Financial Center Manager - Latrobe
Description
The Manager is the leader within the financial center, accountable for overall performance, culture, and results. The Manager leads through influence and example—aligning sales, service, operations, and people leadership—while partnering with internal teams to execute strategies that strengthen Clearview’s presence in the community and advance organizational goals.
WORKING HOURS
Schedule aligned with business needs and financial center hours of operation.
Monday through Thursday: 9am-5pm
Friday: 9am-6pm
MINIMUM QUALIFICATIONS
- Two or more years of experience leading a team or consistently achieving sales goals in a performance-driven environment required.
- Bachelor’s degree in business, finance, or related field preferred
- Demonstrated ability to drive results in a sales-driven environment and lead through coaching, accountability, and collaboration.
- Proven ability to balance risk management, profitability, and exceptional member experience.
- Strong business development mindset with experience partnering across departments (e.g., Relationship Development, Community Impact, Operations) to build referral-based growth.
- Exceptional interpersonal, presentation, and communication skills with the ability to influence, align, and build trust across teams.
- Proficiency in Microsoft Word and Excel.
- Models effective use of AI tools to enhance decisions, streamline processes, and drive innovation; guide adoption within the team while ensuring alignment with organizational goals, compliance, and best practices
ESSENTIAL DUTIES AND RESPONSIBILITIES
Growth, Sales, and Retention – 40%
- Own the financial center’s sales and growth performance by executing strategic plans that align with credit union priorities and local market opportunities.
- Lead proactive business development efforts in partnership with Business Development Committee to expand employer, small-business, and community relationships.
- Translate organizational goals into actionable financial center plans, ensuring consistent execution through collaboration with support teams.
- Champion a consultative sales approach that integrates insights from lending, digital, and operations partners to deliver personalized financial solutions and strengthen member relationships.
Coaching, Talent Development, and Performance Leadership – 30%
- Build, lead, and inspire a high-performing team that understands their role in delivering both financial center and credit union success.
- Coach consistently using performance metrics, observation, and feedback, while partnering with support teams to development and career pathways.
- Develop team capability through shared best practices, cross-training opportunities, and alignment with organizational sales and service standards.
- Identify, develop, and retain top talent through individualized development plans, recognition, and succession planning.
Operational Excellence and Risk Management – 20%
- Ensure strong operational performance by collaborating with Operations, Risk, and Compliance partners to execute policies, procedures, and controls effectively.
- Maintain a strong risk culture by overseeing security procedures, cash management, audits, and reporting with support from risk teams.
- Serve as the accountable leader for opening/closing procedures and required services (e.g., Medallion Stamp Guarantee, Notary), ensuring consistency and accuracy.
- Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information
Member, Employee, and Community Engagement – 10%
- Foster an inclusive, engaged, and performance-driven culture that reflects Clearview’s leadership values and commitment to DEI.
- Oversee staffing, scheduling, hiring, and performance management in collaboration with Employee Experience partners to ensure the financial center is positioned for success.
- Represent Clearview in the community, partnering with marketing and community teams to strengthen brand awareness and trust.
- Leverage member feedback and service recovery insights, sharing trends and opportunities with partners to continuously improve the retail experience.
- Participate in required credit union training, leadership forums, and cross-functional initiatives.
- Endorse and embrace Clearview’s Commitment to Leadership which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.
- Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success
Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law