Hudson Heritage FCU
Overview
Lead With Purpose. Grow With Us. Heritage Financial Credit Union. Where Integrity, Excellence, Teamwork, and Community Matter! Are you an experienced, dynamic financial leader who thrives on building strong teams, deepening community relationships, and driving financial wellness? At Heritage Financial Credit Union, we’re redesigning our entire branch experience. We’re seeking visionary Branch Managers who are energized by innovation, driven by purpose and passionate about leading through change. This is more than a branch leadership role — it’s a chance to co-create the future of how our members interact with their credit union. You’ll lead and empower a team through transformation, foster meaningful relationships, and shape and deliver positive and high‑impact member service that reflects the evolving needs of the communities we serve. If you’re ready to bring your experienced leadership skills, strategic mindset, change-management inspiration, and passion for service to a place that values your voice and vision, this is your next career move. Apply now and we look forward to meeting you! Here’s a little about us: Heritage Financial Credit Union is a member‑owned financial institution committed to helping our members achieve their financial goals and to building a stronger community. We believe 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 value creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. Our employees are our most important asset, and we are committed to providing training, development, and opportunities to succeed. Our values are at the heart of everything we do, including Integrity, Excellence, Teamwork, Respect, and Community. We strive to:
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 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:
$73,500 - $91,000 (based 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 Values, along with expertise in HFCU’s products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely manner and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU’s training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. 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 daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle concerns and complaints professionally, escalating situations with a recommended solution. Collaborate with departments to enhance member service and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resources to analyze branch trends, identify opportunities to grow business, and recommend solutions to Retail Leadership. Assess branch trends in areas such as transactional activity, goal attainment and industry standards to make effective headcount recommendations. Assume complete responsibility for all areas of branch management, including 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 ability to support and function in all branch positions as needed. Plan activities to aid in attaining monthly goals (e.g., in-branch call nights, local business collaborations on membership drives, dissemination of promotional information). 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 within the branch’s geographical location and across HFCU’s field of membership to increase brand awareness. Oversee the branch’s monthly financial budget to manage expenses, including reviewing monthly variances. Partner with Retail Leadership to analyze and manage branch profitability. Develop sales and service plans to help the branch meet goals, with the ability to pivot as business needs change. Proactively look for operational enhancements and share findings with the direct leader. 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. Mentor and support new branch managers. Perform other duties as assigned. Experience
3+ years as a Branch Manager with Business Development is essential. Experience in 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. Education/Certification
Bachelor’s degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. Knowledge
This position requires a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect work. The employee will comply with all BSA requirements and cooperate with the designated BSA Officer to assure compliance. 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. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management. An eagerness to grow the branch network and develop teams. 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. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration. 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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Lead With Purpose. Grow With Us. Heritage Financial Credit Union. Where Integrity, Excellence, Teamwork, and Community Matter! Are you an experienced, dynamic financial leader who thrives on building strong teams, deepening community relationships, and driving financial wellness? At Heritage Financial Credit Union, we’re redesigning our entire branch experience. We’re seeking visionary Branch Managers who are energized by innovation, driven by purpose and passionate about leading through change. This is more than a branch leadership role — it’s a chance to co-create the future of how our members interact with their credit union. You’ll lead and empower a team through transformation, foster meaningful relationships, and shape and deliver positive and high‑impact member service that reflects the evolving needs of the communities we serve. If you’re ready to bring your experienced leadership skills, strategic mindset, change-management inspiration, and passion for service to a place that values your voice and vision, this is your next career move. Apply now and we look forward to meeting you! Here’s a little about us: Heritage Financial Credit Union is a member‑owned financial institution committed to helping our members achieve their financial goals and to building a stronger community. We believe 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 value creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. Our employees are our most important asset, and we are committed to providing training, development, and opportunities to succeed. Our values are at the heart of everything we do, including Integrity, Excellence, Teamwork, Respect, and Community. We strive to:
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 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:
$73,500 - $91,000 (based 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 Values, along with expertise in HFCU’s products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU’s Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely manner and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU’s training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. 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 daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle concerns and complaints professionally, escalating situations with a recommended solution. Collaborate with departments to enhance member service and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resources to analyze branch trends, identify opportunities to grow business, and recommend solutions to Retail Leadership. Assess branch trends in areas such as transactional activity, goal attainment and industry standards to make effective headcount recommendations. Assume complete responsibility for all areas of branch management, including 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 ability to support and function in all branch positions as needed. Plan activities to aid in attaining monthly goals (e.g., in-branch call nights, local business collaborations on membership drives, dissemination of promotional information). 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 within the branch’s geographical location and across HFCU’s field of membership to increase brand awareness. Oversee the branch’s monthly financial budget to manage expenses, including reviewing monthly variances. Partner with Retail Leadership to analyze and manage branch profitability. Develop sales and service plans to help the branch meet goals, with the ability to pivot as business needs change. Proactively look for operational enhancements and share findings with the direct leader. 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. Mentor and support new branch managers. Perform other duties as assigned. Experience
3+ years as a Branch Manager with Business Development is essential. Experience in 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. Education/Certification
Bachelor’s degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. Knowledge
This position requires a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect work. The employee will comply with all BSA requirements and cooperate with the designated BSA Officer to assure compliance. 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. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management. An eagerness to grow the branch network and develop teams. 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. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration. 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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