Assistant Manager - South Tampa

GTE FinancialTampa, FL
Onsite

About The Position

GTE Financial is seeking a leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for the day-to-day operational excellence of the branch, people management (3 FTE on average), and providing consistent support and guidance. This role is the "Go to person" for the Community Financial Center. The Assistant Manager will ensure members’ needs are satisfied by conducting a thorough financial assessment and recommending the most appropriate products and services to fulfill their immediate and future financial goals. They will assist in generating leads from the Community Financial Center, building new and maintaining existing member relationships, and providing a great member experience. The Assistant Manager will also generate leads for internal partners in Mortgage, Business Services, Investments, and Insurance Services. This role is responsible for cross-selling walk-in traffic, managing day-to-day employee activities, and ensuring operational excellence is achieved.

Requirements

  • Associate degree preferred or a combination of education and experience.
  • Min. 3 - 5 years' experience in a financial institution or related field.
  • At least 1 year of supervisory experience.
  • Knowledge of lending practices regarding the interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy.
  • Qualify for or hold Level II lending authority as prescribed by GTE Financial Consumer Lending.
  • Functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
  • Qualify for NMLS registration according to Safe Act.

Nice To Haves

  • Bilingual preferred (English/Spanish).

Responsibilities

  • Coach and empower the sales team to achieve the highest performance and meet objectives set forth by leadership.
  • Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards.
  • Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development.
  • Practice Integrity coaching principles.
  • Demonstrate and support key behavior models to drive community financial center success.
  • Work in conjunction with the CFC Manager on succession planning to support future advancement and promotions.
  • Assist in the recruitment and retention of maintaining a qualified team of sales and service professional employees.
  • Monitor and address performance issues on a timely basis.
  • Provide leadership support to the center and address employee concerns reasonably and fairly, consistent with the values expected by the credit union.
  • Lead team to support giving back to the local community by helping to create a stronger and healthier place to live and work.
  • Review and analyze sales activity and forecast data to support strategic initiatives to achieve goals and objectives.
  • Partner with the Branch Manager ensuring that they are debriefed frequently (daily touch base/morning huddle) on the overall activities and sales & service progress of the branch.
  • Lead employees to consistently deliver a value-added (The Member Advantage) experience resulting in high member engagement.
  • Maintain high member readiness standards as a member of the leadership team; deliver a clean, neat, and accommodating environment.
  • Effectively use lobby leadership to manage member traffic by integrating the use of virtual channels such as Interactive Teller Machines (ITMs), tablets, smartphones, and ATMs.
  • Ensure employees provide quality member service by identifying and recommending GTE Financial products and services that meet member expectations and financial objectives.
  • Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards.
  • Work in conjunction with the Operations Support Team to focus on quality control and process improvements.
  • Conduct thorough financial assessments and recommend appropriate products and services.
  • Generate leads for internal partners (Mortgage, Business Services, Investments, Insurance Services).
  • Cross-sell walk-in traffic.
  • Manage day-to-day employee activities.
  • Ensure operational excellence is achieved.

Benefits

  • Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
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