Financial Center Assistant Manager - Watauga

EECU Credit Union; Watauga, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

EECU Credit Union is seeking a Financial Center Assistant Manager in Watauga, TX to supervise staff, mentor teammates, and drive member satisfaction. This leadership role will cover daily operations, performance management, and ensuring compliance across multiple banking functions.

The ideal candidate will have 5–7 years of retail service experience, strong coaching skills, and a drive to expand member relationships while maintaining high standards of accuracy and service quality.

Qualifications

• Five to seven years minimum retail service or related experience.
• Proven leader of people within a customer service environment.
• Ability to manage multiple priorities in a fast-paced setting.
• 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 deadlines and high accuracy.
• College Degree preferred.

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 – Coach Financial Center Consultants and ensure exceptional member experiences.
• Provide Specialized Financial Expertise – Assist members with CDs, IRAs, HSAs, and business and consumer accounts.
• Expand Member Relationships – Utilise 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.
• Review & Analyze Reports – Monitor production, quality control, and financial center reports to track performance and minimize exceptions/losses.

Skills

Leadership

Customer service

Multi-tasking

Communication

Interpersonal skills

Microsoft Office

Education

College degree preferred

Tools

Microsoft Office

Job description

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:

As the Assistant Manager at our Watauga Financial Center, you'll play a pivotal role in daily operations and member satisfaction. Here’s what the day-to-day financial center functions will be:

• 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 – Utilise 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.