Assistant Financial Center Manager - Downtown

WeStreet Credit Union•Tulsa, OK

3d•Onsite

About The Position

This role involves a blend of leadership, management, and operational responsibilities within a financial center. The Assistant Financial Center Manager (FCM) partners with the FCM to provide vision, drive results, and ensure superior member and customer service. A significant portion of the role focuses on staff development, including coaching, training, and performance management, while also overseeing daily branch operations, loan approvals, and compliance with regulations. The position requires embodying core values and fostering a strong sales and service culture.

Requirements

Bachelor’s degree from a four-year college or university, or equivalent experience (two to four years of related experience may substitute for education).
Experience networking in the community.
Experience calling on local businesses to introduce the Credit Union.
Excellent leadership skills including coaching, mentoring, and redirection of staff.

Responsibilities

Embody and ensure direct reports embody the Credit Union’s core values of Trust, Integrity, Teamwork, and Making a Difference.
Provide vision, enhance relationships, drive results, and serve as a role model for branch staff in partnership with the FCM.
Provide guidance, coaching, training, and motivation to branch staff to meet service standards and performance goals.
Promote and participate in a sales and service culture, ensuring staff cross-sells and meets established goals.
Ensure a superior level of member service and effective resolution of member complaints.
Carry out responsibilities in accordance with Credit Union policies and applicable laws.
Assist with interviewing, hiring, planning, assigning work, evaluating performance, and addressing employee issues.
Prepare and maintain branch staff work schedules, including approving time off and payroll.
Promote, transfer, dismiss, or change the status of branch staff in consultation with HR.
Oversee branch operations in partnership with and in the absence of the FCM.
Ensure branch sales goals are met by meeting personal sales goals and coaching staff.
Create learning objectives and sales goal achievement initiatives for the branch.
Serve as an operational reference, providing coaching and assistance in resolving member problems.
Analyze and approve, deny, or rescind loans, with decision authority on loans outside normal guidelines.
Supervise branch operations including balancing of cash, travelers' checks, money orders, bonds, deposits, statements, computer totals, and obtaining operating cash.
Supervise branch audits and coordinate with the Accounting Department.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures.
Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundemi (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) regulations.
Maintain integrity and ethics in all actions and conversations regarding credit union members and their accounts.
Perform other duties as assigned and be available to work overtime as requested.