Branch Team Lead

Patelco; Berkeley, Northern (CA, KY); Hybrid; USD 39,000 - 44,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Tuition reimbursement

Paid holidays

PTO for all staff

Job summary

Patelco Credit Union is seeking a Branch Team Lead to deliver high quality member service while handling complex issues. You will leverage knowledge of Patelco products to maximize member financial well-being and serve as a trusted advisor in our branches.

In this role you will support branch leadership, ensure policy and regulatory compliance, and coach team members. A strong background in cash handling and banking workflows is required.

Qualifications

• HS Diploma or GED required.
• Minimum 2 years of cash handling experience.
• 2-3 years in financial services or sales environment.
• Strong customer service and sales skills, banking/retail preferred.
• Excellent computer skills including MS Windows and MS Office.
• Excellent oral and written communication; able to multi-task.
• Knowledge of banking regulations and policies.
• Reliable, organized and flexible with working hours.

Responsibilities

• Deliver best in class service to members with courteous interactions.
• Focus on member financial well-being and act in members' best interests.
• Collaborate with branch leadership to execute initiatives and mentor staff.
• Identify solutions for new and existing members based on needs.
• Conduct transactions such as opening accounts, loan processing, deposits, and withdrawals.
• Learn and adapt to new information, procedures, and technology.
• Identify coaching opportunities to develop team members.
• Support branch strategies to grow initiatives and ensure compliance.
• Maintain knowledge of product guides, fees, and policies.
• Ensure adherence to laws and Patelco policies; partake in audits.

Skills

Cash handling

Customer service

Sales skills

MS Office

Communication skills

Multi-tasking

Organization

Team player

Problem-solving

Financial services knowledge

Education

HS Diploma or GED

Tools

MS Windows

MS Office

Job description

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

The Branch Team Lead is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Branch Team Lead in our branches you will have the opportunity to support branch leadership on day to day operations.

Responsibilities

• Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
• Focus on member financial well-being, acting in the best interest of the membership.
• Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships.
• Identifies solutions for new and existing members based on their short- term and long-term needs.
• Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.
• Learn and adapt to new information, procedures, processes, and technology platforms.
• Identifies coaching and training opportunities to help develop, motivate, and support team members.
• Help, support and enforce branch specific strategies to grow branch initiatives.
• Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members.
• Complete required branch internal audits as needed.
• Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) andPatelcoCredit Union’s policies and procedures.
• Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
• Perform other duties as assigned.

Qualifications

• Must have HS Diploma/GED
• One year minimum of excellent cash handling experience
• Minimum 2-3 years of prior experience in financial services or sales-oriented environment required
• Experience in financial services and knowledge of financial services industry, products,and solutions
• Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
• Excellent computer skills MS Windows and MS Office (Word & Excel)
• Ability to be well organized, team-player, motivated and flexible with working hours
• Outstanding oral and written communication skills
• Ability to perform multi-task and detail oriented
• Demonstrated ability and desire to thrive in a challenging fast paced work environment
• Isan enthusiastic, passionate, highly motivated self-starter with a strong work ethic.
• Communicates effectively and confidently while engaging all members and team members.
• Applies strong critical thinking and problem-solving skills to meet member and team member needs.

Target Base Pay

$30/ hr

Compensation at Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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