Assistant Branch Manager I

Job Description

JOB INFORMATION

Title:

Assistant Branch Manager I

Officer Title:

Grade:

25

FLSA Classification:

Exempt

Date Last Edited:

8/5/2024

Reports To:

Department:

Branches

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=512

PRIMARY FUNCTION

Engage and develop the Financial Services Representatives to provide high quality member service through successful implementation of our consultative, needs based interaction model.   Grow the branch business to meet both branch and organizational goals and support the attainment of branch operational integrity.

•

Lead, coach and develop the FSRs to drive branch goal attainment and ensure high quality service to members through successful implementation of our consultative, needs based interaction model.

•

Create an environment of accountability by setting clear expectations, goals and objectives to drive results and provide consistent coaching and development to the FSR staff.

•

Monitor branch results daily.  Create, implement and monitor employee performance plans. Provide regular feedback to all direct reports, monitor sales/cascading goals and results, identify trends and make recommendations to ensure team goals are achieved.

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Ensure direct reports are 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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Collaborate with partners in Mortgage, Wealth Management and Insurance to achieve the organization’s goals and to ensure we are meeting the financial needs of our members.

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Support branch operational integrity through staff coaching and reinforcement of policies and procedures.  Assist with branch opening and closing process as needed.

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Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations.  Submit annual budget recommendations to Branch Manager.

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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.

•

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, Enhanced 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.

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.

X

NYS Notary Public license achieved within 12 months of obtaining position

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

•

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

•

Ability to communicate effectively with internal and external customers in person, and via telephone and email, as well as effectively communicate with management.

•

Ability to understand and accurately apply intermediate mathematical concepts.

•

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

•

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

•

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

•

Advanced verbal, written and presentation skills.

•

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

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

•

Typically the noise level in the work environment is moderate.

•

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

•

High energy, high impact atmosphere.

•

There are no significant hazardous conditions.

View Competencies

Coaching Others

Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.

Level 3

1. Analyzes patterns and identifies key areas for improvement of processes or results.

2. Coaches one or several individuals or teams on a specific competency or subject area.

3. Successfully coaches both superstars and problem performers.

4. Monitors individual or team progress through feedback sessions.

5. Contributes to the establishment of good coaching practices.

6. Discusses alternative techniques for diagnosing and coaching individuals and teams.

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.