VP CFS Wealth Management
Centra Credit UnionColumbus, Indiana, United States • Jamestown, New York, United States • North Carolina, United States
Posted January 22, 2026
Full Time
About the Company
Centra Credit Union is a not‑for‑profit financial institution founded by former Cummins employees to provide affordable savings and credit solutions. It offers a full suite of personal and business banking products—including checking, savings, investing, lending, digital banking, insurance, and commercial services—while reinvesting earnings back into member rewards, lower rates, and reduced fees. Centra’s core philosophy of "People Helping People" drives a member‑owned model that prioritizes personalized relationships and community‑focused financial education. The organization’s commitment to member ownership and transparent value creation distinguishes it in the credit union sector and attracts professionals who value purpose‑driven work.
Job Description
Centra Credit Union has an exciting opportunity for a Vice President CFS Wealth Management based in Columbus, Indiana. This position serves the financial needs of Credit Union Members and Non-Members through consultation, sell, and portfolio management of Centra Financial Services (CFS) Wealth Management financial products and services.
Requirements
- Promotes growth and development of CFS Wealth Management
- Performs functions to lead and manage CFS Wealth Management activities and Team Members
- Provides business related subject matter expertise
- Cultivates relationships with businesses and other external prospects
- Collaborates with CFS Wealth Management leadership and other internal line of business stakeholders
- Negotiates and adopts contracts with third party service providers
- Supervises the day-to-day operation of CFS Wealth Management
- Assists with forecasts of annual revenue and expenses of CFS Wealth Management
- Recommends agreements and strategic alliances with other Credit Unions or Credit Union Service Organizations
- Ensures regulatory compliance of all products, services, and business partners
- Develops and maintains Wealth Management policies and procedures
- Oversees the monthly commissions of the CFS Investment Consultants
- Prepares and reports on the financial condition, performance, experience, and other related issues of CFS
Benefits
- Generous Paid Time Off
- 401k Matching
- Tuition Reimbursement
