Member Sales Support - Branch Team Lead - Full time - Onsite (So.CA)

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.
• 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.
• Performs all functions of the RS I and II proficiently in addition to having the authority to open and/or close a branch.
• Performs overrides for RS and other frontline staff.
• Provides personalized service and conducts needs-based sales using referrals of other credit union products and services that support various production goals.

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.