Community Financial Center Leader & Coach

GTE Financial

Sarasota (FL)

On-site

USD 55,000 - 75,000

Full time

12 days ago
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Benefits offered by this job

Competitive pay
Robust insurance
Wellness programs
Retirement plans
Generous time off

Job summary

GTE Financial is seeking an Assistant Manager for the Community Financial Center in Sarasota, FL. The role focuses on leading daily operations, supervising a small team, and delivering exceptional member experiences.

You will conduct thorough financial assessments, recommend suitable products, and drive cross-functional partnerships with Mortgage, Business Services, Investments, and Insurance to grow member relationships.

Qualifications

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

Responsibilities

  • Run day-to-day branch operations and lead a team of 3 FTE
  • Coach and empower the sales team to meet objectives
  • Generate member leads and drive cross-sell with internal partners
  • Ensure a strong member experience through financial assessments and product recommendations
  • Maintain compliance with Bank Secrecy Act and related laws

Skills

Leadership
People management
Financial assessment
Cross-selling
Lending knowledge
Compliance

Education

Associate degree

Job description

GTE Financial is seeking an Assistant Manager for the Community Financial Center in Sarasota, FL. The role focuses on leading daily operations, supervising a small team, and delivering exceptional member experiences.

You will conduct thorough financial assessments, recommend suitable products, and drive cross-functional partnerships with Mortgage, Business Services, Investments, and Insurance to grow member relationships.

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