Assistant Financial Center Manager

Job Description

Job Description

Who we are:

At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.

Every employee at SECU contributes to our members’ financial well-being, and we’ll always do what’s right for our members, employees, and communities.

Feel good about what you do. Belong to a place where you matter and can make a difference.

What you will do:

The Assistant Financial Center Manager is accountable for service, sales, and operations for the Financial Center. This individual is responsible for all member and employee experience related activities through effective communication and coaching. The Assistant Financial Center Manager is proficient in performance and talent management, membership growth and experience, operations and compliance, and achieving performance results. This individual is responsible for developing effective relationships with internal and external partners. The Assistant Financial Center Manager collaborates with the Financial Center Manager to achieve Retail Banking objectives and member escalations. Assistant Financial Center Managers have a thorough knowledge of SECU’s products and services and are accountable for their behaviors and results while upholding SECU’s Code of Conduct.

The Assistant Financial Center Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

A day in your life might include:

Performance Management & Coaching

• Ensure timely and accurate financial services are provided to the membership by demonstrating leadership, direction, and effective monitoring of staff at the Financial Center

• Partner with Financial Center team members to set value-add SMART goals and create Individual Development Plans impacting professional development.

• Effectively demonstrate active listening, effective communication, and coaching skills when with team members in all delivery channels.

• Establish appropriate documentation of developmental conversations to set a foundation for effective performance management, including but not limited to: annual and 90-day reviews, performance improvement, and Connections.

• Correspond as a liaison between management and member advisors to ensure successful execution of financial center needs.

• Conducting yearly performance evaluations to assess staff member accomplishments while setting desired goals for the coming year.

• Holding recurring coaching meetings to go over progress, provide feedback and overcome any challenges

• Conducting interviews, providing training, and overseeing performance to ensure that staff members can fulfill their duties effectively.

Member Growth & Experience

• Guide team members in providing needs-based solutions for members and contribute to the overall wellness of the membership base and the Financial Center in a timely and accurate manner.

• Model and demonstrate active listening and strong communication skills when working with members in all delivery channels while maintaining SECU’s service level agreements.

• Actively take part in and coach all lobby leadership activities.

• Lead the collaborative process inclusive of other business line partners that contributes to the deepening and enhancing of member relationships.

• Develop, maintain, and grow effective working relationships with community partners, in support of retail banking objectives.

• Engagement in the community along with connections that contribute to member satisfaction and retention

• Capture member feedback regularly and act on it to enhance services and resolve concerns.

Additional Responsibilities may include, but this is not an exhaustive list of responsibilities:

Performance Results & Professional Development

• Actively ensure the Financial Center is meeting its goals by regularly monitoring Center and individual employee performance.

• Educate, train and motivate team members to ensure quality referral and cross-sell success.

• Model and demonstrate educating members on all applicable products, services and channels of delivery.

• Positively influence employee engagement results by facilitating and fostering a cohesive, professional environment.

• Partner with Financial Center management to set value-add SMART goals and create Individual Development Plans impacting professional development.

Financial Center Operations & Compliance

• Exhibit expertise of the various functions and procedures of SECU’s divisions and operating partners.

• Adhere to all federal, state, and SECU specific policies and procedures as well as participate in timely and effective audits.

• Comply with security guidelines to ensure safety of self, other SECU team members, property, and member information.

• Ensure a thorough knowledge of SECU loan policy and state/federal consumer lending regulations as well as a working knowledge of real estate loans.

• Manage Financial Center staffing including effective scheduling, leave requests, and partner with HRD in recruiting and sourcing.

• Maintain compliance and identify opportunities for improvement by conducting routine audits and monitoring procedures.

Supervisory Responsibilities

• Provides day-to-day coaching, guidance, and performance feedback to Membership Advisors and Member Service Representatives to ensure service, operational accuracy, and member experience standards are met.

• Monitors individual and team performance, including referral activity, service quality, operational compliance, and adherence to branch procedures; addresses performance gaps promptly.

• Assists in scheduling, workload distribution, and managing daily staffing needs to maintain efficient branch operations.

• Supports hiring activities by participating in interviews, offering input on selection decisions, and assisting with onboarding and training new team members.

• Ensures team members follow policies, regulatory requirements, and internal controls related to account opening, transactions, authentication, and member information security.

• Provides real-time support for escalated member issues and serves as the next-level resolution point when frontline staff need assistance.

• Reinforces a culture of member experience excellence through ongoing coaching, recognition, and accountability.

• Tracks and documents performance observations to support evaluations, development conversations, and corrective-action processes when needed.

• Models professional behavior, service standards, and operational accuracy, setting the tone for the branch team.

What we need from you:

• High School Diploma is required

• College Degree Preferred

• At least 3 years of retail banking experience

• At least 1 year of leadership experience, including people management experience

• Demonstrates an understanding of SECU’s culture, core values, mission and strategic priorities as it relates to one’s work and overall performance

• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner

• Identifies opportunities to improve efficiency, reduce errors, or enhance member satisfaction

• Prioritizes tasks effectively to support team goals and organizational timelines

• Applies critical thinking to troubleshoot issues and escalate concerns when appropriate

• Understands the importance of confidentiality, compliance, and ethical behavior in daily responsibilities

• Adapts to changes in processes, tools, or organizational priorities with a positive, solutions-focused approach

• Maintains professionalism in communication, behavior, and representation of SECU

• Proven leadership, relationship building, goal attainment in retail banking sector

Physical Requirements

• Must be able to remain in a stationary position, often standing or sitting for prolonged periods

• Must be able to lift up to 25 pounds

Compensation Information: Offers will be commensurate with experience and education. The below is the full range for this grade, however, the base salary budget for the AFCM is $65k-$74k per year.

• Grade F Range: Min. $61,800 – Max. $98,300

Other Compensation Includes:

• Quarterly incentives based on productivity goals
• Annual corporate-wide incentives

We provide comprehensive benefits, with a focus on total well-being:

• Medical, vision, dental benefits
• 401k plan with company matching
• Generous sick, vacation and personal leave
• And more...2026 SECU Benefits Guide

SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.