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Financial Center Manager

Job in Plano, Collin County, Texas, 75086, USA
Listing for: First United Bank
Full Time position
Listed on 2026-09-04
Job specializations:
  • Management
    Operations Management, Retail & Store Manager, BD Manager, General Management
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below

Position

Job Title:

Financial Center Manager

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

Job Description Summary

The Financial Center Manager is responsible for leading and directing the overall retail performance of the community bank, including expanding our customer base, driving sales and service excellence, and empowering customers to spend life wisely. The role provides oversight of daily operations, compliance, and internal controls, while fostering a strong, collaborative culture built on high ethical standards and exceptional customer service.

As the primary retail leader of the financial center, this position holds accountability for sales growth, customer experience, and operational soundness. The Financial Center Manager is expected to demonstrate a high degree of self-determination, strong interpersonal influence, and consistent alignment with organizational values and culture.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
  • Leadership & Culture Models and promotes First United’s values by demonstrating integrity, accountability, and high ethical standards.
  • Creates a positive, professional environment where teamwork, collaboration, and service excellence thrive.
  • Acts as a role model for Relationship Bankers and Tellers by leading through example.
  • Builds trust with employees and customers through consistent communication, follow-through, and relationship‑building.
  • Fosters and equips team to engage customers in meaningful Spend Life Wisely conversations, moving beyond transactions to trusted mentorship.
  • Serves as the primary retail leader of the financial center, responsible for day‑to‑day leadership while aligning strategies with the Community Bank President.
  • Business Growth and Team Development Partners with the Community Bank President to implement growth strategies, focusing on deposit growth, cross‑selling, and customer retention.
  • Demonstrates knowledge of retail and small business solutions, including cash management and digital services.
  • Directs sales processes by setting clear goals, coaching for performance, and monitoring progress with team and individual results.
  • Develops team members’ consultative conversation skills to deepen and retain customer relationships.
  • Encourages outbound calling, community engagement, and relationship development to expand customer reach.
  • Coordinates sales campaigns and incentives to drive results while reinforcing consistency across locations.
  • Talent Management Manages the hiring, onboarding, training, and performance development of team members.
  • Provides regular coaching, one‑on‑one meetings, and feedback to drive engagement and accountability.
  • Balances high expectations with support and encouragement to promote both individual and team success.
  • Partners with the Community Bank President, HR, and Regional Retail Manager on employee relations matters, ensuring fairness and adherence to policies.
  • Operational Excellence & Compliance Ensures operational excellence by maintaining accountability for compliance, risk, and audit standards, while delegating daily task execution to team members.
  • Proactively addresses operational issues and ensures sustainable long‑term solutions.
  • Maintains oversight of branch facilities, marketing materials, and overall customer experience standards.
  • Community Engagement Represents First United Bank in the community by participating in civic, service, and business organizations.
  • Builds visibility and credibility through consistent involvement in events, activities, and partnerships.
  • Partners with Spend Life Wisely Ambassadors within the community market.
ADDITIONAL DUTIES AND RESONSIBILITIES
  • Completes all required compliance and regulatory training annually.
  • Adherence to all First United policies, procedures, and professional standards.
  • Maintains…
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