Region Team Assistant Manager

Hudson Valley Federal Credit Union • Latham, NY

204d

About The Position

Hudson Valley Credit Union is currently recruiting for the position of Region Team Assistant Manager. The primary function of this role is to engage and develop the Region Relationship Advisors to provide high quality member service through efficient transaction processing and successful implementation of HVCU Sales and Service Model. This position is responsible for traveling across Saratoga to Northern Dutchess Counties to provide branch and leadership coverage, assisting in the credit union's growth and meeting organizational goals.

Requirements

• Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required.
• NYS Notary Public licence following 12 months achievement of independence on the job required.
• Minimum 1 Year Sales and customer service experience in a financial institution or retail environment required.
• Minimum 2 Years Supervisory or leadership experience in a financial institution or retail environment required.

Responsibilities

• Provide interim on-site support at assigned branches to assist with branch coverage and daily operations as directed by branch leadership.
• Assume responsibility for the staff and daily operations of assigned branches including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
• Assist branch leadership with training and onboarding of new staff; may deliver training content as needed under the direction of the Region Team Manager.
• Create, implement, and monitor employee performance plans.
• Monitor sales/cascading goals and results and conduct regular milestone meetings.
• Identify trends and make recommendations to ensure team goals are achieved.
• Create work schedules and assignments for Region Relationship Advisors that minimize member wait times and maximize employee availability.
• Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
• Create an environment of accountability by setting clear expectations, goals, and objectives to drive results and provide consistent coaching and development to branch staff.
• Ensure staff is well educated on marketing programs and promotions, self-service options, product knowledge, and sales techniques.
• Schedule and oversee employee training.
• Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations.
• Submit annual budget recommendations to the Director of Retail Operations.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
• Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge.
• Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises.
• Perform additional duties and special projects as assigned.
• Embrace and apply HVCU's guiding principles to all activities and responsibilities.

Benefits

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree