Branch Manager - Pine Bush, NY

Heritage Financial Credit Union•Pine Bush, NY

About The Position

Heritage Financial Credit Union is seeking an experienced financial leader to manage its Pine Bush, New York branch during a transformation of its retail banking experience. The Branch Manager leads and develops the branch team, oversees daily operations, ensures service standards are met, and works to achieve branch goals while building strong member and community relationships. The role calls for a strategic, adaptable leader who can support change, develop employees, strengthen financial wellness, and contribute to the future of members’ interactions with the credit union. The Branch Manager is responsible for branch performance and operations, employee coaching and engagement, member service, business development, community involvement, financial budgeting, and collaboration with Retail Leadership and other departments. The role also includes supporting recruiting, succession planning, organizational projects, and new branch managers. The position requires a bachelor’s degree or comparable combination of education and experience, a notary license at hire or within six months, and at least three years of branch management experience with business development.

Requirements

Bachelor’s degree and/or a comparable combination of education and experience.
Notary license required at hire or within six months of hire.
At least 3 years of experience as a Branch Manager with business development.
Experience with outbound calling, prospecting, and visiting local businesses.
Experience understanding business and commercial products.
Proficiency in Microsoft Office.
Extensive financial industry experience, including cash handling, customer service, needs-based selling, goal attainment, employee leadership and development, project and team participation, and community development.
Working knowledge of Bank Secrecy Act (BSA) requirements and compliance responsibilities.
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.
Self-awareness, discipline, and a desire to learn and contribute to the success and well-being of self, team members, and the organization.
Customer-service focus and ability to lead by example.
Strong attention to detail and strong organizational, time-management, and team-management skills.
Ability to communicate professionally and respectfully with internal and external members.
Commitment to listening, anticipating, and addressing the needs and concerns of internal and external members.
Ability to project a professional appearance and positive attitude.
Advanced analytical and technical knowledge related to decision analysis and financial and budget administration.
Eagerness to grow the branch network and develop teams.

Responsibilities

Lead, motivate, and develop branch employees to meet goals and comply with service standards.
Conduct employee performance coaching, feedback, and monthly one-on-one sessions; address employee relations issues professionally and promptly.
Support employee development initiatives, recruiting, succession planning, and team engagement.
Communicate relevant information to the team through daily huddles, monthly meetings, and other channels; collaborate with department leaders and peers.
Coach employees to meet member service standards, handle complaints and concerns, escalate issues with recommended solutions, and coordinate follow-through with other departments.
Use business intelligence tools to analyze branch trends, identify opportunities to grow business, and make recommendations to Retail Leadership, including annual headcount recommendations.
Manage all day-to-day branch operations, complete operational and sales processes on time, and support other branch positions as needed.
Plan activities to achieve monthly goals, including calling events, membership drives, and promotional outreach.
Prospect and visit local businesses to build brand awareness and support business and commercial goals.
Participate in community activities and build relationships with community leaders across the branch’s area and the credit union’s field of membership.
Oversee the branch’s monthly financial budget, review variances, and partner with Retail Leadership on branch profitability recommendations.
Develop a sales service plan to help the branch meet its goals and adapt as business needs change.
Identify and share operational improvements with the direct leader.
Maintain a safe and sound work environment and adhere to audit and security expectations.
Represent Retail in organizational team projects professionally and competently.
Mentor and support new branch managers.
Perform other duties as assigned.

Benefits

Paid time off and paid federal holidays
Medical insurance
Dental insurance
Vision insurance
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