- 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.
- 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.
- Experience preparing yearly budgets is helpful.
- 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.
- Market competitive pay
- Robust 401(k) retirement savings program
- Generous paid leave programs
- And more....SECU 2024 Benefits Guide
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Assistant Financial Center Manager - Windsor Mill, United States - SECU
Description
Job Description
Job DescriptionYou're the best at what you do. So are we. Imagine what we can achieve together
We are looking for innovative and dynamic professionals with a passion for exceptional service to join our Retail Banking team as an Assistant Financial Center Manager.
What You'll Do.
As the "face" and "personal connection" to the members we serve, you must be dynamic with a passion for and commitment to exceptional service and exceeding expectations - every member, every time. So, if you're upbeat, welcoming and engaging, embrace innovation and technology, and possess a proven track record of exceptional customer service, we invite you to join our team.
To help SECU become known, valued and utilized, your responsibilities will include but are not limited to:
Performance Management:
Financial Center Operations and Compliance:
Member Experience:
Performance Results:
Talent Acquisition:
What We're Looking For.
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
To learn more about what it is like to work at SECU please visit our career portal -
If you're interested in a challenging and rewarding career then SECU is for you
We can't wait to get to know you
SECU is an Equal Opportunity Employer
