SchoolsFirst FCU Changes Leadership Structure and Adds New Leadership Positions | Your money

TUSTIN, Calif.–(BUSINESS WIRE)–March 22, 2022–

SchoolsFirst FCU announced changes to the credit union’s leadership structure, promoting Jose Lara to president and adding new leadership positions to support its priority of providing world-class personalized service to its members. Bill Cheney will continue as Managing Director of Credit Union.

This press release is multimedia. View the full press release here:

Jose Lara, President (Photo: SchoolsFirst FCU)

With 1.2 million members and over 2,600 team members, SchoolsFirst FCU has made the decision to split the position of President/CEO into two. This change to the leadership structure will help improve the member service experience and support the financial well-being of members and team members.

In addition to Lara’s appointment as president, SchoolsFirst FCU announced a few other leadership promotions. Credit Union Named Kevin Martin as Executive Vice President, Strategic Integration and Member Experience; Carol Rose has been named Executive Vice President, Member Services Operations; Jim Phillips has been named executive vice president, chief information officer; and Jill Meznarich has been named audit manager.

“This new structure sets us up for continued success not only for today, but also for the future. We want to make sure we take action now, making lasting change so we can continue to provide our members with the trusted advice they expect and deserve,” said Greg Marchant, Chairman of the Board. .

In addition to these new appointments, SchoolsFirst FCU announced four new leadership positions dedicated to continuously improving the member service experience. These senior vice president positions will oversee specific focus areas: diversity, equity and inclusion; branches; payments and fraud; and retirement and investments.

“This is an exciting time for our organization. We grow and prosper thanks to our loyal members. The addition of new, targeted leadership positions will help our credit union meet the changing needs of our members and team members, while creating opportunities for our team’s future growth. I look forward to the talent we can draw on inside and outside our organization to fill these positions to help our members and our team thrive,” said Bill Cheney, CEO.

For more information about SchoolsFirst Federal Credit Union, visit

About SchoolsFirst Federal Credit Union

SchoolsFirst FCU is the fifth largest credit union in the country. Serving school employees and their families, the organization is dedicated to providing world-class personalized service and improving the financial lives of its members. Today, they serve over 1.2 million members with a full range of financial products and services, ranging from savings and loans to investment, retirement and insurance products. SchoolsFirst FCU was founded in 1934, when 126 school employees pooled $1,200 and created a member-owned co-op to help improve everyone’s life. In 2021, the credit union reported nearly $27 billion in assets and remains California’s largest credit union. For more information about SchoolsFirst Federal Credit Union, visit

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SOURCE: SchoolsFirst Federal Credit Union

Copyright BusinessWire 2022.

PUBLISHED: 03/22/2022 21:08 / DISK: 03/22/2022 21:08

Copyright BusinessWire 2022.

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