Financial Center Supervisor

Description

Allegacy Federal Credit Union

Employee Job Description

April 14, 2025

Job Title: Financial Center Supervisor (formerly Assistant Manager)  

Report To: Financial Center Manager

Role Accountability

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position assists members with loan applications, new memberships and other AFCU product account openings. This position provides customer service throughout the loan request/and or account opening process and is responsible for cross-selling other Allegacy products and services. This position will assist the financial center manager with the day-to-day business activities in the Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center. 

Nature and Scope

This position reports to the Financial Center Manager. This position must provide needs based financial advice and counsel to assist members in choosing AFCU as their primary financial institution. This position is seen in a leadership role to others and will assist the Financial Center Manager in guidance and direction for all assigned staff including assisting with evaluations and coaching sessions.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.

• Meet or exceed established service goals

• Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.

• Assist sales efforts within the financial center

• Interview applicant to ascertain request and make appropriate product recommendation

• Process loan applications to ensure prompt examination of applicant’s credit worthiness, loan closing are completed timely, and are consistent with AFCU policies and procedure.

• Educate and coach other employees on offering and selling AFCU products and services

• Recommend other credit union products (cross-sell) based on identified needs through the interview process. Typically 50% of this job’s requirements are cross selling.

• Assist with supervision, motivation and development of staff.

• Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.

• Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).

• Assist financial center manager with daily activities of the financial center.

• Assist manager with audit compliance as well as security, safety and maintenance of financial center assigned.

• Assist in hiring employees, directing work assignments, performance reviews, rewarding and disciplining employees.

Knowledge, Skills and Abilities

• Demonstrated successful sales performance that support and promote a sales and service culture within AFCU.

• Ability to work well with others and demonstrate leadership qualities.

• Demonstrates strong verbal and written communication skills.

• Ability to discuss, recommend and open all AFCU’s programs and services.

• Demonstrated customer service skills, including problem solving for members.

• Ability to conduct business in a professional manner, exercising personal discretion and independent judgment, while maintaining compliance with policies, laws, and regulations.

• Ability to maintain confidentiality in respect to the member’s financial affairs.

Requirements

Education and Experience

• Two or more years experience in a retail sales banking environment.

• Undergraduate degree in business or related degree preferred.

• Demonstrated familiarity and proficiency with computers required.

• Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.