Financial Center Manager

AmeriCU; Chicago (IL); On-site; USD 72,000 - 91,000; Full time

Job summary

An established industry player is seeking a passionate Financial Center Manager to lead their team and enhance member relationships. This role involves overseeing daily operations, fostering a culture of sales and service, and ensuring staff are trained to meet their goals. The organization is committed to its mission of providing exceptional financial services and values community support. With a focus on growth and employee development, this position offers numerous opportunities for advancement and a comprehensive benefits package, making it an exciting opportunity for those looking to make a significant impact in the financial sector.

Benefits

Medical, Dental and Vision plans

Health Savings Account contributions

Paid Holidays

Paid Time off

Employee Appreciation Events

401(k) Matching

Employee Assistance Program

Tuition Reimbursement

Life Insurance

Enhanced Short Term Disability

Qualifications

• Proven experience in sales management and customer service.
• Strong leadership skills with the ability to train and motivate staff.

Responsibilities

• Lead daily Financial Center operations and staff.
• Train and coach staff to enhance sales and member relationships.
• Monitor and achieve Financial Center goals and KPIs.

Skills

Sales Management

Customer Service

Staff Training

Relationship Building

Education

Bachelor's Degree in Finance or Business

Tools

Symitar

Synapsys

Outlook

Enterprise

Job description

Starting Annual Salary - $72,556 to $90,696 - Actual starting salary will depend on experience.

Position is Incentive & Bonus eligible.

Who Are We?

AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2024 we were once again recognized as one of the Best Companies to Work for in New York State, and most recently AmeriCU has once again been recognized as one of the Best Credit Union’s in America by Forbes. This year, only 3.4% of all credit unions earned the recognition of being a best-in-state credit union. In New York, 4 credit unions qualified for the honor - AmeriCU #2 in NYS.

The Position:

AmeriCU Credit Union is in search of a Financial Center Manager who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. The person in this role will lead, direct and supervise all daily Financial Center sales operations and staff within established policies and guidelines that support and further the goals of the credit union and the strategic objectives.

What You’ll Do:

As the Financial Center Manager your primary responsibilities will include:

• Greet members and staff in a professional and enthusiastic manner that embraces the MVP-1 Team culture.
• Build and maintain a service, sales, and member relationship-building culture.
• Actively train and coach staff to look for opportunities to refer and sell products and services, and to build and expand member relationships.
• Monitor the required number of sales and/or referrals for products and services staff achieves.
• Assist and supervise the training of all personnel.
• Hold regularly scheduled sales meetings with Financial Center personnel.
• Actively manage staff to meet or exceed Financial Center goals as well as promote service, sales, and member relationship expanding behavior.
• Update staff on production of goals tied to the Balanced Scorecard that supports KPI’s.
• Recognize and reward top performers at sales meetings and share monthly results with staff.
• Stay abreast of application implementation actions (Synapsys) as they are communicated and ensure staff is informed of the information. Applications include but are not limited to Symitar, Synapsys, Outlook, Enterprise, etc.

Come grow with us!

Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:

• Competitive rates on our Medical, Dental and Vision plans.
• Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans.
• Paid Holidays.
• Paid Time off.
• Employee Appreciation Events.
• 401(k) Matching after 1 year of employment.
• Employee Assistance Program.
• Tuition Reimbursement for Full-time employees after 1 year of employment.
• Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees.
• Enhanced Short Term Disability – at no cost to you!