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 operating branches across Northern California. The credit union is dedicated to serving its members at every stage of their lives, offering tailored products and services to support their financial goals.

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.
• Affirmatively 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

Compensation

At Patelco, we consider various factors when determining compensation, including the scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, and market and business considerations. We offer a competitive total rewards package, including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We also provide exceptional medical, dental, vision, and life insurance benefits, financial health incentives, emotional health support, personal development opportunities, and volunteer work.

About Patelco Credit Union

Patelco Credit Union is an Equal Opportunity Employer, including individuals with disabilities and protected veterans.