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The Branch Team Lead exists in any size branch. Under minimal supervision, the Branch Team Lead performs a wide variety of complex duties related to handling member transactions such as: receiving and disbursing funds, posting deposits, loan and VISA payments, making account transfers, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening all deposit account types (including business services accounts).
The Branch Team Lead (BTL) is responsible for cross-selling all credit union products and services, and meeting minimum referral standards (core/non-core products and services), including Investment Services, first mortgages, insurance products and AUTOLAND (Car Buying Service). Also insures that the Relationship Specialist staff that they supervise meets the minimum referral standards. The Branch Team Lead is expected to lead morning sales huddles and evening debriefs of sales results.
The Branch Team Lead is comprehensively cross-trained to handle services such as: issuing temporary cards, re-pinning existing cards, ordering new cards or instant-issue debit cards in the branch, setting up online banking, issuing temporary checks, retrieving copy images of checks, and performing account allocations according to a member request. The Branch Team Lead maintains records of cash advances, and balances all of the above including a daily cash drawer.
The Branch Team Lead ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service goals are achieved. The Branch Team Lead may also be called upon to assist with training new RS I and II, assist with daily balancing, and branch fine cash count. Additionally, the Branch Team Lead is responsible for staff scheduling, approvals and overrides of transactions, and vault duties such as selling and ordering cash and coin, and may be asked for input to the performance review process for RS I and II.
The position is also responsible for approving checks, large deposits or other items not within the RS I and II limits. The Branch Team Lead performs all functions of the RS I and II proficiently in addition to having the authority to open and/or close a branch. The value the Branch Team Lead adds to the organization is: it allows for immediate approval authority, performs overrides for RS and other frontline staff, allows personalized service and provides opportunities to conduct needs-based sales using referrals of other credit union products and services that support various production goals.
Responsibilities:
Qualifications:
Education: Completion of STAR Program for Deposit Services
Website: nuvisionfederal.com/careers
Benefits:
Covid-19 Precaution(s):
Full Time
$57k-70k (estimate)
03/28/2023
05/16/2024
nuvisionfederal.com
Huntington Beach, CA
<25
The job skills required for Branch Team Lead include Leadership, Coaching, Products and Services, Branch Operations, Problem Solving, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Branch Team Lead. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Branch Team Lead. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Branch Team Lead positions, which can be used as a reference in future career path planning. As a Branch Team Lead, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Team Lead. You can explore the career advancement for a Branch Team Lead below and select your interested title to get hiring information.