If you are interested in this position, you must apply on the Fortera website. Apply at https://www.forteracu.com/careers
Vice President of Retail
Full Time
Senior Management
Clarksville, TN, US
Requisition ID:1067
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.
POSITION PURPOSE
The Vice President of Retail is responsible for driving profitable growth, sales performance, and exceptional member experiences across the Credit Unions 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.
Strategy, Sales Leadership and Financial Performance
Owns PandL 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.
Sales Coaching, Talent Development and Accountability
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.
Data, Insights and Market Growth
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.
Compliance, Risk and Governance
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.
Community Engagement and Brand Growth
Represents the Credit Union in community and civic events to build brand awareness, generate relationships, and support market growth.
Promotes the Credit Unions mission, values, and commitment to members through visible leadership and community presence.
Demonstrates conduct consistent with Forteras Corporate Values
Practices open communication with all levels.
Accepts accountabilityby taking ownership of issues and responsibility for ones actions.
Fosters teamwork by cooperating and collaborating with other employees.
Seeks ways to make the workplacefunfor oneself and 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.
Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.
Please be advised, visa sponsorship is not available for this position.
QUALIFICATIONS
Education/Certification:
Bachelors degree in Business or related field or an equivalent combination of experience and education.
Required Knowledge:
Thorough knowledge of consumer, business and mortgage lending practices.
Robust working knowledge of the Microsoft Office Suite; Advanced Excel a plus.
Experience Required:
Minimum of 5 years of financial institution sales management experience.
Seven to tenyears of Credit Union or other financial institution experience. Branch management experience preferred.
Skills/Abilities:
Able to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity.
Excellent written and oral communication skills.
Strong interpersonal and 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
