Buscar empleo: 69 ofertas de trabajo de trust en Poughkeepsie, New York (octubre 2025)

Virtual Employee Services (C)

Assistant branch manager

hace 26 días

New Paltz

Job Description POSITION PURPOSE The Assistant Branch Manager will 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. Salary Range: $58,000 - $65,000 annually, plus monthly incentives, depending on experience ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • 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 support the management of the team., • Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU’s Relationship Building Model, and individual performance development through monthly 1X1s., • 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., • Consistently work with the Retail Regional Manager 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. Assist in recruitment efforts as needed., • Partner with the Retail Regional Manager to assume 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 the Retail Regional Manager 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., • 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. Education/Certification: Bachelors’ degree plus one to three years’ experience as a Branch Supervisor; or a comparable combination of education and experience. Notary License required or within 6 months of hire. REQUIRED KNOWLEDGE: 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. Experience Required: 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. Experience using P.C. based software including Microsoft Office. Skills/Abilities: • 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., • Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration., • Ability to project a professional appearance and positive attitude at all times. Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.Come join Heritage Financial Credit Union's Internal Audit Team as the Sr. Manager of Internal Audit\r\nAre you ready to leverage your internal audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust?\r\nAre you working towards certifications such as CIA, CPA, or CISA, and bring deep knowledge of internal controls, risk management, and regulatory requirements?\r\nHave you partnered with external agencies on risk-based internal audits in the financial services sector—and are now looking to elevate the audit function while working alongside leadership to drive informed, risk-aware decisions?\r\nAt Heritage Financial Credit Union, internal audit is more than a checkpoint—it's a trusted advisor function embedded in strategic decision-making.\r\nWe are seeking a Senior Manager of Internal Audit who brings curiosity, critical thinking, and a collaborative approach to risk oversight. In this role, you'll lead audits across business areas, work cross-functionally, and help ensure our operations are both sound and member-focused.\r\n Here's a little about us: \r\nHeritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our 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 we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.\r\nWe believe in:\r\n\r\nIntegrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.\r\nExcellence: We strive to provide our members with the best possible service.\r\nTeamwork: We believe that we can achieve more together than we can alone.\r\nRespect: We treat each other with dignity and respect.\r\nCommunity: We are committed to giving back to the communities we serve.\r\nIf you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.

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