Financial Center Manager

Financial Center Manager

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.

The Financial Center Manager is ultimately accountable for all service, sales, and operational integrity for the Financial Center. As a recognized leader, this individual is responsible for all member and employee experience related activities through effective communication and coaching. The Financial Center Manager is an expert in performance and talent management, membership growth and experience, operations and compliance, and achieving performance results. This individual drives business and wealth development activities for their Financial Center and is responsible for developing effective relationships with internal and external partners. 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 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:

Member Growth & Experience

• Develop, maintain, and grow effective working relationships with community partners, in support of retail banking objectives.
• Lead the collaborative process inclusive of other business line partners that contributes to the deepening and enhancing of member relationships.
• 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 participate in and coach all lobby leadership activities.

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 district leadership to set value-add SMART goals and create Individual Development Plans impacting professional development.

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
• Collaborate with Financial Center team to set value-add SMART goals and create Individual Development Plans impacting professional development.
• Provide guidance and support to Assistant Financial Center Management, which results in effective coaching and development of all Financial Center team members.
• Effectively demonstrate active listening, strong 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.

Additional Responsibilities may include:

Financial Center Operations & Compliance

• Exhibit mastery 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, as well as partner with HRD in regard to recruiting and sourcing.

Supervisory Responsibilities

• Provides daily leadership, coaching, and performance feedback to all financial center staff.
• Monitors individual and branch performance metrics, addressing gaps and reinforcing accountability.
• Participates in hiring decisions, onboarding, and ongoing development of team members.
• Ensures compliance with operational procedures, regulatory requirements, and audit standards.
• Serves as the primary escalation point for complex member issues or operational concerns.
• Leads performance documentation, corrective actions, and development planning for employees.
• Creates a positive, member-focused culture through consistent coaching, recognition, and clear expectations

What we need from you:

Education Requirements

• College Degree Preferred
• High School Diploma Required
• At least 5 years of banking experience
• At least 5 years 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
• Must be able to travel for BAW and Volunteering activities

Compensation Information: Offers will be commensurate with experience and education. Please Note: Below is the salary range for this grade, however the budgeted base salary for the FCM is $80k - $100k per year.

• Grade G Salary Range: Min. $73,800 – Max. $118,000

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.