Management jobs in New Haven, CT

Overview

Hudson Valley Credit Union is currently recruiting for the position of Float Supervisor Branch Operations. Primary Function: Engage and develop the Float Universal Associates to provide high quality member service through efficient transaction processing and successful implementation of HVCU Sales and Service Model. Responsible for traveling to fill branch leadership needs across all locations. Provide supervisory and leadership coverage to assist in the growth of the credit union and meet organizational goals.

Responsibilities

Regularly travel and provide supervisory and leadership coverage for all HVCU branch locations, in the absence of branch leadership.
Assume responsibility for the staff and daily operations of assigned branches (both standard and universal models) including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
Interview, hire, coach, and develop Float Universal Associates to ensure high-quality service to members through successful implementation of HVCU Sales and Service Model to promote the Credit Union’s full line of products and services.
Create, implement, and monitor employee performance plans. Monitor sales/cascading goals and results and conduct regular milestone meetings. Identify trends and make recommendations to ensure team goals are achieved.
Create work schedules and assignments for Float Universal Associates that minimize member wait times and maximize employee availability. Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff.
Ensure staff is well educated on marketing programs and promotions, self-service options, product knowledge and sales techniques. Schedule and oversee employee training and ensures employees complete regular refresher training.
Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the AVP Branch Operations.
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, 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.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate
NYS Notary Public licence following 12 months achievement of independence on the job required
Valid Drivers License is required.
Minimum 2 Years Sales and customer service experience in a financial institution or retail environment
Minimum 1 Year Supervisory or leadership experience in a financial institution or retail environment preferred

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate
NYS Notary Public licence following 12 months achievement of independence on the job required
Valid Drivers License is required.
Minimum 2 Years Sales and customer service experience in a financial institution or retail environment
Minimum 1 Year Supervisory or leadership experience in a financial institution or retail environment preferred

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Regularly travel and provide supervisory and leadership coverage for all HVCU branch locations, in the absence of branch leadership.
Assume responsibility for the staff and daily operations of assigned branches (both standard and universal models) including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
Interview, hire, coach, and develop Float Universal Associates to ensure high-quality service to members through successful implementation of HVCU Sales and Service Model to promote the Credit Union’s full line of products and services.
Create, implement, and monitor employee performance plans. Monitor sales/cascading goals and results and conduct regular milestone meetings. Identify trends and make recommendations to ensure team goals are achieved.
Create work schedules and assignments for Float Universal Associates that minimize member wait times and maximize employee availability. Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff.
Ensure staff is well educated on marketing programs and promotions, self-service options, product knowledge and sales techniques. Schedule and oversee employee training and ensures employees complete regular refresher training.
Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the AVP Branch Operations.
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, 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.

Full Time
Immediately
Poughkeepsie, NY 12603
4/24/25

Supervisor Home Equity Underwriting#123222165

Overview

Hudson Valley Credit Union is currently recruiting for the position of Supervisor Home Equity Underwriting. Responsibilities: supervise the daily operations and staff related to the underwriting of home equity loans and lines of credit. Coordinate the workflow for assigned personnel, monitor goals to ensure excellent member service is provided and reviews processes and procedures for continuous improvement. Responsible for promoting excellence in underwriting standards and ensuring adherence to Credit Union policies, department procedures and internal guidelines.

Responsibilities

Interview, hire, and develop home equity underwriting staff and conduct individual performance reviews. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
Set clear expectations to monitor and coach staff contributions to Real Estate Lending department goals. Conduct regular one on one meetings with home equity underwriting staff.
Respond to internal and external customers regarding complaints, problem resolution, home equity underwriting guideline clarification and procedural issues.
Monitor home equity loan queues and ensure adequate
Initiate and implement process improvement to enhance employee and member experience and increase department efficiencies.
Participate in developing/enhancing home equity products and procedures.
Collaborate with post-closing QC auditor and provide timely responses on errors monthly and communicate results to staff.
Monitor underwriters’ approved loan dispositions to ensure adherence to Credit Union issued loan approval authority. Approve loans within Credit Union loan approval Conduct second review of declined home equity applications.
Lead weekly underwriting meetings to ensure underwriting review consistency and discuss any issues or concerns.
Perform loan origination system (LOS) update functions for home equity product guidelines, rate changes, document updates and other loan parameter changes. Coordinate testing of updates in LOS prior to production implementation.
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, 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.

Qualifications

Associate’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.
Registration with the National Mortgage Licensing System and Registry (NMLS) required.
Minimum 2 Years consumer and/or residential mortgage underwriting experience preferred.
Minimum 1 Year supervisory leadership or similar work experience required.

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Associate’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.
Registration with the National Mortgage Licensing System and Registry (NMLS) required.
Minimum 2 Years consumer and/or residential mortgage underwriting experience preferred.
Minimum 1 Year supervisory leadership or similar work experience required.

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Interview, hire, and develop home equity underwriting staff and conduct individual performance reviews. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
Set clear expectations to monitor and coach staff contributions to Real Estate Lending department goals. Conduct regular one on one meetings with home equity underwriting staff.
Respond to internal and external customers regarding complaints, problem resolution, home equity underwriting guideline clarification and procedural issues.
Monitor home equity loan queues and ensure adequate
Initiate and implement process improvement to enhance employee and member experience and increase department efficiencies.
Participate in developing/enhancing home equity products and procedures.
Collaborate with post-closing QC auditor and provide timely responses on errors monthly and communicate results to staff.
Monitor underwriters’ approved loan dispositions to ensure adherence to Credit Union issued loan approval authority. Approve loans within Credit Union loan approval Conduct second review of declined home equity applications.
Lead weekly underwriting meetings to ensure underwriting review consistency and discuss any issues or concerns.
Perform loan origination system (LOS) update functions for home equity product guidelines, rate changes, document updates and other loan parameter changes. Coordinate testing of updates in LOS prior to production implementation.
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, 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.

Full Time
Immediately
Poughkeepsie, NY 12603
4/10/25

Assistant Branch Manager I#123222092

Overview

Hudson Valley Credit Union is currently recruiting for the position of Assistant Branch Manager I. Primary Function: Engage and develop the Relationship Advisors to provide high quality member service through successful implementation of our consultative, needs based interaction model. Grow the branch business to meet both branch and organizational goals and support the attainment of branch operational integrity.

Responsibilities

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.

Qualifications

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

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

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

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

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.

Full Time
Immediately
Chester, NY 10918
4/7/25

Assistant Branch Manager I#123221819

Overview

Responsibilities

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.

Qualifications

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

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

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

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

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.

Full Time
Immediately
Lake Katrine, NY 12449
3/27/25