Branch Lead

Shell Federal Credit Union; Fulshear, Katy (TX, TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Shell Federal Credit Union in Fulshear-Katy, TX is seeking a Branch Lead to manage branch operations, ensuring exceptional member service while minimizing fraud and losses. You will drive production for the team and maintain high morale.

The role requires flexibility to open/close the branch, occasional evenings and weekends, and responsibility for member satisfaction and adherence to policies.

Qualifications

• Three years of direct Credit Union/Banking or retail experience is preferred.
• High school diploma or GED is required.
• Ability to work in an open-concept workspace/office environment.

Responsibilities

• Meet Shell FCU service commitments and uphold the Shell FCU Employee Creed and Service Distinctions.
• Assist with teller operational functions, including ATM, vault, cashboxes, logs, and teller audits.
• Be flexible and capable of performing all branch duties; cover openings and closings as needed.
• Process and submit monthly end-of-month reports.
• First point of contact for member concerns; preserve member relationships with prompt solutions.

Skills

Communication skills

Customer service

Education

High school diploma or GED

Job description

Job Details

Job Location: Fulshear - Katy, TX 77494. Position Type: Full Time. Job Shift: Must Be Flexible & Saturdays. Job Category: Banking.

The Branch Lead’s responsibilities include the service and activities of the entire branch to ensure an exceptional service standard while minimizing fraud and losses. Additional responsibilities include achieving a high level of production for themselves and the team, while maintaining high team morale.

Essential Job Duties and Responsibilities

• Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
• Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
• Required to complete annual training sessions as instructed or scheduled.
• Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance.
• Assist with teller operational functions such as ATM, Vault, cashboxes, logs, and teller audits.
• Must be flexible and able to successfully perform all duties and responsibilities for any position in the branch.
• Process and submit monthly end of month reports.
• First point of contact for member concerns/issues. Preserve member relationships by providing prompt solutions.
• Accept responsibilities of the branch in the absence of the Branch Manager that includes member satisfaction, teamwork, maintaining accountability for the branch and compliance to policies and procedures.
• Assist in obtaining operational goals for the branch.
• Promote teamwork among branch staff and internal members and departments.
• Provides guidance and training to branch personnel on operating problems, exceptions, and adjustments.
• Must be able to work a flexible schedule to include opening and closing the branch, occasional evenings, and weekends, as needed.
• Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times.
• Cross-sell Credit Union products and services based on member needs.
• Interview, originate, and process all member loan applications, providing member appropriate follow up of their application as well as the final loan decision.
• Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
• Meet/exceed personal and branch goals.
• Assist the team with daily responsibilities such as: following opening and closing procedures; daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault; willingness to assist the team at other branch locations if needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience

• Three years of direct Credit Union/Banking or retail experience is preferred.

Education / Training

• High school diploma or general education degree (GED).

Job Requirements

• Possess the desire to accept additional responsibilities within branch operations.
• Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill.
• Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.
• Must possess professional verbal and written communication skills.
• Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions.
• Ability to work in an open-concept workspace/environment.

Physical Demands

While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds.

Working Conditions

Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This organization uses E-Verify in its hiring practices to achieve a lawful workforce.

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.