Jobs · Business Development · California

Member Sales Support - Branch Team Lead - Full time - Onsite (No.CA)

Nuvision Federal Credit Union · California, United States · 1 wk ago
Business Development$28.2/hrFull-time

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.
  • Leads 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.

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.
  • 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.

Qualifications

  • High School Diploma.
  • Completion of STAR Program for Deposit Services.

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