Member Sales Support - Branch Team Lead - Full Time - Onsite (AK)

About the role

The Branch Team Lead exists in any size branch. Under minimal supervision, the Branch Team Lead performs a wide variety of complex duties related to handling member transactions such as: receiving and disbursing funds, posting deposits, loan and VISA payments, making account transfers, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening all deposit account types (including business services accounts).

Responsibilities

• Performs all RS duties: account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, cash advances, and all types of withdrawals (cash and checks), cash balancing.
• Aids the Branch in achieving Sales goals through cross-selling and referrals, both personally and by training and coaching the RS staff.
• Is expected to lead morning sales huddles and evening sales results debriefs.
• Ensures that they and their RS staff achieve minimum referral standards.
• Performs a wide variety of account maintenance such as change of address and name changes.
• Completes the Branch Team Lead Checklist.
• Balances cash drawer.
• Assists with vault transactions, performs scheduling, overrides and approvals, signature guarantees, sells and orders cash and coin.
• Opens all deposit account types (including business service accounts), processing Harland American check orders and issuing of temporary checks.
• Processes plastic card services such as issuing temporary cards, repining existing cards and ordering new cards.
• Conducts all daily, weekly, monthly, and quarterly operational, transactional and fraud audits and submits final reports to branch management.
• Open and/or close Branch in absence of Branch Sales Manager or by Branch operations schedule.
• Disburse cash if opening Branch, or balance cash drawer if closing Branch.
• Perform all other required operational and procedural duties.
• Participate in the selection, advancement, or counseling of the RS staff by providing feedback to the BSM during the interview, performance appraisal and/or disciplinary process.
• Support and participate in continuous improvement activities.
• Represent the Credit Union in a positive and professional manner.
• Maintain member and other sensitive information with confidentiality.
• Treat all co-workers and members with respect.

Requirements

• 2 years progressive experience in sales and/or operations.
• 18 months Lead Teller experience.
• Knowledge of cash handling and negotiable items.
• Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
• Comprehensive knowledge of all deposit and loan products and all services.
• Knowledge of all applicable Federal, State and NCUA regulations.
• Demonstrated ability to operate office machines to include 10-key and PC.
• Demonstrated ability to follow written and verbal instructions.
• Excellent cash balancing record.
• Excellent verbal and written communication skills, problem solving, member service, and organizational skills.

Qualifications

• Attention to detail.
• Demonstrated ability to provide leadership and guidance, and work as a team member of a diverse group.
• Must present a professional demeanor.
• Computer Literate.
• Knowledge of Outlook and be able to compute interest on savings, loans, and certificates.
• Capable of working under pressure and with frequent interruptions.
• Be able to demonstrate use of sound judgment (check holds, member concerns, basic employee issues, scheduling conflicts, etc.).
• Be able to multi-task.