Financial Center Manager III

Allegacy Financial; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Allegacy Financial in Winston-Salem, NC seeks a Financial Center Manager to supervise daily operations, drive sales and member service, and develop staff in a community-focused role.

You will lead the financial center team, coach employees, ensure high-quality service, and coordinate cross-sell initiatives while upholding company policies and a strong brand culture.

Qualifications

• Strong verbal and written communication skills.
• Ability to work well with others and coach others.
• Proven problem-solving and solutions orientation.
• Customer-focused mindset with a strong sales approach.
• Demonstrated leadership and multi-tasking capabilities.

Responsibilities

• Develop each employee to reach their highest potential through coaching and training.
• Recognize high performers and hold staff accountable for performance and behavior.
• Meet with employees to review performance, set goals, and create improvement plans.
• Ensure exceptional member service and alignment with Brand Culture.
• Achieve sales and service goals and drive cross-sell efforts in the center.
• Lead daily operations of the financial center, supervising and developing staff.
• Plan bi-weekly sales meetings to coach employees and share best practices.
• Audit compliance, security, safety, and maintenance of the center.
• Oversee loan closings and product openings in line with policies.
• Collaborate with other departments to grow membership and awareness.

Skills

Verbal communication

Written communication

Team collaboration

Problem solving

Coaching & development

Customer service

Sales approach

Leadership

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.
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.

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.
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.

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. Performs 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 Allegacy Financial policies and procedures.
• Assist other departments throughout the credit union to grow membership and increase community awareness of Allegacy Financial.
• Incorporate Allegacy Financial 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.
• Evaluate and implement appropriate new sales techniques to increase the financial center’s sales volume.
• Recommend product or service enhancements to improve member satisfaction and sales potential.
  

Requirements

• 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