Member Sales Support - Branch Team Lead - Full time - Onsite (So.CA)

Nuvision Federal Credit Union•Huntington Beach, CA

109d•$27 - $40•Onsite

About The Position

The Branch Team Lead (BTL) works in branches of any size and, under minimal supervision, handles complex member transactions and account services. The role processes deposits, withdrawals, loan and VISA payments, transfers, cash advances, account maintenance, and openings for all deposit account types, including business services accounts. The BTL provides personalized member service, recommends and cross-sells credit union products and services, and works toward referral and sales goals, including referrals to Investment Services, first mortgages, insurance products, and AUTOLAND. The BTL is comprehensively cross-trained in branch services such as temporary and replacement card services, online banking setup, temporary checks, check-image retrieval, and account allocations. The role maintains cash-advance records and balances cash drawers, assists with vault operations, and may approve transactions beyond Relationship Specialist I and II limits. The BTL may open or close a branch, assist with staff training and scheduling, and provide input to staff performance processes. The position also conducts operational, transactional, and fraud audits and supports branch management and continuous improvement activities. The role is onsite in Southern California. The posted pay scale is $26.57 minimum, $33.22 midpoint, and $39.86 maximum; actual base pay may vary based on geographic region, job-related knowledge, skills, experience, and internal equity. A sign-on bonus is available for eligible external applicants. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.

Requirements

Two years of progressive experience in sales and/or operations.
Eighteen months of Lead Teller experience.
Knowledge of cash handling and negotiable items.
Knowledge of BSA, Regulation CC, Regulation D, Regulation 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 on matters such as check holds, member concerns, basic employee issues, and scheduling conflicts.
High school diploma.
Completion of the STAR Program for Deposit Services.

Nice To Haves

More than two years of Relationship Specialist experience or equivalent financial institution experience.

Responsibilities

Perform Relationship Specialist duties, including account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, cash advances, withdrawals, and cash balancing.
Help the branch achieve sales goals through cross-selling and referrals, personally and by training and coaching Relationship Specialist staff.
Lead morning sales huddles and evening debriefs of sales results.
Meet minimum referral standards and ensure supervised Relationship Specialist staff meet those standards.
Perform account maintenance, including address and name changes.
Complete monthly compliance training and other credit union training offered to Relationship Specialists.
Complete the Branch Team Lead Checklist.
Balance the cash drawer.
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.
Process 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 Relationship Specialist staff interviews, performance appraisals, and disciplinary processes.
Participate in special projects as directed by branch management and support continuous improvement activities.
Represent the credit union positively and professionally; maintain confidentiality of member and sensitive information; and treat co-workers and members with respect.
Perform other related duties as assigned.