Assistant Manager, Financial Center

Company: PenFed Credit Union
Location: Boerne
Posted on: November 29, 2025

Job Description:

Job Description Overview PenFed is hiring an Assistant Manager, Financial Center to work onsite at our Lemon Creek branch located in Boerne, Texas. The primary purpose of this job is to support the leadership management of the Financial Center Manager. The incumbent will provide teammate oversight through both coaching and the development of teammates. In addition, this position will provide co-leadership in achieving the Financial Center goals around sales productivity, member experience, and operational soundness. Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. Co-lead a member-centric environment whereby all teammates are accountable for delivery of exceptional member experience Provide coaching and assistance to all staff by evaluating key performance measures to identify opportunities for improvement. Support the Financial Center Manager in driving business results. Provide guidance and training to ensure that new products and procedures are both communicated and followed by financial center teammates. Assist members with questions and correspondence from loan applicants regarding pending or approved loans and take appropriate action to include loan disbursement. Counsel members and potential members regarding all types of PenFed loan and share products, policies and procedures and resolves more complex member problems. Maintain a current knowledge of PenFed loan and share products and promote these products to eligible members and potential members. Support the Financial Center Manager in monthly audits and all Financial Center inspections. Communicates with the Financial Center Manager on issues relating to staff and operations. The Financial Center Assistant Manager provides solution recommendations in support of the Financial Center Manager. Serve as Assistant Treasurer within delegated authority limits. Provide co-oversight to production reports to include MRD and nightly branch updates. Supports the Financial Center Manager in scheduling thus ensuring proper Financial Center coverage. Maintain high level of proficiency in running all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. Actively networks within field of memberships to include local community, military installations, and affiliated partners to grow brand awareness. Provide leadership support to other Financial Centers as designated by the respective Sr. Manager to include working weekends and/or extended hours as required to operate the business. Assist with any internal, external, or Marketing initiatives that support the enhancement of our business. If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents. Qualifications Equivalent combination of education and experience is considered. Associates Degree or higher in related field preferred. Minimum of two (2) years' experience in a financial institution required. Minimum of one (1) year supervisory experience preferred. Valid Notary Public, preferred. Bilingual-Spanish preferred. Supervisory Responsibility This position will supervise employees. Licenses and Certifications There are no additional licenses and/or certifications required. Work Environment While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. *Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.* Travel Ability to travel to various worksites due to coverage needs is required. About Us Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.

Keywords: PenFed Credit Union, San Antonio , Assistant Manager, Financial Center, Accounting, Auditing , Boerne, Texas