First Commerce Credit Union

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Financial Center Manager

at First Commerce Credit Union

Posted: 8/25/2019
Job Status: Full Time
Job Reference #: 1134060
Keywords: financial

Job Description

  • 20-Sep-2019 to 09-Oct-2019 (EST)
  • Retail
  • Thomasville, GA, USA
  • Salary
  • Full Time

Come grow with us!

First Commerce is expanding, and we want you to join our dynamic, winning team. At FCCU, you can expect competitive pay, best in class benefits, initial and ongoing training and development, and career growth opportunities. Don't just look for a job, 'consider a career where you empower people to enhance their financial well-being and make a difference to our communities. Apply with us today!

GENERAL SUMMARY: Responsible for, with the Financial Center Manager or Senior Market Executive, the efficient, effective management of a financial center office. Accountable for effective sales and service team management that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators.


  • Will perform job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration and State of Florida.
  • Complies with and insures all team members comply with BSA, OFAC, and CIP requirements such as checking names against OFAC for new deposit or loan relationships and issuing cashier checks.
  • Coach financial center team to identify member's perceived and unperceived needs and refer or open the product or service that meets those needs. Promotes a sales culture that supports our Vision of "being our member's financial partner for life."
  • Continually promotes credit union products and services and performs outside marketing & business calls to promote full service features of their financial center.
  • Ensures delivery of high quality consistent service to both internal and external members that fulfill our Service Standards. Responds to telephone messages within 4 hours.
  • As assigned, responsible for staff administration and efficient daily operation of a full service financial center office including but not limited to selection, training, coaching, developing, and motivating competent staff. Schedules, delegates work assignments, writes and conducts performance evaluations, makes employment decisions, sets up performance goals, and makes salary recommendations. Schedules and conducts regular staff meetings to keep staff informed and resolve problems, such as operations, lending, product sales, member service, and security and safety in accordance with the credit unions objectives.
  • Responsible for coaching and developing team member performance, production, quality and adherence to policies and procedures. Ensures that all policies, procedures and guidelines of the credit union are strictly adhered to and that management is made aware of any deviation that will affect a member or the credit union as a whole. This includes but not limited to security and audit procedures.
  • Communicate with diplomacy, tact, and persuasion between direct reports, members, other departments, and management to ensure a positive result when handling escalated calls and other sensitive situations.  


  • Assumes assigned responsibility for successful operation of financial center.
  • Ensures financial center is open and ready to conduct business according to financial center scheduled hours.
  • Ensures financial center is in balance at close of each business day.
  • Ensures proper closing procedures are followed.
  • Reviews and makes escalated loan decisions within the scope of authority level; Assures that all loans in need of further underwriting are escalated timely and with all documentation and notes necessary for a sound decision to be attained.
  • Responsible for general maintenance of the financial center, ensuring neat appearance, as well as safety and security of members, staff, and assets.
    • Leads by example the participation in Credit Union functions and sponsored functions.
    • Reviews financial center profitability and members for progress toward call center goals, works with manager in implementing individual member profitability plans.
    • Attends meetings timely and as required; reports to work as scheduled
    • Insures all team members adhere to First Commerce's dress code
    • Performs other duties as assigned.


  • High School diploma or equivalent; Bachelor's degree preferred and/or credit union courses, such as CCUE, MERIT and STAR ProgramEXPERIENCE
  • A minimum of 3 years of financial organization experience selling and servicing members/customers as well as a proven record of sales accomplishments
  • A minimum of 3 years of financial organization experience selling and servicing members/customers as well as a proven record of sales accomplishments
  • A minimum of 3 years of lending experience, including mortgages. Must have complete practice with account structuring, lending policies, and operational procedures.
  • Management/Supervisory experience with proven sales results preferred. Proven track record of Individual sales results and mentoring peers required.

SKILLS: Demonstrated excellent verbal and written communication skills and excellent interpersonal skills; able to build rapport easily. Ability to think tactically and identify significant success factors. Must be self-directed, efficient and highly motivated with the flexibility necessary to operate in a growing, team oriented, and fast paced, and high-volume environment. Sharply honed organizational and time management skills. Knowledge of Florida Commerce products, services, policies and procedures a plus. Knowledge of banking operations and regulations a must.

Americans with Disability Specifications

Physical demands: The physical demands described here are representative of those that must be met by a team member (employee) to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the team member is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The team member (employee) must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision and distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.