Director, Retail Delivery - North Region

for section headings. We'll not include /. We'll need to ensure we don't repeat job title as heading. Let's craft. About the role: combine brief description and position summary. We'll write a

containing the combined prose. Responsibilities:

Responsibilities

with
• items. We need to capture each duty. From "Essential Functions & Responsibilities": Service and Operations: - Provides leadership and oversight for sales, service, operational, staffing, scheduling, safety, security, and member experience performance across assigned branches. - Ensures Branch Managers maintain sound operations and comply with Credit Union policies, regulatory requirements, risk controls, audit standards, and established procedures. - Reviews staffing models, member feedback, complaints, escalations, and repeat contacts to identify operational or service gaps and direct corrective action. - Partners with Branch Managers to maintain lobby readiness, manage member wait times, ensure appropriate workforce coverage, and uphold facility and brand standards. - Promotes continuous improvement by identifying process gaps and partnering with the VP, Community Banking and cross-functional leaders to implement sustainable solutions. - Ensures assigned branches achieve passing or satisfactory audit results and promptly remediate identified findings. - Coordinates responses to significant operational issues and escalations, balancing positive member outcomes, risk management, and business performance. Leadership, Coaching, and Talent Development: - Directly leads, coaches, develops, and holds Branch Managers accountable for individual, branch, regional, and organizational performance. - Translates Community Banking strategy and organizational priorities into clear regional and branch execution plans. - Establishes a consistent leadership cadence through branch visits, one-on-one meetings, performance reviews, team observations, and documented follow-up. - Evaluates Branch Managers’ coaching effectiveness and provides targeted coaching-the-coach guidance to strengthen sales, service, operational, and people leadership capability. - Ensures Branch Managers set clear expectations, provide timely feedback, complete performance appraisals, address performance concerns, and maintain development plans for team members. - Builds leadership capability and succession readiness by identifying talent, supporting career development, and creating opportunities for emerging leaders. - Partners with People Experience & Capability and other internal partners on workforce planning, talent acquisition, onboarding, employee relations, learning, and performance management. - Fosters an inclusive, collaborative, high-performance culture grounded in accountability, continuous learning, recognition, and service excellence. Business Development, Market Growth, and Community Engagement: - Leads regional sales, market development, and community engagement, partnering with Branch Managers to develop and execute market-specific plans that advance member financial well-being, local visibility, community and employer relationships, and organizational growth. - Establishes regional and branch goals for membership, deposits, loans, product adoption, referrals, outreach, and member relationship growth in alignment with organizational objectives. - Uses pipeline, production, member, market, and competitor data to identify trends, prioritize opportunities, forecast results, and coach Branch Managers to improve performance. - Ensures consistent execution of consultative sales routines, proactive outreach, new-member onboarding, referral partnerships, and relationship-deepening activities. - Collaborates with Marketing, Business Banking, Lending, Wealth Management, and other business lines on joint outreach, community events, financial education, strategic partnerships, and new business opportunities within assigned markets. - Reinforces a member-first sales culture that prioritizes financial well-being and long-term relationships over transactional volume. Profitability and Results: - Monitors regional financial performance against budgets, objectives, and key performance indicators; identifies variances and directs practical action plans when results are below expectations. - Partners with Branch Managers to understand profit-and-loss drivers, manage controllable expenses, optimize staffing and productivity, and improve branch profitability. - Maintains accurate financial forecasts to support sound business decisions and resource planning. - Collaborates with Finance, Marketing, Lending, and other business lines on annual planning, resource allocation, and market growth priorities. - Communicates regular performance updates, forecasts, market insights, risks, resource needs, and recommendations to the VP, Community Banking. We'll list each as
• . Requirements: from "JOB SPECIFICATIONS": - Strong leadership presence and demonstrated ability to coach, develop, and hold managers accountable. - Ability to translate strategy into clear expectations, operating rhythms, and measurable results across multiple locations. - Strong analytical and financial acumen, including the ability to interpret complex information and make sound, data-informed decisions. - Advanced communication, relationship-building, and influencing skills with internal and external stakeholders. - Sound judgment, professionalism, adaptability, and the ability to lead through change. - Strong understanding of member experience, operational excellence, consultative sales, business development, and community engagement. - Ability to collaborate effectively across business lines and support functions. - Working knowledge of Microsoft Office products and performance reporting tools. We'll list as
