Financial Center Manager II

Allegacy Financial; Indian Trail (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

Allegacy Financial is seeking a skilled leader to manage the day-to-day operations of a financial center, driving sales and ensuring top-tier member service. The role emphasizes staff development, performance coaching, and cross-functional collaboration to meet organizational goals.

You will supervise employees, guide performance reviews, and ensure compliance with policies while fostering a culture aligned with our brand values and community focus.

Qualifications

• High school diploma or equivalent and multiple years in financial center leadership.
• Strong sales, interpersonal and leadership skills.
• Proficiency with MS Word and Excel; mortgage licensing eligibility is preferred.

Responsibilities

• Develop employees to their highest potential through coaching and training.
• Ensure exceptional member service and achieve sales/service goals.
• Lead daily operations of the financial center, including performance reviews and staffing.
• Oversee loan closings and product openings for timeliness and compliance.
• Assist other departments to grow membership and community presence.

Skills

Verbal communication

Written communication

Customer service

Leadership

Multi-tasking

Education

High school diploma or equivalent

Tools

MS Word

MS Excel

Job description

Description

At Allegacy, our roots run deep - anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

Role Accountability

There's a common thread that runs through all of us. It's our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position manages the day-to-day business activities in a Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center.

Nature and Scope

This position reports to the AVP of Retail Operations. The position works within a team based environment with virtually all other departments to provide superior service to our membership. The position provides guidance and direction for all assigned staff including performance planning and evaluation.

Specific Accountabilities

• Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
• Recognize employees who perform at a high level.
• Hold employees accountable for their performance, attitude and behavior.
• Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
• Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Ensure that the employees meet sales and/or service goals as established by the credit union.
• Demonstrate enthusiastic support of corporate mission, core values and long-term objectives.
• Perform job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Train and supervise staff.
• Assign, direct, coordinate and review work performed by staff.
• Must possess effective knowledge of the credit union's products and services.
• Ensure understanding of the Performance Management system and company-wide objectives.
• Fairly and consistently evaluate employees against the Allegacy behaviors.
• Manage daily activities of a financial center.
• Supervise, motivate and develop assigned staff.
• Oversee and direct financial center activities to achieve sales and organization goals to increase market share. Typically 50% of this job’s requirements are to lead the cross-sell efforts.
• Responsible for the development and implementation of bi-weekly sales meetings to develop and coach employees.
• Responsible for audit compliance as well as security, safety and maintenance of financial center assigned.
• Ultimate responsibility to assure that loan closings and product openings are completed on a timely basis, and are consistent with AFCU policies and procedures.
• Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
• Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).
• Responsible for hiring employees, directing work assignments, performance reviews, rewarding and disciplining employees.

Knowledge, Skills And Abilities

• Demonstrate strong verbal and written communication skills
• Ability to work well with others
• Ability to problem solve and find solutions
• Ability to coach, motivate and develop others
• Strong customer service skills
• Strong sales approach
• Demonstrated leadership qualities
• Ability to multi-task and meet deadlines

Education and Experience

Minimum Requirements

• High school diploma or equivalent
• Three or more years related experience in financial institution branch management.
• Two or more years of consumer lending experience.
• Possess strong sales, interpersonal, leadership, oral and written communication skills.
• Strong computer proficiency with at least an intermediate knowledge of MS Word and Excel.
• Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.