Financial Center Manager

PenFed Credit Union; Northern (KY); Hybrid; USD 71,000 - 83,000; Full time

Job summary

PenFed Credit Union is hiring a Financial Center Manager to lead the Fort Buchanan Financial Center team and ensure a superior member experience. You will manage daily operations, drive performance, coach a ten+ person staff, and collaborate with partners to meet and exceed goals.

The role requires a Bachelor’s degree and at least five years in financial services management, with evidence of leading teams and achieving targets. Bilingual Spanish/English is required.

Qualifications

• Bachelor’s Degree required.
• Minimum of five 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 mortgage, retail or hospitality.
• Bilingual Spanish/English required.

Responsibilities

• Manage and oversee daily operations of the Financial Center and achieve goals.
• Collaborate to build strong relationships with clients and teammates.
• Provide guidance and coaching to front-line staff to deliver member-focused service.
• Identify member needs and connect them with appropriate PenFed solutions.
• Maintain knowledge of PenFed products and procedures to assist complex member cases.

Skills

Team leadership

Communication

Bilingual Spanish/English

Education

Bachelor's Degree

Job description

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.

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 - $83,000.00This 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.

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.*