• . Qualifications: from "Education, Training & Experience": - Bachelor’s degree in business administration, finance, or a related field, or an equivalent combination of education and experience. - Seven or more years of progressive experience in retail banking, branch operations, financial services, or a comparable performance-driven service environment. - Three or more years of leadership experience overseeing managers, multiple branches, or multi-site operations. - Demonstrated success leading sales, service, operations, staffing, performance management, business development, and financial results. - Working knowledge of retail banking regulations, BSA/AML requirements, operational controls, audit expectations, and branch safety and security standards. We'll list as
• . Skills: Could extract from above but maybe we can combine some skill statements not already covered. However many skill-like statements are in Requirements. To avoid duplication, we could still create a Skills section for items like "Strong leadership presence", "Ability to translate strategy", etc. But that duplicates Requirements. Better to not create Skills if content overlaps heavily; but instruction says prefer a few substantive sections over many thin ones. We could omit Skills section and include skill-related content in Requirements or Qualifications. However the instruction says use sections only when posting has real specific content for it. It doesn't forbid overlapping content; but we should avoid thin sections. Since we already have Requirements and Qualifications, we could skip Skills. Benefits: from "Retail Benefits That Work For You": We need to capture each benefit bullet. The text: "Financial Relief & Support Student Loan & Tuition Assistance – Whether you're paying off debt or going back to school, we help lighten the load. Employee Loan Discounts – Get access to lower rates on personal loans, just for being part of the team. Weekly Paychecks – Because waiting two weeks shouldn’t be the norm. 401(k) with Employer Match & Profit Sharing – We invest in your future with generous contributions and immediate vesting." "Health & Wellness Comprehensive Medical, Dental & Vision Plans – Coverage that starts quickly and fits your needs. HSA/FSA Options – Save pre-tax dollars for everyday health expenses. Discounted Pet Insurance – Because furry family members deserve care too. Employee Assistance Program (EAP) – Free, confidential support for life’s challenges — available 24/7." "Time Off That Respects Your Life Lighthouse Leave Program – Paid time off for major life moments, from welcoming a child to caring for a loved one. Volunteer Time Off (VTO) – Give back to your community with paid time to serve. PTO + Paid Federal Holidays – Rest, recharge, and celebrate without worry. Balanced Schedule – All branches close by 5pm and on Sundays — no late nights or unpredictable shifts." "Culture & Connection Retail Sales Incentive Program – Earn more when you help members thrive. Engagement Groups – Join communities like Pride a" The last line seems truncated: "Engagement Groups – Join communities like Pride a". Probably incomplete due to cutoff. We'll include what we have. We'll create list items for each benefit statement. We'll need to parse each bullet: maybe each sentence separated by period. We'll create items: - Student Loan & Tuition Assistance – Whether you're paying off debt or going back to school, we help lighten the load. - Employee Loan Discounts – Get access to lower rates on personal loans, just for being part of the team. - Weekly Paychecks – Because waiting two weeks shouldn’t be the norm. - 401(k) with Employer Match & Profit Sharing – We invest in your future with generous contributions and immediate vesting. - Comprehensive Medical, Dental & Vision Plans – Coverage that starts quickly and fits your needs. - HSA/FSA Options – Save pre-tax dollars for everyday health expenses. - Discounted Pet Insurance – Because furry family members deserve care too. - Employee Assistance Program (EAP) – Free, confidential support for life’s challenges — available 24/7. - Lighthouse Leave Program – Paid time off for major life moments, from welcoming a child to caring for a loved one. - Volunteer Time Off (VTO) – Give back to your community with paid time to serve. - PTO + Paid Federal Holidays – Rest, recharge, and celebrate without worry. - Balanced Schedule – All branches close by 5pm and on Sundays — no late nights or unpredictable shifts. - Retail Sales Incentive Program – Earn more when you help members thrive. - Engagement Groups – Join communities like Pride a (incomplete). We'll include as is. We'll omit any boilerplate. Now construct HTML. We'll start with

  About the role

  then

  with combined prose. Combine brief description and position summary. Brief Description includes leadership philosophy etc. We'll include that as prose. Position Summary: "The Director, Retail Delivery leads the performance