Assistant Financial Center Manager - Downtown

WeStreet Federal Credit Union; Tulsa (OK); On-site; USD 50,000 - 70,000; Full time

Job summary

WeStreet Federal Credit Union seeks an Assistant Financial Center Manager for the Downtown Tulsa branch to lead staff, coach and mentor, and ensure exceptional member service. The role emphasizes aligning with core values, driving sales, and managing daily branch operations with close collaboration with the Financial Center Manager.

Responsibilities include hiring and scheduling, performance management, and maintaining compliance with policies while achieving service and sales goals in a

Qualifications

• Bachelor's degree required or substitute with 2–4 years of related experience.
• Experience networking in the community and calling on local businesses.
• Excellent leadership skills including coaching, mentoring, and redirection of staff.

Responsibilities

• Lead branch staff and embody core values while driving results.
• Provide vision, guidance, coaching, training, and input for staff to meet service standards and goals.
• Promote a sales and service culture and ensure staff cross-sell and meet targets.
• Ensure superior member service and timely handling of complaints.
• Oversee hiring, scheduling, performance reviews, and staff development.
• Manage branch operations in the absence of the Financial Center Manager.
• Balance cash, handle audits, and ensure compliance with internal controls and policies.

Skills

Leadership

Coaching

Mentoring

Community networking

Staff management

Education

Bachelor's degree

Job description

Assistant Financial Center Manager - Downtown

Job Category: Branch

Requisition Number: ASSIS002035

• Posted : October 5, 2026
• Full-Time

Locations

Showing 1 location

Downtown Branch
Tulsa, OK 74120, USA

Description

LEADERSHIP AND MANAGEMENT RESPONSIBILITIES (50% to 60% of the time)

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork, and Making a Difference and ensure direct reports embody these core values and apply them in daily activities.
• In partnership with the FCM, provide vision, enhance relationships, drive results, and serve as a principled role model for the branch staff.
• In partnership with the Financial Center Manager, provide guidance coaching, training, motivation, and input to the branch staff to ensure they are able to meet and exceed the Credit Union’s service standards, achieve performance goals, and ensure superior member service externally and customer service internally.
• Actively promote and participate in a sales and service culture consistent with the Credit Union’s business plan goals and ensure that the staff is cross selling and meeting established goals.
• Ensure that branch personnel provide a superior level of member service and that member complaints are effectively resolved in a timely manner.
• Carry out responsibilities in accordance with the Credit Union’s policies and applicable laws.
• Work with the Financial Center Manager in the areas of interviewing and hiring of branch staff; planning, assigning and directing work; evaluating and holding staff accountable for performance; provide input on the staff’s performance reviews, reward and address employee problems.
• Prepare and maintain branch staff work schedules including approving all time through the payroll system for hours worked, sick and vacation time, etc.
• In consultation with the Financial Center Manager and Human Resources, promote, transfer, dismiss or change the status of branch staff.

OPERATIONAL RESPONSIBILITIES (40% to 50% of the time)

• Responsible for the operations of the branch in partnership and in the absence of the Financial Center Manager.
• Ensure that branch sales goals are met by meeting personal sales goals, coaching staff to meet their goals.
• In partnership with the FCM, create learning objectives and sales goals achievement initiatives for the branch.
• Serve as an operational reference to branch staff by providing coaching, direction, and assistance in resolving member problems.
• Analyze and approve, deny, or rescind loans as appropriate. Has decision authority on loans falling outside normal lending guidelines.
• Supervise the branch in the areas of balancing of cash, travelers’ checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Ensure the staff coordinates with Accounting Department.
• Supervise branch audits including balancing of cash, travelers checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Coordinate these items with Accounting Department.
• Make exceptions to policy as appropriate and within established authority.
• Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
• Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
• Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
• Perform other duties as assigned and be available to work overtime as requested.

EDUCATION AND EXPERIENCE

• Bachelor’s degree from four-year college or university. May substitute education for two to four years of related experience.
• Experience networking in the community as well as calling on local businesses to introduce the Credit Union.
• Excellent leadership skills including coaching, mentoring, and redirection of staff.

Behaviors

Preferred

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Leader

Inspires teammates to follow them

Team Player

Works well as a member of a group

Motivations

Preferred

Work-Life Balance

Inspired to perform well by having ample time to pursue work and interests outside of work

Goal Completion

Inspired to perform well by the completion of tasks

Inspired to perform well by an ability to drive new ventures within the business

Education

Required

High School or better.

Preferred

Bachelors or better.

Equal Opportunity Employer
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