About the position
Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! 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.
Responsibilities
- Demonstrate understanding of HFCU’s Mission, Vision and Core Values, along with expertise in HFCU’s products and services.
- Provide guidance and support for each team member through utilizing HFCU’s Relationship Building Model.
- Support all HFCU initiatives for employee development and team engagement through collaboration with Human Resources.
- Work with the Retail Regional Manager to develop an appropriate succession plan.
- Communicate effectively 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.
- 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.
- Partner with Business Intelligence to analyze branch trends and recommend solutions.
- Assess branch trends in areas such as transactional, goal attainment and industry standards.
- Partner with the Retail Regional Manager to assume responsibility for all areas of branch management.
- Proactively plan activities to aid in the attainment of monthly goals.
- Participate in community involvement to develop relationships with community leaders.
- Look for operational enhancements and research options for process improvements.
- Maintain a safe and sound work environment adhering to all audit and security expectations.
- Participate in organizational team projects, representing Retail in a professional manner.
- Perform other duties as assigned.
Requirements
- 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.
- Extensive financial industry experience, including cash handling, customer service, needs based selling, goal attainment, employee management and development.
- Experience using P.C. based software including Microsoft Office.
Nice-to-haves
- Demonstrate the ability to think critically and creatively to problem solve and build business plans.
- 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 advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
Benefits
- Competitive salary
- Comprehensive employee benefits package
- Generous PTO policy
