Financial Center Assistant Manager: Leadership & Growth

PenFed Credit Union; Washington, Baltimore (District of Columbia, MD); On-site; USD 36,000 - 39,000; Full time

Benefits offered by this job

Health, dental, and vision plans

401(k) match

Life and disability coverage

Education assistance

Paid time off

Job summary

PenFed Credit Union is seeking an Assistant Manager, Financial Center to lead and coach a team at our Tysons, VA location. You will co-lead with the Financial Center Manager to drive sales productivity, member experience, and operational soundness while overseeing staff performance and training.

The role requires supervisory experience, bilingual Spanish is a plus, and familiarity with PenFed systems like Salesforce and PenTeller.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Supervisory experience

Coaching

Bilingual Spanish

Education

Associates Degree or higher in related field

Tools

Salesforce

PenTeller

Knowledge

Hogan

Job description

PenFed Credit Union is seeking an Assistant Manager, Financial Center to lead and coach a team at our Tysons, VA location. You will co-lead with the Financial Center Manager to drive sales productivity, member experience, and operational soundness while overseeing staff performance and training.

The role requires supervisory experience, bilingual Spanish is a plus, and familiarity with PenFed systems like Salesforce and PenTeller.