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Wellby Financial · 6 days ago

District Team Lead - Southwest Houston-1

Webster, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

Wellby Financial is a company dedicated to enhancing customer focus and experience. The District Team Lead is responsible for supporting Branches and implementing process improvements while fostering positive relationships with members and team members.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Works with purpose and is driven to provide the best team member experience

Willingness and ability to exhibit Wellby Core Values every day

A District Team Lead is fully competent in all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening

Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a member or Wellby)

Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary

Demonstrated ability to make good business decisions, based on strong critical thinking skills

Personally, understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs

Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads

Adheres to Wellby Member service, outreach, and follow-up standards

Support the district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement

Consistently enlightens members on alternate digital options to manage their account

Fosters a positive and engaging work environment for team members

Support a consultative and proactive product offering culture. Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members

Champions change with the team and around the organization

Collaborates well cross-functionally

Support teams and may lead the Branch as required

Vault, dual-control access, increased approval authority limits

Leads are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner

Performs other duties as assigned

Qualification

Retail banking experienceConsumer loan processingLeadership experienceMicrosoft Office SuiteDigital banking toolsCustomer service skillsCritical thinkingConflict resolutionCommunication skillsTeam collaboration