District Team Lead

Wellby Financial

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The District Team Lead is responsible for providing support and coverage to Branches and assisting with process improvements and implementations that are part of the Retail Experience portfolio. The ideal candidate has experience with member experience and service and sales culture. They will have a knowledge of consumer need for products that enable financial stability and growth and demonstrated ability to deliver results. Experience in proactively establishing and maintaining positive relationships with members and team members. Principle Duties and Responsibilities Works with purpose and is driven to provide the best team member experience. Willingness and ability to exhibit Wellby Core Values every day. Business Knowledge A District Team Lead is fully competent in all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening. Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a member or Wellby). Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary. Demonstrated ability to make good business decisions, based on strong critical thinking skills. Member Growth, Deepening & Exceptional Service Personally, understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs. Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads. Adheres to Wellby Member service, outreach, and follow-up standards. Support the district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement. Consistently enlightens members on alternate digital options to manage their account. Leadership Fosters a positive and engaging work environment for team members. Support a consultative and proactive product offering culture. Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members. Champions change with the team and around the organization. Collaborates well cross-functionally. Support teams and may lead the Branch as required. Vault, dual-control access, increased approval authority limits. Leads are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner. Performs other duties as assigned.

Requirements

Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
Knowledge of retail product philosophy, banking industry best practices and regulations
Knowledge of personal computer, utilizing Microsoft Office Suite.
Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.
Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to influence and engage direct and indirect reports and peers.
Ability to work effectively across organizational departments and functions to achieve strategic goals.
Ability to work in a fast-paced team environment with exceptional customer service skills.
Ability to communicate clearly and concisely, orally and in writing.
Ability to motivate others and to work in a large cross-functional team dynamic.
Ability to coordinate several concurrent activities simultaneously.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to adapt quickly to a changing environment and be a strong decision-maker.
Ability to exercise independent judgment.
High School diploma or GED required.
Minimum three (3) to five (5) credit union or bank retail banking experience
Minimum two (2) years of leadership experience in a credit union or bank
Bondable For All Candidates

Nice To Haves

Bachelor’s degree in business development or related field preferred or an equivalent combination of education & experience.
Teller, personal banking, escalation management, and vault management experience.

Responsibilities

Works with purpose and is driven to provide the best team member experience.
Willingness and ability to exhibit Wellby Core Values every day.
Fully competent in all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.
Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a member or Wellby).
Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary.
Demonstrated ability to make good business decisions, based on strong critical thinking skills.
Personally, understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.
Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads.
Adheres to Wellby Member service, outreach, and follow-up standards.
Support the district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement.
Consistently enlightens members on alternate digital options to manage their account.
Fosters a positive and engaging work environment for team members.
Support a consultative and proactive product offering culture.
Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members.
Champions change with the team and around the organization.
Collaborates well cross-functionally.
Support teams and may lead the Branch as required.
Vault, dual-control access, increased approval authority limits.
Leads are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.
Performs other duties as assigned.