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Financial Center Manager II – Allegacy Federal Credit Union

Financial Center Manager II – Allegacy Federal Credit Union

Job Type:

Full Time



Posting End Date:

May 16, 2024
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        Job Title: Financial Center Manager II Job Code: 70200

        Reports To: AVP of Retail Operations

        Role Accountability

        At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position manages the day-to-day business activities in a Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center.

        Nature and Scope

        This position reports to the AVP of Retail Operations. The position works within a team based environment with virtually all other departments to provide superior service to our membership. The position provides guidance and direction for all assigned staff including performance planning and evaluation.

        Specific Accountabilities

        Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
        Recognize employees who perform at a high level.
        Hold employees accountable for their performance, attitude and behavior.
        Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
        Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
        Ensure that the employees meet sales and/or service goals as established by the credit union.
        Demonstrate enthusiastic support of corporate mission, core values and long-term objectives.
        Perform job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
        Train and supervise staff.
        Assign, direct, coordinate and review work performed by staff.
        Must 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 the Allegacy behaviors.
        Manage daily activities of a financial center.
        Supervise, motivate and develop assigned staff.
        Oversee and direct financial center activities to achieve sales and organization goals to increase market share. Typically 50% of this job’s requirements are to lead the cross-sell efforts.
        Responsible for the development and implementation of bi-weekly sales meetings to develop and coach employees.
        Responsible for audit compliance as well as security, safety and maintenance of financial center assigned.
        Ultimate responsibility to assure that loan closings and product openings are completed on a timely basis, and are consistent with AFCU policies and procedures.
        Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
        Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).
        Responsible for hiring employees, directing work assignments, performance reviews, rewarding and disciplining employees.

        Knowledge, Skills and Abilities

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

        Education and Experience

        Minimum requirements:

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

        FULL-TIME/PART-TIME Full-Time
        CLOSE DATE
        EXEMPT/NON-EXEMPT Exempt
        LOCATION 041-Mocksville
        ABOUT THE ORGANIZATION Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community’s best interests at heart? We do, too. That’s why we work for Allegacy. Here, you’ll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

        EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
        PAY GRADE None Specified


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