Patelco Credit Union

  • Branch Team Lead

    Job Locations US-CA-Daly City
    Req No.
    2018-3065
    Category
    Retail Branch Network
    Type
    Regular Full-Time
  • Overview

    We’re here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

     

    About Patelco Credit Union

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 

     

    The Opportunity

    We seek to hire a Team Lead to serve our members in the Daly City branch.  As a Team Lead you will have the chance to make a difference in the lives of every member you serve and model superior customer service other team members.  This is an individual contributor role which reports into the Manager, Retail Branch.

    Responsibilities

    • Ensuring quality customer service to credit union members
    • Opening new accounts, ATM balancing and loan processing and funding
    • Assisting with deposits and withdrawals, cashier checks, money orders, gift/traveler checks, and other complex transactions
    • Assist other team members with accuracy in cash handling and balancing
    • Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members
    • Complete required audits as needed
    • Assisting with meeting branch established goals through individual referrals and reinforcing team member referral behaviors
    • Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions
    • Provide answers and assistance for member questions/concerns, utilizing resources within the branch
    • Take ownership of member issues when possible, with the assistance of the branch management
    • Conduct training with team members on new policies, products and procedures
    • Mentor team and help resolve member issues
    • Give direction and feedback to others to increase their knowledge and performance.
    • Provide direction and guidance for branch staff on operational/regulatory procedures
    • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
    • Ensure that employees, processes, and procedures under your area of supervision comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
    • Perform other duties as assigned

    Qualifications

    You offer:

    • Service Passion, Integrity, and Resourcefulness.
    • Eagerness to learn and a drive for continuous improvement.
    • Five years of prior experience in financial services, one year at a senior level.
    • Technically savvy with smartphone operating systems, PCs and email systems.
    • Excellent consultative and written communication skills.
    • Ability to be professional and empathetic in all interactions.
    • Flexible work schedule, including Saturdays.
    • BA or BS in business, finance, or associated field, or equivalent work experience.
    • Ability to stand or walk for extended periods of time.

    We offer:

    • Empowerment, Engagement, and Teamwork.
    • An inspiring career that benefits both you and your community.
    • Competitive compensation packages with bonus opportunity.
    • Full Medical/Dental/Vision benefits with minimal eligibility waiting period.
    • Generous 401k with 3% Safe Harbor and 5% employer match.
    • Discounts on loan products.
    • Tuition Reimbursement.
    • Community Outreach Opportunities.

     

     

    Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability

     

     

     

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