Financial Center Assistant Manager - Watauga

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Center Assistant Manager - Watauga

Full-time Regular First/Mid-Level Watauga, TX, US

5 days ago Requisition ID: 2513

Ready to Lead? An Exciting Management Opportunity Awaits!

EECU is looking for a Financial Center Assistant Manager at our Watauga Financial Center, that will be responsible for the direct supervision of the financial center employees, which includes mentoring and coaching employees to their fullest potential and setting clear direction. This is a leadership position and will perform management responsibilities in the absence of the Financial Center Manager.

Key Responsibilities of the Assistant Manager:

• 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.

Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).

Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.

Candidates for EECU should possess the following knowledge and experience:

• 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

EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen.

For more than 92 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with $4.5 billion in USD assets and serves over 315,000 members through 22 financial centers across North Texas. In the true spirit of the credit union philosophy people helping people EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.

EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran's status or on the basis of disability.

For more information on our organization and benefits please visit EECU Careers at www.eecu.org/careers.

Varies. Hours Monday-Friday between 7:15am-6:30pm, Saturday 8:45-1:30pm