Assistant Financial Center Manager

About the role

The Assistant Financial Center Manager is accountable for service, sales, and operations for the Financial Center. This individual is responsible for all member and employee experience related activities through effective communication and coaching.

Responsibilities

• Ensure timely and accurate financial services are provided to the membership by demonstrating leadership, direction, and effective monitoring of staff at the Financial Center
• Partner with Financial Center team members to set value-add SMART goals and create Individual Development Plans impacting professional development
• Effectively demonstrate active listening, effective communication, and coaching skills when with team members in all delivery channels
• Establish appropriate documentation of developmental conversations to set a foundation for effective performance management, including but not limited to: annual and 90-day reviews, performance improvement, and Connections
• Correspond as a liaison between management and member advisors to ensure successful execution of financial center needs
• Conducting yearly performance evaluations to assess staff member accomplishments while setting desired goals for the coming year
• Holding recurring coaching meetings to go over progress, provide feedback and overcome any challenges
• Conducting interviews, providing training, and overseeing performance to ensure that staff members can fulfill their duties effectively
• Guide team members in providing needs-based solutions for members and contribute to the overall wellness of the membership base and the Financial Center in a timely and accurate manner
• Model and demonstrate active listening and strong communication skills when working with members in all delivery channels while maintaining SECU’s service level agreements
• Actively take part in and coach all lobby leadership activities
• Lead the collaborative process inclusive of other business line partners that contributes to the deepening and enhancing of member relationships
• Develop, maintain, and grow effective working relationships with community partners, in support of retail banking objectives
• Capture member feedback regularly and act on it to enhance services and resolve concerns

Requirements

• High School Diploma is required
• College Degree Preferred
• At least 3 years of retail banking experience
• At least 1 year of leadership experience, including people management experience
• Demonstrates an understanding of SECU’s culture, core values, mission and strategic priorities as it relates to one’s work and overall performance
• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
• Identifies opportunities to improve efficiency, reduce errors, or enhance member satisfaction
• Prioritizes tasks effectively to support team goals and organizational timelines
• Applies critical thinking to troubleshoot issues and escalate concerns when appropriate
• Understands the importance of confidentiality, compliance, and ethical behavior in daily responsibilities
• Adapts to changes in processes, tools, or organizational priorities with a positive, solutions-focused approach
• Maintains professionalism in communication, behavior, and representation of SECU

Qualifications

• Proven leadership, relationship building, goal attainment in retail banking sector

Skills

• Effective communication and coaching skills
• Leadership and direction
• Performance management
• Member growth and experience
• Financial center operations and compliance
• Collaboration with internal and external partners
• Community engagement
• Confidentiality and compliance
• Professionalism and adaptability

Benefits

• Comprehensive benefits package including medical, vision, dental, 401k plan with company matching, generous sick, vacation and personal leave, and more
• Quarterly incentives based on productivity goals
• Annual corporate-wide incentives
• Equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law

Pay

Compensation Information: Offers will be commensurate with experience and education. The below is the full range for this grade, however, the base salary budget for the AFCM is $65k-$74k per year.

Schedule

Not specified