Financial Center Manager

We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Reporting to the Regional Development Manager, the Financial Center Manager is responsible for the overall retail growth and profitability of the Financial Center and directing the operational efforts of the financial center. In addition, the Financial Center Manager is responsible for delivering superior member experience and service and developing and implementing strategies and programs relating to sales, marketing, member retention and acquisition. In addition, builds and maintains a team of highly engaged and highly performing employees who are passionate about delivering exceptional member service and educating members on our products and services to help them meet their financial goals.

Work Location:

This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.

What you will be doing:

• Executes challenging financial center goals that are designed to achieve business results; overcomes obstacles to meet or exceed goals; measures progress and evaluates results; and re-prioritizes as appropriate.
• Responsible for hiring and maintaining engaged and motivated Financial Center staff, to include conducting assessment of scorecards and performance evaluations.
• Creates and facilitates a service and sales-oriented environment to maximize sales and service productivity. In addition, identifies breakdown in internal processes and systems that impact member service and retention; administers sales growth, profitability, member satisfaction, and other business initiatives in partnership with the Regional Development Manager and other business partners; and exhibits a working knowledge of financial center operations to ensure maximum results with limited risks.
• Responsible for lobby optimization and maintains appropriate staffing levels and effective planning of team schedules.
• Communicates metrics and objectives on a regular and consistent basis to staff through daily check-ins, observations, and one-on-one coaching routines; provides instruction, and opportunities for observation in to promote skills development; and encourages questions to ensure understanding.
• Develops and administers timely employee performance assessments to ensure expectations and goals are set, monitored, and executed to include providing continuous and appropriate feedback on performance and reinforcement for improvement efforts and satisfactory progress. In addition, ensures that the financial center is adequately staffed with the best talent via effective interviewing, selection, and employee retention techniques.
• Monitors controllable expenses; ensures all security measures are observed and all security equipment is functioning properly; and ensures the building facilities are properly maintained to include surrounding landscape and parking areas.
• Executes Financial Center goals to achieve business results; overcomes obstacles to meet or exceed goals; measures progress and evaluates results; and re-prioritizes as appropriate.
• Fosters effective staff relations and maintains a highly motivated team by listening to and fully involving team members in decisions and actions and creating an environment for open, continuous, and proactive communication.
• Supports staff professional development plans to aid each employee in performance and career progression to clarify roles and responsibilities and to support professional growth.
• Monitors Financial Center operating results relative to established objectives and ensures appropriate steps are taken to correct unsatisfactory conditions.
• Maintains communications with Regional Development Manager and prepares and submits standard reports; attends scheduled management meetings.
• Responsible for overall Financial Center operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions.
• Responsible for cash operations to include ordering, timely and accurate balancing and auditing cash vault, cash recycler, and end of month/year-end reporting.
• Assists Financial Center staff in balancing daily transactions; examining, evaluating, and processing member and loan applications; and performing account and loan maintenance in the absence of subordinate personnel.
• Reviews documents prepared by Financial Center staff, such as loan, membership, and account/loan maintenance audits to ensure compliance with organizational policies and procedures and addresses and resolves outstanding quality of work issues.
• Represents the Financial Center as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups.
• Monitors all Financial Center activities to ensure they are following established Credit Union policies and procedures.
• Performs other job-related duties as assigned.