Financial Center Manager

Overview

Pen Fed is hiring a Financial Center Manager to work onsite at our Lemon Creek branch located in Boerne, Texas. The primary purpose of this job is to manage a Financial Center team of less than ten (10) full time employees or manage a single Financial Center. 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 develop the financial center team(s) to 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. In addition, the incumbent will be responsible for the day-to-day performance and overall management of the Financial Center.

• 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.
• Apply strong critical thinking and problem-solving skills to meet member's 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.
• Maintain a high level of knowledge regarding Pen Fed 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.
• Maintain high level of expertise in running all internal Pen Fed systems or platforms to include but limited to Salesforce, Pen Teller, Knowledge, Hogan, inbound calls network, etc.
• 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.*

• Bachelor's Degree is required.
• Minimum of four (4) years' related work experience in a management capacity in a financial institution required.
• Minimum of two (2) 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.
• Bilingual-Spanish preferred.

This position will supervise employees.

There Are No Additional Certifications Required.

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.

Ability to travel to various worksites and be on-call may be required.

At Pen Fed, we offer a robust benefits package designed to support you both personally and professionally. You ll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage.

We also support growth via education assistance, community involvement, and volunteer opportunities.

Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (Pen Fed) is one of America s largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. Pen Fed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members …