Fortera Credit Union · 4 weeks ago
Vice President of Retail
Clarksville, TN
Full-time
Onsite
Mid, Senior Level
7+ years expFortera Credit Union is seeking a Vice President of Retail who will be responsible for driving profitable growth and exceptional member experiences across the branch network. This role involves translating corporate strategy into measurable sales results and building high-performing retail teams to ensure sustainable membership growth and strong financial outcomes.
Financial Services
No H1B
Responsibilities
Owns P&L performance for the retail network, including revenue growth, expense management, and profitability targets
Converts enterprise strategy into actionable sales plans, market strategies, budgets, performance metrics, and execution roadmaps
Defines and achieves annual sales goals, growth targets, and productivity benchmarks through disciplined execution of a long-term retail strategy
Develops, monitors, and reports on key sales and performance indicators, including production, household penetration, product adoption, and branch profitability
Partners with Marketing to design, launch, and optimize sales campaigns that drive new relationships, deepen existing ones, and improve conversion across all retail channels
Builds, mentors, and develops high-performing retail leaders, setting clear expectations for results, coaching cadence, and performance accountability
Establishes a sales management operating cadence, including goal setting, pipeline review, coaching conversations, and performance improvement plans
Recruits, hires, and retains top retail and sales talent capable of driving results in a competitive financial services environment
Leads ongoing sales training, development, and coaching programs designed to increase confidence, consistency, and production across all retail channels
Ensures performance management processes clearly link individual and team results to compensation, recognition, and career progression
Analyzes performance data across multiple sources to identify sales opportunities, market gaps, staffing needs, and productivity improvements
Provides strategic guidance for the development and execution of market-level sales plans, holding Market Managers accountable for results
Prepares and presents monthly sales, coaching, and market performance reports to executive leadership
Provides insight and leadership on enterprise initiatives that impact frontline sales effectiveness and member engagement
Ensures retail sales and operations comply with all applicable banking laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements
Maintains strong retail compliance controls, risk management practices, and loss prevention standards while enabling responsible sales growth
Ensures all retail staff are trained, informed, and operating within regulatory and policy guidelines
Represents the Credit Union in community and civic events to build brand awareness, generate relationships, and support market growth
Promotes the Credit Union’s mission, values, and commitment to members through visible leadership and community presence
Qualification
Required
Bachelor's degree in Business or related field or an equivalent combination of experience and education
Thorough knowledge of consumer, business and mortgage lending practices
Robust working knowledge of the Microsoft Office Suite; Advanced Excel a plus
Minimum of 5 years of financial institution sales management experience
Seven to ten years of Credit Union or other financial institution experience
Able to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity
Excellent written & oral communication skills
Strong interpersonal & supervisory skills with the ability to effectively manage diverse business units
Strong leadership and appropriate decision-making abilities. Able to exercise sound judgement
Able to use a PC, related software applications and standard office equipment
Able to work in a cooperative manner with others
Able to create momentum and promote change
Strong analytical and critical thinking skills
Must have the ability to work independently, as part of a team, and handle multiple tasks in a fast-pace environment
Able to work well under pressure while always promoting a professional image of the Credit Union
Able to meet deadlines and maintain an effective and efficient workflow
Regular and predictable attendance
Preferred
Branch management experience preferred
Company
Fortera Credit Union
Fortera Credit Union is a bank offering debt consolidation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Ventimiglia
Chief Executive Officer
Angela Andrews
Chief Operations Officer
Company data provided by crunchbase