Jobs · Finance · California

Branch Lead

Sacramento Credit Union · Fair Oaks, CA · 4 wk ago
On-siteFinance$25.42–$30/hrFull-time

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
  • Effectively addresses member escalation and is able to resolve member concerns
  • Performs operational tasks such as, auditing, balancing, and adding cash to the ATM and TCRs
  • Work with branch manager 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 is able to utilize their resources to find solutions to meet members' needs
  • Assist with coaching, training, developing and motivating FSSs 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
  • Maintain knowledge and adhere 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
  • Assists at other branches, as needed
  • Participate in external marketing events to gain new relationship 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 practice 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, Glide, 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 followed:

  • Monday 8:30 am to 5:30 pm
  • Tuesday 8:30 am to 5:30 pm
  • Wednesday 8:30 am to 5:30 pm
  • Thursday: 8:30 am to 5:30 pm (Alternating Thursday OFF to work Saturday)
  • Friday: 8:30 am to 5:30 pm or 9:30 am - 6:30 pm
  • Saturday: 9:30 am to 2:30 pm (Alternating Saturday OFF to work Thursday)

Pay

The pay scale for this position is $25.42 - $30.00 Hour

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