Nuvision Federal Credit Union ยท 4 months ago
Member Sales Support - Branch Team Lead Float - Onsite (AK)
MSB - Denali Financial Center, 440 East 36th Avenue, Anchorage, Alaska, United States of America
Full-time
Onsite
Mid, Senior Level
$25.90/hr - $38.85/hr
2+ years expNuvision Federal Credit Union is dedicated to providing tailored solutions to individual member needs. The Branch Team Lead is responsible for overseeing member transactions, cross-selling products, and ensuring a positive service experience while also leading and training staff.
Banking
No H1B
Responsibilities
Performs all RS duties: account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, cash advances, and all types of withdrawals (cash and checks), cash balancing
Assists the Branch in achieving Sales goals through cross-selling and referrals, both personally and by training and coaching the RS staff
Is also expected to lead morning sales huddles and evening sales results debriefs
Insuring that they and their RS staff achieve minimum referral standards
Performs a wide variety of account maintenance such as change of address and name changes
Required to complete monthly compliance training and all other credit union training offered to RS
Completes the Branch Team Lead Checklist
Balances cash drawer
Assists with vault transactions, performs scheduling, overrides and approvals, signature guarantees, sells and orders cash and coin
Opens all deposit account types (including business service accounts), processing Harland American check orders and issuing of temporary checks
Processes plastic card services such as issuing temporary cards, repining existing cards and ordering new cards
Conducts all daily, weekly, monthly, and quarterly operational, transactional and fraud audits and submits final reports to branch management
Open and/or close Branch in absence of Branch Sales Manager or by Branch operations schedule
Disburse cash if opening Branch, or balance cash drawer if closing Branch
Perform all other required operational and procedural duties
Participate in the selection, advancement, or counseling of the RS staff by providing feedback to the BSM during the interview, performance appraisal and/or disciplinary process
Participate in special projects as directed by Branch management
Support and participate in continuous improvement activities
Represent the Credit Union in a positive and professional manner
Other related duties as assigned
Maintains member and other sensitive information with confidentiality
Treats all co-workers and members with respect
Qualification
Required
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, problem solving, member service, and organizational skills. Attention to detail
Demonstrated ability to provide leadership and guidance, and work as a team member of a diverse group
Must present a professional demeanor
Computer Literate
Knowledge of Outlook and be able to compute interest on savings, loans, and certificates
Capable of working under pressure and with frequent interruptions
Be able to demonstrate use of sound judgment (check holds, member concerns, basic employee issues, scheduling conflicts, etc.)
Be able to multi-task
Preferred
2 plus years RS experience or equivalent financial institution experience
Benefits
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Company
Nuvision Federal Credit Union
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Roger Ballard
Chief Executive Officer
Barbara A. Barry
Chief Experience Officer
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