SECU · 3 months ago
Assistant Financial Center Manager
SECU is a dynamic organization seeking innovative professionals to join their Retail Banking team as an Assistant Financial Center Manager. In this role, you will lead daily financial center activities, ensure compliance with policies, and enhance member experience while managing and developing team members.
AccountingBankingFinancial Services
Responsibilities
Lead and direct all daily financial center activity (member interactions, activity management, coach conversations around lending, SFP, small business, mortgages, deposits as well as other lines of business)
Use situational leadership to bring targeted development support to team member growth and partner “engagement”
Pull monthly reports and analyze data with Financial Center Manager
Ensures compliance with policies and procedures
Ensures compliance through daily observation and monthly audits
Balance the Financial Center
Compliance with all Bank Secrecy Act rules and conditions
Serve as subject matter expert with all branch transactions, policies and processes
Open and close the Center
Identifies and resolves member problems to ensure member retention
Resolves interdepartmental and branch issues in collaboration with Financial Center Manager
Ensures adherence to sales and service behaviors
Active participation in lobby management efforts
Adherence to Credit Union service level agreements
Educate members to refer (cross-sell) SECU products and services
Coach all center employees to success to ensure referral and branch sales goals are met
Participate in commercial/business development efforts
Participate in all branch recruitment efforts to include sourcing, screening resumes, interviewing and selection
Qualification
Required
Education - Associates or Bachelors degree or equivalent experience in branch management
2+ years of successful career track in branch management
Experience with managing transitions/change of either operating systems or organization culture
Strong background in branch operations to include new accounts, loan origination, transaction processing and ATMs
Sales Management experience selling business directly to consumers and small businesses
Annual performance reviews, coaching, motivating
Must be able to work independently and at the same time foster teamwork
Demonstrate ability to manage multiple projects simultaneously
Able to develop action plans and accomplish goals
Strong computer skills including Word, Excel & PowerPoint
Excellent written and verbal communication skills
Superb member and customer service
Attention to detail is essential
Strong decision making and problem solving skills
Solid work ethic, integrity and extremely self-motivated
Solid analytical and critical thinking skills
Strong collaboration and negotiation skills
Demonstrate ability to develop, recommend and implement new ideas
Demonstrate high level of initiative and creativity
Strong desire to work as part of a total team effort
Monitoring sales team productivity, safety and morale
Recruiting, hiring, training, coaching and motivating staff
Preferred
Experience preparing yearly budgets is helpful
Benefits
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
Company
SECU
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
Funding
Current Stage
Late StageRecent News
2025-10-23
State Employees' Credit Union (SECU)
2025-09-17
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