Financial Center Manager II - III jobs in United States
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HAPO Community Credit Union · 3 months ago

Financial Center Manager II - III

HAPO Community Credit Union is an organization focused on member services and community engagement. The Financial Center Manager will lead branch operations, enhance member experiences, and develop small business relationships while ensuring compliance and operational excellence.

BankingFinancial ServicesInsurance

Responsibilities

Lead by actively engaging with members on the branch floor, ensuring their needs are understood and addressed in a timely manner. Collaborate with team members to identify opportunities for enhancing the branch environment, making it welcoming and efficient for all who visit
Model exceptional service behaviors and set an example for staff by actively listening to member needs and providing tailored solutions. Foster a collaborative environment where team members feel empowered to take initiative in resolving issues and improving the overall member experience. Demonstrate a commitment to providing exceptional service and building long-term member relationships
Refer members to internal experts to ensure they receive comprehensive financial support
Encourage a culture of proactive communication, where staff anticipate member needs and deliver solutions that go beyond expectations. Utilize feedback and performance metrics to identify areas for improvement and celebrate success stories that exemplify outstanding service
Resolve complex member concerns with professionalism and care
Take ownership of the branch’s service standards by regularly monitoring interactions and providing constructive feedback to team members. Encourage staff recognition and reward initiatives that highlight exceptional service and innovative problem-solving. Maintain a visible presence within the branch, offering guidance and support to both staff and members to ensure a seamless service experience
Write and conduct employee one-on-ones, performance reviews, and corrective actions as needed
Support staff development by facilitating regular training sessions focused on enhancing both technical skills and interpersonal abilities. Encourage employees to pursue professional growth opportunities and provide resources for ongoing learning, ensuring the team remains adaptable and well-informed in a rapidly changing financial environment
Support the Credit Union’s strategic goals through collaboration and ongoing personal development
Develop and maintain strong relationships with local organizations, businesses, and community leaders to further establish the branch’s presence in the area. Actively seek opportunities for partnership and collaboration that align with HAPO’s mission and values, contributing to both community well-being and the growth of the Credit Union
Provide financial solutions by analyzing and interpreting business needs to strengthen current relationships and uncover new opportunities
Partner with internal teams to expand and deepen member relationships
Open and maintain a variety of account types, including Commercial Accounts, Trust, Estate, and IRA accounts
Ensure a thorough understanding and execution of branch audit and compliance procedures

Qualification

Commercial lendingBusiness developmentRelationship managementFinancial analysisTeam leadershipCoachingCommunity engagementOperational excellenceCompliance knowledge

Required

Highschool Diploma (GED) Required
7 - 10 years Demonstrated ability to lead, coach, and develop team members
Proven experience in commercial lending, business development, or relationship management within a financial institution
Strong knowledge of business deposit products, commercial credit, and financial analysis

Benefits

No cost premium health insurance for all employees, including medical, dental and vision
Accidental death and dismemberment insurance
Long term and Short term disability
Competitive pay
Pension Plan
401K program with match
Flexible spending account (medical and dependent care)
0% interest on select personal loans
Employee Assistance Program (EAP)
Paid time off
11 paid holidays per year
Paid Birthday day off
HAPO Anniversary day off
Volunteer Opportunities (Both Paid and Volunteer)
Employee Milestone Anniversary Bonus

Company

HAPO Community Credit Union

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HAPO Community Credit Union specializes in financial services and deals with digital banking, investments, mortgages and loans.

Funding

Current Stage
Late Stage

Leadership Team

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Dolores Broeske
President/CEO
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Scott Mitchell
Executive Vice President and Chief Financial Officer
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