Assistant Branch Manager I

Hudson Valley Credit Union; Mahopac (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Base & Variable Pay

Paid Time Off

Professional Development

Student Loan Repayment

Medical, Dental & Vision

401(k) With Employer Match

Life & Disability

Loan Discounts

Job summary

Hudson Valley Credit Union is seeking an Assistant Branch Manager I to lead Relationship Advisors and deliver high-quality member service through our consultative, needs-based model. You will drive branch goals and support operational integrity while growing the branch business.

You will coach staff, monitor performance, cross-sell products, and collaborate with Mortgage, Wealth Management and Insurance teams to meet members' financial needs.

Qualifications

• Bachelor's degree or equivalent experience required.
• NYS Notary Public license within 12 months of hire.
• NMLS license/registration required.
• Minimum 3 years supervisory or leadership experience in financial/retail settings.
• Minimum 1 year sales and customer service experience in financial/retail settings.
• Sales management and staff development experience preferred.

Responsibilities

• Lead, coach and develop staff to drive branch goals and high-quality service.
• Set clear expectations and provide regular coaching to achieve results.
• Monitor branch performance; implement performance plans and feedback.
• Train staff on processes, product knowledge and cross-selling.
• Collaborate with Mortgage, Wealth Management and Insurance teams.
• Support branch operations and participate in opening/closing procedures.
• Identify opportunities to enhance revenue and efficiency; advise on budgets.
• Ensure compliance with policies and regulatory requirements; training.
• Uphold guiding principles and Lean Six Sigma practices; teamwork.
• Maintain regular, predictable attendance.

Skills

Leadership experience

Customer service

Sales management

Education

Bachelor's degree

NYS Notary Public license

NMLS registration

Job description

Overview

Hudson Valley Credit Union is currently recruiting for the position of Assistant Branch Manager I. Primary Function: Engage and develop the Relationship Advisors to provide high quality member service through successful implementation of our consultative, needs based interaction model. Grow the branch business to meet both branch and organizational goals and support the attainment of branch operational integrity.

Responsibilities

• Lead, coach and developthe 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.

Qualifications

• 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
• Registration with the National Mortgage Licensing System and Registry (NMLS) 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
• Sales management and employee development experience preferred

Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Employee Perks:

• 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

Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.