Clearview Federal Credit Union

Credit union offering personalized financial guidance

Financial Center Manager

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timeBrentwood, CA, USANo salary listedIn-person

About the Job

Requirements

Two or more years of experience leading a team in the banking industry.
Two or more years of experience leading a team in consistently achieving sales goals in a performance-driven environment.
Proficiency in Microsoft Word and Excel.
Ability to drive results in a sales-driven environment and lead through coaching, accountability, and collaboration.
Ability to balance risk management, financial performance, and exceptional member experience.
Strong business development mindset with experience building partnerships across teams.
Excellent communication, relationship-building, and influencing skills.

Responsibilities

Drive financial center sales and growth by executing strategies aligned with credit union goals and local market opportunities.
Lead a consultative sales culture and build partnerships with community organizations, employers, and small businesses to generate new opportunities.
Lead and develop a high-performing team focused on sales, service, and member success.
Coach employees using performance metrics, feedback, and development planning to strengthen results and support career growth.
Oversee daily financial center operations, including security procedures, cash management, and audits.
Partner with Operations, Risk, and Compliance to ensure policies, procedures, and controls are followed.
Represent Clearview in the community and build relationships that drive growth and member engagement.
Foster an inclusive, engaged culture and use member feedback to continuously improve the financial center experience.

Desired Qualifications

Bachelor’s degree in business, finance, or a related field.

Description

Your Mission

As Financial Center Manager, you lead the financial center’s performance, culture, and results. You align sales, service, and operations to deliver exceptional member experiences while developing your team and strengthening Clearview’s presence in the community.

What You’ll Do

Lead Financial Center Performance

Drive financial center sales and growth by executing strategies aligned with credit union goals and local market opportunities.
Lead a consultative sales culture and build partnerships with community organizations, employers, and small businesses to generate new opportunities.

Develop and Lead Your Team

Lead and develop a high-performing team focused on sales, service, and member success.
Coach employees using performance metrics, feedback, and development planning to strengthen results and support career growth.

Ensure Operational Excellence

Oversee daily financial center operations including security procedures, cash management, and audits.
Partner with Operations, Risk, and Compliance to ensure policies, procedures, and controls are followed.

Strengthen Community and Member Relationships

Represent Clearview in the community and build relationships that drive growth and member engagement.
Foster an inclusive, engaged culture and use member feedback to continuously improve the financial center experience.

What You Bring

Two or more years of experience leading a team in the banking industry.
Two or more years of experience leading a team in consistently achieving sales goals in a performance-driven environment.
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.
Ability to balance risk management, financial performance, and exceptional member experience.
Strong business development mindset with experience building partnerships across teams.
Excellent communication, relationship-building, and influencing skills.
Proficiency in Microsoft Word and Excel.

Why Join Us

At Clearview, we’re all about people helping people. You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day.

Working Hours

Schedule aligned with business needs and financial center hours of operation.

Monday - Thursday: 9am- 5pm

Friday: 9am- 6pm

Saturday: 9am- 2pm

Apply today and start making lives better, one member at a time.

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

About the Company

Clearview Federal Credit Union

Credit union offering personalized financial guidance

Summary of Clearview Federal Credit Union 1) What the company does Provides financial services to local communities with personalized tools and guidance to help neighbors achieve financial success now and in the future. 2) How its products work Offers a range of financial products (such as accounts, loans, payments) and associated planning tools, delivered through staff guidance and online resources. The service focuses on meeting people where they are and tailoring support to each member so they can manage money and plan for the future. 3) How it stands out from competitors Focuses on a local, neighbor-centered approach and shared success, offering personalized guidance and tools rather than solely pushing products. 4) The goal To help members reach financial well-being now and in the long term, contributing to the financial health of the community.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Coraopolis, Pennsylvania
Founded: Not listed

Recently Posted Jobs

Explore more opportunities at Clearview Federal Credit Union

See more jobs