EECU · 3 months ago
Regional Retail Manager - Central Region
Fort Worth, TX
Full-time
Onsite
Senior Level
5+ years expEECU is a community credit union committed to providing members A Better Way of Banking®. They are seeking a Regional Retail Manager to oversee a network of branches in the Central region, focusing on driving performance, building client relationships, and ensuring a high level of member satisfaction.
Financial ServicesVenture Capital
Responsibilities
This role combines strategic leadership with a deep understanding of relationship-based banking to grow and retain private client relationships. 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. It sets and meets sales and budget goals by boosting production, profitability, and expense control
Conduct regular visits to financial centers, offers feedback, and coaches Financial Center Managers to ensure consistent business processes and a branded member experience
Will report to the Vice President of Retail Sales
Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act). Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to 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. Required to attend initial and ongoing annual Bank Secrecy Act training
Oversee a high-performing team of Financial Center Managers. Foster a positive employee environment and demonstrate accountability through member-focused decisions
Understand the financials and key business drivers and applying this knowledge to support decision making
Establishes a sales-focused environment by collaborating with product line partners to develop and implement new sales initiatives, private client strategies, and programs targeting key demographics
Acts as a substitute for the Financial Center manager in the field and performs additional assigned duties
Develops and communicates market identity, manages sales processes, and ensures accountability for member service while meeting sales targets
Ensures adherence to internal controls, procedures, and risk policies. Supports member escalations and resolves complaints
Qualification
Required
College degree in business or related field preferred
Requires 5-8 years in financial service experience
Proven experience in managing private banking teams
Proven ability to lead high-performing, member-focused teams across multiple locations
Deep relationship management and sales coaching skills
Strategic thinker with strong analytical, planning, and executing capabilities
Strong understanding of private client financial needs, including investment services, lending, trust, and business solutions
Exhibits Superb Capacity Management, Time Management, Prioritization, Delegation and Organization Skills
Excellent customer and business focus, with strong change management, communication and interpersonal skills
Demonstrates Excellent Written and Verbal Communication
A significant level of trust, credibility and diplomacy is required
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
Must have flexibility with schedule and be available as needed before or after work hours
The position must be available for on-call support 24 hours a day
EECU will, in compliance with applicable law, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions
Preferred
Investment designations a plus
Company
EECU
With more than $4 billion in assets and over 279,000 Members, EECU is one of North Texas’s largest locally-owned financial institutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bradley Schone
Chief Financial Officer
Chris Brown
Chief Lending Officer
Recent News
2025-12-09
2025-10-30
2025-06-30
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