Financial Center Manager jobs in United States
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EECU · 1 day ago

Financial Center Manager

EECU is a community credit union based in Fort Worth, Texas, committed to providing members with a better way of banking. The Financial Center Manager is responsible for driving branch growth, expanding relationships, and delivering strong financial performance within the local market.

Financial ServicesVenture Capital

Responsibilities

Develop and execute branch-level strategies to grow market share across deposits, loans, and other product offerings
Identify and pursue new business opportunities with the local market through proactive outreach, networking, and partnerships
Build and maintain relationships with community leaders, businesses, and referral sources to drive new member/client acquisitions
Continually monitor market trends, competitor activity, and performance data to adjust growth strategy
Lead a relationship-based service/sales culture focused on acquiring, deepening, and retaining client relationships
Ensure consistent execution of financial reviews and needs-based conversations
Represent the organization at community networking, and business events to strengthen brand presence and referral opportunities
Partner closely with mortgage, insurance, wealth advisors, and business services to deliver a holistic financial solution
Serve as a trusted advisor for key clients, ensuring personalized high-touch service experiences
Build long term relationships through proactive outreach, financial reviews, and tailored solutions
Lead, coach, and develop a high-performing branch team focused on relationship-based sales and service excellence
Foster a culture of accountability, collaboration, and performance
Set clear goals and expectations aligned with branch and organizational objectives
Ensure the branch meets or exceeds production, growth, and profitability goals
Maintain operational excellence, and regulatory compliance
Analyze performance metrics and market data to adjust strategies and drive results
Continuously seek opportunities to improve service delivery and client satisfaction

Qualification

Market share growthFinancial products knowledgeRelationship developmentLeadership skillsSales processes experienceData analyticsNMLS registrationCoaching skillsMicrosoft Office proficiencyCommunication skillsTime management

Required

Proven ability to grow market share, develop new relationships, and expand existing portfolios
Excellent customer and business focus, with strong change management, communication, and interpersonal skills
Demonstrated success working with affluent or high-net-worth clients
Strong leadership, coaching, and performance management skills
Excellent communication, networking, and presentation abilities
Deep understanding of financial products, lending, and relationship-based sales
A significant level of trust, credibility and diplomacy is required
Must be capable of exercising highest level of discretion on both internal and external confidential matters including direct and indirect reports and outside vendors
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be a proven leader of people within a customer service environment
Experience coaching employees and leadership to increase production, sentiment, and overall retail performance
Experience with sales processes, operations, data analytics, or quantitative marketing
Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
Must be an excellent communicator both oral and written
Excellent organization and time management
Must be proficient in Microsoft Office applications
High School Diploma or equivalent

Preferred

College Degree preferred
SIE or Series 7 licenses are a plus and preferred

Company

EECU

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With more than $4 billion in assets and over 279,000 Members, EECU is one of North Texas’s largest locally-owned financial institutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Bradley Schone
Chief Financial Officer
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Chris Brown
Chief Lending Officer
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Company data provided by crunchbase