Member Sales Support - Branch Team Lead - Full time - Onsite (So.CA)
$55,266–$55,266 year
On-siteHuntington Beach, California, United States
Job Summary
Conduct member transactions including receiving and disbursing funds, posting deposits, loan payments, transfers, cash advances, withdrawals, and opening deposit accounts. Lead morning sales huddles and evening debriefs to drive cross-selling of credit union products and ensure staff meets referral standards. Manage branch operations by opening or closing the branch, balancing cash drawers, performing vault duties, and overseeing staff scheduling and approvals. Perform daily, weekly, monthly, and quarterly operational, transactional, and fraud audits while maintaining member confidentiality. Assist with training new Relationship Specialists and participate in performance reviews and special projects as directed by management.
Required Qualifications
- 2 years progressive experience in sales and/or operations
- 18 months Lead Teller experience
- Knowledge of cash handling and negotiable items
- Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations
- Comprehensive knowledge of all deposit and loan products and all services
- Knowledge of all applicable Federal, State and NCUA regulations
- Demonstrated ability to operate office machines to include 10-key and PC
- Demonstrated ability to follow written and verbal instructions
- Excellent cash balancing record
- Excellent verbal and written communication skills
- Excellent problem solving skills
- Excellent member service skills
- Excellent organizational skills
- Attention to detail
- Demonstrated ability to provide leadership and guidance
- Demonstrated ability to work as a team member of a diverse group
- Professional demeanor
- Computer Literate
- Knowledge of Outlook
- Ability to compute interest on savings, loans, and certificates
- Capable of working under pressure and with frequent interruptions
- Ability to demonstrate use of sound judgment
- Ability to multi-task
Desired Qualifications
- 2 plus years RS experience or equivalent financial institution experience
- Completion of STAR Program for Deposit Services
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