Financial Center Assistant Manager - Mansfield

EECUMansfield, TX
Onsite

About The Position

EECU is looking for a Financial Center Assistant Manager at our Mansfield Financial Center. This role is responsible for the direct supervision of financial center employees, including mentoring and coaching them to their fullest potential and setting clear direction. This is a leadership position and will perform management responsibilities in the absence of the Financial Center Manager. As the Assistant Manager, you'll play a pivotal role in daily operations and member satisfaction.

Requirements

  • Successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
  • Five to seven years minimum retail service or related experience
  • Must be a proven leader of people within a customer service environment
  • A significant level of trust, credibility and diplomacy is required
  • Must be able to effectively handle multiple, simultaneous, and changing priorities
  • Retail Operations knowledge i.e. platform and teller operations
  • Excellent customer and business focus, communication and interpersonal skills
  • Professional written and oral communication skills
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
  • Proficient in Microsoft Office Applications
  • Good credit history
  • Clear background check including employment, criminal, and drug screen.

Nice To Haves

  • College Degree preferred

Responsibilities

  • Oversee financial center functions, ensuring operational efficiency in both platform and teller operations.
  • Help the branch meet and exceed sales and service targets through strategic planning and execution.
  • Serve as a subject matter expert, coaching Financial Center Consultants and ensuring exceptional member experiences.
  • Assist members with specialized services such as CDs, IRAs, HSAs, and business and consumer accounts.
  • Utilize needs-based selling techniques to deepen existing relationships and acquire new ones.
  • Conduct loan interviews, process applications, and assist with a variety of financial transactions.
  • Troubleshoot and resolve member concerns with professionalism, ensuring a seamless experience.
  • Monitor production, quality control, and financial center reports to track performance and minimize exceptions/losses.
  • Ensure compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief.
  • Attend initial and ongoing annual Bank Secrecy Act training.

Benefits

  • Varies
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