Retail Banking Sales & Service Leader

Fortera Credit Union; Clarksville (TN); Hybrid; USD 95,000 - 120,000; Full time

Job summary

Fortera Credit Union in Clarksville, TN seeks a Full Time Retail Sales & Service Manager to drive branch sales and member service across the footprint. You will coach Branch Managers, shape cross-sell of loans and deposits, and align staff with the sales and service model.

You will lead training, manage technology and process improvements, and present results to senior leadership while ensuring compliance and a strong member experience.

Qualifications

• Bachelor’s degree in business, finance or a related field.
• Valid driver’s license.
• Must be NMLS registered or eligible for NMLS licensure.

Responsibilities

• Manage day-to-day sales and service performance across assigned branch locations, holding Branch Managers accountable to production and service goals.
• Own branch-level sales and service results, including loan production, deposit growth, referral volume, and member service quality metrics.
• Monitor performance dashboards and scorecards; diagnose gaps between goal and actual performance and direct corrective action at the branch level.
• Conduct regular branch visits to observe sales behaviors, coach staff in real time, and reinforce consistent execution of the sales and service model.
• Develop and implement strategies to improve cross-sell ratios and deepen member relationships across loan, deposit and ancillary products.
• Plan and lead recurring sales meetings, huddles, and training sessions, ensuring consistent messaging and follow-through on action items.
• Design and deliver sales and service training curricula for branch staff and Branch Managers.

Education

Bachelor’s degree in business, finance or related field

NMLS licensure

Job description

Fortera Credit Union in Clarksville, TN seeks a Full Time Retail Sales & Service Manager to drive branch sales and member service across the footprint. You will coach Branch Managers, shape cross-sell of loans and deposits, and align staff with the sales and service model.

You will lead training, manage technology and process improvements, and present results to senior leadership while ensuring compliance and a strong member experience.