Assistant Manager, Financial Center - Lead & Coach

EECU; Watauga (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Fort Worth-based EECU is seeking a Financial Center Assistant Manager for the Watauga Financial Center to lead daily operations, mentor staff, and drive performance in sales and member service. The role includes providing specialized financial expertise and handling loans and transactions.

Ideal candidates have 5–7 years in retail service, strong leadership, and proficiency in MS Office. Hours are Monday through Friday with weekend options.

Qualifications

• Five to seven years minimum retail service or related 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
• Hours M-F 7:45am - 6:15pm, Saturdays 8:45am - 1:15pm

Responsibilities

• Lead Daily Operations – Oversee financial center functions, ensuring operational efficiency in both platform and teller operations.
• Drive Performance & Achieve Goals – Help the branch meet and exceed sales and service targets through strategic planning and execution.
• Mentor & Support the Team – Serve as a subject matter expert, coaching Financial Center Consultants and ensuring exceptional member experiences.
• Provide Specialized Financial Expertise – Assist members with specialized services such as CDs, IRAs, HSAs, and business and consumer accounts.
• Expand Member Relationships – Utilize needs-based selling techniques to deepen existing relationships and acquire new ones.
• Process Loans & Handle Transactions – Conduct loan interviews, process applications, and assist with a variety of financial transactions.
• Resolve Complex Issues – Troubleshoot and resolve member concerns with professionalism, ensuring a seamless experience.
• Review & Analyze Reports – Monitor production, quality control, and financial center reports to track performance and minimize exceptions/losses.

Job description

Fort Worth-based EECU is seeking a Financial Center Assistant Manager for the Watauga Financial Center to lead daily operations, mentor staff, and drive performance in sales and member service. The role includes providing specialized financial expertise and handling loans and transactions.

Ideal candidates have 5–7 years in retail service, strong leadership, and proficiency in MS Office. Hours are Monday through Friday with weekend options.