District Team Lead - Southeast

Wellby Financial•Friendswood, TX

5d•Onsite

About The Position

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.

Requirements

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
Teller, personal banking, escalation management, and vault management experience.
Bondable For All Candidates

Nice To Haves

Bachelor’s degree in business development or related field preferred or an equivalent combination of education & 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.
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.
The team member performs routine and generally related tasks without supervisory direction.
Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
The team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures.
The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
The team member uses independent judgment in making decisions.
Courses of action are determined by established procedures and/or the Director, Retail Experience District.