Branch Lead

About the role

The Branch Lead at Elk Grove branch of Sacramento Credit Union is an extension of the branch leadership team. They are responsible for running the branch in the absence of the Branch Manager and Assistant Branch Manager, assisting with coaching staff to meet or exceed sales and service objectives, and performing audits to ensure efficient service operations.

Responsibilities

• Proficiently performs all duties of a Financial Service Specialist I, II and III with minimal direction from management
• Can independently run the branch in the absence of the Branch Manager and/or Assistant Branch Manager
• Effectively addresses member escalation and resolves member concerns
• Performs operational tasks such as auditing, balancing, and adding cash to the ATM and TCRs
• Works with branch management team to ensure monthly and quarterly audits are completed, all branch work is QC'd daily, and new account and loan records are QC'd within established timelines
• Demonstrates problem-solving skills and utilizes resources to find solutions to meet members' needs
• Affords assistance with coaching, training, developing, and motivating Financial Service Specialists by demonstrating ability to cross-sell credit union products and services
• Affords assistance with training branch staff in loan and deposit products and services
• Takes initiatives to participate in leadership development opportunities
• Maintains knowledge and adheres to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures
• Maintains effective communication and working relationships with all members and co-workers
• Affords assistance at other branches, as needed
• Participates in external marketing events to gain new relationships and grow market share
• Provides notary services and medallion stamp services
• Performs other related duties

Qualifications

• High School Diploma or G.E.D
• Five to seven years' advanced experience in branch operations in a credit union or bank
• Working knowledge of financial services products and basic lending practices is desired
• Demonstrated sales ability in either a financial institution or retail store is highly desirable
• Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink Loans PQ and LendingPad
• Demonstrated inter-personal communication and member contact skills, by email and telephone

Benefits

Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more.

Schedule

The 37/40-hour work schedule for this branch is as follows:

1. Monday: 8:45 am to 5:45 pm
2. Tuesday: 8:45 am to 5:45 pm (Alternating Tuesday OFF to work Saturday)
3. Wednesday: 8:45 am to 5:45 pm
4. Thursday: 8:45 am to 5:45 pm
5. Friday: 8:45 am to 5:45 pm or 9:15 am - 6:15 pm (Alternating Friday OFF to work Tuesday)
6. Saturday: 9:30 am to 2:30 pm (Alternating Saturday OFF to work Tuesday)