Assistant Branch Manager - New Paltz
HERITAGE FINANCIAL CREDIT UNIONAbout the role
Description
Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
· Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
· Excellence: We strive to provide our members with the best possible service.
· Teamwork: We believe that we can achieve more together than we can alone.
· Respect: We treat each other with dignity and respect.
· Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
POSITION PURPOSE
The Assistant Branch Manager will effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU’s Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals, and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional development and team collaboration.
Salary Range: $58,000 - $65,000 annually, plus monthly incentives, depending on experience
ESSENTIAL FUNCTIONS AND 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 Retail Regional 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 Retail Regional 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 Le
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