The Financial Center Manager (FCM) is responsible for driving branch growth by increasing market share, expanding relationships, and delivering strong financial performance within the local market. This role requires a strategic, externally focused leader who can identify growth opportunities, build community and business relationships, and lead a high-performing team to achieve production and service goals.
- Develop and execute branch-level strategies to grow market share across deposits, loans, and other product offerings. This role involves developing and implementing strategies to increase overall market share within the community.
- Identify and pursue new business opportunies with the local market through proactive outreach, networking, and partnerships. Build and maintain relationships with community leaders, businesses, and referral sources to drive new member/client acquisitions. Continually monitor market trends, competitor activity, and performance data to adjust growth strategy.
- Lead a relationship-based service/sales culture focused on acquiring, deepening, and retaining client relationships. Ensure consistent execution of financial reviews and needs-based conversations.
- The Financial Center Manager (FCM) is responsible for leading, growing and representing the branch in an affluent market with a strong focus on relationship development, business growth, and exceptional member/client experience. This role requires a proven track record of cultivating high-value relationships, expanding market share, and delivering consistent financial performance while leading and developing a high-performing team.
- Represent the organization at community networking, and business events to strengthen brand presence and referral opportunities. Partner closely with mortgage, insurance, wealth advisors, and business services to deliver a holistic financial solution.
- This position will serve as a trusted advisor for key clients, ensuring personalized high-touch service experiences. Building long term relationships through proactive outreach, financial reviews, and tailored solutions.
- Lead, coach, and develop a high-performing branch team focused on relationship-based sales and service excellence. Foster a culture of accountability, collaboration, and performance. Set clear goals and expectations aligned with branch and organizational objectives.
- Ensure the branch meets or exceeds production, growth, and profitability goals. Maintain operational excellence, and regulatory compliance. Ability to analyze performance metrics and market data to adjust strategies and drive results. Continuously seek opportunities to improve service delivery and client satisfaction.
- The Financial Center Manager (FCM) reports to the Regional Retail Manager (RRM).
- Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act). Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training.
Candidates for EECU should possess the following knowledge and skills:
- Proven ability to grow market share, develop new relationships, and expand existing portfolios.
- Excellent customer and business focus, with strong change management, communication, and interpersonal skills.
Demonstrated success working with affluent or high-net-worth clients. - Strong leadership, coaching, and performance management skills.
- Excellent communication, networking, and presentation abilities.
- Deep understanding of financial products, lending, and relationship-based sales.
- A significant level of trust, credibility and diplomacy is required. Must be capable of exercising highest level of discretion on both internal and external confidential matters including direct and indirect reports and outside vendors.
- Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
- Must be able to effectively handle multiple, simultaneous, and changing priorities.
- Must be a proven leader of people within a customer service environment.
- Experience coaching employees and leadership to increase production, sentiment, and overall retail performance.
- Experience with sales processes, operations, data analytics, or quantitative marketing.
- Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
- Must be an excellent communicator both oral and written.
- Excellent organization and time management.
- Must be proficient in Microsoft Office applications
- High School Diploma or equivalent. College Degree preferred. SIE or Series 7 licenses are a plus and preferred.
- Financial Center hours: Monday-Friday 9am-6pm, Saturdays 9am-1pm
EECU will, in compliance with applicable law, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions.
For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $4 billion in USD assets and serves over 297,000 members through 20 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.
EECU is an EOE/Vets/Disabled Employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran’s status or on the basis of disability.
For more information on our organization and benefits please visit EECU Careers.
