GENERAL SUMMARY:
The primary responsibility of the Financial Center Manager is to oversee the branch staff, providing leadership and direction in an effort to achieve desired member service and sales goals. This position oversees daily branch operations, ensuring compliance with Credit Union procedures and standards. The position level (I or II) is determined based on a combination of number of branch members and Assets under Management as well as the incumbent's level of experience, skills and expertise.
This role is eligible for a language stipend of $200/monthly after 90 days of employment
QUALIFICATIONS:
Minimum Education & Experience Requirements:
- Bachelor's degree in business administration or a related field or equivalent experience
- Four (4) years bank/credit union experience
- To include two (2) years in a management or supervisory role
OR
- High School Diploma or equivalent and five (5) years of progressive Vantage West Credit Union experience, to include two (2) years management or supervisory experience.
Minimum Knowledge and Skill Requirements:
* Strong member service skills and demonstrated ability to consistently lead, drive, motivate, and develop staff
* Must display professionalism and possess excellent business communication skills (verbal and written)
* Strong active listening, problem solving and decision making skills
* Must have the ability and drive to solicit new business proactively
* Must have demonstrated knowledge of current technology, possess the ability to learn new technology quickly and be able to facilitate learning with branch staff and members
* Must be proficient in Microsoft Office (Word, Excel, Outlook)
COMPETENCIES:
* Managerial Courage
* Developing Direct Reports and others
* Drive for Results
* Conflict Management
* Decision Quality
* Ethics and Values
WORKING CONDITIONS/ENVIRONMENT:
This job requires the incumbent stand or sit for the majority of time and be able to lift up to 25 lbs. Must be able to work a flexible schedule Monday through Saturday as needed.
OTHER REQUIREMENTS:
Must comply with and ensure staff adheres to all policies and procedures, including Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
1. Oversees daily branch operations and ensures employee functions and transactions are accurate, timely, and efficient.
2. Schedules, supervises and evaluates branch work flow and staffing.
3. Conducts performance evaluations and creates development plans for branch staff.
4. Mentors employees on career path goals through feedback and action plans.
5. Provides vision and leadership to department staff. Supervises and coaches teams on the proper behaviors, sales techniques, service expectations and compliance guidelines.
6. Supports credit union member service objectives and achieves sales goals by ensuring staff is actively cross-selling and referring products and services to members.
7. Ensures staff maintains comprehensive, current knowledge of products and services through completion of all required training and updates.
8. Provides high level service to Credit Union members and associates. Maintains a professional work environment and appearance.
9. Ensures branch compliance through monitoring, tracking, and completing appropriate transaction reports, transaction logs and security records and reports all suspicious activity to the appropriate department. Maintains and regularly reviews the controls over negotiable items, asset inventory, security procedures, etc.
10. Resolves difficult member service situations, builds strong member relationships and ensures member satisfaction through proactive problem resolution.
11. Performs other duties as assigned.
Salary range is $62,707.71-$82,303.87. Job Grade, EX 13. Final salary is dependent on candidate's experience and qualifications.
Equal Opportunity Employer Veterans Disabled
Vantage West Credit Union
Mar 07, 2025