Branch Services Lead
- Demonstrates excellence in member service by welcoming members to the branch and providing service in an efficient, friendly and professional manner. Consistently maintains a member survey average score of 9.5 or above.
- Adheres to compliance issues, policies and procedures, in order to preserve the operational integrity of the branch network. Accurately processes Member transactions, Symitar functions and balances cash drawer. Resolves Member issues and ensures an acceptable level of service recovery is extended.
- Functions in any operational role necessary to expedite member transactions and ensure member wait times are minimal to include, teller, new accounts, fraud processing, loan applications/signings, wire transfers, Member research and assisting at the Welcome Center. Coaches Members in the use of our technology.
- May review and approve new memberships/account packages and approve transactions for staff as necessary.
- Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness and organization.
- Assists with opening and closing the branch.
- High school diploma or equivalent is required.
- A minimum of two (2) years' experience in the financial services industry is required.
- Notary Public commission required.
- Vacation (10+ or Minimum Days)
- Sick (8Days)
- Holidays (11Days & 1/2 Day Christmas Eve)
- Birthday & Anniversary Day Off
- Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
- Community Volunteer Events
- Social Events & Outings
- Event & Venue Discounts
- Competitive Pay
- Stakeholders
- 401k Dollar-for-Dollar Match up to 6% (after one year of service)
- Business Attire Allowance
- Annual Performance Review & Increase
- Wellness Incentive
- Tuition Reimbursement
- Awards, Recognitions & Incentives
- Free Checking & Savings Accounts
- Discounted Employee Loan Rates
- Kaiser and Cigna Medical & Prescription Plans
- Dental & Vision
- Fitness Challenges & Gym Access
- Onsite Wellness Programs
- Medical & Dependent Flex Spending Account
- Life & A&D Insurance
- Employee Assistance Program
- Pet Insurance
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