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Heritage Financial Credit Union · 1 month ago

Assistant Branch Manager

New Paltz, NY

Full-time

Onsite

Mid Level

$58K/yr - $65K/yr

Heritage Financial Credit Union is undergoing an exciting transformation to enhance its retail branches and member experience. The Assistant Branch Manager will support branch leadership, coach team members, and ensure exceptional service while contributing to operational excellence and employee development.

BankingFinanceFinancial Services

Hiring Manager

Mariana Martinez

Responsibilities

Demonstrate understanding of HFCU’s Mission, Vision and Core Value’s, along with expertise in HFCU’s products and services, including all available tools and resources to effectively support the management of the team

Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU’s Relationship Building Model, and individual performance development through monthly 1X1s

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

Consistently work with the Branch Manager to develop an appropriate succession plan

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. Assist in recruitment efforts as needed

Partner with the Branch Manager to assume 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. Partner with the Branch Manager to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information

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

Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements

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

Performs other duties as assigned

Qualification

Branch managementEmployee developmentMember engagementOperational excellenceCoaching skillsCommunication skillsTeam leadershipProblem-solving skills

Required

Demonstrate understanding of HFCU's Mission, Vision and Core Value's, along with expertise in HFCU's products and services, including all available tools and resources to effectively support the management of the team

Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s

Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU's training and development efforts