Regional Manager

About the Role

The Regional Manager II provides leadership and oversight for a large retail branch network across multiple markets or higher-complexity regions. This position partners with Member Experience Managers and cross-functional teams to ensure consistent execution of retail strategies and alignment with organizational goals. The role typically oversees 7 or more branches, supports multiple or high-complexity markets, and manages a regional portfolio of $1B+ in total deposits.

Responsibilities

• Provide leadership, coaching, and direction to Member Experience Managers; establish clear expectations and accountability.
• Promote a relationship-based service culture; conduct regular branch visits and monitor performance trends to develop action plans.
• Support regional deposit, loan, membership, and relationship growth; partner with the Business Development Team Lead.
• Ensure branch teams identify and refer business opportunities; reinforce branch ownership of member relationships and promote sales routines.
• Serve as a visible leader in the region; participate in community events and financial literacy initiatives.
• Ensure branch engagement in local communities to strengthen the Credit Union’s reputation and impact.
• Partner with the Operations Manager to ensure operational execution, enforce policies, procedures, and compliance.
• Identify risks and collaborate on corrective action; promote efficiency and accountability.
• Monitor regional results, analyze data, and support budget planning and expense management.
• Communicate updates and action plans to senior leadership.
• Recruit, develop, and coach Member Experience Managers; provide performance feedback and partner with HR on employee relations.
• Build a leadership pipeline and foster a positive culture.
• Collaborate with internal partners, communicate regional needs, and support organizational initiatives.
• Share best practices and promote consistency across the region.

Skills

• Excellent verbal and written communication skills for effective interaction.
• Leadership, coaching, and people development skills to inspire and guide teams.
• Proficiency in analyzing sales data and market trends to make informed decisions.
• Strong problem-solving ability to identify issues and develop creative solutions.
• Efficient time management and prioritization to meet deadlines.
• Deep understanding of member needs and ability to drive member satisfaction.
• Knowledge of budgeting and financial management.
• Adaptability to changing market conditions and business needs.
• Professional presence in the community and strong organizational skills.

Physical Demands

• Ability to travel frequently within the region to visit branches and attend meetings.
• Ability to stand and walk for extended periods during branch visits.
• Capability to lift and carry merchandise and other items up to 25 pounds.

Qualifications

• Bachelor’s degree in business, Finance, Marketing, Management, or related field preferred, or equivalent experience.
• Minimum of ten years of experience in retail sales management, with at least five years in member relationship management.
• Proven track record of achieving sales targets, successful lending, compliance, and branch operations.
• Progressive leadership experience in retail banking, credit union operations, or financial services.
• Demonstrated success leading branch teams and achieving goals.
• Strong understanding of retail banking products, branch operations, compliance, risk management, and member relations.
• Experience partnering across departments and coaching leaders.
• Ability to manage performance, build teams, and lead through change.
• Community involvement and financial literacy experience preferred.