Credit Union Team Lead
About The Position
This position, along with the Branch Manager, provides leadership for the branch in all areas of operations to ensure members receive a very high level of service while meeting all compliance and regulatory requirements. Key Accountabilities Assist branch staff with questions that arise from daily member interactions. Train and develop staff to support their success. Member Service: Assist members in a professional, courteous, and efficient manner while accurately executing transactions, account maintenance, opening and closing accounts, processing loan applications, and completing IRA documents. Support the Branch Manager in building and maintaining an environment where staff evaluate member needs and cross sell products and services to meet those needs. Support achievement of branch and individual sales goals. Work in and troubleshoot multiple systems, develop working knowledge of regulations and policies, reinforce staff knowledge, and multitask effectively. Support Branch Manager with strategy for meeting all goals and metrics. Support Branch Manager to ensure all policies and procedures are followed and maintained. Communicate effectively with the Branch Manager regarding all aspects of the branch including member issues and staff needs.
Requirements
- High School Diploma or GED Equivalent
- At least 2 years in a customer service related field
- Consumer lending experience
- Strong customer service and sales skills in a financial services environment
- Strong leadership skills
- High professional standards including ability to maintain confidentiality
Responsibilities
- Assist branch staff with questions that arise from daily member interactions.
- Train and develop staff to support their success.
- Assist members in a professional, courteous, and efficient manner while accurately executing transactions, account maintenance, opening and closing accounts, processing loan applications, and completing IRA documents.
- Support the Branch Manager in building and maintaining an environment where staff evaluate member needs and cross sell products and services to meet those needs.
- Support achievement of branch and individual sales goals.
- Work in and troubleshoot multiple systems, develop working knowledge of regulations and policies, reinforce staff knowledge, and multitask effectively.
- Support Branch Manager with strategy for meeting all goals and metrics.
- Support Branch Manager to ensure all policies and procedures are followed and maintained.
- Communicate effectively with the Branch Manager regarding all aspects of the branch including member issues and staff needs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
