Heritage Financial Credit Union · 1 month ago
Assistant Branch Manager - New Paltz
New Paltz,NY,US
Full-time
Onsite
Mid, Senior Level
$58K/yr - $65K/yr
1+ years expHeritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals. As an Assistant Branch Manager, you will support branch leadership, coach the team, and ensure exceptional service while driving member engagement and operational excellence.
BankingFinanceFinancial Services
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
Required
Bachelors' degree plus one to three years' experience as a Branch Supervisor; or a comparable combination of education and experience
Notary License required or within 6 months of hire
Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development
Experience using P.C. based software including Microsoft Office
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
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
Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration
Ability to project a professional appearance and positive attitude at all times
Preferred
Bilingual a plus
Benefits
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts / HSA
401K Employer Match
Educational Assistance
Incentives and Merit Increases
Paid Time to Volunteer
Company
Heritage Financial Credit Union
Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Ciriello
President/CEO
Jonathan Shakelton
Chief Operating Officer
Recent News
The Pike County Courier
2024-05-23
Mid Hudson News
2024-05-23
Company data provided by crunchbase