Regional Team Lead

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life, offering products and services to help them plan purposefully for their futures and secure our life-long partnership as their trusted financial advocate.

About the role

This is a floating role requiring travel to different branches based on business needs. The Floating Team Lead will support branches in Roseville, Folsom, Citrus Heights, Sacramento, and Elk Grove. Mileage is reimbursed.

Responsibilities

• Travel to branches within 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 coaching, training, and developing team members and new hires on delivering exceptional member service and offering solutions to improve members’ financial well-being by tailoring recommendations with Patelco’s products, services, and digital solutions.
• 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 business processes and identify control deficiencies to drive compliance and risk mindset and business performance.
• Perform other duties as assigned.

Requirements

• 3-5 years of experience in financial services (banker and teller experience) and knowledge of financial services industry, products, and solutions.
• Leadership experience is preferred.
• Must have reliable source of transportation to travel to branches with limited notice.
• Possession of strong customer service and sales skills, especially in a banking or retail environment.
• 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 in MS Windows and MS Office (Word & Excel).
• Outstanding oral and written communication skills.
• Ability to perform multi-task and be detail oriented.
• Demonstrated ability and desire to thrive in a challenging fast-paced work environment.
• Must have HS Diploma/GED.

Pay

Target Base Pay: $27.00/hr

Benefits

• Physical Health: Exceptional Medical, Dental, Vision, and Life Insurance benefits. Rewards for completing wellness-related activities.
• Financial Health: Competitive compensation packages with bonus opportunity, 401(k) with 3% Safe Harbor and 5% employer match, discounts on loan products, tuition reimbursement.
• Emotional Health: Employee Assistance Program (EAP), PTO for part-time and full-time positions, paid holidays.
• Personal Development: On-the-job training and skills development, internal transfer opportunities for career growth, volunteer work.