Branch Manager - Paltz Branch

Description

We are seeking a Branch Manager who brings energy, leads from the front, and knows how to bring out the best in a team. Someone who can keep a branch running seamlessly while creating standout member experiences and driving meaningful results. If you’re motivated by developing people, tackling challenges head-on, and making a visible impact in your branch and community, this is your opportunity.

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 Credit, we’re redesigning our entire branch experience. As we transition into a new era of retail banking, 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 have the opportunity to lead and empower a team through transformation, foster meaningful relationships, 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!

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 Core Values:
Experience: Go Above Expectations;
Create Positive Moments;
Personally Acknowledge Service: Deliver As One Team;
Stay A Step Ahead;
Guide With Product Expertise Integrity: Do What’s Right;
Speak The Truth;
Own Our Actions People: Grow Together;
Respect Every Voice;
Build Trusting Relationships;
Strengthen Culture & Community

Effectively lead team in development and operational tasks and processes within the designated Retail branch in support of HFCU’s Great Worthy Cause. Direct, motivate, and develop the team to successfully attain 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 growth and team collaboration.

• 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 mannered 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…