Branch Service Manager/Team Leader

About

Gesa Credit Union is dedicated to empowering its communities through its team of passionate professionals. The Credit Union believes in the power of its people and values diversity and inclusion.

Role Summary

The Branch Service Manager/Team Leader oversees all operations, supervises staff, manages budgets, and drives business development in the community. They are also responsible for onboarding and mentoring new team members.

Responsibilities

• Provide exceptional member service and solve problems promptly.
• Offer appropriate products and services to deepen member relationships.
• Make outbound calls to members to establish and nurture relationships.
• Ensure branch equipment is functioning properly and act when needed.
• Engage in business development activities in the community.
• Manage the branch budget and cost management.
• Oversight of the branch performance and profitability.
• Train and mentor new team members.
• Coach and mentor team members to achieve their career goals.
• Understand and discuss various types of accounts and distributions.
• Open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, etc.
• Assist non-members with establishing membership and opening new accounts.
• Process consumer lending applications, review credit reports, and close loans.
• Discuss IRAs and HSAs with members and non-members.
• Oversee cash activity and manage cash limits.
• Perform branch certifications, cash drawer audits, and OFAC reports.
• Perform transactions and service requests on member accounts.
• Issue, record, and file monetary instruments and reports.
• Enroll and demonstrate member "self-service" options.
• Adhere to Gesa Credit Union's Attendance Policy and complete assigned training programs.
• Participate in community events and volunteering events.

Qualifications

• High School Degree (or equivalent) required.
• Two-year degree in related field preferred.
• At least one (1) year of lending and account opening experience required.
• At least one (1) year of management experience required.
• At least two (2) years of financial industry experience required.
• At least one (1) year of customer service experience required.
• Sales/relationship building experience required.
• Cash handling experience preferred.
• Demonstrate and support credit union values and service standards.
• Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
• Demonstrate a high level of personal integrity and ethics.
• Pass a pre-employment credit/background check.

Benefits

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product Discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Pay

Full Salary Range: $25.37-$47.11

Schedule

Hours vary based on branch location and operational needs.