Assistant Manager

GTE Financial; Sarasota (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

GTE Financial is seeking a proactive Assistant Community Financial Center Manager to lead day-to-day branch operations and a small team. The role focuses on delivering exceptional member experiences, coaching staff, and driving cross-sell of financial products.

You will build and maintain member relationships, educate on products, and partner with Mortgage, Investments, and Insurance services. The position requires leadership, lending knowledge, and adherence to regulatory standards.

Qualifications

• Min. 3–5 years' experience in a financial institution or related field with at least 1 year of supervisory experience.
• Knowledge of lending practices and interpretation of credit bureau reports.
• Qualify for or hold Level II lending authority as prescribed by GTE Financial.

Responsibilities

• Lead and coach the sales team to achieve high performance and objectives.
• Manage day-to-day branch operations and staff (3 FTE on average).
• Cultivate member relationships and generate leads for internal partners (Mortgage, Investments, Insurance).
• Ensure a premier member and employee experience and uphold branding standards.

Skills

Leadership

Team management

Coaching

Sales experience

Customer service

Education

Associate degree preferred

Tools

Lending guidelines

Job description

Come join our GTE Financial team!We are looking for a leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for running the day-to-day operational excellence of the branch, people managing (3 FTE on average), and is always expected to be present at the Community Financial Center for consistent support and guidance. The “Go to person” for the Community Financial Center.The Assistant Manager will ensure members’ needs are satisfied by conducting a thorough financial assessment and recommending the most appropriate products and services, fulfilling the member’s immediate and future financial goals. They will assist in generating leads from the Community Financial Center and building new and maintaining existing member relationships while providing a great member experience. The Assistant CFC Manager will also generate leads for their internal partners, Mortgage, Business Services, Investments, and Insurance Services.The “Assistant Community Financial Center Manager” is the gatherer, in the branch cross-selling walk-in traffic, managing the day-to-day employee activities, and making sure operational excellence is achieved.What does GTE look for in an Assistant Center Manager?Leadership:Coach and empower the sales team to achieve the highest performance and meet objectives set forth by leadership.Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development. Practice Integrity coaching principles.Demonstrates and supports key behavior models to drive community financial center success.Work in conjunction with the CFC Manager on succession planning to support future advancement and promotions.Assists in the recruitment and retention of maintaining a qualified team of sales and service professional employees.Monitor and address performance issues on a timely basis.Provide leadership support to the center and address employee concerns reasonably and fairly, consistent with the values expected by the credit union.Demonstrates and supports key behavior models to drive community financial center success.Lead team to support giving back to the local community by helping to create a stronger and healthier place to live and work.Strong leadership, business acumen, and strategic agility to be able to plan, lead, and drive change in the organization while meeting or exceeding business objectives.Review and analyze sales activity and forecast data to support strategic initiatives to achieve goals and objectives.Strong partnership with the Branch Manager ensuring that they are debriefed frequently (daily touch base/morning huddle) on the overall activities and sales & service progress of the branch.Experience:Leads employees to consistently deliver a value-added (The Member Advantage) experience resulting in high member engagement.Maintain high member readiness standards as a member of the leadership team; deliver a clean, neat, and accommodating environmentEffectively use lobby leadership to manage member traffic by integrating the use of virtual channels such as Interactive Teller Machines (ITMs), tablets, smartphones, and ATMs.Ensure employees provide quality member service by identifying and recommending GTE Financial products and services that meet member expectations and financial objectives.Operational:Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards.Work in conjunction with the Operations Support Team to focus on quality control and process improvements.Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.Bilingual preferred (English/Spanish).Qualify for NMLS registration according to Safe Act.Required Qualifications:Associate degree preferred or a combination of education and experience.Min. 3 - 5 years' experience in a financial institution or related field with at least 1 year of supervisory experience.Knowledge of lending practices regarding the interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy.Qualify for or hold Level II lending authority as prescribed by GTE Financial Consumer Lending.Position Details:Location: Community Financial CenterDepartment Hours: Monday– Friday (9:00 am to 5:00 pm)Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.Come and join our award-winning team!GTE Financial is an Equal Opportunity Employer.Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.