BRANCH TEAM LEAD

Walden Savings Bank•New Windsor, NY

32d•$24 - $29

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 performs both teller and platform functions, supports cash management, and assists with 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.