Branch Manager - Dolson Avenue, Middletown
Heritage Financial Credit Union
Branch Manager Job in Middletown, NY
Retail Branch Manager
Department: Retail Banking
Approved By: VP of Retail Delivery
Position reports to: Senior Director of Retail Banking
Positions Supervised: Branch Supervisor, Ambassador of First Impressions, Financial Services Representative, Lead Teller, Teller, Member Services Representative
Effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU’s Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals, and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional development and team collaboration.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Demonstrate understanding of HFCU’s Mission, Vision and Core Value’s, along with expertise in HFCU’s products and services, including all available tools and resources to effectively lead the branch.
Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1X1 sessions.
Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Employee Operations and HFCU’s training and development efforts.
Consistently work with the team to develop an appropriate succession plan.
Effectively communicate with department leaders and peers to develop a network of support and collaboration.
Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles, and monthly branch meetings.
Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through.
Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership.
Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Recruit as needed.
Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed.
Proactively plan activities to aid in the attainment of monthly goals. Partner with Retail Sales Director to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
Participate in community involvement to develop relationships with community leaders within your branch’s geographical location, and across HFCU’s field of membership, to increase brand awareness.
Oversee the branch’s monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability.
Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.
Maintain a safe and sound work environment adhering to all audit and security expectations.
Participate in organizational team projects, representing Retail in a professional and competent manner.
Performs other duties as assigned.
Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee’s leadership.
Education & Certifications
Bachelors’ degree plus three to five years’ experience as a Branch Manager/Business Development; or a comparable combination of education and experience. Notary License required or within 6 months of hire.
Required Knowledge & Experience
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development.
Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Able to hear average or normal conversations and receive ordinary information.
Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average visual abilities
Average, ordinary, visual acuity necessary to prepare or inspect documents or operate machinery.
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally
No hazardous or significantly unpleasant conditions.
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and deal with several abstract and concrete variables.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to use passive vocabulary of 5,000-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs. Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.