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Heritage Financial Credit Union · 1 day ago

Branch Manager

Middletown, NY

Full-time

Onsite

Mid, Senior Level

$74K/yr - $91K/yr

3+ years exp

Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals. The Branch Manager will lead and empower a team through transformation, fostering relationships and ensuring high-impact member service in a dynamic retail banking environment.

BankingFinanceFinancial Services

Hiring Manager

Mariana Martinez

Responsibilities

Demonstrate understanding of HFCU’s Mission, Vision and Core Values, along with expertise in HFCU’s products and services, including all available tools and resources to effectively lead the branch

Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1x1 sessions

Evaluate employee performance and provide feedback and coaching as needed

Manage employee relation issues in a timely mannered and with professionalism toward resolution

Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU’s training and development programs

Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process

Effectively communicate with department leaders and peers to develop a network of support and collaboration

Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings

Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through

Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership

Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount

Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed

Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information

Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals

Participate in community involvement to develop relationships with community leaders within your branch’s geographical location, and across HFCU’s field of membership, to increase brand awareness

Oversee the branch’s monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability

Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change

Proactively look for operational enhancements and research and share with direct leader

Maintain a safe and sound work environment adhering to all audit and security expectations

Participate in organizational team projects, representing Retail in a professional and competent manner

Mentor and support new branch managers

Performs other duties as assigned

Qualification

Branch ManagementBusiness DevelopmentFinancial Industry ExperienceMicrosoft OfficeNotary LicenseCustomer ServiceTeam LeadershipProblem SolvingCommunication SkillsAttention to DetailTime Management

Required

3+ years as a Branch Manager with Business Development is essential

Experience on outbound calling/prospecting and visiting local businesses

Experience understanding business and commercial products

Proficiency in Microsoft Office

Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development

Bachelor's degree and/or a comparable combination of education and experience

Notary License required or within 6 months of hire

This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work

Demonstrate the ability to think critically and creatively to problem solve and build business plans

Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals

Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization

Focus on customer service and lead by example

Show strong attention to detail

Highly organized with time and team management

An eagerness to grow the branch network and developing teams

Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner

Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members

Ability to project a professional appearance and positive attitude at all times

Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration