Chief Information Officer

May 5, 2021
Jacksonville, FL
Job Type


ACCOUNTABILITY STATEMENT Collaborates with Company’s Senior Team to develop the technology strategies for the credit union to ensure it possesses, procures, maintains and utilizes appropriate technologies, software, hardware, network devices and systems, communications systems (voice and data), voice and data storage systems and processes and security approaches, within its financial confines to provide high quality secure service to members and employees, currently and in the future. Ensures strategies are successfully implemented and also remain current as needs and technology evolves. Leads technology strategic planning, as well as implementation, to achieve the business, financial and service goals of Company and its subsidiaries by identifying and prioritizing technology solutions and initiatives, and setting timetables for evaluation, procurement and/or development, integration, interfacing and deployment of all technology based solutions for members and employees. Develops enterprise objectives and budgets considering expense priorities, related to technology solutions to facilitate the orderly and efficient capture, secure storage and transmission, processing and dissemination of information, whether voice or data. Provides vision and leadership in the ongoing assessment, implementation and operation of technologies which promote productivity, efficiency and ease of use, with the ultimate goal of anticipating and fulfilling the current and evolving needs of Company’s members and employees. Ensures Company is consistently evaluating the current technologies used and also those of its competitors and works to provide a technology infrastructure that is adaptive to rapidly changing technology. Ensures that Company maintains technology human resources possessing the talent, knowledge, expertise and work ethic to fulfill our agreed upon technology strategies. Recruits, leads, trains, coaches and develops both direct and indirect technology human resources. Leads the selection of and manages technology vendors. Works with the Chief Risk Officer and Information Security Department to ensure that risks related to technology selection, implementation and on-going operation are identified and managed within Company’s risk tolerance levels and strategies.


• Hires, leads, trains, coaches and develops all technology human resources, both direct and indirect reports.  Ensures we maintain sufficient, talented, trained, relevant technology human resources that are effective at carrying out the business plans and goals of the credit union, both currently and as we evolve.  Must ensure technology human resources remain current in the knowledge and expertise required to successfully carry out their roles.

• Collaborates with Company’s Senior Team to develop the technology vision for the credit union.  Identifies opportunities and risks for delivering services through technology and innovation.  Assesses obstacles and technical hurdles to success and recommends solutions.

• Leads technology strategic planning to achieve business and financial goals by identifying and prioritizing appropriate technology solutions (hardware and software) to either procure, develop, integrate or interface and deploy.

• Evaluates overall operations and information technology functions and recommends appropriate enhancements.

• Accountable for deliverables to department managers on internal and external operations that are impacted by capture, storage, processing and dissemination of information.

• Demonstrates effective verbal and written communications and collaboration skills with all levels of personnel internally and externally, including vendors and others outside of Company.

• Exhibits the ability to effectively create and manage change including maintaining compliance with evolving regulations and overcoming organizational resistance to more rigorous Information Technology management methodologies.

• Ensures the strategy for the enterprise architecture is aligned with the appropriate Strategic Development Life Cycle for Company including security, cost, delivery to market timelines and functionality requirements.

• Responsible for implementing new enterprise technologies which include functionality, efficiency and value to the organization and its members.  Ensures they remain current with emerging technologies, hardware and software that may provide value to Company’s members and employees.  Reviews other applications utilized by business units and recommends enhancements to the software to remain competitive, ensure efficiency and adaptable to emerging technologies.  Aligns Information Technology with business and financial goals and objectives which include strategically planning for support of business objectives, adequate Information Technology capital and human resources to successfully achieve Company’s goals.

• Focuses on controlling technology costs and increasing efficiencies by providing the same or better service at a lower cost because of technologies implemented to contribute positively to Company’s financial performance.

• Ensures data security and integrity of all systems and information (voice and data), as well as the storage, communication and transmission of data and data at rest.  This includes ensuring appropriate processes are in place and adhered to for: patch management, firewall development and implementation, encryption, system settings, segmentation of data and servers and planning and understanding of new technology and strategy vulnerabilities.

• Establishes and implements short term and long term departmental goals, objectives, polices and operating procedures, including identifying and implementing appropriate controls to effectively identify and manage risks.

•  Identifies, selects, and procures appropriate hardware, software and systems to ensure Company meets the current and evolving needs of its members and employees.  Develops applications for new electronic systems and equipment.  Facilitates implementation and follows up to ensure that systems are operational.  Coordinates the systems and programing functions with department heads and vendor representatives to develop and implement new systems and to revise existing systems.  Establishes schedules for developing, testing and implementing new software and hardware as well as revising to existing hardware and software.

