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Financial Center Manager II 


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 manages the day-to-day business activities in a Financial Center including the supervision of all employees. This position is responsible for designing and maintaining the sales production efforts within the financial center. In addition, this position will generate participation in the credit union through prospecting of new sponsor companies while maintaining strong relationships with current affiliated companies and frequently attend community events sponsored by Allegacy.


Nature and Scope


This position reports to the AVP of Retail Operations. The position works within a team based environment with virtually all other departments to provide superior service to our membership. The position provides guidance and direction for all assigned staff including performance planning and evaluation. In addition, the position has responsibilities requiring reporting to the AVP of Member Development.


Specific Accountabilities

  • Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
  • Hold employees accountable for their performance, attitude and behavior.
  • Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
  • Oversee and direct financial center activities to achieve sales and organization goals to increase market share. Typically 50% of this job’s requirements are to lead the cross-sell efforts.
  • Responsible for audit compliance as well as security, safety and maintenance of financial center assigned.
  • Ultimate responsibility to assure that loan closings and product openings are completed on a timely basis, and are consistent with AFCU policies and procedures.
  • Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
  • Solicit Allegacy’s benefits and services to potential Sponsor Companies (presentations/benefit fairs)
  • Maintain strong relationship with current Sponsor companies through on-site enrollments and servicing
  • Report business development enrollment activities and numbers to management to view progress
  • Assist Sponsor company representatives and individual members with opportunities/problems/concerns
  • Attend Chamber of Commerce and Community functions
Position Requirements

Knowledge, Skills and Abilities

  • Excellent verbal and written communication skills, the ability to manage multiple projects at once, attention to detail, and professional persistence are preferred. Microsoft Office and Internet skills required as well as the ability to learn internal system applications.
  • Ability to multi-task and meet deadlines
  • Be able to cold call and network for prospective companies.Have proven ability to close sales.Willingness to work all shifts and weekends as well as some travel throughout the state.
  • Self-motivation and the ability to perform without direct supervision are required.

Education and Experience

  • Minimum requirements:
  • Three or more years related experience in financial institution branch management.
  • Two or more years of consumer lending experience.
  • Possess strong sales, interpersonal, leadership, oral and written communication skills.
  • Strong computer proficiency with at least an intermediate knowledge of MS Word and Excel.
  • Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location 050 - High Point  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade 10 

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