Region Team Assistant Manager

Hudson Valley Credit Union; City of Newburgh (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Region Team Assistant Manager responsible for overseeing branch operations and staff training across multiple locations. Ideal candidates will possess a Bachelor's Degree and have substantial supervisory and customer service experience. This role emphasizes the development of team performance and adherence to organizational goals, accelerating the growth of the credit union. Enjoy competitive benefits including professional development, medical coverage, and a 401(k) plan.

Benefits

Professional development training via HVCU University & Academy

Student loan repayment & tuition reimbursement

Medical, Dental, Vision coverage

401(k) with employer match

PTO, holidays, community volunteer time

Disability insurance

Discounted loan rates & fees

Qualifications

• Bachelor’s Degree or 2 years equivalent experience required.
• NYS Notary Public license required after 12 months.
• Minimum 1 year in sales/customer service; 2 years in supervisory roles.

Responsibilities

• Provide interim support at assigned branches.
• Create employee performance plans and manage schedules.
• Ensure staff training on products and sales techniques.

Skills

Sales

Customer Service

Leadership

Coaching

Education

Bachelor’s Degree or equivalent experience

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, conduct regular milestone meetings, identify trends, and make recommendations to ensure team goals are achieved.
• Create work schedules and assignments for Relationship Advisors that minimize member wait times and maximize employee availability, ensuring effective management of branch traffic.
• Create an environment of accountability by setting clear expectations, goals, and objectives, and providing consistent coaching and development to staff.
• Ensure staff is well-educated on marketing programs, self-service options, product knowledge, and sales techniques. Schedule and oversee employee training.
• Identify opportunities to enhance revenue, reduce expenses, improve processes, and submit annual budget recommendations to the Director of Retail Operations.
• Adhere to all policies, procedures, and regulatory requirements, including Bank Secrecy Act training. Participate in teams, projects, and strategic initiatives. Perform additional duties as assigned.
• Apply HVCU’s guiding principles, including the Mission, Vision, Core Values, and commitment to Lean Six Sigma practices. Demonstrate teamwork and professionalism.
• Maintain regular and punctual attendance.

Qualifications

• Bachelor’s Degree or at least 2 years of equivalent experience per undergraduate year; degree cannot substitute for required experience.
• NYS Notary Public license, following 12 months of independent work.
• Minimum 1 year sales and customer service experience in a financial or retail environment.
• Minimum 2 years supervisory or leadership experience in a financial or retail environment.

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Why choose HVCU?

HVCU cares for employees, members, and the community, fostering an inclusive environment that celebrates diversity and encourages underrepresented communities to apply.

Employee Perks

• Professional development training via HVCU University & Academy
• Student loan repayment & tuition reimbursement
• Medical, Dental, Vision coverage
• 401(k) with employer match
• PTO, holidays, community volunteer time
• Disability insurance
• Discounted loan rates & fees

HVCU is an AA/EEO employer committed to equal opportunity and diversity. All qualified applicants will be considered without regard to protected characteristics.