Floating Team Lead - East Bay Shore/SF Peninsula

Overview

Patelco Credit Union is a not-for-profit credit union with a mission to support its members' financial health and wellbeing. Founded in 1936, Patelco has grown significantly, now serving over $9 billion in assets and operating branches across Northern California. This role is open to dynamic Bankers who want to lead branch operations and deliver exceptional member service.

Responsibilities

• Travel to branches within the designated region on a frequent basis for an undetermined length of time.
• Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.
• Apply strong critical thinking and problem-solving skills to meet member and team members' needs.
• Support in coaching, training, and developing team members and new hires on delivering exceptional member service and offering solutions to improve members' financial well-being.
• 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.
• Confidently identify solutions for new and existing members based on their short-term and long-term needs.
• Communicate effectively and confidently while engaging all members and team members.
• Learn and adapt to new information, procedures, processes, and technology platforms.
• Support and partner with Retail Performance Manager to ensure strategic alignment and execution of organizational strategies and 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.
• Efficiently manage time and capacity.
• 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.
• Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.

Qualifications

• 3-5 years of experience in financial services (banker and teller experience) and knowledge of financial services industry, products, and solutions.
• Leadership experience is a preferred.
• Must have a reliable source of transportation to travel to branches with limited notice.
• Enthusiastic, passionate, highly motivated self-starter with a strong work ethic.
• Ability to be well organized, team-player, motivated and flexible with working hours.
• Excellent computer skills MS Windows and MS Office (Word & Excel).
• 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.
• Must have HS Diploma/GED.

Target Base Pay

$30 / hr

Compensation

At Patelco, we consider various factors when extending offers, including scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as 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 physical health benefits such as exceptional medical, dental, vision, and life insurance, financial health benefits like competitive compensation packages with bonus opportunity and a 401(k) with 3% Safe Harbor and 5% employer match, discounts on loan products, and tuition reimbursement. Additionally, we offer emotional health benefits like an Employee Assistance Program (EAP), paid holidays, personal development opportunities, and volunteer work. Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans.