Assistant Manager, Financial Center

PenFed Credit Union; Dallas (TX); On-site; USD 36,000 - 39,000; Full time

Job summary

PenFed Credit Union in Dallas, Texas is hiring an Assistant Manager, Financial Center to help lead the team at our AAFES Financial Center on site. You will work with the Financial Center Manager to coach staff, drive sales productivity, enhance member experience, and ensure operational soundness.

The role requires at least two years in a financial institution and a year of supervisory experience; associates degree or higher is preferred, and Spanish bilingual skills are valued.

Qualifications

• Minimum of two years’ experience in a financial institution.
• Minimum of one year supervisory experience preferred.
• Associates Degree or higher preferred.
• Bilingual Spanish preferred.
• Notary Public preferred (not applicable for Puerto Rico locations).

Responsibilities

• Co-lead a member-centric environment with accountability for service quality.
• Coach and develop staff by monitoring key performance metrics.
• Support the Financial Center Manager to drive business results.
• Provide training on new products and procedures to teammates.

Skills

Leadership & coaching

Bilingual Spanish

Automation/AI tools familiarity

Education

Associates Degree or higher in related field

Tools

Salesforce

PenTeller

Knowledge

Hogan

Job description

PenFed is hiring an Assistant Manager, Financial Center to work onsite at our AAFES Financial Center located in Dallas, Texas. The primary purpose of this job is to support the leadership management of the Financial Center Manager. The incumbent will provide teammate oversight through both coaching and the development of teammates. In addition, this position will provide co-leadership in achieving the Financial Center goals around sales productivity, member experience, and operational soundness.

Equivalent combination of education and experience is considered.

• Associates Degree or higher in related field preferred.
• Minimum of two (2) years’ experience in a financial institution required.
• Minimum of one (1) year supervisory experience preferred.
• Valid Notary Public, preferred (not applicable for Puerto Rico locations).
• Bilingual-Spanish preferred.
• Experience using automation or A.I. tools preferred.

Supervisory Responsibility

This position will supervise employees.

Licenses and Certifications

There are no additional licenses and/or certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Ability to travel to various worksites due to coverage needs is required.

Pay Transparency

The anticipated starting hourly range for this role is $26.00 - $28.00. This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval. This position is eligible for an individual performance based annual bonus.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Co-lead a member-centric environment whereby all teammates are accountable for delivery of exceptional member experience.
• Provide coaching and assistance to all staff by evaluating key performance measures to identify opportunities for improvement.
• Support the Financial Center Manager in driving business results.
• Provide guidance and training to ensure that new products and procedures are both communicated and followed by financial center teammates.
• Assist members with questions and correspondence from loan applicants regarding pending or approved loans and take appropriate action to include loan disbursement.
• Counsel members and potential members regarding all types of PenFed loan and share products, policies and procedures and resolves more complex member problems.
• Maintain a current knowledge of PenFed loan and share products and promote these products to eligible members and potential members.
• Support the Financial Center Manager in monthly audits and all Financial Center inspections.
• Communicates with the Financial Center Manager on issues relating to staff and operations.
• The Financial Center Assistant Manager provides solution recommendations in support of the Financial Center Manager.
• Serve as Assistant Treasurer within delegated authority limits.
• Provide co-oversight to production reports to include MRD and nightly branch updates.
• Supports the Financial Center Manager in scheduling thus ensuring proper Financial Center coverage.
• Maintain high level of proficiency in running all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc.
• Actively networks within field of memberships to include local community, military installations, and affiliated partners to grow brand awareness.
• Provide leadership support to other Financial Centers as designated by the respective Sr. Manager to include working weekends and/or extended hours as required to operate the business.
• Assist with any internal, external, or Marketing initiatives that support the enhancement of our business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.