Financial Center Manager

AmeriCU Credit UnionVillage of Cazenovia, NY
$63,500 - $83,706Onsite

About The Position

AmeriCU Credit Union is seeking a driven and people-focused Financial Center Manager to lead branch operations, sales performance, and team development. This role is responsible for overseeing daily financial center operations, coaching staff, and driving member relationships while achieving deposit, loan, and service goals. The Financial Center Manager plays a critical role in delivering exceptional member experiences and building a strong, high-performing team culture.

Requirements

  • Associate’s or Bachelor’s degree in business or related field (or equivalent experience)
  • Minimum 3 years of experience in banking, sales, lending, or financial services operations
  • Strong knowledge of retail banking operations
  • Strong knowledge of member service and sales practices
  • Strong knowledge of lending products and processes
  • Proven ability to lead teams and drive performance
  • Proven ability to build relationships and grow business
  • Proven ability to manage operations and compliance requirements
  • Strong communication, problem-solving, and decision-making skills
  • Ability to work a flexible schedule, including Saturdays

Nice To Haves

  • Previous leadership or supervisory experience preferred
  • Bilingual skills preferred

Responsibilities

  • Lead, coach, and develop Financial Center staff to achieve sales, service, and operational goals
  • Foster a high-energy, member-focused service and sales culture
  • Monitor performance and hold team members accountable to goals and KPIs
  • Conduct regular team meetings, huddles, and performance conversations
  • Recognize and reward performance while driving continuous improvement
  • Train staff to identify opportunities to deepen member relationships and recommend solutions
  • Build, retain, and expand member relationships through consultative service
  • Participate in community and business development initiatives
  • Develop relationships with internal partners and external referral sources
  • Promote and implement programs that support member growth and engagement
  • Handle escalated member concerns with professionalism and resolution focus
  • Oversee day-to-day branch operations to ensure efficiency, accuracy, and compliance
  • Ensure the Financial Center remains audit-ready, including cash controls and reporting requirements
  • Support lending, account servicing, and transaction activities as needed
  • Manage Financial Center profitability, including loan and deposit production goals
  • Prepare and manage the branch operating budget and explain variances
  • Ensure proper staffing, scheduling, and workflow efficiency
  • Create an environment where employees feel valued, supported, and engaged
  • Participate in hiring, onboarding, and ongoing employee development
  • Conduct performance evaluations, coaching sessions, and development planning
  • Partner with HR on employee relations and performance management matters
  • Serve as a role model of AmeriCU’s MVP-1 culture and values
  • Ensure adherence to all regulatory and internal compliance requirements, including BSA and SAFE Act
  • Maintain accurate documentation and reporting practices
  • Obtain Notary Public designation and Medallion Signature Guarantee certification within 12 months

Benefits

  • Incentive & Bonus eligible
  • Opportunity to grow within a collaborative, community-focused organization
  • Strong emphasis on employee development and internal mobility
  • Work in an environment that values connection, accountability, and service
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