Vice President of Retail

Fortera Federal Credit Union • Clarksville, TN

6d

About The Position

The Vice President of Retail is responsible for driving profitable growth, sales performance, and exceptional member experiences across the Credit Union’s branch network. Partnering closely with the COO and executive leadership team, this role translates corporate strategy into measurable sales results, market expansion, and financial performance. This executive is a sales-driven leader and role model who builds high-performing retail teams, holds leaders accountable to results, and ensures every branch operates as a growth engine for the Credit Union. The Vice President of Retail champions a culture where sales excellence, service quality, and operational discipline work together to deliver sustainable membership growth and strong financial outcomes.

Requirements

• 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. Branch management experience preferred.
• 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.

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.
• Demonstrates conduct consistent with Fortera’s Corporate Values
• Practices open communication with all levels.
• Accepts accountability by taking ownership of issues and responsibility for one’s actions.
• Fosters teamwork by cooperating and collaborating with other employees.
• Seeks ways to make the workplace fun for oneself & others.
• Conducts oneself with integrity by being honest, trustworthy and ethical in all work activities and interactions.
• Service oriented, shows a genuine concern for the needs of our members and team members by being friendly, professional and following through on commitments.
• Demonstrates humility in all interactions.
• Works to ensure a diverse and inclusive work environment based on team work and collaboration.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 101-250 employees