Financial In-Store Manager - Frisco / Plano

Posted: 07/24/2022

We're Growing and Hiring. Come Grow with Us. 

We’re expanding into Frisco and Plano, so that means there are great opportunities for you to grow too.


What makes this an even more exciting opportunity is we’ll be opening our new financial centers inside H-E-B’s new flagship stores in Frisco and Plano. 


To support our growth, we’re hiring a Financial In-Store Manager to oversee both locations! Join EECU and be the first to open these new locations, meet our members and welcome new members to the Frisco/Plano area! Plus, you will be eligible for a $1,500.00 sign on bonus. 


The Financial In-Store Manager, will be responsible for direct oversight of two Instore locations – Frisco & Plano Instore.  This position is responsible for driving in-store performance, sales growth, member satisfaction through visible leadership, performance management, collaborative key partnerships, prioritization, planning, and problem resolution while adhering to assigned center P&L and budgets. This also includes the day-to-day functions including scheduling, evaluating productivity, and member/employee satisfaction, and the operational efficiencies for platform activities. This position will be responsible for the direct supervision of the financial consultants which includes hiring, terminating, promoting, mentoring, and coaching employees to their fullest potential, and setting clear direction. This position performs a broad variety of member service functions such opening business and consumer accounts, CDs, IRAs, and HSA’s using needs-based selling techniques, interviews, and processes loan applications, and solves complex member and operational issues. 


The In-store Manager is directly responsible for creating and maintaining a strong customer-centric culture and is the primary mentor for the in-store teams. The role fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs. The position will set the tone by providing on-site leadership, motivation and direction for the instore staff, integrate products and services with member needs, educate members on credit union and financial center technology i.e. ITMs and digital space to show members the easy accessibility of our mobile and online experience. Responsible for lobby floor management that includes answering incoming calls, concierge for instore, greets all members, and assists or directs members to appropriate technology. 


As an ambassador for our brand, the Instore Manager will be a visible leader and be responsible for expanding relationships with EECU members and acquire new relationships by providing needs-based products and services. The role will be required to deliver a high-quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members’ consumer financial needs.


And to support your growth and prosperity, we offer best-in-class benefits including financial wellness, 401(k), defined pension plan and a portfolio of other benefits that include paid time off, tuition assistance and inclusion in a robust community volunteer program. 


Our training and on-boarding programs will set you up for success. And to help you grow in your current role, you’ll benefit from one-on-one coaching and training programs to help you excel, build new skills or take on additional responsibility.


 Qualified candidates will possess the following skills and knowledge: 

  • Three to five years minimum experience in retail financial services, financial center leadership or related experience
  • 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.
  • Excellent customer and business focus, with strong change management, communication, and interpersonal skills.  
  • 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, and data analytics. 
  • Must possess problem-solving and resolution skills. Ability to identify and break down complex business problems and develop recommendations.
  • Ability to successfully influence employee behaviours. 
  • 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


EECU is an EOE/Vets/Disabled Employer. 

We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability. 

For more information on our organization and our best in class benefits please visit EECU Careers at 

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