Branch Manager

Overview

Hudson Valley CU is growing! We are seeking Branch Manager applicants for the Orange County area, specific branch location to be determined.

Primary Function: Responsible for the engagement and development of branch staff to drive new member acquisition, both business and personal, and promote consultative, needs based selling to create and deepen member relationships and retain existing members. Responsible for branch profitability, for branch and corporate goal attainment and for oversight of branch operations.

Responsibilities

• Responsible for the engagement and development of branch staff to drive branch goal attainment and ensure high quality service to members through successful implementation of our consultative, needs based selling approach.

• Conduct business development activities in the branch market. This includes proactive outreach to existing members, prospects and COIs and attending community functions and events of other local businesses to build relationships and create HVCU brand awareness in the community.

• Monitor branch goals and objectives daily. Meet weekly with branch management team to discuss current sales coaching and development activities and develop tactics to increase branch results. Provide weekly results report to Region Manager.

• Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff.

• Ensure branch staff is trained on processes and product knowledge, cross selling credit union products and services, automated transaction services, marketing programs, and referring members to branch business partners for expert advice.

• Meet at least monthly with direct report and semi-annually with all branch staff to obtain employee feedback and provide performance feedback and career-pathing to branch employees. Complete annual performance evaluation for Assistant Branch Manager.

• Support marketing programs to drive branch growth.

• Oversee all aspects of branch operations including completion of branch audits and security checks, and regulatory compliance.

• Responsible for branch profitability and efficiency. Identify opportunities to enhance revenue and improve service to members by eliminating waste and reducing expenses with efficient processes and high quality output. Create the branch budget and monitor expenditures and variances.

• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on 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. This includes 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.

• Responsible for regular and predictable attendance including punctuality.

Qualifications

• Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Business Administration is required.

• NYS Notary Public license achieved within 12 months of obtaining position is required.

• Valid Driver's License is required.

• Minimum 3 Years Supervisory or leadership experience in a financial institution or retail environment experience is required

• Minimum 1 Year Sales and customer service experience in a financial institution or retail environment experience is required

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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 that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training

• Student Loan Repayment & Tuition Reimbursement Programs

• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)

• 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 for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.