Credit Unions Kick Off Fall With New Hires & Promotions

WEST

The $2 billion Elevations Credit Union in Boulder, Colo., promoted Pete Reicks to chief strategy and performance officer. In his new role, Reicks will lead the development of Elevations’ strategic plan, and help the board of directors and the Elevations executive team communicate, deploy and measure the strategic plan’s performance throughout the credit union. In addition, Reicks will continue to manage Elevations’ enterprise business intelligence capabilities, champion a culture of innovation and direct deployment of the Baldrige Performance Excellence Program. Prior to joining Elevations in 2008, Reicks held a variety of analyst and leadership roles at the Federal Reserve Bank of Kansas City.

The $841 million SESLOC Federal Credit Union in San Luis Obispo, Calif., hired Joseph (Joey) Ferrell as a senior relationship manager. In this role, Ferrell is responsible for initiating new business growth, analyzing new market trends and maintaining current client relations. He most recently served as community development lending officer and aice president/relationship manager serving the nonprofit industry at Pacific Premier Bank. Previously, he held positions with Aflac and Ameriprise Financial Services Inc.

EAST

The $68 million Stamford Federal Credit Union in Stamford, Conn., selected Edward Fox as president/CEO. Fox is a seasoned credit union executive and boasts 28 years of executive leadership experience. Fox most recently served as CEO for the $11.2 million FEW Federal Credit Union in Los Angeles, Calif.  Prior to his time at FEW FCU, Fox served as interim president/CEO at the $128 million Clearpath Federal Credit Union in Glendale, Calif. He also served as chief lending officer at two other credit unions.

The $1.1 billion Suffolk Federal Credit Union in Medford, N.Y., hired Renee Sumpter, CPA, as vice president and controller. Sumpter is located at the Medford branch and responsible for ensuring the credit union is compliant in generally accepted accounting principles and adherent to governing rules and regulations. She oversees the production of financial reports delivered to Suffolk Federal’s board of directors as well as regulatory reporting. As controller, Sumpter represents the accounting department as the primary contact for internal audits, external financial audits and regulatory exams.

The $692 million Ardent Credit Union in Philadelphia, Penn., appointed Andrew P. Campbell as its newest financial advisor. In this position, Campbell will focus on delivering a full range of investment planning strategies modified to meet the needs of each individual credit union member. Campbell’s career in the financial service industry spans over 12 years. Prior to joining Ardent, Campbell was an employee of CUSO Financial Services, where he facilitated financial transactions for a multitude of clients including retirement plans, profit sharing, defined benefit plans and non-qualified deferred compensation plans for employees. He also provided financial guidance tailored toward families, small businesses and individuals.

MIDWEST

The $970 million Credit Union of America in Wichita, Kan., announced four employee moves.

David Germann was promoted to chief lending officer. Germann joined CUA in 2015 and most recently served as SVP of retail branch operations. In his new role, he will be responsible for consumer lending, indirect lending, collections and branch operations. Germann has more than 30 years of experience in the financial services industry, including leadership roles at a finance company and bank.

In addition to her current duties as COO, Eileen Phelps is taking on the leadership role in the credit union’s real estate department.

Phelps joined CUA in 1992 and has extensive financial services experience in various areas of management and frontline service. In addition to leading the real estate department, Phelps oversees operations, electronic services and the call center.

Roy Mansch was assigned a newly expanded leadership role as vice president of retail operations. Mansch has more than 15 years of experience in banking and credit unions. He joined CUA in 2018 and was previously responsible for its western region branches.

In his new position, Mansch will oversee operations for all 14 CUA branches across the state, supervise regional vice presidents, and be responsible for commercial lending and commercial deposit growth and operations.

Rob Detrick was promoted to CUA’s regional vice president, where he maintains oversight and leadership of CUA’s eastern region branches. Detrick joined CUA in 1997 and has more than 25 years of financial experience in both lending and retail operations.

The $756 million Ideal Credit Union in Woodbury, Minn., promoted Hector Perez to branch manager of the credit union’s Stillwater office. Perez will lead the Stillwater branch team and serve as the face of Ideal in the community by actively participating in community events. Prior to his promotion, Perez served as mortgage loan advisor in Ideal’s mortgage department. He also worked as an account relationship specialist at Ideal, as well as a mortgage loan officer and branch manager at another financial institution.

Perez joined the Ideal team in 2018 and has six years of experience in the financial services industry.

Please send your People news items to Tahira Hayes at thayes@cutimes.com.