Regional Retail Manager - North DFW region

-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. 

Candidates for EECU should possess the following knowledge and skills:

• College degree in business or related field preferred- Requires 5-8 years in financial service experience. 
• Investment designations a plus
• 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) preferred. 
• 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. 
• For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $4 billion in USD assets and serves over 297,000 members through 20 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being. 
   
  EECU is an EOE/Vets/Disabled Employer.
  We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran’s status or on the basis of disability.
  For more information on our organization and benefits please visit EECU Careers.