Financial Center Manager jobs in United States
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SECU · 23 hours ago

Financial Center Manager

SECU is a dynamic organization seeking innovative professionals to join their Retail Banking Team as a Financial Center Manager. The role involves leading daily financial center activities, ensuring compliance, enhancing member experience, and driving performance results through effective team management and customer service.

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 Market Manager
Ensures compliance with policies and procedures
Ensures compliance through daily observation and monthly audits
Balance the branch
Compliance with all Bank Secrecy Act rules and conditions
Serve as subject matter expert with all branch transactions, policies and processes
Open and close branch
Identifies and resolves member problems to ensure member retention
Resolves interdepartmental and branch issues in collaboration with Market 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 branch employees to success to ensure referral and branch sales goals are met
Participate in commercial/business development efforts
Participate in all financial center recruitment efforts to include sourcing, screening resumes, interviewing and selection

Qualification

Financial center managementCustomer service experienceSales skillsConsumer lending backgroundMS WordExcelSupervisory skillsCoaching skillsResourcefulnessEngagement through technologyWritten communicationVerbal communicationDecision makingProblem solvingOrganizational skillsAttention to detailInitiativeTeam leadership

Required

Associate's degree or equivalent branch leadership experience
3+ years of successful financial service sales and customer service experience
Minimum 3+ years of financial center management experience in a Banking or Credit Union environment
Excellent written and verbal communication skills
Ability to identify and effectively source/recruit outside talent for openings
Ability to complete multiple tasks simultaneously
Strong customer service, decision making and problem solving skills
Proficient in MS Word and Excel along with strong computer skills
Strong supervisory and organizational skills
Ability to coach, counsel, and motivate staff to build bench strength
High level of initiative and resourcefulness as well as accountability for yourself and your team
Strong attention to detail
Ability to effectively lead your team with influence and credibility
Ability to effectively engage and service members through technology and automation

Preferred

Bachelor's degree preferred
Consumer lending background helpful

Benefits

Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...

Company

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 Stage

Leadership Team

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Leigh Brady
President and CEO
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Company data provided by crunchbase