Financial Center Manager

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The Position

Job Title

Financial Center Manager

Job Description

SUMMARY

The Financial Center Manager is responsible for leading and directing the overall retail performance of the community bank, including expanding our customer base, driving sales and service excellence, and empowering customers to spend life wisely. The role provides oversight of daily operations, compliance, and internal controls, while fostering a strong, collaborative culture built on high ethical standards and exceptional customer service.

As the primary retail leader of the financial center, this position holds accountability for sales growth, customer experience, and operational soundness. The Financial Center Manager is expected to demonstrate a high degree of self-determination, strong interpersonal influence, and consistent alignment with organizational values and culture.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Leadership & Culture

• Models and promotes First United’s values by demonstrating integrity, accountability, and high ethical standards.
• Creates a positive, professional environment where teamwork, collaboration, and service excellence thrive.
• Acts as a role model for Relationship Bankers and Tellers by leading through example.
• Builds trust with employees and customers through consistent communication, follow-through, and relationship-building.
• Fosters and equips team to engage customers in meaningful Spend Life Wisely conversations, moving beyond transactions to trusted mentorship.
• Serves as the primary retail leader of the financial center, responsible for day-to-day leadership while aligning strategies with the Community Bank President.

Business Growth and Team Development

• Partners with the Community Bank President to implement growth strategies, focusing on deposit growth, cross-selling, and customer retention.
• Demonstrates knowledge of retail and small business solutions, including cash management and digital services.
• Directs sales processes by setting clear goals, coaching for performance, and monitoring progress with team and individual results.
• Develops team members’ consultative conversation skills to deepen and retain customer relationships.
• Encourages outbound calling, community engagement, and relationship development to expand customer reach.
• Coordinates sales campaigns and incentives to drive results while reinforcing consistency across locations.

Talent Management

• Manages the hiring, onboarding, training, and performance development of team members.
• Provides regular coaching, one-on-one meetings, and feedback to drive engagement and accountability.
• Balances high expectations with support and encouragement to promote both individual and team success.
• Partners with the Community Bank President, HR, and Regional Retail Manager on employee relations matters, ensuring fairness and adherence to policies.

Operational Excellence & Compliance

• Ensures operational excellence by maintaining accountability for compliance, risk, and audit standards, while delegating daily task execution to team members.
• Proactively addresses operational issues and ensures sustainable long-term solutions.
• Maintains oversight of branch facilities, marketing materials, and overall customer experience standards.

Community Engagement

• Represents First United Bank in the community by participating in civic, service, and business organizations.
• Builds visibility and credibility through consistent involvement in events, activities, and partnerships.
• Partners with Spend Life Wisely Ambassadors within the community market.

ADDITIONAL DUTIES AND RESONSIBILITIES

• Completes all required compliance and regulatory training annually.
• Adherence to all First United policies, procedures, and professional standards.
• Maintains a professional appearance consistent with bank guidelines.
• All other duties as assigned.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• Bachelor’s degree in business or related field preferred.
• Minimum of three years of management experience in banking , financial services, or retail.

Technical/Functional Competencies

• Strong leadership with the ability to inspire, influence, and lead teams toward shared goals.
• High interpersonal skills to build meaningful relationships internally and externally.
• Excellent communication, organizational, and analytical skills.
• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.
• Skilled in managing multiple priorities with independence and sound judgment.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Frisco-Lebanon

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.