District Team Lead

JSC Federal Credit Union; Town of Texas (WI); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Wellby in the United States seeks a District Team Lead to provide support to Branches and drive improvements within the Retail Experience portfolio. The role emphasizes delivering exceptional member experience and a strong service culture to promote financial stability and growth.

It also requires leadership across Teller, Member Service, Loan Origination, and Deepening, with a focus on policy adherence, sound judgment, and cross-functional collaboration.

Qualifications

• Experience in member-focused banking and service culture.
• Knowledge of consumer needs for products and services.
• Strong ability to build positive member relationships.

Responsibilities

• Supports branches with coverage and service delivery.
• Assist with process improvements in Retail Experience portfolio.
• Maintain positive member relationships and drive service standards.
• Participate in community activities and digital adoption efforts.

Skills

Member Experience

Sales Culture

Relationship Building

Decision Making

Tools

Microsoft Office Suite

Digital Banking Tools

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Position Summary

The District Team Lead is responsible for providing support and coverage to Branches and assisting with process improvements and implementations that are part of the Retail Experience portfolio. The ideal candidate has experience with member experience and service and sales culture. They will have a knowledge of consumer need for products that enable financial stability and growth and demonstrated ability to deliver results. Experience in proactively establishing and maintaining positive relationships with members and team members.

Principle Duties and Responsibilities

Works with purpose and is driven to provide the best team member experience. Willingness and ability to exhibit Wellby Core Values every day.

Business Knowledge

A District Team Lead is fully competent in all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening. Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a member or Wellby). Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary. Demonstrated ability to make good business decisions, based on strong critical thinking skills.

Member Growth, Deepening & Exceptional Service

Personally, understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members' needs and utilizing best fit solutions to meet those needs. Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads. Adheres to Wellby Member service, outreach, and follow-up standards. Support the district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement. Consistently enlightens members on alternate digital options to manage their account.

Leadership

Fosters a positive and engaging work environment for team members. Support a consultative and proactive product offering culture. Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members. Champions change with the team and around the organization. Collaborates well cross-functionally. Support teams and may lead the Branch as required. Vault, dual-control access, increased approval authority limits. Leads are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner. Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

Knowledge of Wellby's organizational functions, and general operating policies and procedures. Knowledge of secretarial practices and procedures, business English, spelling, and punctuation. Knowledge of retail product philosophy, banking industry best practices and regulations Knowledge of personal computer, utilizing Microsoft Office Suite. Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements. Knowledge of local, state, and federal laws and