Branch Manager - Wappingers Falls, United States - Heritage Financial Credit Union

Description

Branch Manager

Wappingers Falls, NY ) Retail Banking

Job Type

Full-time

Description

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 benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

POSITION DESCRIPTION

Position Title:Branch Manager

Department:Retail Banking

Classification:Exempt

Salary Range: $68,000 - $85,000 annually, plus incentives

REPORTING RELATIONSHIPS

Position reports to:Retail Regional Manager

Positions Supervised:Branch Supervisor, Ambassador of First Impressions, Financial Services Representative, Lead Teller, Teller, Member Services Representative

POSITION PURPOSE

Effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCUs 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.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Demonstrate understanding of HFCUs Mission, Vision and Core Values, along with expertise in HFCUs products and services, including all available tools and resources to effectively lead the branch.
• Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCUs Employee Performance Program, including but not limited to monthly 1X1 sessions.
• Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Employee Operations and HFCUs training and development efforts.
• Consistently work with the team 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. Recruit as needed.
• Assume complete 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 Leadership. Demonstrate an ability to support and function in all branch positions as needed.
• Proactively plan activities to aid in the attainment of monthly goals. Partner with Retail Sales Director to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
• Participate in community involvement to develop relationships with community leaders within your branchs geographical location, and across HFCUs field of membership, to increase brand awareness.
• Oversee the branchs monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability.
• Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.
• Maintain a safe and sound work environment adhering to all audit and security expectations.
• Participate in organizational team projects, representing Retail in a professional and competent manner.
• Performs other duties as assigned.

Requirements

QUALIFICATIONS

Education & Certifications

• Bachelors degree plus three to five years experience as a Branch Manager/Business Development; or a comparable combination of education and experience. Notary License required or within 6 months of hire.

Required Knowledge & Experience

• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
• Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development.

Skills/Abilities

• Demonstrate the ability to think critically and creatively to problem solve and build business plans.
• Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
• Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
• Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
• Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
• Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
• Bilingual a plus.

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

Salary Description

$68,000-$85,000 per year, plus incentives