Financial Center Supervisor jobs in United States
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Allegacy Federal Credit Union · 9 hours ago

Financial Center Supervisor

Allegacy Federal Credit Union is committed to doing right by its members and is seeking a Financial Center Supervisor to assist with loan applications, new memberships, and the overall customer service experience. The role involves supervising employees, cross-selling products, and ensuring high-quality service in alignment with the organization's values.

Financial Services

Responsibilities

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

Qualification

Sales performanceCustomer service skillsLeadership qualitiesRetail banking experienceComputer proficiencyVerbal communicationWritten communicationProfessional mannerIndependent judgmentProblem solvingConfidentialityTeamwork

Required

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
Two or more years experience in a retail sales banking environment
Demonstrated familiarity and proficiency with computers required
Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System

Preferred

Undergraduate degree in business or related degree preferred

Company

Allegacy Federal Credit Union

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Allegacy offers personal and business financial services to help a broad membership base including the employees, retirees, and families.

Funding

Current Stage
Growth Stage

Leadership Team

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Cathy Pace
President & Chief Executive Officer
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Michelle Salvadore
Chief Financial Officer
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Company data provided by crunchbase