Team Lead

Lead and act as a resource to branch team while assisting with motivating, mentoring, and developing team members. Serve as a role model with emphasis around accountability and continued improvement. Advocate and maintain a positive member experience by greeting members, assisting them with their banking needs and fostering relationships to ensure the members needs are being met. Support and monitor recommendations around efficiencies, initiatives, and improvements in assigned branch. Safeguard the integrity of the branch, ensuring all policies and procedures of the credit union are followed and that the branch is operationally sound. ESSENTIAL FUNCTIONS - LISTED BELOW ARE SOME OF THE ESSENTIAL FUNCTIONS TO CARRY OUT THIS JOB. Lead and oversee the day-to-day operation and activities of assigned branch including member experience, operations, compliance, and team members. Provide leadership and motivation of staff and promote a positive work environment that involves teamwork, collaboration, innovation, and strong communication. Collaborate with Retail Management on training related to team member learning and growth opportunities as well as performance management. Advocate for a positive and meaningful customer and team member experience, including resolving issues in a timely manner Ensure exceptional service is provided to external customers as well as internal customers Manage/oversee daily operations of the teller line and member service. Perform all job duties in the absence of the Branch Relationship Partner or Member Relationship Advisor. Greet members to the credit union and recommend products and services utilizing listening skills and open-ended questions to identify member needs. Process teller transactions including, cashing checks, processing deposits and withdrawals, loan and mortgage payments and safe deposit payments. Assist members with member service activities to ensure a positive member experience: Open new accounts, including savings, checking, money markets and certificates. Process member IRA transactions; council members on IRA contributions and distributions. Renew certificate accounts, transfer funds and disburse checks as necessary. Conduct loan interviews, process loan applications, loan closings and fund disbursements Be proficient in all electronic delivery channels offered by the credit union: Online Banking, Mobile Banking, Debit Cards, Mobile Deposit, e-statement, etc. Oversee mentoring and training new team members in both teller and member service positions to ensure a positive team member experience. Support and assist other locations in a supervisory role. Ensure confidentiality within all areas of responsibility. Act as an ambassador to the company and promote credit union products; including deposit and loan products, online offerings and business services. Adherence with credit union policies that could be amended from time to time.

Created: 2024-11-02