Branch Lead, Operations & Sales Coach

Bellco Credit Union; Fort Collins (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Bellco Credit Union is seeking a Branch Lead in Fort Collins to support the Branch Manager with daily operations, staff coaching, and sales initiatives. You will oversee audit compliance, balance risk, and ensure service excellence for members and partners.

You will back up the Branch Manager, direct daily production goals, handle member issues, and analyze workflows to improve efficiency while maintaining security and regulatory compliance.

Qualifications

• Education: High school graduate or equivalent work experience is preferred
• Work Experience: Prefer two plus years teller / operations experience.
• Work Experience: One year sales and customer service, preferably in financial services

Responsibilities

• Demonstrates Bellco's Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Oversees operations of the branch, including accountability for audit scores and compliance with Operational Procedure Manuals; produces audit reports.
• Makes decisions around teller out of balances, emergency cash box release, and after-hours support for balancing issues.
• Serves as back-up to the Branch Manager including morning huddles, setting daily goals, and supporting staff to reach them.
• Handles member issues/complaints and provides solutions.
• Routinely handles digital (phone and virtual) appointments and allocates them to staff.
• identifies opportunities to increase branch efficiency and conducts analysis to meet corporate goals.
• Regulates compliance risk to the credit union (MIP errors, SARs, CTRs) and reviews BSA policy adherence.
• Monitors branch cash flow and volume to meet member needs and manage liquidity.
• Makes new account opening decisions by reading/ interpreting CBRs and IDV results for risk assessment.
• Maintains knowledge of opening/closing procedures to ensure secure operations.
• Inspects frontline transactions for accuracy and proper holds to mitigate fraud.
• Maintains knowledge of lending processes and fraud procedures; acts as a branch-wide resource on operating procedures.
• Tracks and reports sales and operational productivity.
• Performs other related duties as assigned by management.

Skills

Loan experience

Operational skills

Sales ability

Coaching others

Communication

Independent work

Data entry

Teller drawer handling

Excel and Word

Education

High school diploma or equivalent

Tools

Excel

Word

Job description

Bellco Credit Union is seeking a Branch Lead in Fort Collins to support the Branch Manager with daily operations, staff coaching, and sales initiatives. You will oversee audit compliance, balance risk, and ensure service excellence for members and partners.

You will back up the Branch Manager, direct daily production goals, handle member issues, and analyze workflows to improve efficiency while maintaining security and regulatory compliance.