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About the Role
Heritage Financial Credit Union is seeking visionary Branch Managers energized by innovation, driven by purpose, and passionate about leading through change. This role involves leading and empowering a team through transformation, fostering meaningful relationships, and shaping positive member service to meet evolving community needs. It's an opportunity to co-create the future of member interactions and lead a branch seamlessly while driving results.
Responsibilities
- Lead team in development and operational tasks and processes within the designated Retail branch.
- Direct, motivate, and develop the team to successfully attain goals and ensure all service standards are adhered to.
- Create a work environment where employees are engaged, encouraging ownership of professional growth and team collaboration.
- Demonstrate understanding of HFCU’s Mission, Vision and Core Values, and expertise in HFCU’s products and services.
- Provide guidance and support for each team member utilizing HFCU’s Employee Performance Program.
- Evaluate employee performance and provide feedback and coaching.
- Manage employee relation issues in a timely and professional manner.
- Support HFCU initiatives for employee development and team engagement.
- Develop an appropriate succession plan and support recruiting in the hiring process.
- Communicate effectively with department leaders and peers.
- Facilitate communication of necessary information with the team.
- Ensure member service standards are met through effective coaching and development.
- Handle member concerns and complaints professionally and supportively, escalating with recommended solutions.
- Collaborate with departments to enhance member service.
- Utilize tools and resources to analyze branch trends, identify growth opportunities, and recommend solutions.
- Assess branch trends to make effective recommendations for annual headcount.
- Assume complete responsibility for all areas of branch management and day-to-day operations.
- Support and function in all branch positions as needed.
- Proactively plan activities to aid in the attainment of monthly goals.
- Prospect and visit local businesses for brand awareness and to meet business and commercial goals.
- Participate in community involvement to develop relationships with community leaders.
- Oversee the branch’s monthly financial budget and manage expenses.
- Analyze and make recommendations around managing branch profitability.
- Develop a sales service plan to help the branch meet goals and pivot as business needs change.
- Look for operational enhancements and share findings with leadership.
- Maintain a safe and sound work environment adhering to all audit and security expectations.
- Participate in organizational team projects.
- Mentor and support new branch managers.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree and/or a comparable combination of education and experience.
- Notary License required or within 6 months of hire.
- Working knowledge of Bank Secrecy Act (BSA) requirements.
- 3+ years as a Branch Manager with Business Development is essential.
- Experience with outbound calling/prospecting and visiting local businesses.
- Experience understanding business and commercial products.
- Proficiency in Microsoft Office.
- Extensive financial industry experience, including cash handling, customer service, needs-based selling, goal attainment, employee leadership and development, project and team participation, and community development.
- Ability to think critically and creatively to problem-solve and build business plans.
- Ability to effectively collaborate with direct team, department leaders, and line of business partners.
- Self-awareness, discipline, and a strong desire to learn and contribute.
- Focus on customer service and lead by example.
- Strong attention to detail.
- Highly organized with time and team management skills.
- Eagerness to grow the branch network and develop teams.
- Ability to communicate effectively with internal and external members professionally and respectfully.
- Strong commitment to listening, anticipating, and addressing member needs and concerns.
- Ability to project a professional appearance and positive attitude.
- Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
Skills
- Business Development
- Outbound Calling
- Prospecting
- Business and Commercial Product Knowledge
- Microsoft Office Proficiency
- Financial Industry Experience
- Cash Handling
- Customer Service
- Needs-Based Selling
- Goal Attainment
- Employee Leadership
- Employee Development
- Project Management
- Team Participation
- Community Development
- Critical Thinking
- Creative Problem Solving
- Business Planning
- Collaboration
- Self-Awareness
- Discipline
- Learning Agility
- Customer Focus
- Attention to Detail
- Time Management
- Team Management
- Communication Skills
- Active Listening
- Analytical Skills
- Technical Skills
- Decision Analysis
- Financial Administration
- Budget Administration
Location
- Branch Location
Work Type
- Full-Time
Experience Level
- 3+ years as a Branch Manager
Education Level
- Bachelor's degree or equivalent experience
Salary/Compensations
- $73,500 - $91,765 annually
Benefits
- Paid Time Off & Paid Federal Holidays
- Medical, Dental, Vision & Life Insurance
- Employee Assistance Program
- Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)
- Critical Illness Care
- Identity Theft Protection
- Pet Insurance
- Legal Services
- BenefitsPlus+ perks program
- CareNet - benefits concierge service
- 401(k) with 5% Employer Match
- Educational Assistance
- Paid Time to Volunteer
- HFCU Logo-wear
About the Company
- Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve financial goals and building a stronger community.
- We believe everyone deserves access to affordable financial services and provide members with the tools and resources to achieve their financial dreams.
- Our vision is to be the leading financial institution in the communities we serve.
- We are committed to creating a culture of excellence where employees can thrive.
- We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals.
- We recognize that our employees are our most important asset and are committed to providing them with the training, development, and opportunities they need to succeed.
Equal Opportunity
- Employment at our Credit Union is based upon merit, ability, and qualifications.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.