Branch Team Lead

Patelco Credit Union • San Bruno, CA, United States • $200k - $250k / year • 1m ago

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.
Collaborate effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships.
Identify 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.
Identify 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) and Patelco Credit Union's policies and procedures.
Assess risk associated with your business processes and identify 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
Is an 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

$31 / 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 wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health: