Region Team Assistant Manager

Hudson Valley Credit Union; New York; On-site; USD 60,000 - 80,000; Full time

Job summary

Hudson Valley Credit Union is seeking a Region Team Assistant Manager to enhance member service across multiple locations. The role involves supervising branch operations, supporting staff development, and achieving organizational goals. Ideal candidates will have a bachelor's degree, strong leadership skills, and relevant experience in sales and customer service.

Benefits

Professional Development Training

Student Loan Repayment & Tuition Reimbursement

Medical, Dental, and Vision coverage

401(k) with employer match

Paid time off (PTO) and holidays

Life and Disability Insurance

Discounted Loan Rates & Fees

Qualifications

• Bachelor's Degree or 2 years of relevant experience.
• 1 year of sales and customer service experience.
• 2 years of supervisory or leadership experience.

Responsibilities

• Provide interim support at assigned branches for daily operations.
• Create and monitor employee performance plans.
• Ensure effective management of branch traffic for seamless member service.

Skills

Sales experience

Customer service

Leadership

Accountability

Education

Bachelor’s Degree

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 to minimize member wait times and maximize employee availability. Ensure effective management of branch traffic for seamless member service.
• Create an environment of accountability by setting clear expectations, goals, and objectives, and providing consistent coaching and development to staff.
• Ensure staff are well-educated on marketing programs, self-service options, product knowledge, and sales techniques. Oversee employee training schedules.
• 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. Participate in training including BSA compliance. Contribute to teams, projects, and initiatives as needed. Perform additional duties and special projects as assigned.
• Embrace and 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 relevant experience per undergraduate year not completed; degree cannot substitute for required experience.
• New York State Notary Public license following 12 months of independent work.
• Minimum 1 year of sales and customer service experience in a financial or retail environment.
• Minimum 2 years of supervisory or leadership experience in a financial or retail environment.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We foster an inclusive workforce by hiring diverse perspectives and experiences. We encourage applications from underrepresented communities, including women, minorities, veterans, disabled, and LGBTQ+ individuals.

Employee Perks

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement
• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective contributions
• 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 diversity. All qualified applicants will receive consideration regardless of protected characteristics.