Financial Center Manager

PenFed Credit Union; Bayamón (PR); On-site; USD 71,000 - 83,000; Full time

Job summary

PenFed Credit Union in Puerto Rico is seeking a Financial Center Manager III to oversee the Fort Buchanan Financial Center on site. This role manages 10+ full-time staff, leaders a member-centric culture, and drives day-to-day performance to deliver the best possible experience for members.

You will supervise operations, coach teammates, ensure policy compliance, and collaborate with partners to match members with the right financial solutions.

Qualifications

• Bachelor's Degree is required.
• Minimum of five (5) years' related work experience in a management capacity in a financial institution.
• Has 3+ years' of demonstrated experience building, leading, managing and coaching a team.
• Bilingual Spanish/English required.
• Experience in mortgage, retail or hospitality.
• Notary Public preferred (not applicable for Puerto Rico locations).
• Experience using AI tools preferred.

Responsibilities

• Manage and oversee daily operations of the Financial Center including performance management, goal achievement, and teammate development.
• Collaborate effectively to achieve results; build and nurture strong relationships.
• Deliver an experience that improves our clients' financial lives and resolve problems independently when possible.
• Learn and adapt to new information and technology platforms; apply strong critical thinking.
• Follow processes and guidelines to act in the best interest of members and the credit union.
• Manage time and capacity in a fast-paced environment; delegate and execute with accountability.
• Interpret performance data and identify opportunities to drive success.
• Maintain knowledge of PenFed products and services to assist with complex member needs.
• Network within fields of membership to grow brand awareness; support other Financial Centers as needed.

Skills

Bilingual Spanish/English

Team leadership

AI tools experience

Education

Bachelor's Degree

Notary Public (preferred)

Tools

AI tools familiarity

Job description

Job Overview

PenFed is hiring a Financial Center Manager to work onsite at our Fort Buchanan, Puerto Rico Financial Center. The Financial Center Manager III manages over ten (10) full time employees or manage multiple Financial Centers. The incumbent will be responsible for creating a team environment and driving a member-centric culture to make members' financial lives better. This position will provide an exceptional member experience, understand the needs of our members, and ensure members are introduced to and provided with the most appropriate solution to improve their financial lives. The Financial Center Manager III is responsible for the day-to-day performance and overall management of the Financial Center.

Job Overview

PenFed is hiring a Financial Center Manager to work onsite at our Fort Buchanan, Puerto Rico Financial Center. The Financial Center Manager III manages over ten (10) full time employees or manage multiple Financial Centers. The incumbent will be responsible for creating a team environment and driving a member-centric culture to make members' financial lives better. This position will provide an exceptional member experience, understand the needs of our members, and ensure members are introduced to and provided with the most appropriate solution to improve their financial lives. The Financial Center Manager III is responsible for the day-to-day performance and overall management of the Financial Center.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Manage and oversee daily operations of the Financial Center which includes but not limited to performance management, goal achievement, and teammate development.
• Collaborate effectively to achieve results; building and nurturing strong relationships along the way.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for members based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently and is comfortable engaging all members.
• Ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet members' needs.
• Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity with the ability to manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Interpret performance and operational results, find opportunities to drive success and hold others accountable to results.
• Maintains a high level of knowledge regarding PenFed products and services, to include policy/procedures and resources; assists team with complex member needs, to include explanation of loan decisions, and working with other departments to resolve issues.
• Actively networks within fields of membership to include local community, military installations, and affiliated partners to grow brand awareness.
• Provide support to other Financial Centers 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.

This role is responsible for ensuring business continuity.

Qualifications

Equivalent combination of education and experience is considered.

• Bachelor's Degree is required.
• Minimum of five (5) years' related work experience in a management capacity in a financial institution required.
• Has 3+ years' of demonstrated experience building, leading, managing and coaching a team
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience in mortgage, retail or hospitality.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Valid Notary Public, preferred (not applicable for Puerto Rico locations).
• Bilingual Spanish/English required.
• Experience using A.I. tools preferred.

Supervisory Responsibility

This position will supervise employees.

Licenses and Certifications

There Are No Additional Certifications Required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites and be on-call may be required.

Pay Transparency

The anticipated starting salary range for this role is $71,000.00 - $83,000.00

This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.

This position is eligible for an individual performance based annual bonus.

Benefits

At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.

Our Purpose

Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender. Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country. With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at [e-mail].