the Texas Hill Country, rolling hills and sparkling waterways abound in Austin. The city has an active outdoor culture with many residents being runners, rock-climbers, snorkelers, and mountain bikers because of the city’s miles of hiking and biking trails, more than 200 parks, and around 300 days of sunshine each year. Located in the heart of Austin is the University of Texas at Austin, the flagship institution of the University of Texas System. Austin’s official slogan is “The Live Music Capital of the World” because of its vibrant live music scene with more music venues than any other U.S. city. Austin is known for its eccentricity and diversity, and its residents take pride in the unique culture. In 2019, US News named Austin as the number one “Best Places to Live” based on quality of life and the job market, and number 4 “Best Place to Retire.”

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

You may recommend others for candidacy by contacting Jessica Jarman, Senior Vice President at (800) 367-0433, extension 138 or [email protected].

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