Financial Center Supervisor

Southland Credit Union•Santa Monica, CA

1d•$34 - $42

About The Position

The Financial Center Supervisor leads a team of Universal Bankers and helps create a strong Member experience at Southland Credit Union. The supervisor leads from the floor, works alongside associates, and provides coaching, direction, and an example of excellent Member service. The role develops associates into confident financial professionals who can identify Member needs, discuss financial wellness, and connect Members with appropriate solutions. The supervisor contributes directly to Financial Center performance across membership and deposit growth, lending, referrals, digital adoption, Member experience, staffing, and operational results. They interpret performance information and help the team improve, step into challenging Member situations, remove barriers, address performance concerns, respond to changing business needs, and maintain operational standards. The role includes observing Member interactions, recognizing strong performance, coaching in the moment, setting expectations, and following up when expectations are not met. The supervisor develops high-performing associates and future leaders, creates growth opportunities, and builds team capacity. They also partner with the Director of Financial Centers and other leaders to implement new approaches, improve processes, and strengthen consistency across locations.

Requirements

3–5 years of experience in financial center operations, retail banking, or financial services, including Member-facing service, relationship development, and operational execution.
2–3 years of supervisory or lead experience, including coaching, developing, and holding associates accountable.
A track record of developing strong teams and improving service, growth, operational, or Member experience results.
Ability to develop people and provide effective coaching.
Ability to balance Member advocacy with business results.
Ability to interpret performance data and translate it into action.
Clear communication of expectations and willingness to have difficult conversations when necessary.
Understanding of relationship-based financial services and the role of trust in Member relationships.
Organization and follow-through when priorities shift.
Ability to build productive relationships with colleagues across the organization.
Understanding of compliance, risk management, and sound operational practices.
Comfort using business systems, reporting tools, and standard office technology.

Nice To Haves

Experience working across multiple locations or within a networked environment.

Responsibilities

Lead and work alongside a team of Universal Bankers in the Financial Center.
Coach associates to ask effective questions, identify opportunities to help Members, conduct financial wellness conversations, and connect Members with solutions.
Monitor and improve membership and deposit growth, lending, referrals, digital adoption, Member experience, staffing, and operational results.
Use performance information and feedback from Members and associates to identify what is driving results and guide improvements.
Step into difficult Member situations and remove barriers for the team.
Address performance concerns, adapt to changing business needs, and maintain the day-to-day operation of the Financial Center according to Southland's standards.
Observe Member interactions, recognize strong performance, provide in-the-moment coaching, and support associate development.
Set clear expectations and follow through when expectations are not met.
Identify potential, develop high-performing associates, create growth opportunities, and build future leadership capacity.
Partner with the Director of Financial Centers and other leaders to implement approaches, improve processes, and strengthen consistency across locations.