Branch Lead - Havana

Bellco Credit Union•Aurora, CO

11d

About The Position

The Branch Lead supports the Branch Manager with branch operations, including operational procedures, audits, sales and service goals, and staff training and development. The position provides on-the-spot coaching related to member referrals, sales, and operational integrity; resolves escalated issues; and keeps the Branch Manager informed. The Branch Lead assumes managerial duties when the Branch Manager is absent and reports to the Branch Manager. The role oversees branch operations and audit performance, supports staff in meeting production goals, handles member issues and digital appointments, monitors cash and compliance risks, and helps maintain accurate, secure, and efficient branch processes. The position may require changes in working hours or location to meet members’ financial service needs. The Branch Lead is expected to demonstrate Bellco’s Core Values and Act Nice Behaviors, comply with organizational and regulatory requirements, protect confidential records and personally identifiable information, and foster an inclusive workplace.

Requirements

High school graduate or equivalent work experience preferred.
Two or more years of teller or operations experience preferred.
One year of sales and customer service experience; financial services experience preferred.
Strong operational skills.
Willingness and ability to sell products and services and coach others to do so.
Clear verbal and written communication skills.
Ability to work independently without supervision.
Ability to accurately and efficiently enter data and update member financial records using a computer terminal.
Ability to accurately maintain a teller drawer.
Knowledge of computer programs such as Excel and Word.
Ability to meet changing hours or location needs as required to serve members.

Nice To Haves

Loan experience preferred.
Financial services sales and customer service experience preferred.

Responsibilities

Oversee branch operations and accountability for audit scores; ensure compliance with operational procedure manuals and complete monthly branch audits accurately and on time.
Produce daily, weekly, and monthly audit reports.
Make decisions about teller out-of-balances and emergency cash box releases, and provide after-hours support to branch-network managers troubleshooting balancing issues.
Back up the Branch Manager by supporting morning huddles, setting individual and branch production goals, participating in morning sales calls, engaging branch personnel, and helping staff reach goals.
Handle member issues and complaints and provide solutions.
Handle digital appointments by phone and virtually, including allocating appointments to employees so they start on time.
Identify opportunities to improve branch efficiency and analyze branch activities, workflow, and operations in support of corporate goals.
Monitor compliance risks, including MIP errors, SARs, CTRs, and discrepancies with BSA policies.
Monitor branch cash flow and volume, meet member needs, and mitigate liquidity risk while staying within predetermined cash limits.
Make new-account decisions beyond frontline staff authority by interpreting CBRs and/or IDV results to assess risk of monetary loss and fraudulent activity.
Maintain knowledge of and train staff on opening and closing procedures to support a secure and safe working environment.
Inspect frontline transactions for accuracy and proper holds to mitigate fraud and potential loss.
Maintain knowledge of lending processes, security and fraud procedures, and automated equipment.
Provide branch staff with support and knowledge of credit union operating procedures.
Track and report sales and operational productivity.
Demonstrate Bellco’s Act Nice Behaviors and Core Values in interactions with members, prospective members, and employees.
Perform other related duties assigned by management.
Be available to work as scheduled and arrive on time; accept supervision and work well with others.
Comply with organizational policies, the Employee Handbook, Code of Conduct, required annual training, safety procedures, and applicable regulatory requirements.
Maintain strict confidentiality of records and personally identifiable information and foster an inclusive workplace.