Financial Center Manager

First United Bank; Plano (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

First United Bank is seeking a Financial Center Manager in Plano to lead retail performance, drive sales and provide exceptional customer service. You will oversee daily operations, compliance, and internal controls while promoting a collaborative culture aligned with our values.

The role requires strategic thinking, strong leadership, and the ability to develop teams and customer relationships in a fast-paced environment.

Qualifications

• Bachelor’s degree in business or related field preferred
• Minimum of three years of management experience in banking, financial services, or retail
• Strong leadership with the ability to inspire, influence, and lead teams toward shared goals
• High interpersonal skills to build meaningful relationships internally and externally
• Excellent communication, organizational, and analytical skills
• Ability to balance strategic thinking with hands-on execution in a fast-paced environment
• Skilled in managing multiple priorities with independence and sound judgment

Responsibilities

• Lead and direct the overall retail performance of the community bank.
• Drive sales and service excellence and empower customers to spend life wisely.
• Oversee daily operations, compliance, and internal controls.
• Foster a strong, collaborative culture built on high ethical standards and exceptional customer service.
• Mentor Relationship Bankers and Tellers and lead through example.
• Drive growth through deposits, cross-selling, and customer retention.

Skills

Leadership

Communication

Organizational skills

Analytical skills

Strategic thinking

Hands-on execution

Education

Bachelor’s degree in business or related field

Job description

Position Job Title: Financial Center Manager

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

Job Description Summary

The Financial Center Manager is responsible for leading and directing the overall retail performance of the community bank, including expanding our customer base, driving sales and service excellence, and empowering customers to spend life wisely. The role provides oversight of daily operations, compliance, and internal controls, while fostering a strong, collaborative culture built on high ethical standards and exceptional customer service. As the primary retail leader of the financial center, this position holds accountability for sales growth, customer experience, and operational soundness. The Financial Center Manager is expected to demonstrate a high degree of self-determination, strong interpersonal influence, and consistent alignment with organizational values and culture.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Leadership & Culture Models and promotes First United’s values by demonstrating integrity, accountability, and high ethical standards.
• Creates a positive, professional environment where teamwork, collaboration, and service excellence thrive.
• Acts as a role model for Relationship Bankers and Tellers by leading through example.
• Builds trust with employees and customers through consistent communication, follow-through, and relationship‑building.
• Fosters and equips team to engage customers in meaningful Spend Life Wisely conversations, moving beyond transactions to trusted mentorship.
• Serves as the primary retail leader of the financial center, responsible for day‑to‑day leadership while aligning strategies with the Community Bank President.
• Business Growth and Team Development Partners with the Community Bank President to implement growth strategies, focusing on deposit growth, cross‑selling, and customer retention.
• Demonstrates knowledge of retail and small business solutions, including cash management and digital services.
• Directs sales processes by setting clear goals, coaching for performance, and monitoring progress with team and individual results.
• Develops team members’ consultative conversation skills to deepen and retain customer relationships.
• Encourages outbound calling, community engagement, and relationship development to expand customer reach.
• Coordinates sales campaigns and incentives to drive results while reinforcing consistency across locations.
• Talent Management Manages the hiring, onboarding, training, and performance development of team members.
• Provides regular coaching, one‑on‑one meetings, and feedback to drive engagement and accountability.
• Balances high expectations with support and encouragement to promote both individual and team success.
• Partners with the Community Bank President, HR, and Regional Retail Manager on employee relations matters, ensuring fairness and adherence to policies.
• Operational Excellence & Compliance Ensures operational excellence by maintaining accountability for compliance, risk, and audit standards, while delegating daily task execution to team members.
• Proactively addresses operational issues and ensures sustainable long‑term solutions.
• Maintains oversight of branch facilities, marketing materials, and overall customer experience standards.
• Community Engagement Represents First United Bank in the community by participating in civic, service, and business organizations.
• Builds visibility and credibility through consistent involvement in events, activities, and partnerships.
• Partners with Spend Life Wisely Ambassadors within the community market.

ADDITIONAL DUTIES AND RESONSIBILITIES

• Completes all required compliance and regulatory training annually.
• Adherence to all First United policies, procedures, and professional standards.
• Maintains a professional appearance consistent with bank guidelines.
• All other duties as assigned.

EMPLOYEE SPECIFICATIONS

• Bachelor’s degree in business or related field preferred.
• Minimum of three years of management experience in banking, financial services, or retail.
• Strong leadership with the ability to inspire, influence, and lead teams toward shared goals.
• High interpersonal skills to build meaningful relationships internally and externally.
• Excellent communication, organizational, and analytical skills.
• Ability to balance strategic thinking with hands‑on execution in a fast‑paced environment.
• Skilled in managing multiple priorities with independence and sound judgment.

NOTE:

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest.

We are committed to providing excellent career opportunities and a wide array of benefits for our staff.

And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment!

The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

Please take time to browse our open positions and if you find something that matches your interest and qualifications.

We look forward to meeting you and wish you the best in your career!