Financial Center Assistant Manager

2 weeks ago

Plano, United States EECU Full time

Do you have Management experience? If so, this may be a great opportunity for you.

EECU is looking for a Financial Center Assistant Manager for our Plano/Frisco locations inside the H-E-B flagship stores. Will be responsible for the direct supervision of the financial center employees. This is a leadership position and will perform management responsibilities in the absence of the Financial Center Manager.

Key responsibilities: Financial Center Assistant Manager will be managing the daily financial center activities of two financial centers. This includes day-to-day financial center functions including achievement of sales goals, scheduling, evaluating productivity and employee/member satisfaction, and the operational efficiencies. Involved in hiring, terminating, promoting, mentoring, and coaching employees to their fullest potential, and setting clear direction. The Financial Center Assistant Manager is responsible for serving as a subject matter expert to members and Financial Center Consultants, creating an outstanding member experience by resolving member service needs, and delivering expertise in specialized financial services. This position is also responsible for expanding relationships with EECU members and acquire new relationships by providing needs-based products and services.

Performs a broad variety of member service functions: such as teller functions, open business and consumer accounts, CDs, IRA's, and HSA's using needs-based selling techniques, interviews and processes loan applications, solve complex member and operational issues.

Assist branch in meeting or exceeding established monthly sales and service goals. Troubleshoot and resolve complex member account issues. Provide positive professional customer service while handling and listening to member's concern, asking probing questions to further understand the issue, and offer a resolution during the initial contact when possible. This position will be responsible for reviewing financial center reports which includes production reports, quality control reports, over/short, non-cash other pertinent reporting to ensure goals are met, exceptions and losses are maintained to a minimum for the financial center.

Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act). Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.

Candidates for EECU should possess the following knowledge and experience:

  • Two to Three years minimum retail service or related experience
  • Management experience
  • Must be a proven leader of people within a customer service environment
  • A significant level of trust, credibility and diplomacy is required
  • Must be able to effectively handle multiple, simultaneous, and changing priorities
  • Retail Operations knowledge i.e. platform and teller operations
  • Excellent customer and business focus, communication and interpersonal skills
  • Professional written and oral communication skills
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
  • Must be proficient in Microsoft Office Applications
  • College Degree preferred

For more than 85 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $3.7 billion in USD assets and serves over 277,000 members through 18 financial centers across North Texas. In the true spirit of the credit union philosophy "people helping people" EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.

EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran's status or on the basis of disability.

For more information on our organization and benefits please visit EECU Careers at www.eecu.org/careers.

Monday-Friday 10am-6:15pm, Saturdays 10am-2pm

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