Assistant Branch Manager - Central Valley

Heritage Financial Credit Union; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Heritage Financial Credit Union is seeking an Assistant Branch Manager to support branch leadership, coach the team through change, and ensure personal, proactive member service. The role focuses on leading employee development, supervising branch operations, and driving service excellence to achieve monthly and annual goals.

You will work to create an engaging work environment, develop staff, and ensure alignment with the credit union's mission and service standards while contributing to the

Qualifications

• Proven ability to lead and develop a team within a retail banking environment.
• Track record of coaching staff to meet service standards and goals.
• Strong communication skills to coordinate with leadership and branches.

Responsibilities

• Lead employee development and branch operations to meet monthly and annual goals.
• Coach team through change and ensure personal, proactive member service.
• Collaborate with branch leadership to execute strategies and initiatives.
• Maintain service standards and address member concerns professionally.

Skills

Leadership

Coaching

Team development

Customer service

Communication

Change leadership

Operational excellence

Job description

Description

At Heritage Financial Credit Union, we’re in the midst of an exciting transformation and reimagining our retail branches to deliver a more modern, member-centric experience. As an Assistant Branch Manager, you’ll play a key role in this evolution by supporting branch leadership, coaching the team through change, and ensuring our service remains personal, proactive, and impactful.

This is an ideal opportunity for a driven, service-oriented leader who’s ready to take the next step in their career. You’ll gain hands-on experience in change leadership, member engagement, and operational excellence—all while helping to shape the future look and feel of our branches.

As an Assistant Branch Manager, you will effectively lead all employee development, operational tasks and processes within the branch 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 and provide our members with exception service.

If you’re ready to lead with purpose, grow with intention, and make a difference in the lives of our members and your team - your next chapter starts here.

Here's a little about us:

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 Core Values:

Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge

Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise

Integrity: Do What's Right; Speak the Truth; Own Our Actions

People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

POSITION PURPOSE

The Assistant Branch Manager will effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU's 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

1. Demonstrate understanding of HFCU's Mission, Vision and Core Values', along with expertise in HFCU's products and services, including all available tools and resources to effectively support the management of the team.
2. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s.
3. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU's training and development efforts.
4. Consistently work with the Branch Manager to develop an appropriate succession plan.
5. Effectively communicate with department leaders and peers to develop a network of support and collaboration.
6. 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.
7. 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