Regional Director I

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics! service. If this sounds like you, keep reading and we'll dive into the specifics.

Summary:

• The Regional Director I reports directly to the VP of Retail Banking and is responsible for the strategic leadership, operational oversight, and performance management of multiple branches within a designated region. This role plays a critical part in driving branch success by developing and implementing effective policies and procedures, ensuring adherence to all regulatory and compliance standards, and cultivating a high-performance culture through staff training, development, and engagement.
• The Regional Director is accountable for budgeting, P&L management, and the overall direction and execution of business plans across the region. A key responsibility includes monitoring and ensuring that each branch meets or exceeds its assigned goals, including performance, service, and growth objectives. All Branch Managers within the region report to this position.
• Additionally, the Regional Director fosters strong member relationships to support growth, retention, and exceptional service delivery. The role also involves close collaboration with senior leadership to ensure branch operations are aligned with the organization’s strategic goals. This includes ongoing evaluation and enhancement of operational processes to improve efficiency, elevate the member experience, and support long-term organizational success.

Duties and Responsibilities

Branch Leadership & Strategy
o Meet monthly with branch management teams to review performance against established goals (loan volume, ancillary products, sales targets, etc.) and offer strategic recommendations for areas requiring improvement.
o Proactively identify opportunities to enhance and streamline sales processes and procedures to improve effectiveness and efficiency.
o Drive overall branch sales performance by creating and implementing focused strategies tailored to each branch’s performance metrics and objectives.
o Analyzes branch staffing levels and workforce allocation to ensure alignment with operational needs, member service expectations, and budgetary guidelines, making strategic adjustments as necessary to optimize efficiency and performance.
o Continuously monitor each branch’s progress toward performance goals and develop targeted action plans to address gaps.
o Coordinate implementation of sales initiatives and changes and support the adoption and effective use of internal sales tools to drive organizational growth.
o Conduct regular visits to branches to ensure sales activities and best practices are consistently executed across locations.

o Submit comprehensive weekly trip reports to the Vice President of Retail Banking, summarizing key insights and progress.
o Lead by example, modeling professional behavior and performance standards expected of all branch team members.
o Represent the financial institution in the community, fostering strong member relationships and collaborating with Marketing, Public Relations, and Community Engagement to strengthen the organization’s local presence.
o Serve as acting manager during extended absences of branch managers, ensuring continuity of leadership and operations.
o Perform additional department-wide projects and responsibilities as assigned to support organizational objectives.
o Address and resolve member issues or concerns and provide guidance and support to branch leadership and staff on effective issue resolution.
o Collaborate with senior leadership to deliver regular updates on branch sales performance, including evaluations of both branch-level and individual team member achievements.
o Leverage analytical skills to assess operational needs and support the execution of special projects as assigned.
o Monitor and analyze regional branch performance metrics, including Net Promoter Score (NPS), Google reviews, and overall member satisfaction, to identify trends, recognize top-performing branches, and implement region-wide strategies for service improvement and brand reputation enhancement.

Team Development & Coaching

• Champion team-building initiatives, support individual professional development, and contribute to succession planning across all branches.
• Provide ongoing coaching and mentoring to branch leaders conducting regular one-on-one sessions and sales meetings at each branch to enhance sales performance and member service.

• Maintain thorough documentation of coaching, mentoring, and development efforts for branch managers, team members, and other relevant staff.
• Partner with Branch Management to ensure clear and consistent communication regarding the training, development, and performance of branch staff.
• Facilitate monthly regional meetings with branch managers and lead monthly all-branch manager meetings to align goals, share updates, and reinforce strategic direction.
• Deliver ongoing sales training to front-line team members, aimed at enhancing sales techniques, behaviors, and overall member engagement.

Compliance & Risk Management

• Stay updated on credit union regulations, policies, and procedures; conduct necessary audits.
• Collaborate with the Risk Management and Audit teams for oversight and assurance.
• Cross-Functional Partnership
• Coordinate with Human Resources and Training on recruiting, onboarding and ongoing curriculum enhancements.
• Partner with internal departments on referrals, campaigns and credit-union initiatives.
• Bachelor’s degree in Business, Finance, or a related field required; an equivalent combination of education and relevant experience may be considered.
• Minimum of 10+ years of progressive experience in the financial services industry, retail banking, or a service-driven environment. Prior experience in a multi-branch leadership, supervisory, and sales management role is highly preferred.
• Demonstrated success in leading and managing with a strong ability to build, coach, and inspire high-performing teams that consistently meet or exceed organizational goals.
• In-depth knowledge of branch operations, regulatory compliance, and risk management practices. Experience implementing policies, ensuring operational consistency, and driving process improvements across distributed teams.
• Strong understanding of credit union products, services, and lending practices. Proficient in interpreting credit bureau reports, evaluating underwriting criteria, and applying sound lending philosophies to support member needs and organizational growth.
• Exceptional organizational, analytical, and problem-solving skills with the ability to evaluate complex data, identify trends, and make informed decisions that drive performance and operational efficiency.
• Excellent verbal and written communication skills, with the ability to influence and engage a wide range of stakeholders including members, employees, executive leadership, vendors, and regulatory bodies.
• Proficient in core financial principles, including interpretation of balance sheets, income statements, and key financial ratios. Able to leverage peer benchmarking and financial analysis to inform branch strategy and improve performance outcomes.
• Comfortable working in a dynamic environment with the ability to support remote branch operations during closures, respond to urgent needs, and adapt to shifting business priorities.

REQUIREMENTS

Education:

• Bachelor’s Degree preferred, and/or equivalent work experience as a branch manager.

Experience: 

• 10+ years in branch leadership at a Credit Union or financial institution; Experience managing others and leading a branch/team.

• Demonstrated success in leading a branch location, with a strong ability to build, coach, and inspire a high-performing team that consistently meets or exceeds organizational goals.

• In-depth knowledge of branch operations, regulatory compliance, and risk management practices. Experience implementing policies, ensuring operational consistency, and driving process improvements across distributed teams.

• Strong understanding of credit union products, services, and lending practices. Proficient in interpreting credit bureau reports, evaluating underwriting criteria, and applying sound lending philosophies to support member needs and organizational growth.

Any applicable system or program knowledge: 

• High level functional knowledge of credit union systems including Windows and Microsoft Office Software.

• Experience with core banking applications (Symitar/Episys, Synapsis, Meridian Link, OpenClose, etc.)

Licensure(s)

• May be required to register as a Mortgage Loan Officer (MLO) under the Nationwide Mortgage Licensing System (NMLS)

Additional Requirements

• Must understand and follow a set of clear oral and/or written procedures without deviation.
• Performs repetitive routine tasks.
• Withstand moderate amounts of stress.
• Must adhere to a provided work schedule to meet a set of qualitative production standards.
• Perform tasks that vary little from day to day.
• Implements others’ decisions/procedures with little judgment required.
• Must relay information orally.

Physical/Environment Demands

• Sitting for long periods at a time.
• Regularly required to talk or listen.
• Occasional lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus.

Working with Us 

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including: 

• 401k with profit sharing contribution
• Comprehensive medical, dental and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including Federal holidays that many other industries don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what help our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team members’ diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.