Position Summary

Under general supervision and in accordance with established policies, procedures, state/federal laws and regulations, the Financial Center Manager is responsible for leading the daily operations, member service delivery, and business development efforts of The Credit Union of Atlanta. This role ensures the financial center meets organizational goals by supporting member-centric service, driving membership growth, promoting credit union products and services, and ensuring operational excellence. The Manager cultivates a collaborative, member-focused environment that reflects the credit union’s mission, values, and cooperative principles, while providing comprehensive oversight of all branch operations to ensure full compliance with regulatory requirements and organizational policies.

 Duties and Responsibilities

• Oversee all branch matters within scope of authority, escalates issues as needed, and resolves and tracks member issues until resolved
• Responsible for branch goals in support of organizational strategic objectives. Guides staff in developing action plans to reach stated goals
• Ensure adherence to credit union policies, NCUA regulations, state laws, and risk management standards
• Support the credit union’s strategic objectives by improving branch efficiency and identifying opportunities for financial improvement
• Monitor the financial center’s performance, including membership growth, loan production, deposit activity, and expense control
• Supervise and guide operations staff in providing quality service to members in the areas of account transactions, new accounts, loan applications, and solving problems within established policies and guidelines
• Maintain and monitor the ATM operations of the credit union, including cash replenishments and repairs
• Serves as liaison with outsourced vendors (ATM driver, cash provider, maintenance and security)
• Conduct performance evaluations and identify training opportunities to support staff growth and succession planning
• Oversee staffing, scheduling, and daily workflow to ensure efficient member-service
• Leads, motivates, trains, coaches and cultivates cross-selling skills of staff members
• Monitor and track sales by subordinates to ensure profitable and sound business practices for the credit union
• Serves as the Subject Matter Expert for all teller transactions, member service and lending products
• Maintains a working knowledge of all credit union products and services, organizational policies and procedures, state and federal regulations related to credit union operations
• Demonstrates a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act. Office of Foreign Assets & Control, Anti-Money Laundering, Bribery Act, Equal Credit Opportunity Act, Truth-in-Lending Act, Truth-in-Savings Act, SAFE Act, and the Fair Credit Reporting Act and additional confidential information laws and regulations
• Conduct weekly and /or monthly documented staff meetings, one on one coaching and development sessions with individual team members
• Maintain an understanding employee’s role in maintaining an effective BSA/AML compliance program, and completing Elder Abuse, and Reg Flag Training

• Bachelor’s degree in a business-related field is preferred from an accredited university
• Minimum of 5-7 years of branch operations, lending/underwriting, cash handling and supervisory experience, consumer and real estate
• Proven track record in sales leadership and member relationship management
• An equivalent combination of education, skills, qualifications and experience will be considered
• Credit Union experience is a plus

Required Skills & Competencies 

• Excellent problem-solving, interpersonal, verbal and written communication skills
• Exceptional attention to detail, organizational skills, prioritization and time management skills
• Knowledge and understanding of regulatory compliance
• Excellent time-management skills: ability to achieve deadlines while accurately and efficiently managing multiple priority tasks simultaneously in a fast-paced environment
• Proficiency in Microsoft applications (Word, Excel, Outlook), web browsing, CRT, 10-key calculator, and general office equipment
• Must be able to sit or stand for extended time periods, lift up to 25 pounds, bend and stretch
• Must be able to see, hear, use a telephone, read, write, type speak and speak English language fluently
• Must be able to make challenging decisions in complex environments and situations