Financial Center Assistant Manager - People & Performance

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

Benefits offered by this job

401(k) match

Paid time off

Life and disability coverage

Education assistance

Volunteer opportunities

Job summary

PenFed Credit Union seeks an Assistant Manager at our Tysons, Virginia Financial Center to support the Financial Center Manager and coach teammates. The role emphasizes leadership, sales productivity, member experience, and operational soundness in an on-site environment.

Responsibilities include coaching staff, monitoring performance metrics, assisting with loan queries, and ensuring adherence to products and procedures.

Qualifications

• 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 teammates are accountable for delivery of exceptional member experience.
• Provide coaching and assistance to 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 new products and procedures are communicated and followed by financial center teammates.
• Assist members with questions and correspondence regarding loans and disbursement actions.
• Counsel members regarding PenFed loan and share products and resolves more complex member problems.
• Maintain knowledge of PenFed loan and share products and promote them to members.
• Support monthly audits and Financial Center inspections.
• Communicate with the Financial Center Manager on staff and operations issues.
• Provide solution recommendations in support of the Financial Center Manager.
• Serve as Assistant Treasurer within delegated authority limits.
• Provide oversight to production reports including MRD and nightly branch updates.
• Assist with scheduling to ensure proper Financial Center coverage.
• Maintain proficiency in internal PenFed systems (SalesForce, PenTeller, Knowledge, Hogan, etc.).
• Network within field of memberships to grow brand awareness.
• Provide leadership support to other Financial Centers as designated, including weekends/extended hours.
• Assist with internal, external, or Marketing initiatives to enhance the business.
• If Notary Public, provide Notary Services in compliance with state laws/regulations.

Job description

PenFed Credit Union seeks an Assistant Manager at our Tysons, Virginia Financial Center to support the Financial Center Manager and coach teammates. The role emphasizes leadership, sales productivity, member experience, and operational soundness in an on-site environment.

Responsibilities include coaching staff, monitoring performance metrics, assisting with loan queries, and ensuring adherence to products and procedures.