BRANCH TEAM LEAD
About The Position
Join our Team! We’re seeking a customer-focused Branch Team Lead to support daily branch operations while delivering exceptional service. This role is responsible for fulfilling multiple branch functions including teller and platform services. Oversee day-to-day teller operations, maintain records of vault and teller cash balances. Provides exceptional customer service, such as opening of accounts and assisting customer inquiries about bank products. Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners. Contributes to branch security efforts by monitoring lobby activity and assisting with the prevention and response to potential fraud incidents. Assists Management with the ongoing training and development of teller staff.
Requirements
- 2-3 years’ experience in the teller function, as well as sales experience, particularly in cross-marketing products and services.
- Proficiency with digital platforms.
- High school degree or GED is required.
- Knowledge of banking products and services required.
- Must comply with all applicable laws and regulations, including BSA, USA PATRIOT Act, and OFAC.
Responsibilities
- Provide teller and platform services, including opening deposit and loan accounts and processing complex transactions.
- Deliver outstanding customer service and identify cross-sell and referral opportunities using a needs-based sales approach.
- Promote bank products, services, and digital banking solutions in person and virtually.
- Open and close the branch independently and assist with branch cash management, vault balancing, and general ledger accounts.
- Ensure accurate transaction processing and compliance with bank policies, procedures, and security standards.
- Assist with daily, monthly, and quarterly branch proof and discrepancy resolution.
- Support teller training, conduct weekly huddles, and assist management with staff development.
Benefits
- Medical, Dental, Vision & Other Supplemental Health & Well-Being Options
- Benefits Available for Full-Time and Part-Time Employees
- Long Term Disability
- Life Insurance
- 401k with Employer Match
- Tuition Assistance up to $5,250
- Paid Time Off & Holidays
- Community Service Program
- Dress Down Fridays
- Flexible Schedules Available Depending on Position
- Ongoing Professional Development, Mentoring, and Cross-Training
- Employee Recognition Programs and Discounts
- Performance Based Pay Increase Opportunities
- Closed on Sundays!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
