Branch Sales Leader & Member Experience Coach

First Tech Federal Credit Union

Burlington (MA)

On-site

USD 47,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

Medical/Dental/Vision coverage
401(k) match
Paid Time Off
Paid holidays
Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Burlington, MA is seeking a Branch Team Leader to assist the Branch Manager in driving a sales and service culture and helping members reach financial goals. You will supervise MSRs and tellers, coach for growth, and handle lending and Notary duties while ensuring compliance and controlling expenses.

The role requires strong leadership, excellent communication, and lending knowledge.

Qualifications

  • High School Diploma is required; college degree preferred.
  • Two to three years of supervisory and sales management experience preferred.
  • Proven leadership abilities and strong communication skills.
  • Technical knowledge of Word, Excel, and Email.
  • Ability to obtain NMLS Certification.

Responsibilities

  • Support the Branch Manager in achieving sales goals and coaching staff.
  • Oversee member service and branch operations, including compliance training.
  • Manage staff performance, provide training, and conduct evaluations.
  • Respond to member concerns and build local business partnerships.
  • Open memberships, process loans, and handle Notary/Signature Guarantees as needed.
  • Assist with lending authority, mortgage origination, and closing processes.

Skills

Supervisory experience
Leadership abilities
Excellent verbal and written comms
Notary Public / Signature Guarantees
Lending knowledge
Branch operations knowledge
NMLS Certification ability

Education

High School Diploma
College Degree preferred

Tools

Word
Excel
Email

Job description

First Tech Federal Credit Union in Burlington, MA is seeking a Branch Team Leader to assist the Branch Manager in driving a sales and service culture and helping members reach financial goals. You will supervise MSRs and tellers, coach for growth, and handle lending and Notary duties while ensuring compliance and controlling expenses.

The role requires strong leadership, excellent communication, and lending knowledge.

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