Financial Center Manager II

About the role

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

This position manages the day-to-day business activities in a Financial Center, including the supervision of all employees. It is responsible for designing and maintaining the sales production efforts within the financial center, with typically 50% of the role focused on leading cross-sell efforts.

Responsibilities

• Develop each employee to their highest potential by identifying areas for improvement and appropriately coaching, training, or correcting performance.
• Recognize employees who perform at a high level and hold them accountable for performance, attitude, and behavior.
• Meet with each employee to review previous performance, set goals, and develop plans for improvement.
• Ensure exceptional member service to every member, every time, by delivering consistently high-quality service aligned with Allegacy’s Brand Culture.
• Ensure employees meet sales and/or service goals established by the credit union.
• Demonstrate enthusiastic support of corporate mission, core values, and long-term objectives.
• Perform job duties in compliance with bylaws, regulations, Board of Directors policies, and established service standards.
• Train and supervise staff, assigning, directing, coordinating, and reviewing work.
• Possess effective knowledge of the credit union’s products and services.
• Ensure understanding of the Performance Management system and company-wide objectives.
• Fairly and consistently evaluate employees against Allegacy behaviors.
• Manage daily activities of a financial center, including supervising, motivating, and developing assigned staff.
• Oversee and direct financial center activities to achieve sales and organization goals, increasing market share.
• Develop and implement bi-weekly sales meetings to coach employees.
• Ensure audit compliance, as well as security, safety, and maintenance of the financial center.
• Assure timely completion of loan closings and product openings consistent with AFCU policies and procedures.
• Assist other departments to grow membership and increase community awareness of AFCU.
• Incorporate AFCU performance attributes in daily work activities and display a professional, courteous, and helpful attitude to members (internal and external).
• Responsible for hiring employees, directing work assignments, conducting performance reviews, and rewarding or disciplining employees.

Requirements

• High school diploma or equivalent.
• Three or more years of related experience in financial institution branch management.
• Two or more years of consumer lending experience.
• Strong sales, interpersonal, leadership, oral, and written communication skills.
• Strong computer proficiency with at least intermediate knowledge of MS Word and Excel.
• Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.

Skills

• Strong verbal and written communication skills.
• Ability to work well with others and problem-solve to find solutions.
• Ability to coach, motivate, and develop others.
• Strong customer service skills and a sales-oriented approach.
• Demonstrated leadership qualities.
• Ability to multi-task and meet deadlines.

This position reports to the AVP of Retail Operations and works within a team-based environment across departments to provide superior service to members.