Director - Regional Retail

Position Title: Director - Regional Retail

Position Summary:

The Regional Retail Director leads, coaches and manages a group of Branch Managers and their respective teams to achieve sales and service goals in support of the strategic business plan. Develops and leverages relationships with key partners to drive integrated business results. Ensures that the regulatory requirements, and operational policies and procedures are implemented and followed. Provides guidance and consults with staff, peers, and supervisors to ensure that credit union resources are properly allocated to generate optimal returns on investment.

Essential Duties and Responsibilities:

Manages and coaches branch managers to drive desired financial performance. Transfer the knowledge and best practice techniques to branch managers for coaching on how employees gain in-depth knowledge of members' financial life priorities and connect them to TDECU solutions that meet their financial goals, as a result drive deeper member relationships and improve employee productivity.

Increase branch manager proficiency on assessing branch performance and profitability through operational metrics, management tools and techniques, and seeks improvement opportunities through sales and service framework.

Recruits, retains, and develops excellent talent to be member passionate. Encourage integration and cooperation between branch manager, bankers, and partners (mortgage, wealth, insurance, business services

Addresses any escalated member issues promptly and effectively.

Instills an environment where employees feel valued, supported, and able to achieve career growth.

Drives growth in the business. Develop a strategy to achieve key financial metrics including deposit and loan balance growth, member acquisition and retention, and expense management

Leads their team and operate as a business owner by observing and coaching team and individual performance to collectively meet goals, establishing action plans as applicable.

Drives integration with partners from Wealth, Business Services, Insurance, and Mortgage to give our members access to solutions, strategies, and expertise to give our members one place to meet all their financial needs.

Continuously assess local Market conditions and implement plans to capture growth opportunities - loan and deposit relationships - aligned with our strategic focus.

Manages the market to ensure an excellent member experience. Have a passion for our members which results in all our employees meeting and exceeding our member expectations and creating a member centric culture.

Actively coaches and trains branch managers on member financial education, member service, and SEG (Select Employer Group) relations emphasizing complete relationship banking.

Ensures that all branch managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for members. Work with branch managers to implement experience strategy.

If applicable, please provide:

# of Direct Reports:

10+

# of Indirect Reports:

Financial Responsibility: (

$

Minimum Qualifications:

Education:

• Bachelors' degree or equivalent mix of education and collections experience is required.
• Master's degree preferred.

Experience:

• Ten (10+) years of relevant experience including leadership, credit, sales, relationship management, lending and personnel management.
• Previous management experience in Banking or Financial Services preferred.

Knowledge, Skills, and Abilities:

• Strong desire to be a part of a collaborative, team-first environment.
• Strong desire to learn and has a continuous improvement mindset.
• Demonstrated success in developing new market segments and build community networks
• Proficient at working with various software and technology applications
• Good professional presentation skills and business acumen. Excellent analytical, communication and organizational skills.
• Ability to manage and prioritize competing priorities.
• Demonstrated ability to meet deadlines and excellent time management skills
• Able to work in a fast-paced, deadline driven environment
• Effective leadership and problem-solving skills

Physical Demands and Work Environment:

(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit.
• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
• The noise level in the work environment is usually moderate.
• Our company offers a dynamic hybrid work arrangement, which requires three days of on-site work. Our retail roles are required to be onsite at the branch locations.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.