Member Sales Support - Branch Team Lead - Full Time - Onsite (AK)

Nuvision Federal Credit Union•Anchorage, AK

117d•$27 - $40•Onsite

About The Position

The Branch Team Lead works in any size branch and, under minimal supervision, performs complex member transaction, sales, operational, and staff-support duties. The role handles transactions including receiving and disbursing funds, deposits, loan and VISA payments, account transfers, cash advances, withdrawals, account maintenance, and opening all deposit account types, including business services accounts. The Branch Team Lead promotes credit union products and services, meets referral standards, and helps Relationship Specialist (RS) staff meet those standards through coaching and training. The role leads morning sales huddles and evening sales-result debriefs, supports member service goals, and uses needs-based referrals to help achieve production goals. The role is cross-trained in services such as card issuance and maintenance, online banking setup, temporary checks, check-image retrieval, and account allocations. Duties also include maintaining and balancing cash records and drawers; assisting with vault activity, scheduling, approvals, overrides, and audits; and opening or closing the branch when assigned or when management is absent. The Branch Team Lead may assist with training RS I and II staff and provide input to their selection, performance review, or counseling processes.

Requirements

2 years of progressive experience in sales and/or operations.
18 months of Lead Teller experience.
Knowledge of cash handling and negotiable items.
Knowledge of BSA, Regulations CC, D, and E, and other pertinent regulations.
Comprehensive knowledge of deposit and loan products and services.
Knowledge of applicable federal, state, and NCUA regulations.
Ability to operate office machines, including a 10-key and PC.
Ability to follow written and verbal instructions.
Excellent cash-balancing record.
Excellent verbal and written communication, problem-solving, member-service, and organizational skills, with attention to detail.
Ability to provide leadership and guidance and work as part of a diverse team.
Professional demeanor and computer literacy.
Knowledge of Outlook and ability to compute interest on savings, loans, and certificates.
Ability to work under pressure and with frequent interruptions, multitask, and exercise sound judgment regarding check holds, member concerns, basic employee issues, and scheduling conflicts.
High school diploma.
Completion of the STAR Program for Deposit Services.
Legally authorized to work in the United States at the time of hire and not require employer sponsorship now or in the future.

Nice To Haves

2+ years of RS experience or equivalent experience at a financial institution.

Responsibilities

Perform RS duties, including account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, cash advances, withdrawals, and cash balancing.
Support branch sales goals through personal cross-selling and referrals, and by training and coaching RS staff.
Lead morning sales huddles and evening debriefs of sales results.
Meet minimum referral standards and ensure RS staff meet minimum referral standards.
Perform account maintenance, including address and name changes.
Complete monthly compliance training and other credit union training offered to RS staff.
Complete the Branch Team Lead Checklist.
Balance the cash drawer and assist with daily balancing and branch fine cash counts.
Assist with vault transactions; schedule staff; perform transaction overrides and approvals and signature guarantees; and sell and order cash and coin.
Open all deposit account types, including business services accounts; process Harland American check orders; and issue temporary checks.
Provide plastic card services, including issuing temporary cards, re-pinning existing cards, and ordering new cards.
Conduct daily, weekly, monthly, and quarterly operational, transactional, and fraud audits and submit final reports to branch management.
Open or close the branch in the absence of the Branch Sales Manager or according to the branch operations schedule.
Disburse cash when opening the branch or balance the cash drawer when closing it.
Perform other required operational and procedural duties.
Provide feedback to the Branch Sales Manager during RS staff interviews, performance appraisals, and disciplinary processes, and participate in selection, advancement, or counseling activities.
Participate in special projects as directed by branch management and support continuous improvement activities.
Represent the Credit Union professionally and positively; maintain confidentiality of member and sensitive information; and treat members and coworkers with respect.
Perform other related duties as assigned.