Financial Center Manager

Monta Loma Financial Center

Position Summary

Ensures all financial needs of our members are identified and met. Leads and develops employees to provide exceptional service to our members. Directs the effective execution of our service, sales, and operational processes. Acts as the Meriwest Ambassador in your local marketplace to develop strong business and community relationships.

Essential Duties and Responsibilities

• Responsible for the overall sales and service performance of the Financial Center and for ensuring that our members’ experience always exceeds expectations. Maintains a professional image of the Financial Center to preserve Credit Union unique and innovative brand image.
• Directs the weekly sales and service activities of your team to ensure member needs are identified and solutions provided. Coaches employees to achieve sales commitments.
• Conducts feedback and coaches the Financial Center Staff on performance, expectations, and accomplishments. Meets with each staff member weekly to review their progress and sets goals for areas needing development. Administers performance evaluations according to established Meriwest Credit Union guidelines.
• Supports and coordinates with our Wealth Advisors, Business Banking, Business Development and Meriwest Mortgage partners in their efforts to increase business and support community activities.
• Supports all marketing sales management efforts as directed by the VP Retail Delivery. Conduct training with Financial Center Staff to ensure their thorough understanding prior to each marketing campaign, introduction of new products, change in pricing or change in distribution.
• Ensures staff is trained to handle all required aspects of job responsibilities in order to efficiently operate the Financial Center. Works with Human Resources in interviewing and selecting applicants for open positions.
• Primary Security officer for the branch. Conducts required security meetings with staff to ensure compliance. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
• Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company’s products, services and processes are remaining competitive. Manages and oversees expenses. Pursues cost-saving measures.
• Manages costs and established budget for bottom line results of established expenses as well as forecasted income.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  

Minimum Qualifications

• Two-year college degree or completion of a specialized course of study at a business or trade school.
• Requires a minimum of five years of proven branch and sales management experience at a financial institution leading, managing, motivating and developing a large team to meet and exceed assigned goals, within a goal based and results driven environment.
• Must possess thorough knowledge of consumer, business banking, mortgage products, financial institution branch operations, loans and related financial services.
• Proven record of sound decision making, balancing risk with member needs and business goals.
• Ability to effectively manage multiple priorities and responsibilities.
• Verifiable job history showing stability, consistency, dependability and accountability.

Do you want to be valued as an employee?

Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Financial Center Manager position is a Grade 11. 

• Target Range: $81,199.60 to $101,499.50*

*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications

We also offer an excellent, fully comprehensive benefits program, including:

• Medical/Dental/Vision on the first day of employment for full-time employees
• Free Long Term Care Insurance for employees
• Tuition Reimbursement/Student Loan Repayment Plan
• Pension Plan/401K
• Bonus and incentive potential
• Generous Paid Time Off (PTO)/Holiday program
• Career growth support and planning programs
• In-house fitness center
• Discounts on new Mortgage after 6 months of employment

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.