Branch Manager

Job Description

JOB INFORMATION

Title:

Branch Manager

Officer Title:

Officer

Grade:

27

FLSA Classification:

Exempt

Date Last Edited:

2/10/2025

Reports To:

Department:

Branches

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=914

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.

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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.

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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.

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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 Regional Branch AVP.

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

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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.

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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.

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Support marketing programs to drive branch growth.

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

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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.

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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.

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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.

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Responsible for regular and predictable attendance including punctuality.

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

X

NYS Notary Public license achieved within 12 months of obtaining position

X

Valid Driver's License

X

Minimum 3 Years

Supervisory or leadership experience in a financial institution or retail environment

X

Minimum 1 Year

Sales and customer service experience in a financial institution or retail environment

X

Sales management and employee development experience

X

Business development experience

X

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Ability to adapt and advocate change as it occurs within the organization.

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Ability to understand and accurately apply advanced mathematical concepts

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Ability to read, understand and interpret documents, procedures and policies.

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Ability to multi-task and handle varying deadlines within a fast paced work environment.

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Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

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Demonstrate initiative to solve problems and improve internal service using Lean concepts.

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Advanced verbal, written and presentation skills.

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Advanced networking and business development skills

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Possess or acquire strong understanding of market forces in the assigned market.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

50

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

Frequently

Mobility to stand and walk

Frequently

Accommodate a flexible schedule to meet branch needs including evenings and weekends as well as providing coverage to other branch locations.

WORK ENVIRONMENT

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Typically the noise level in the work environment is moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Business Development

Knowledge of and ability to use tools, techniques and processes for exploring and developing potential areas of business growth for the organization.

Level 3

1. Develops strategies to present new business ideas to small and large perspective business partners.

2. Coaches others on the design and implementation of campaigns to present products to new markets.

3. Designs common and industry-specific benchmarks for business development.

4. Analyzes alternative business development approaches and strategies.

5. Teaches others about a variety of tools and techniques for evaluating market potential.

6. Develops standard processes to maximize business efficiency and effectiveness.

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 2

1. Creates a connection to demonstrate how daily actions contribute to organizational outcomes. Coaches team to assume full responsibility for shared goals and objectives.  

2. Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and opportunities to learn through formal and informal methods.

3. Implements the organization’s workforce development/planning strategies within business units.

4. Makes well-informed, effective and timely decisions, even when data is limited.

5. Takes a stand, maintains integrity and tactfully defends position in the face of significant opposition.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.

2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.

3. Establishes best practices for internal and external service excellence.

4. Monitors industry for trends in enhancing member service with special attention to financial services.

5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Results Driven

Drives critical activities to completion. Meets organizational goals and customer expectations.

Level 2

1. Clearly communicates expected results. Uses motivational tactics to generate team buy in. Consistently measures progress and refocuses efforts to ensure attainment.

2. Implements specific policies or practices based on laws or regulations governing these practices.

3. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.

4. Takes full responsibility for results, keeping stakeholders properly informed of status, issues and potential problems.

5. Understands the organizations influence dynamics and uses that information to establish alliances to achieve organizational goals and objectives

Resiliency

Adapts positively to changing environments in order to achieve business results.

Level 2

1. Anticipates the impact of change in markets, politics, and culture on the organization and its clients.

2. Deals effectively with pressure; remains optimistic and persistent, even under adversity.

3. Develops new insights into situations; questions conventional approaches.

4. Implement change initiatives so as to minimize adverse impacts on people.

5. Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.