Branch Manager - Pine Bush, NY

Heritage Financial Credit Union•Pine Bush, NY

2d•$73,500 - $91,765•Onsite

About The Position

Heritage Financial Credit Union is seeking an experienced financial leader to oversee its Pine Bush, NY retail branch. The Branch Manager leads the branch team and its development, day-to-day operations, and business results while ensuring service standards are met and supporting the credit union’s mission and values. The role includes coaching employees, cultivating member and community relationships, growing business, managing branch finances, and contributing to organizational initiatives. The manager will help shape an evolving branch experience and lead the team through change while fostering collaboration, employee engagement, and strong member service.

Requirements

Bachelor’s degree, or a comparable combination of education and experience.
Notary License required, or must be obtained 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 a 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 the team and 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 to, anticipating, and addressing the needs and concerns of internal and external members.
Ability to maintain a professional appearance and positive attitude.
Advanced analytical and technical knowledge related to decision analysis and financial and budget administration.
Ability to support branch growth and develop teams.

Responsibilities

Lead, motivate, and develop branch employees; provide guidance, regular one-on-one sessions, feedback, and coaching.
Address employee relations matters professionally and promptly, and support employee development and engagement programs.
Develop succession plans and support recruiting and hiring.
Communicate and collaborate with department leaders, peers, and the branch team, including facilitating daily huddles and monthly branch meetings.
Ensure member service standards are met; handle complaints, escalate issues with recommended solutions, and coordinate follow-through with other departments.
Use business intelligence resources to analyze branch trends, identify opportunities to grow business, and recommend solutions to Retail Leadership.
Assess transactional activity, goal attainment, and industry standards to make recommendations regarding annual headcount.
Manage all branch operations, demonstrate proficiency in operational tasks and sales processes, and provide coverage in branch roles as needed.
Plan activities to achieve monthly goals, such as in-branch call nights, local business membership drives, and promotional outreach.
Prospect and visit local businesses to build brand awareness and meet business and commercial goals.
Build community relationships and participate in community activities to increase brand awareness.
Oversee the monthly branch budget, review variances, and work with Retail Leadership on branch profitability and expense management.
Develop and adjust sales and service plans to help the branch meet its goals as business needs change.
Identify operational improvements and share research and recommendations with the direct leader.
Maintain a safe and sound work environment and comply with audit and security expectations.
Represent Retail in organizational projects professionally and competently.
Mentor and support new branch managers.
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