Retail Product Strategy Manager

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The Position

Job Title

Retail Product Strategy Manager

Job Description

First United is not your typical bank. We are driven by a higher purpose and guided by a core set of values that inspire us to serve all our stakeholders – employees, customers, shareholders, communities, and partners. Our purpose is to inspire and empower others to Spend Life Wisely. Spending Life Wisely means taking small steps toward a life of Love and Impact. We do this by engaging in a holistic approach to life that encompasses four pillars: faith, financial well-being, health and wellness, and personal growth.

We are committed to supporting our local communities and impacting the lives of all our stakeholders. We meet people where they are and empower them with resources that educate and inspire them along their unique path to success.

Through Love and Impact, we will elevate 10 million lives by 2030. One customer. One family. One community at a time.

First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas.

 

Job Summary:

The Retail Product Strategy Manager is responsible for shaping and executing retail banking product strategy for First United Bank, with a primary focus on helping customers move forward in their Financial Well-Being Journey. This individual contributor role will translate customer insights, banker feedback, and performance data into practical strategies that improve customer outcomes and help First United deliver value with speed, clarity, and personal service.

Product strategy at First United is more than managing individual products; it is the discipline of connecting customer insight, banker enablement, financial performance, risk awareness, and execution into simple, actionable solutions. This role will work across the bank to bring banking solutions to market with speed, strengthen relationships, and make it easier for customers to manage everyday finances, build financial confidence, and Spend Life Wisely.

Major Duties and Responsibilities (Essential Functions):

• Develop and manage retail product strategies aligned with First United’s purpose, customer Financial Wellbeing Journey, and growth objectives.
• Translate customer needs, banker feedback, market trends, competitive intelligence, and performance data into product recommendations, enhancements, and go-to-market strategies.
• Support the full lifecycle of banking offerings, including concept development, business case support, launch planning, performance tracking, enhancement, and rationalization.
• Create product and bundle strategies across deposits, lending, payments, digital capabilities, financial wellness tools, and value-added services.
• Partner horizontally across the bank’s lines of business, including Retail, Treasury Management, and Lending, as well as key support partners, to deliver product initiatives and drive adoption.
• Manage product performance across growth, adoption, profitability, customer lifetime value, customer experience, and P&L contribution.
• Help simplify product positioning so bankers can clearly match solutions to customer needs and customers can more easily understand the value of First United’s offerings.
• Monitor product performance and customer outcomes; identify opportunities to improve adoption, retention, profitability, digital engagement, and financial well-being.
• Partner with Marketing, Training, and frontline leaders to support effective product launch, communication, education, and field readiness.
• Maintain a strong understanding of regulatory, operational, and risk considerations impacting retail banking products and services.

Additional Duties and Responsibilities:

• Adherence to all First United Policies and Procedures.
• Complete all required compliance exams on an annual basis.
• Perform other duties as assigned.

Employee Specifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education and Work Experience:

• Bachelor’s degree in Business, Finance, Strategy, Marketing, or related field, or equivalent work experience.
• 5+ years of relevant experience in product strategy, product management, banking, financial services strategy, customer experience, or a related field; or 3+ years of relevant experience with an MBA or advanced degree in business, finance, strategy, marketing, or a related field.
• Strong understanding of banking products, including deposits, lending, payments, digital banking, account servicing, and customer financial wellness needs.
• Demonstrated ability to translate customer insight, market trends, data, and business objectives into actionable product strategies.
• Experience working cross-functionally to influence stakeholders, align priorities, and execute initiatives without direct reporting authority.
• Ability to evaluate product performance, understand financial drivers, and connect product decisions to growth, profitability, customer experience, and P&L outcomes.
• Strong communication, analytical, problem-solving, and presentation skills.

Preferred:

• Experience with digital banking platforms, fintech partnerships, banking product innovation, or financial wellness solutions.
• Understanding of pricing, profitability, balance growth, fee income, margin, and other banking performance levers.
• Background in human-centered design, customer journey mapping, segmentation, or go-to-market strategy.

Knowledge and Skills Requirements:

• Strategic thinker with the ability to connect customer needs, business economics, product design, and execution.
• Strong horizontal leadership capability, with the ability to influence and align partners across functions and lines of business.
• Customer-centered mindset and commitment to maintaining zero distance from the customer through banker feedback, customer insights, and performance data.
• Comfort operating as a general manager for product outcomes while remaining hands-on in analysis, planning, and execution.
• Ability to simplify complex ideas into clear product positioning, banker guidance, and customer-facing value propositions.
• Purpose-driven orientation with a desire to help customers build financial confidence and Spend Life Wisely.

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All Locations:

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.