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  Lead, coach and developthe FSRs to drive branch goal attainment and ensure high quality service to members through the successful implementation of our consultative, needs-based selling approach.
  
• Create an environment of accountability by setting clear expectations, goals and objectives to drive results and providing consistent coaching and development to the FSR staff.
• Monitor branch results daily. Create, implement and monitor employee performance plans. Provide regular feedback to all direct reports, monitor sales/cascading goals and results, identify trends and make recommendations to ensure team goals are achieved.
  
• Ensure direct reports are trained on processes and product knowledge, cross selling credit union products and services, automated transaction services, marketing programs, and referring members to branch business partners for expert advice.
  
• Collaborate with partners in Mortgage, Wealth Management and Insurance to achieve the organization’s goals and to ensure we are meeting the financial needs of our members..
  
• Support branch operational integrity through staff coaching and reinforcement of policies and procedures. Assist with branch opening and closing process as needed.
  
• Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to Branch Manager.
  
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Enhanced Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

• Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
• NYS Notary Public license achieved within 12 months of obtaining position required
• Minimum 3 Years Supervisory or leadership experience in a financial institution or retail environment required
• Minimum 1 Year sales and customer service experience in a financial institution or retail environment required
• Minimum 1 year sales management and employee development experience preferred

If you are interested in a rewarding career in financial services, HVCU is looking to hire motivated, high-performers to work for a socially-conscious company with an award-winning benefits package. Consistently named one of the Best Companies to work for in New York, Hudson Valley Credit Union is a community chartered financial institution serving members in 12 counties along the Hudson River from the Lower Hudson River Valley north to the Capital Region.

We offer care for our employee family and are deeply rooted within our local communities. With our co-workers’ support, valued benefits, continuous training, professional development and growth, we are motivated, high performers who excel and grow here every day. We are passionate about improving our member’s financial well-being and thrive on delivering exceptional member service. Come join us in our mission to create successful futures for members, employees, and communities, one relationship at a time.

• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO) and paid holidays
• Flexible Spending Account (medical & dependent care)
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Employee Assistance Program
• Wellness Activity Reimbursements
• Educational Assistance Program
• Professional Development Programs
• Discounted Loan Rates & Fees