Assistant Branch Manager

: Step Into Leadership. Redefine our Branch Experience.Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter

At Heritage Financial Credit Union, we're in the midst of an exciting transformation and reimagining our retail branches to deliver a more modern, member-centric experience. As an Assistant Branch Manager, you'll play a key role in this evolution by supporting branch leadership, coaching the team through change, and ensuring our service remains personal, proactive, and impactful.

This is an ideal opportunity for a driven, service-oriented leader who's ready to take the next step in their career. You'll gain hands-on experience in change leadership, member engagement, and operational excellence—all while helping to shape the future look and feel of our branches.

As an Assistant Branch Manager, you will effectively lead all employee development, operational tasks and processes within the branch 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 and provide our members with exception service.

If you're ready to lead with purpose, grow with intention, and make a difference in the lives of our members and your team—your next chapter starts here. Apply today and we look forward to meeting you

Here's a little about us:Heritage 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. We believe in:

• 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.

What's in it for you?

Salary Range: $58,000 - $65,000 (depending on experience)

Benefits:

• Paid Time Off & Paid Federal Holidays
• Medical, Dental, Vision & Life Insurance
• Employee Assistance Program
• Flexible Spending Accounts / HSA
• 401K Employer Match
• Educational Assistance
• Incentives and Merit Increases
• Paid Time to Volunteer

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 Branch 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 Branch 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 Branch 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.
• Performs other duties as assigned.

Requirements:

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.

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: 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/EXPERIENCE:

• 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.
• Bilingual a plus.

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

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