Regional Manager

Self-Help Credit Union; Jacksonville (FL); On-site; USD 88,000 - 123,000; Full time

Benefits offered by this job

Generous benefits package

Job summary

Self-Help Credit Union in Jacksonville, FL seeks a Senior Retail Operations leader to oversee regional branches, ensure service excellence, and maintain policy compliance with regulators. You will coach branch managers, drive growth, and protect assets while aligning with the credit union’s mission.

The role emphasizes staff development, strategic planning, and community outreach, with a compensation range of $87,500–$122,958 and a generous benefits package based on experience.

Qualifications

• Bachelor’s degree in related field OR equivalent related experience.
• 10 years of experience in banking including a minimum of 5 years in a management capacity.
• Strong commitment to mission and community impact.
• Knowledge of financial services policies and regulatory requirements.
• Proven leadership and people management skills.

Responsibilities

• Maintains operational integrity across branches in the region and coaches branch managers.
• Ensures compliance with policies, procedures, and regulatory requirements.
• Develops and implements staff development and performance management.
• Leads strategic planning and branch performance improvement initiatives.
• Organizes external new business development programs and community relations.

Skills

Leadership

Strategic planning

Communication

Analytical skills

Travel flexibility

Education

Bachelor’s degree in related field OR equivalent related experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

Job Description

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

What You’ll Do

RETAIL OPERATIONS

• Maintains operational integrity throughout the branches assigned to the region. Initiates and directs activities to generate servicing of members and development of new business by monitoring results, providing leadership, and coaching Branch Managers and/or branch team members.
• In each assigned region, ensures branch(s) adherence to operational policies, procedures and controls to ensure the safety and security of employees, members and credit union assets.
• Recommends action plans to improve operational policies, procedures and controls; and mitigate controllable losses in operations.
• Encourages and supports organizational initiatives, activities and programs that promote growth and works to establish a positive impact on the communities and members being serviced.
• Ensures that customer service excellence is achieved by encouraging staff to meet high levels of service, confidence, trust, empathy and by promoting members as the primary focus.
• Acts as a communication liaison between SHCU/SHFCU Retail Management and the retail branches within assigned region.
• Ensure all branches are in compliance with Self-Help’s processes and procedures, federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

STAFF MANAGEMENT AND DEVELOPMENT

• Develops teamwork by building consensus and drawing upon the ideas and suggestions of others while fostering a work environment reflecting mutual respect and trust.
• Promotes professional growth of team members through planned development activities and experiences. Counsels, advises, and motivates team members. Ensure that staff receive on-going training, including compliance and security procedures.
• Reviews and recommends objectives, policies, and procedures for assigned branches.
• Takes ownership of, drives and is accountable for branch performance within region. This includes operational and growth metrics, among others transaction volume, teller errors, loan volume, net deposit and member growth and new accounts.
• Plans for and recommends changes in staff structure, scheduling staff rotation/assignments and judiciously manage staff overtime.
• Manages performance appraisals, performance improvement plans, promotions, and terminations.

STRATEGIC PLANNING

• Leads the strategic planning process for the region by recommending goals; develops, communicates, and implements branch level production goals, budgets and operating plans to align with achieving them.
• Supports managers in their effort to be agents of change to drive Self-Help’s economic inclusion initiatives by integrating supplier diversity and the use of businesses owned by women and people of color in third party contracting and vendor management for relevant products and services.
• Evaluates the effectiveness of branches through analysis of branch activity reports; manages write-offs to a minimum; monitors branch performance against goals.

BUSINESS DEVELOPMENT

• Organizes external new business development programs within regional market. Assists with the development of branch business plans to ensure that all deposit and loan production goals are met.
• Researches for mission aligned opportunities. Maps current network to identify insights that enable us to further expand our relationships for increased visibility.
• Nurtures and develops community relations to enhance SHCU/SHFCU reputation.
• Identifies partnerships and collaborations opportunities with public, private and nonprofit entities that advance our mission and impact while strengthening our partners.
• Represents Self-Help in civic and community events and venues to further enhance its image and develop business.
• Educates the larger community about Self-Help’s mission, and capabilities to bring about community development transformation.
• Leads business development planning sessions with Branch Managers, providing guidance and direction.
• Creates short and long-term development strategies in conjunction with team and senior management to optimize branch capacity, identify new opportunities for improvement and growth, and ensure achievement of business goals.

Other

• Maintains prescribed security and internal controls to protect the region's branches against criminal and fraudulent operations and unnecessary risk or exposure.
• Perform other duties as may be deemed necessary.

What You’ll Need

• Bachelor’s degree in related field OR equivalent related experience.
• 10 years of experience in banking including a minimum of 5 years in a management capacity.
• Strong commitment to our mission – creating economic opportunity for all, especially people of color, women, rural residents, and low wealth families and communities.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Knowledge of financial services policies and procedures and regulatory and compliance requirements.
• In-depth knowledge of banking products and services.
• Strong leadership and problem-solving skills.
• Excellent people management and customer service skills. Ability to coach and motivate staff to achieve goals.
• Strong analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace.
• Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Excellent verbal, written and interpersonal communication and presentation skills.
• Computer literacy with proficiency in Microsoft Word, Microsoft Excel, and PowerPoint.
• Ability to travel frequently to various branch locations.
• Ability and willingness to work beyond normal work hours, as needed.
• Ability to demonstrate Self-Help's Core Values:
• Mission Before Self
• Service With Excellence
• Embracing & Promoting Change
• Results Not Credit
• Diversity as a Strength
• Financial Sustainability for Mission Impact

Compensation range starting:

$87,500 - $122,958

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Compensation ranges for each position are based on local market rates and will be determined by geography, role, and experience.

Physical Requirements/Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Close vision is required.
• Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
• Employee is frequently required to type and use a keyboard.
• The employee must occasionally lift and/or move up to 20 to 40 pounds.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.