Patelco Credit Union · 9 hours ago
Branch Team Lead
Roseville, CA
Full-time
Onsite
Entry, Mid Level
$26/hr - $26/hr
2+ years expPatelco Credit Union is a not-for-profit credit union focused on building financial health and wellbeing for its members. The Branch Team Lead is responsible for delivering high-quality member service and acting as a trusted advisor while supporting branch leadership in day-to-day operations.
Financial Services
Responsibilities
Offer best in class service to our members through prompt, efficient, courteous, and professional interactions
Focus on member financial well-being, acting in the best interest of the membership
Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships
Identifies solutions for new and existing members based on their short- term and long-term needs
Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions
Learn and adapt to new information, procedures, processes, and technology platforms
Identifies coaching and training opportunities to help develop, motivate, and support team members
Help, support and enforce branch specific strategies to grow branch initiatives
Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members
Complete required branch internal audits as needed
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance
Perform other duties as assigned
Qualification
Required
Must have HS Diploma/GED
One year minimum of excellent cash handling experience
Minimum 2-3 years of prior experience in financial services or sales-oriented environment required
Experience in financial services and knowledge of financial services industry, products, and solutions
Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
Excellent computer skills MS Windows and MS Office (Word & Excel)
Ability to be well organized, team-player, motivated and flexible with working hours
Outstanding oral and written communication skills
Ability to perform multi-task and detail oriented
Demonstrated ability and desire to thrive in a challenging fast paced work environment
Is an enthusiastic, passionate, highly motivated self-starter with a strong work ethic
Communicates effectively and confidently while engaging all members and team members
Applies strong critical thinking and problem-solving skills to meet member and team member needs
Benefits
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO/President
Recent News
2025-11-25
2025-07-22
Company data provided by crunchbase