Manager Financial Services - Oakdale

Teachers Federal Credit Union; Oakdale (NY); Sur place; USD 75 000 - 125 000; Plein temps

Avantages offerts par ce poste

Quarterly retail incentive program

Annual discretionary bonus

Paid time off for vacation and HOLs

401(k) company contribution

Dental & Vision premium covered by TG

Tuition reimbursement for full-time

Loan rate discounts for employees

Résumé du poste

Teachers Federal Credit Union in New York state is seeking a Branch Manager to lead a retail branch, grow customer relationships, promote products and ensure efficient operations. You will guide a team of professionals to achieve sales, service and operational goals.

The role requires a strong banking background, leadership experience, and a focus on compliance and customer satisfaction. Notary license and MS Office proficiency are required, with Spanish language skills preferred.

Qualifications

• HS Diploma required.
• Minimum five years’ experience in consumer banking/financial services required.
• Minimum of three to four years’ banking leadership experience required.
• Notary Public license required.
• Proficient in Microsoft Office (Outlook, Excel, PowerPoint).
• Analytical problem-solving skills with an impeccable attention to detail.
• Excellent oral, written, and interpersonal communication skills.
• Strong interpersonal skills and effective working relationships with all stakeholders, both internal and external.
• Spanish speaking language preferred.

Responsabilités

• Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities.
• Schedules, manages, and trains branch staff to maintain the required service coverage.
• Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards.
• Accountable for financial, operational, and customer satisfaction goals for the branch.
• Resolves customer or operations issues.
• Coordinates with other Credit Union teams to promote products and represent the Credit Union in the community.
• Develops and executes integrated sales, relationship strategies that are aligned with Teachers’ priorities, execute a business plan to achieve expected goals in all business categories.
• Supports portfolio growth by identifying opportunities to deepen relationships and increase member acquisition and ensure members receive optimal service and monitor/adhere to operational controls.
• Develops strong partnership routines with business partners to share the value of Teachers Federal Credit Union’s membership.
• Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
• Oversees daily operations of the branch, including but not limited to daily and monthly branch audits.
• Ensures compliance with Teachers Federal Credit Union’s policies and procedures.
• Performs all duties inherent in the role of a manager.

Connaissances

Notary Public

MS Office

Analytical skills

Communication skills

Interpersonal skills

Spanish language

Formation

HS Diploma

Five years banking/financial services

Three–four years banking leadership

Notary Public license

Microsoft Office proficiency

Outils

Microsoft Office

Outlook

Excel

PowerPoint

Description du poste

Brief Description

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary

The Branch Manager manages a retail Credit Union branch that develops and grows customer relationships, promotes products and services, and delivers efficient operations. The Branch Manager is responsible for leading a group of Credit Union professionals to achieve organizational goals for sales, service and operational excellence.

Education And/or Experience

• HS Diploma required
• Minimum five years’ experience in consumer banking/financial services required
• Minimum of three to four years’ banking leadership experience required
• Good experience and knowledge of function and department processes required
• Notary Public license required
• Proficient in Microsoft Office (Outlook, Excel, PowerPoint)
• Analytical problem-solving skills with an impeccable attention to detail
• Excellent oral, written, and interpersonal communication skills
• Strong interpersonal skills and effective working relationships with all stakeholders, both internal and external
• Spanish speaking language preferred

Job Responsibilities

• Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities.
• Schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards.
• Accountable for financial, operational, and customer satisfaction goals for the branch.
• Resolves customer or operations issues.
• Coordinates with other Credit Union teams to promote products and represent the Credit Union in the community.
• Develops and executes integrated sales, relationship strategies that are aligned with Teachers’ priorities, execute a business plan to achieve expected goals in all business categories.
• Supports portfolio growth by identifying opportunities to deepen relationships and increase member acquisition and ensure members receive optimal service and monitor/adhere to operational controls.
• Develops strong partnership routines with business partners (Mortgage Loan Officers, Lending Specialists, Investment Advisors and others) to share the value of Teachers Federal Credit Union’s membership.
• Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
• Oversees daily operations of the branch, including but not limited to daily and monthly branch audits.
• Ensures compliance with Teachers Federal Credit Union’s policies and procedures.
• Performs all duties inherent in the role of a manager.

Benefits Of Joining The Teachers Team

• This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
• Paid time off for vacation, personal days, and holidays.
• 401(k) company contribution.
• Teachers pays 100% of Dental & Vision premium.
• Tuition reimbursement is offered to full-time employees.
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers.

The good faith range for this position is $75K-125K. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.