Financial Center Manager jobs in United States
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PenFed Credit Union · 1 day ago

Financial Center Manager

PenFed Credit Union is hiring a Financial Center Manager to lead their Lemon Creek branch in Boerne, Texas. This role involves managing a team to enhance member experiences and overseeing daily operations to ensure performance and compliance with regulations.

BankingCreditFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Manage and oversee daily operations of the Financial Center which includes but not limited to performance management, goal achievement, and teammate development
Collaborate effectively to achieve results; building and nurturing strong relationships along the way
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for members based on their needs and can resolve problems independently or bring in others as needed
Communicates effectively and confidently and is comfortable engaging all members
Ability to learn and adapt to new information and technology platforms
Apply strong critical thinking and problem-solving skills to meet member's needs
Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations
Efficiently manages time and capacity with the ability to manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Interpret performance and operational results, find opportunities to drive success and hold others accountable to results
Maintain a high level of knowledge regarding PenFed products and services, to include policy/procedures and resources; assists team with complex member needs, to include explanation of loan decisions, and working with other departments to resolve issues
Maintain high level of expertise in running all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc
Actively networks within fields of membership to include local community, military installations, and affiliated partners to grow brand awareness
Provide support to other Financial Centers to include working weekends and/or extended hours as required to operate the business
Assist with any internal, external, or Marketing initiatives that support the enhancement of our business
If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents
This role is responsible for ensuring business continuity

Qualification

Financial services knowledgeCoaching experienceTeam managementNotary PublicBilingual-SpanishCritical thinkingProblem-solvingEffective communicationTime management

Required

Bachelor's Degree is required
Minimum of four (4) years' related work experience in a management capacity in a financial institution required
Minimum of two (2) years of demonstrated experience building, leading, managing and coaching a team
Experience in financial services and knowledge of financial services industry, products and solutions
Experience in mortgage, retail or hospitality
Experience working in an environment with individual and team goals where goals were routinely met or exceeded

Preferred

Valid Notary Public, preferred
Bilingual-Spanish preferred

Benefits

Comprehensive health, dental, and vision plans
Paid time off
Paid parental leave
Care support
Fitness center access
401(k) match
Employee loan discounts
Fully paid life and disability coverage
Education assistance
Community involvement
Volunteer opportunities

Company

PenFed Credit Union

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PenFed Credit Union offers banking services, loans, mortgages, and credit cards to individuals and small businesses.

H1B Sponsorship

PenFed Credit Union has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (19)
2024 (20)
2023 (10)
2022 (21)
2021 (12)
2020 (11)

Funding

Current Stage
Late Stage
Total Funding
$845.89M
2025-09-22Debt Financing· $398.49M
2024-08-29Debt Financing· $447.4M

Leadership Team

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Sarah Heintzman
Executive Vice President, CFO
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Andrea McCarren
Senior Vice President & Chief Content Officer, PenFed Digital
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Company data provided by crunchbase