• Keeps informed of new developments, applications, technologies, hardware and software, including data security and risk mitigation techniques and tools for the information technology systems utilized by Company.  Must ensure that all employees and credit union systems effectively follow sound risk identification and management practices related to electronic voice, data, systems and networks.

• Prepares recommended changes in Board and operating policies within areas of responsibility and submits them to the EVP/COO for review prior to their submission, if policies, to the Board for approval.  Assists in implementing policy changes and overseeing the preparation of the required procedure changes.

• Manages and strategically plans to ensure Company has adequate back up equipment, systems and processes for disaster preparedness and business continuation recovery systems as they relate to electronic systems and networks, voice and data.

• Identifies, implements and manages outsourced technology solutions.  Exercises the usual authority of a division head concerning budgeting, staffing, performance appraisals, promotions, salary recommendations, coaching, training and employee development, and terminations.  Position is required to do considerable planning, must be able to plan in intimate detail and ensure plans are carried out timely.  Must exercise appropriate and regular follow up with direct and indirect reports to ensure they have the resources to carry out their duties and also that agreed upon duties and time lines are met.


Incumbent is expected to demonstrate each of the following Company Excellence behaviors in performing the duties and responsibilities of their job:

• Focus  Focus your full attention by carefully listening to and observing client or member.

• Connect Consistently be friendly and approachable.  Demonstrate your care.

• Understand Listen empathetically and ask questions (70%/30% rule).

• Counsel Recommend solutions based on your  member’s needs and objectives.

• Advance  Ensure that member’s expectations were exceeded.

Verify necessary follow-up actions.

• Performs other job duties as assigned.


Work assignments are 10% standard or well-structured, 10% determined by the immediate supervisor, 80% determined by the incumbent.  Work progress is checked by the EVP/Chief Operations Officer through regular discussions and observations.  In cases of difficulty or where exceptional problems arise, the incumbent consults the EVP/Chief Operations Officer, President/CEO or appropriate vendor resources.


The incumbent is expected to take independent action in matters pertaining to electronic hardware, software, applications, communications systems, security approaches, and data storage and retrieval systems.


Because of the Senior Management level of this position, errors are likely to be of judgment and may never be detected or might cause significant reputation or financial loss to Company.  Erroneous decisions by the incumbent can seriously impact employee welfare and the prestige of Company which can result in a serious loss of credibility in dealings with Officials, members, employees, vendors or others outside of Company.  This position requires considerable attention to detail, planning and follow-up to ensure such errors do not occur.


The incumbent must be capable of maintaining effective relations with members, Officials, employees and others encountered as a representative of Company.  The incumbent will converse frequently with these people by phone, email, chat, text correspondence or in personal meetings for the purpose of ensuring we provide high quality service to members and employees.

V. SUPERVISION GIVEN - Number of Employees

Direct Supervision: 

   Vice President Information Systems and Development

  Vice President Information Technology and Operations


Directly supervises the assignment and scheduling of work, establishing work procedures. Establishes and assigns priorities.  Oversees recruiting, training, coaching development and evaluation of technology personnel.  Checks work quality and progress through conferences with department management as well as indirect reports, and via direct oversight and review. 


The critical nature of the job requires the incumbent to be attentive to detail in an environment of consistently heavy workloads and frequent deadlines.  There are periods when extended hours are required to meet deadlines.  The division is "on call" for system, network or operator problems encountered at any time during the 24 hour per day, 7 day per week.


A minimum of ten year’s experience in managing and leading an IT department or area that includes data processing systems, networks (voice and data), application design and development, information system security, and/or information technology hardware and software systems of a large and growing company is required.  Experience in information technology capital resource planning, information technology strategic planning and financial budgeting is preferred.   Experience in a financial institution information technology executive leadership role is preferred.  Demonstrated hands-on, team oriented leadership skills are a must.

Effective written and verbal communication with the ability to communicate effectively with all levels of internal and external members, employees, vendors as well as others outside the organization is required.  Incumbent must possess a demonstrated ability to interact professionally and influence diverse groups, including Company Executives, business units, and information technology personnel and project management groups, as well as vendors.

Incumbent must have the ability to take charge in high-priority crisis situations and lead by example at all times. 

Possession of expert knowledge of the technology industry, emerging technologies and trends is required.  Incumbent must possess broad, solid knowledge of development platforms, languages and information technologies.

Broad experience in vendor and contract negotiating of information technology and services is required.  Demonstrated experience in planning, budgeting, and effective expense management in an information services organization is required.

Active membership in technology forums and professional groups is desired.


A Bachelor’s degree with a computer science major or related curriculum is required.  A Master's degree preferred.

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