Branch Team Lead

About the role

Patelco Credit Union is a not-for-profit credit union with a mission to enhance financial health and wellbeing for its members. Founded in 1936, Patelco has grown significantly, now managing over $9 billion in assets and serving as the seventh-largest credit union in California. The organization is dedicated to supporting its members at every stage of life, offering a variety of products and services tailored to their financial needs.

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.
• Support, assist, 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.
• Affirmative action statement: Assess risk associated with your business processes and identify control deficiencies to drive the company’s 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.
• 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.
• 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

$30/hr

Note: 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.