Regional Retail Manager - Central Region

Overview

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Regional Retail Manager - Central Region oversees a network of branches within the Central region and is responsible for driving regional excellence.

• This role combines strategic leadership with a deep understanding of relationship-based banking to grow and retain private client relationships. It will drive performance across branches while creating a culture of high-touch, concierge-level service and personalized financial guidance.
• As an EECU ambassador, the Regional Manager represents the organization in the community, identifying referral and prospecting opportunities. This role leverages effective communication skills and credibility to build key internal and external partnerships. In a P&L environment, understanding financials and business drivers is essential for informed decision making.
• Blend traditional branch oversight with a consultative, private banking mindset to drive deposit and loan growth, wealth referrals, and exceptional member experiences.
• Guide branch teams in identifying and cultivating relationships and collaborating closely with wealth advisors, mortgage officers, and business banking partners to deliver tailored financial solutions.
• Lead financial center strategy and member satisfaction through visible leadership, performance management, partnerships, planning, and problem-solving. Set and meet sales and budget goals by boosting production, profitability, and expense control.
• Conduct regular visits to financial centers, offer feedback, and coach Financial Center Managers to ensure consistent business processes and a branded member experience.
• Report to the Vice President of Retail Sales.
• Ensure compliance with applicable laws and regulations (NMLS/S.A.F.E. Act, Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief). Attend initial and ongoing annual Bank Secrecy Act training.
• Oversee a high-performing team of Financial Center Managers and foster a positive, accountable, member-focused environment.
• Understand financials and key business drivers to support decision making.
• Collaborate with product line partners to develop and implement new sales initiatives, private client strategies, and programs targeting key demographics.
• Act as a substitute for the Financial Center manager in the field and perform additional assigned duties.
• Develop and communicate market identity, manage sales processes, and ensure accountability for member service while meeting sales targets.
• Ensure adherence to internal controls, procedures, and risk policies. Support member escalations and resolve complaints.

• College degree in business or related field preferred; 5-8 years in financial services experience.
• Investment designations a plus
• Proven experience in managing private banking teams and leading high-performing, member-focused teams across multiple locations.
• Deep relationship management and sales coaching skills.
• Strategic thinker with strong analytical, planning, and execution capabilities.
• Strong understanding of private client financial needs, including investment services, lending, trust, and business solutions.
• Excellent time management, prioritization, delegation and organizational skills.
• Excellent customer and business focus, with strong change management, communication, and interpersonal skills.
• Excellent written and verbal communication.
• High level of trust, credibility, and diplomacy.
• Ability to work under deadlines with accuracy and quality; able to operate in a fast-paced environment.
• NMLS registration with a unique identification number (preferred); compliance with S.A.F.E. Act.
• Flexible schedule and on-call availability as needed.
• Good credit history as part of the evaluation process.
• Fort Worth-based EECU has a long-standing history and serves a large membership across North Texas.

EECU is an EOE/Vets/Disabled Employer. We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran status or disability. For more information on our organization and benefits, please visit EECU Careers.