Assistant Financial Center Manager

What You Will Do

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. The Assistant Financial Center Manager is proficient in performance and talent management, membership growth and experience, operations and compliance, and achieving performance results. This individual is responsible for developing effective relationships with internal and external partners.

The Assistant Financial Center Manager collaborates with the Financial Center Manager to achieve Retail Banking objectives and member escalations. Assistant Financial Center Managers have a thorough knowledge of SECU’s products and services and are accountable for their behaviors and results while upholding SECU’s Code of Conduct.

The Assistant Financial Center Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

• 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.
• Conduct yearly performance evaluations to assess staff member accomplishments while setting desired goals for the coming year.
• Hold recurring coaching meetings to go over progress, provide feedback and overcome any challenges.
• Conduct interviews, provide training, and oversee 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.
• Engagement in the community along with connections that contribute to member satisfaction and retention.
• Capture member feedback regularly and act on it to enhance services and resolve concerns.

• Actively ensure the Financial Center is meeting its goals by regularly monitoring Center and individual employee performance.
• Educate, train and motivate team members to ensure quality referral and cross-sell success.
• Model and demonstrate educating members on all applicable products, services and channels of delivery.
• Positively influence employee engagement results by facilitating and fostering a cohesive, professional environment.
• Partner with Financial Center management to set value-add SMART goals and create Individual Development Plans impacting professional development.

• Exhibit expertise of the various functions and procedures of SECU’s divisions and operating partners.
• Adhere to all federal, state, and SECU specific policies and procedures as well as…