Branch Manager - Pine Bush, NY

Heritage Financial Credit Union; Pine Bush (NY); On-site; USD 74,000 - 92,000; Full time

Benefits offered by this job

Paid Time Off

Insurance (Medical, Dental, Vision &–

401(k) with Employer Match

Educational Assistance

Volunteer Time

Perks program

Job summary

Heritage Financial Credit Union is seeking a Branch Manager in New York to lead a high-energy team, drive member experiences, and deliver measurable results in a changing retail banking landscape.

You will build strong community relationships, develop staff through coaching and performance programs, and manage daily operations to ensure excellent service and branch profitability. A bachelor’s degree and 3+ years in branch management are required.

Qualifications

• Bachelor’s degree or comparable experience required.
• Notary License required or within 6 months of hire.
• 3+ years as Branch Manager with business development experience.
• Experience outbound calling/prospecting and engaging local businesses.

Responsibilities

• Lead branch operations and develop the team to meet service standards.
• Coach and develop staff through performance programs and 1x1 sessions.
• Manage branch budget, cost controls, and profitability with Retail Leadership.
• Support recruiting and succession planning for branch roles.
• Collaborate with leadership and business intelligence to drive growth.

Skills

Leadership

Customer Service

Communication

Detail Oriented

Time Management

Organization

Analytical

Education

Bachelor’s degree

Notary License

Tools

Microsoft Office

Job description

Description

We are seeking a Branch Manager who brings energy, leads from the front, and knows how to bring out the best in a team. Someone who can keep a branch running seamlessly while creating standout member experiences and driving meaningful results.

If you’re motivated by developing people, tackling challenges head‑on, and making a visible impact in your branch and community, this is your opportunity.

Are you an experienced, dynamic financial leader who thrives on building strong teams, deepening community relationships, and driving financial wellness?

At Heritage Financial Credit Union Credit, we’re redesigning our entire branch experience. As we transition into a new era of retail banking, we’re seeking visionary Branch Managers who are energized by innovation, driven by purpose and passionate about leading through change. This is more than a branch leadership role, it’s a chance to co‑create the future of how our members interact with their credit union. You’ll have the opportunity to lead and empower a team through transformation, foster meaningful relationships, shape and deliver positive and high‑impact member service that reflects the evolving needs of the communities we serve.

If you're ready to bring your experienced leadership skills, strategic mindset, change‑management inspiration, and passion for service to a place that values your voice and vision —this is your next career move.

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

Effectively lead team in development and operational tasks and processes within the designated Retail branch in support of HFCU’s Great Worthy Cause. Direct, motivate, and develop the team to successfully attain 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 growth 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 lead the branch.
2. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1x1 sessions.
3. Evaluate employee performance and provide feedback and coaching as needed.
4. Manage employee relation issues in a timely mannered and with professionalism toward resolution.
5. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU’s training and development programs.
6. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process.
7. Effectively communicate with department leaders and peers to develop a network of support and collaboration.
8. 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.
9. 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.
10. 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.
11. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount.
12. 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.
13. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in‑branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
14. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals.
15. Participate in community involvement to develop relationships with community leaders within your branch’s geographical location, and across HFCU’s field of membership, to increase brand awareness.
16. Oversee the branch’s 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.
17. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change.
18. Proactively look for operational enhancements and research and share with direct leader.
19. Maintain a safe and sound work environment adhering to all audit and security expectations.
20. Participate in organizational team projects, representing Retail in a professional and competent manner.
21. Mentor and support new branch managers.
22. Performs other duties as assigned.

Requirements

EDUCATION/CERTIFICATION:

Bachelor’s degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire.

KNOWLEDGE:

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.

EXPERIENCE:

• 3+ years as a Branch Manager with Business Development is essential.
• Experience on outbound calling/prospecting and visiting local businesses.
• Experience understanding business and commercial products. Proficiency in Microsoft Office.
• Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership 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.
• Focus on customer service and lead by example.
• Show strong attention to detail.
• Highly organized with time and team management
• An eagerness to grow the branch network and developing teams.
• 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.

What’s in it for you?

Salary: $73,500 - $91,765 annually (based on experience)

Benefits:

- Paid Time Off & Paid Federal Holidays

- Medical, Dental, Vision & Life Insurance

- Employee Assistance Program

- Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)

- Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services

- BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more)

- CareNet - benefits concierge service

- 401(k) with 5% Employer Match

- Educational Assistance

- Paid Time to Volunteer

- HFCU Logo-wear (that our employees wear with pride!)

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.