Retail Regional Manager Jobs

Who we are...

Heritage Financial Credit Union has been helping families reach their financial goals for over 80 years. We consider ourselves more than a bank. We are the combined heritage of generations who have worked together to leave lasting contributions in the homes and communities of the Hudson Valley. We believe in our members – in their stories, both past and yet unwritten.

Our Mission

We are more than a bank. We believe in our members and employees – in their stories, both past and yet to be written. We are the combined heritage of generations who care about and support each other to provide lasting contributions in our communities. We are committed to creating opportunities for people by providing necessary tools, resources and education to make possible the achievement of their goals, hopes and dreams.

Why us...

Heritage Financial Credit Union offers employees a culture of teamwork, superior service orientation, and open communication! We offer the opportunity for growth and development as well as competitive pay, flexible hours, paid time off, and 11 paid holidays. Additionally, we offer tuition reimbursement, employer-subsidized health plans, and dental, vision and other voluntary insurance plans.

Position Title: Retail Regional Manager

Department: Retail Banking

Classification: Exempt

REPORTING RELATIONSHIPS

Position reports to: AVP of Retail Banking

Positions Supervised: Branch Manager, Branch Supervisor, Ambassador of First Impressions, Financial Services Representative, Lead Teller, Teller, and Member Services Representative

POSITION PURPOSE

Effectively lead all Retail Banking Branch personnel across multiple branches and may include the functional responsibility of a Branch Manager for a specific branch. The Retail Regional Manager (RRM) has three main areas of responsibility – sales and member relationship growth, employee development, and assurance of a high-quality member experience in support of HFCU’s Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals which include sales functions, business development activities, and community integration efforts while ensuring adherence to all internal and external service standards. The RRM actively leads Branch Managers and is accountable for their region’s production, operational efficiency, and exceptional delivery of credit union services while supporting a collaborative work environment where employees are engaged and well-developed.

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 assigned branches.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Under the direction of the AVP of Retail Banking, establishes and communicates individual branch goals necessary to meet organizational objectives. Monitors progress to ensure goal attainment and assists in the development of plans and tactics to address shortfalls.
• Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in operational tasks and sales processes to ensure a consistent member experience. Demonstrate an ability to support and function in all branch positions as needed.
• Participate in organizational team projects, representing the Retail team in a professional and competent manner.
• 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 and team meetings.
• Consistently work with the team to develop an appropriate succession plan.
• Leads regional sales efforts and manages all direct reports through appropriate Credit Union management practices including: conducting skills and results coaching, skill building activities, team meetings, and other development activities as agreed upon with their leader.
• Responsible for regional achievement of established production and growth goals including deposits, various loan categories, business partner referrals, fee income, retention, and member growth.
• 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.
• Ensure member service standards are met through effective coaching and development. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service standards, and ensure proper follow through.
• Effectively communicate with department leaders and peers to develop a network of support and collaboration.
• Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU’s training and development efforts.
• Maintain a safe and sound work environment adhering to all audit and security expectations.
• Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
• Demonstrates engagement, enthusiasm, and passion for leading their assigned branches. Provide guidance and support for each team member through utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1X1 sessions.
• Performs other duties as assigned.
• Oversee the monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with AVP of Retail Banking to analyze and make recommendations around managing branch profitability.
• Utilize all available tools and resources to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions. This includes partnering with lines of business such as Marketing and Business Intelligence to ensure consistent review of current data and the planning of future efforts for growth.
• 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.
• 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.

PERFORMANCE MEASURMENTS

Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the AVP of Retail Banking.

QUALIFICATIONS

Education & Certifications

Bachelors’ degree plus five + 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.

Skills/Abilities

• Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
• 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 the ability to effectively collaborate with direct team members, department leaders and line of business partners to achieve organizational goals.
• Demonstrate the ability to think critically and creatively to problem solve and build business plans.
• Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
• Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.

Equal Opportunity Statement

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.