Branch Team Leader - Waltham, MA (On-Site)

First Tech Federal Credit Union; Waltham (MA); Sur place; USD 37 000 - 47 000; Plein temps

Avantages offerts par ce poste

Health/dental/vision coverage

401(k) match

Paid Time Off

Paid federal holidays

Loan pricing discounts

Résumé du poste

First Tech Federal Credit Union in Waltham, MA is hiring to lead branch operations and sales culture, guiding tellers and supporting members in achieving financial goals. The role emphasizes risk management, customer service, and adherence to policy while delivering service excellence.

You will supervise teller staff, oversee daily operations, and drive referral-driven sales while maintaining security and accuracy in cash handling and loan processes.

Qualifications

• High School Diploma or equivalent.
• Prior cash handling experience.
• Verbal and written communication skills.
• Technical skills (Windows, Microsoft Office).
• Previous customer service experience preferred.
• Ability to obtain NMLS Certification.
• Bilingual skills a plus.

Responsabilités

• Supervise teller line staff and conduct evaluations.
• Provide branch coverage on alternating Saturdays and as needed.
• Coach staff to achieve sales referral goals and educate members on self-service options.
• Oversee daily teller operations and cash handling with approvals.
• Respond to member complaints promptly.
• Perform Teller duties and routine transactions with accuracy.
• Perform MSR duties and obtain Mortgage Loan Originator authority.
• Audit membership applications and loan files.
• Provide coverage in other DCU areas as needed.
• Identify and submit cost-savings and process improvements.

Connaissances

Supervisory experience

Staff coaching

Customer service

Cash handling

Verbal and written communication

Formation

High School Diploma or equivalent

NMLS Certification potential

Outils

Windows

Microsoft Office

Description du poste

Description

As part of the Branch Management Team, this position supports and contributes to the DCU’s Success Sharing goals and initiatives by creating a positive sales and service culture within the branch through effectively leading the teller staff and helping our members achieve their financial goals. Effectively manage branch operations and service levels.

Description

As part of the Branch Management Team, this position supports and contributes to the DCU’s Success Sharing goals and initiatives by creating a positive sales and service culture within the branch through effectively leading the teller staff and helping our members achieve their financial goals. Effectively manage branch operations and service levels.

What You’ll Do

• Supervision of the teller line staff. This includes coaching, developing , career growth, hiring, disciplining, writing and delivering periodic and annual evaluations. Provide Supervisory branch coverage on alternating Saturdays and as needed. Be fully trained and proficient with security procedures, including handling robbery and member complaints.
• Manage all aspects of staff performance. Provide training, timely review of performance progress and maintain performance documentation for Tellers. Coach staff to minimize errors and violations of policy and procedures. Assure that performance evaluations and monthly meetings with staff (Tellers and Teller Specialists) are completed on time.
• Support Success Sharing by coaching the tellers to achieve their individual sales referral goals and educate members with self-service options.
• Oversee daily operations of the teller line including adherence to policies and procedures. Provide guidance and assistance to tellers, and approve system supervisor overrides. Assume responsibility for branch cash, negotiable items, nightly branch balancing, including ATM Custodian when required and securing confidential information.
• Respond to all member complaints and concerns in a timely manner.
• Perform Teller duties as needed. Accurately process all routine transactions such as deposits, withdrawals, loan payments and check cashing. Complete member requests for money orders, treasurer’s checks, stop payments, bonds, gift cards, check orders and account file maintenance. Balance vault, coin machine and daily work with minimal errors and in a timely manner while maintaining a cash variance record within guidelines.
• Perform MSR duties, which include having knowledge of all DCU products and services. Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings. Obtain Mortgage Loan Originator (MLO) authority through the nationwide mortgage licensing system (NMLS) and originate mortgages, as well as obtain Notary Public certification.
• Support the auditing of all membership applications, account maintenance forms, new account applications and completed loan files.
• Provide coverage in other DCU areas such as other branches, Information Center, or support departments.
• Manage operations when covering a branch by assuring compliance with policies and procedures and security. Promptly resolve Information Services and maintenance issues as they occur.
• Recognize work processes that can be streamlined to reduce cost or save time and encourage staff to offer their suggestions. Continuously identify and submit efficiency and process improvement ideas.
• Perform other job-related duties as assigned.

Education And Experience Requirements

• High School Diploma or equivalent
• Prior cash handling experience
• Verbal and written communication skills
• Technical skills (Windows, Microsoft Office)
• Previous customer service experience preferred
• Ability to obtain NMLS Certification
• Bilingual skills a plus

Location:

Waltham, MA

Target Compensation:

$26.60-$34.10 per hour

Schedule

Monday - Friday 8:30 – 5:30, alt. Thursday/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Who We Are

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

What makes First Tech different? Click here to learn more!

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.