Member Experience Team Lead

Interra Credit Union; Goshen (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Interra Credit Union in Goshen, IN is seeking a Member Advisor Team Leader who will support the Branch Manager with sales and service coaching of the branch staff and coordinate daily operations. You will help meet individual production goals and back-up leadership as needed, delivering a positive member experience.

You will lead a minimum of 3 full-time employees, cultivate relationships with members in person or by phone, assist with opening and closing accounts, and refer complex problems to

Qualifications

• Experience leading a team in a banking or financial services environment.
• Ability to coach staff to achieve sales and service goals.
• Knowledge of consumer banking products and regulatory requirements.

Responsibilities

• Support Branch Manager with daily operations and staff coaching.
• Lead a minimum of 3 full-time employees.
• Assist members with opening and closing accounts and product inquiries.
• Refer complex issues to senior staff and provide resolution recommendations.
• Ensure compliance with applicable laws and internal policies.

Skills

Sales coaching

Team leadership

Customer service

Banking knowledge

Education

High school diploma

Tools

NMLS

Job description

Interra Credit Union in Goshen, IN is seeking a Member Advisor Team Leader who will support the Branch Manager with sales and service coaching of the branch staff and coordinate daily operations. You will help meet individual production goals and back-up leadership as needed, delivering a positive member experience.

You will lead a minimum of 3 full-time employees, cultivate relationships with members in person or by phone, assist with opening and closing accounts, and refer complex problems to