Region Team Assistant Manager

Hudson Valley Credit Union; City of Beacon (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading credit union is seeking a Region Team Assistant Manager to enhance branch operations across multiple locations. This role involves training staff, ensuring service excellence, and contributing to organizational growth objectives. Ideal candidates will have a Bachelor's degree and supervisory experience in a financial setting.

Benefits

Professional Development Training

Student Loan Repayment Programs

Medical, Dental, and Vision coverage

401(k) with employer match

Paid time off (PTO)

Life, Short-Term, and Long-Term Disability Insurance

Discounted Loan Rates & Fees

Qualifications

• Bachelor’s Degree or 2 years of equivalent experience.
• Minimum 1 year in sales and customer service.
• At least 2 years in supervisory roles.

Responsibilities

• Provide support at branches and ensure operations run smoothly.
• Create employee performance plans and monitor team goals.
• Train and onboard staff as directed by branch leadership.

Skills

Sales Experience

Customer Service

Leadership

Coaching

Team Management

Education

Bachelor's Degree

NYS Notary Public License

Job description

Hudson Valley Credit Union is currently recruiting for the position of Region Team Assistant Manager.

Primary Function: Engage and develop the Region Relationship Advisors to provide high-quality member service through efficient transaction processing and successful implementation of HVCU Sales and Service Model. Responsible for traveling to fill branch leadership needs across all locations. Provide supervisory and leadership coverage to assist in the credit union's growth and meet organizational goals. This position is responsible for traveling across Sullivan, Ulster, and Orange Counties to provide branch and leadership coverage.

Responsibilities

• Provide interim on-site support at assigned branches to assist with branch coverage and daily operations as directed by branch leadership.
• Assume responsibility for the staff and daily operations of assigned branches (both standard and universal models), including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
• Assist branch leadership with training and onboarding of new staff; may deliver training content as needed under the direction of the Region Team Manager.
• Create, implement, and monitor employee performance plans. Monitor sales/cascading goals and results and conduct regular milestone meetings. Identify trends and make recommendations to ensure team goals are achieved.
• Create work schedules and assignments for Region Relationship Advisors that minimize member wait times and maximize employee availability. Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
• Create an environment of accountability. Set clear expectations, goals, and objectives to drive results and provide consistent coaching and development to branch staff.
• Ensure staff is well-educated on marketing programs and promotions, self-service options, product knowledge, and sales techniques. Schedule and oversee employee training.
• Look for opportunities to enhance revenue, reduce expenses, create efficient processes, and improve operations. Submit annual budget recommendations to the Director of Retail Operations.
• Adhere to all Credit Union policies, procedures, and regulatory requirements. Participate in all required and recommended training, including Bank Secrecy Act (BSA) training, and demonstrate attained knowledge. Participate in 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, including the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
• Maintain regular and predictable attendance, including punctuality.

Qualifications

• Bachelor’s Degree or at least 2 years of equivalent experience; undergraduate degree cannot substitute for the minimum years of experience required.
• NYS Notary Public license following 12 months of achievement of independence on the job.
• Minimum 1 year of sales and customer service experience in a financial institution or retail environment.
• Minimum 2 years of supervisory or leadership experience in a financial institution or retail environment.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels they belong. We encourage applications from historically underrepresented communities, including women, minorities, veterans, disabled, and LGBTQ+ individuals.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration 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.