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Gesa Credit Union · 10 hours ago

Branch Service Manager/Team Leader

Raymond, WA

Full-time

Onsite

Mid, Senior Level

$25.37/hr - $47.11/hr

2+ years exp

Gesa Credit Union is committed to empowering communities through its dedicated team. The Branch Service Manager/Team Leader is responsible for the overall operations, supervision, and performance of the branch, engaging in business development and providing exceptional member service while mentoring team members.

CreditFinancial ServicesLending

Growth Opportunities

Responsibilities

Provide exceptional member service to all whom we serve

Solve problems, take ownership of member concerns, provide prompt resolutions, and provide timely follow-up on concerns and resolutions when necessary

Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members

Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures

Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate

Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships

Ensure branch equipment is always working properly and promptly acts when equipment is malfunctioning

Proactively engage in business development activities in the community that contribute to branch, company, and organizational goals

Responsible for the oversight of the branch budget and cost management

Responsible for managing the overall branch performance and profitability

Fluidly transition between tasks as an MSA, Sr. MSA, PFR, Sr. PFR

Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures

Oversee scheduling, interviewing, hiring, the progressive action disciplinary process, and timely team member performance evaluations

Train team members to broaden their understanding of financial literacy, products, and services

Hold team members accountable to the expectations as outlined in their job descriptions. Take timely action upon the corrective and progressive disciplinary action process

Onboard, train, and mentor new branch team members

Responsible for overall branch safety and security policies. Ensures strict adherence to safety policy and procedure

Understands and completes branch audits and certifications in accordance with regulations, policy, and procedures

Coach and mentor team members to be proficient in their job role and successful in reaching their career goals

Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions

Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc

Assist non-members with establishing membership and opening new accounts

Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans

Discusses IRAs and HSAs with members and non-members and meets predetermined goals

Process international and domestic wire requests

Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies

Oversee cash activity to ensure the branch and team members are following established cash limits

Open consumer deposit accounts and consumer account maintenance

Place cash orders, supply orders, balance vault cash, and maintain ATMs. Oversee team members perform these duties

Review and process overrides/approvals within authority while minimizing risk

Demonstrate the ability to perform branch certifications, cash drawer audits, cash drawer overages, and OFAC reports

Perform transactions and service requests on member accounts in an accurate and timely manner

Accurately follow all cash handling procedures and balance cash drawer (vault) at the end of every day and load/balance Cash Dispenser/Recycler/ITM

Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act

Oversee team members while they assist members with Digital Banking enrollment, navigation, resets, and maintenance. May perform these duties, as required

Assist members with complex and sensitive fraud disputes

Understands and is able to discuss and enroll and or demonstrate member “self-service” options

Adheres to and/or helps manage Gesa Credit Union Attendance Policy

Participates in community events and volunteering events to give back and promote Gesa Credit Union

Qualification

Management experienceLending experienceFinancial industry experienceSales experienceCustomer service experienceCash handling experienceNotary PublicProfessional communicationInterpersonal skillsEmotional intelligenceTeam collaborationAdaptabilityAttention to detail