Branch Lead - Fort Collins

Bellco Credit Union•Fort Collins, CO

1d•Onsite

About The Position

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

Requirements

High school graduate or equivalent work experience is preferred
Prefer two plus years teller / operations experience.
One year sales and customer service, preferably in financial services
Loan experience preferred
Strong operational skills
Willingness and ability to sell products and services, coach others to do so
Clear communication, both verbal and written
Ability to work independently without supervision
Can accurately and efficiently enter data and update, member financial records via computer terminal
Ability to accurately maintain a teller drawer
Knowledge of computer programs ex. Excel and Word.

Responsibilities

Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
Effectively oversees operations of the branch, including accountability for audit scores. Ensures compliance with Operational Procedure Manuals. Ensures monthly branch audits are completed accurately and in a timely manner. Produces daily, weekly and monthly audit reports.
Makes decisions around teller out of balances, emergency cash box release, and provides after hours support to managers within the branch network to troubleshoot balancing issues.
Serves as a back-up to the Branch Manager including but not limited to: morning huddles, setting daily individual and branch production goals, participating in morning sales calls, actively supporting and engaging branch personnel, and supporting staff in reaching goals.
Handles member issues/complaints and provides solutions.
Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
Identifies areas of opportunity to increase branch efficiency. Conducts ongoing analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
Regulates areas of compliance risk to the credit union including but not limited to, MIP errors, SARs, CTRs and identifies discrepancies with BSA policies.
Monitors cash flow and volume in the branch to meet member needs and mitigates liquidity risk while staying within predetermined cash limits.
Makes new account opening decisions beyond the authority of the frontline staff by reading and interpreting CBRs and/or IDV results determining potential risk for monetary loss and fraudulent activity.
Maintains knowledge and conducts training of opening and closing procedures to maintain a secure and safe working environment.
Inspects frontline transactions to ensure accuracy and proper holds are being placed to mitigate fraud and potential loss.
Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures to provide necessary support to branch staff.
Tracks and reports sales and operational productivity.
Performs other related duties as assigned by management.
Be available to work as scheduled and report to work on time.
Be willing to accept supervision and work well with others.
Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
Adheres to safe working practices and always follows all organizational safety policies and procedures.
Demonstrates compliance with all state, federal and all other regulatory agency requirements.
Ensure strict confidentiality of all records and PII.