Hudson Valley Credit Union · 4 hours ago
Assistant Branch Manager I
Hudson Valley Credit Union is currently recruiting for the position of Assistant Branch Manager I. This role involves leading and developing Relationship Advisors to provide high-quality member service and grow the branch business to meet organizational goals.
BankingCreditFinancial ServicesInsurance
Responsibilities
Lead, coach and develop the FSRs to drive branch goal attainment and ensure high quality service to members through the successful implementation of our consultative, needs-based selling approach
Create an environment of accountability by setting clear expectations, goals and objectives to drive results and providing consistent coaching and development to the FSR staff
Monitor branch results daily. Create, implement and monitor employee performance plans. Provide regular feedback to all direct reports, monitor sales/cascading goals and results, identify trends and make recommendations to ensure team goals are achieved
Ensure direct reports are trained on processes and product knowledge, cross selling credit union products and services, automated transaction services, marketing programs, and referring members to branch business partners for expert advice
Collaborate with partners in Mortgage, Wealth Management and Insurance to achieve the organization’s goals and to ensure we are meeting the financial needs of our members
Support branch operational integrity through staff coaching and reinforcement of policies and procedures. Assist with branch opening and closing process as needed
Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to Branch Manager
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. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Enhanced Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism
Responsible for regular and predictable attendance including punctuality
Qualification
Required
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 license achieved within 12 months of obtaining position required
Minimum 3 Years Supervisory or leadership experience in a financial institution or retail environment required
Minimum 1 Year sales and customer service experience in a financial institution or retail environment required
Preferred
Sales management and employee development experience preferred
Benefits
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees
Company
Hudson Valley Credit Union
Hudson Valley Credit Union offers online banking, insurance and financial services.
Funding
Current Stage
Late StageRecent News
2025-02-06
2024-05-31
The Business Journals
2024-04-06
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