Financial Center Manager @ Meriwest Credit Union | Jobright.ai
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Financial Center Manager jobs in San Jose, CA
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Meriwest Credit Union ยท 2 days ago

Financial Center Manager

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BankingFinancial Services
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Growth Opportunities

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Responsibilities

Responsible for the overall sales and service performance of the Financial Center.
Directs the weekly sales and service activities of the team to ensure member needs are met.
Conducts feedback and coaches the staff on performance and expectations.
Supports and coordinates with Wealth Advisors, Business Banking, and other partners.
Manages expenses, oversees budget, and ensures compliance with regulations.

Qualification

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Consumer Banking KnowledgeSales ManagementFinancial ServicesRisk ManagementBranch OperationsProblem-SolvingHard WorkingTeam ManagementDecision MakingTime Management

Required

Two-year college degree or completion of a specialized course of study at a business or trade school.
Minimum of five years of proven branch and sales management experience at a financial institution leading, managing, motivating, and developing a large team to meet and exceed assigned goals, within a goal-based and results-driven environment.
Thorough knowledge of consumer, business banking, mortgage products, financial institution branch operations, loans, and related financial services.
Proven record of sound decision making, balancing risk with member needs and business goals.
Ability to effectively manage multiple priorities and responsibilities.
Verifiable job history showing stability, consistency, dependability, and accountability.

Benefits

Medical/Dental/Vision on the first day of employment for full-time employees
Free Long Term Care Insurance for employees
Tuition Reimbursement/Student Loan Repayment Plan
Pension Plan/401K
Bonus and incentive potential
Generous Paid Time Off (PTO)/Holiday program
Career growth support and planning programs
In-house fitness center
Discounts on new Mortgage after 6 months of employment

Company

Meriwest Credit Union

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Meriwest Credit Union specializes in banking solutions that deal with digital wallets, credit cards, loans and insurance services.

Funding

Current Stage
Growth Stage

Leadership Team

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Lisa Pesta
President and Chief Executive Officer
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Chad W Maze
Chief Operating Officer
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Company data provided by crunchbase
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