About this role
Under the direction of the SVP, Retail Sales the Regional Manager II provides leadership and oversight for a large retail branch network across multiple markets or higher-complexity regions. The Regional Manager II partners with Member Experience Managers and cross-functional teams to ensure consistent execution of retail strategies and alignment with organizational goals. This position typically oversees 7 or more branches, supports multiple or high-complexity markets, and manages a regional portfolio of $1B+ in total deposits.
Key Responsibilities
• Regional Leadership and Performance: Provide leadership, coaching, and direction to Member Experience Managers establish clear expectations and accountability; promote relationship-based service culture; conduct regular branch visits; monitor performance trends and develop action plans.
• Sales Growth and Business Development Partnership: Support regional deposit, loan, membership, and relationship growth; partner with Business Development Team Lead; ensure branch teams identify and refer business opportunities; reinforce branch ownership of member relationships; promote sales routines and engagement strategies.
• Community Engagement and Financial Literacy: Serve as a visible leader in the region; participate in community events and financial literacy initiatives; ensure branch engagement in local communities; strengthen Credit Union's reputation and impact.
• Operations, Risk, and Compliance Partnership: Partner with Operations Manager to ensure operational execution; enforce policies, procedures, and compliance; identify risks and collaborate on corrective action; promote efficiency and accountability.
• Financial and Performance Management: Monitor regional results and analyze data; support budget planning and expense management; communicate updates and action plans to senior leadership.
• Talent Development and Leadership: Recruit, develop, and coach Member Experience Managers; provide performance feedback; partner with HR on employee relations and leadership development; build leadership pipeline and foster a positive culture.
• Cross-Functional Collaboration: Collaborate with internal partners; communicate regional needs; support organizational initiatives; share best practices and promote consistency.
Core Skill Competencies
• Communication and relationship-building abilities: Excellent verbal and written communication skills for effective interaction.
• Leadership, coaching, and people development skills: Ability to inspire and guide teams to achieve sales objectives.
• Data and analytical skills: Proficiency in analyzing sales data and market trends to make informed decisions.
• Problem-Solving: Strong ability to identify issues and develop creative solutions.
• Time Management: Efficiently manage time and prioritize tasks to meet deadlines.
• Member Focus and Ability to lead multiple branch locations: Deep understanding of member needs and ability to drive member satisfaction.
• Financial Acumen: Knowledge of budgeting and financial management.
• Adaptability: Ability to adapt to changing market conditions and business needs.
• Community representation: professional presence in the community
• Organization: problem solving and decision-making skills
Physical Demands
• Ability to travel frequently within the region to visit branches and attend meetings.
• Ability to stand and walk for extended periods during branch visits.
• Capability to lift and carry merchandise and other items up to 25 pounds.
Qualifications
• Bachelor's degree in business, Finance, Marketing, Management, or related field preferred, or equivalent experience
• Minimum of ten years of experience in retail sales management, with at least five years of experience in member relationship management.
• Proven track record three years of achieving sales targets, successful lending, compliance and branch operations.
• Progressive leadership experience in retail banking, credit union operations, or financial services.
• Demonstrated success leading branch teams and achieving goals.
• Strong understanding of retail banking products, branch operations, compliance, risk management, and member relations.
• Experience partnering across departments.
• Ability to coach leaders, manage performance, build teams, and lead through change.
• Community involvement and financial literacy experience preferred.