Assistant Branch Manager - Central Valley

Heritage Financial Credit Union • Central Valley, NY

4d

About The Position

Heritage Financial Credit Union is transforming its retail branches to provide a modern, member-centric experience. The Assistant Branch Manager supports branch leadership, coaches employees through change, and helps maintain personal, proactive, and impactful service. This role leads employee development and branch operations in support of organizational goals, service standards, and HFCU’s mission. It promotes employee engagement, professional development, teamwork, member service, and operational excellence.

Working with the Branch Manager and other teams, the Assistant Branch Manager supports daily branch management, develops employees, helps meet monthly and annual goals, and contributes to sales efforts and community relationships. The role also identifies opportunities for process improvement, supports organizational projects, and maintains a safe and compliant work environment.

Requirements

• Bachelor’s degree plus one to three years of experience as a Branch Supervisor, or a comparable combination of education and experience.
• Notary License required, or must obtain it within six months of hire.
• Extensive financial industry experience, including cash handling, customer service, needs-based selling, goal attainment, employee management and development, project and team participation, and community development.
• Experience using PC-based software, including Microsoft Office.
• Working knowledge of Bank Secrecy Act (BSA) requirements and ability to comply with BSA requirements and cooperate with the designated BSA Officer.
• Ability to think critically and creatively to solve problems and build business plans.
• Ability to collaborate effectively with the direct team, department leaders, and line-of-business partners to achieve organizational goals.
• Self-awareness, discipline, and a strong desire to learn and contribute to personal, team, and organizational success.
• Ability to communicate professionally and respectfully with internal and external members.
• Commitment to listening to, anticipating, and addressing the needs and concerns of internal and external members.
• Advanced analytical and technical knowledge related to decision analysis and financial and budget administration.
• Ability to maintain a professional appearance and positive attitude.

Nice To Haves

• Bilingual ability.

Responsibilities

• Lead, motivate, and develop branch employees to achieve monthly and annual goals and meet internal and external service standards.
• Apply knowledge of HFCU’s mission, vision, core values, products, services, tools, and resources to support team management.
• Guide employees using HFCU’s Relationship Building Model and conduct individual performance development through monthly one-on-ones.
• Support employee development and engagement initiatives in collaboration with Human Resources and training and development teams.
• Work with the Branch Manager to develop an appropriate succession plan.
• Communicate and collaborate with department leaders, peers, and team members, including facilitating daily huddles and monthly branch meetings.
• Coach employees to meet member service standards; address concerns and complaints professionally, escalating issues with a recommended solution.
• Collaborate with other departments to improve member service and ensure appropriate follow-through.
• Use branch trend and business intelligence tools to identify opportunities to grow business and recommend solutions to Retail Leadership.
• Assess transactional trends, goal attainment, and industry standards to make recommendations for annual staffing levels.
• Assist with recruitment efforts as needed.
• Partner with the Branch Manager on all areas of branch management and day-to-day operations.
• Perform and oversee operational tasks and sales processes, and support other branch positions as needed.
• Plan activities that help achieve monthly goals; support sales efforts and coach employees in activities such as call nights, local business membership drives, and promotional outreach.
• Participate in community involvement and develop relationships with community leaders to increase brand awareness.
• Identify operational enhancements, research process improvement options, and present them to the Enhancement Committee; collaborate on approved improvements when applicable.
• Maintain a safe and sound work environment in accordance with audit and security expectations.
• Participate in organizational projects and represent Retail professionally.
• Perform other duties as assigned.

Benefits

• Paid time off and paid federal holidays
• Medical, dental, vision, and life insurance
• Employee Assistance Program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Supplemental benefits, including critical illness care, identity theft protection, pet insurance, and legal services
• BenefitsPlus+ perks program, including travel, entertainment, and gift cards
• CareNet benefits concierge service
• 401(k) with 5% employer match
• Educational assistance
• Paid time to volunteer
• HFCU logo-wear

What This Job Offers

• Job Type: Full-time
• Career Level: Manager