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Hudson Valley Credit Union · 22 hours ago

Branch Manager

Callicoon, NY

Full-time

Onsite

Mid, Senior Level

3+ years exp

Hudson Valley Credit Union is currently recruiting for the position of Branch Manager. The role is responsible for engaging and developing branch staff to drive member acquisition and ensure high-quality service while overseeing branch operations and profitability.

BankingCreditFinancial ServicesInsurance

Responsibilities

Responsible for the engagement and development of branch staff to drive branch goal attainment and ensure high quality service to members through successful implementation of our consultative, needs based selling approach

Conduct business development activities in the branch market. This includes proactive outreach to existing members, prospects and COIs and attending community functions and events of other local businesses to build relationships and create HVCU brand awareness in the community

Monitor branch goals and objectives daily. Meet weekly with branch management team to discuss current sales coaching and development activities and develop tactics to increase branch results. Provide weekly results report to Region Manager

Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff

Ensure branch staff is trained on processes and product knowledge, cross selling credit union products and services, automated transaction services, marketing programs, and referring members to branch business partners for expert advice

Meet at least monthly with direct report and semi-annually with all branch staff to obtain employee feedback and provide performance feedback and career-pathing to branch employees. Complete annual performance evaluation for Assistant Branch Manager

Support marketing programs to drive branch growth

Oversee all aspects of branch operations including completion of branch audits and security checks, and regulatory compliance

Responsible for branch profitability and efficiency. Identify opportunities to enhance revenue and improve service to members by eliminating waste and reducing expenses with efficient processes and high quality output. Create the branch budget and monitor expenditures and variances

Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned

Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism

Responsible for regular and predictable attendance including punctuality

Qualification

Supervisory experienceSales experienceCustomer service experienceBachelor’s DegreeNYS Notary Public licenseFinancial institution knowledgeRetail environment experienceLeadership skills

Required

Bachelor's Degree in Business Administration or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience is required

NYS Notary Public license achieved within 12 months of obtaining position is required

Valid Driver's License is required

Minimum 3 Years Supervisory or leadership experience in a financial institution or retail environment experience is required

Minimum 1 Year Sales and customer service experience in a financial institution or retail environment experience is required