Region Team Assistant Manager

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

Job summary

Hudson Valley Credit Union is seeking a Region Team Assistant Manager to develop a team of Region Relationship Advisors and oversee branch operations across multiple counties. The ideal candidate will have a strong background in sales, customer service, and leadership, driven to enhance member service and achieve organizational goals. This role offers competitive benefits and a commitment to professional development in a supportive environment.

Benefits

Professional development training through HVCU University & Academy

Student loan repayment and tuition reimbursement programs

Medical, dental, and vision coverage

401(k) plan with employer match

Paid time off, holidays, and community volunteer days

Disability insurance and discounted loan rates

Qualifications

• Bachelor's Degree or 2 years equivalent experience required.
• Minimum of 1 year sales/customer service experience in a financial or retail environment.
• Minimum of 2 years leadership/supervisory experience.

Responsibilities

• Provide interim support at branches and assist with daily operations.
• Oversee staff responsibilities and maintain branch operations.
• Create employee performance plans and monitor goals.

Skills

Sales and customer service experience

Supervisory skills

Leadership

Coaching and development

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.
• Foster an environment of accountability by setting clear expectations, goals, and objectives to drive results, along with providing consistent coaching and development to staff.
• Ensure staff is well-educated on marketing programs, promotions, self-service options, product knowledge, and sales techniques. Schedule and oversee employee training.
• Identify 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 required training including Bank Secrecy Act (BSA) and other strategic initiatives. 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 predictable attendance, including punctuality.

Qualifications

• Bachelor’s Degree or at least 2 years of equivalent experience; degree cannot substitute for required experience.
• NYS Notary Public license following 12 months of employment.
• 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 similar environment.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We strive to create an inclusive workforce and encourage applicants from diverse backgrounds, including women, minorities, veterans, disabled persons, and LGBTQ+ individuals.

Employee Perks:

• Professional development training through HVCU University & Academy
• Student loan repayment and tuition reimbursement programs
• Medical, dental, and vision coverage
• 401(k) plan with employer match
• Paid time off, holidays, and community volunteer days
• Disability insurance and discounted loan rates

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