Lead - Credit Union

Role Overview

This position provides leadership for a branch, supporting all operational areas to deliver exceptional member service while ensuring compliance with regulations. Collaborating with the Branch Manager and/or Assistant Branch Manager, the role involves supervising staff, assisting members with transactions and account management, and promoting sales of products and services to meet branch goals.

Key Responsibilities

• Support and train branch staff to ensure successful performance and high-quality member interactions.
• Assist members professionally with transactions, account maintenance, loan applications, and document processing.
• Contribute to sales efforts by evaluating member needs and cross-selling suitable products and services.
• Troubleshoot systems, stay informed on regulations, and multitask effectively.
• Help develop branch strategies to meet targets and ensure adherence to policies and procedures.
• Maintain effective communication with management on branch operations and member/staff issues.

Qualifications & Skills

• High School Diploma or GED.
• Minimum of 2 years in customer service or related field, with consumer lending experience.
• Strong customer service, sales, leadership, and confidentiality skills.
• Ability to work with multiple systems and understand regulations.

Benefits & Growth Opportunities

• Competitive salary, industry-leading benefits, paid time off, 401K with match, and career advancement options.
• Additional offerings include tuition assistance, wellness programs, and community engagement initiatives.
• Commitment to diversity and inclusion as an equal opportunity employer.