JOB SUMMARY

Lead the daily operations of the teller line and in conjunction with the leadership team, maintain a positive team member experience, assisting with team member development and motivation. Advocate and maintain a positive member experience by greeting members, assisting them with their banking needs and fostering relationships to ensure the members needs are being met. Support and monitor recommendations around efficiencies, initiatives, and improvements in assigned branch. Safeguard the integrity of the branch, ensuring all policies and procedures of the credit union are followed and that the branch is operationally sound.

ESSENTIAL FUNCTIONS - Listed below are some of the essential functions to carry out this job.

• Lead the daily operations of the teller line and other branch functions; direct, train and coach team members, performance management, balance daily work, and manage the vault.
• Lead all audit and compliance functions, specifically behind the teller line and assist with resolving member issues.
• Advocate for a positive and meaningful customer and team member experience
• Ensure exceptional service is provided to external customers as well as internal customers
• Perform duties in the absence of the Team Lead and/or Branch Relationship Partner.
• Greet members to the credit union and recommend products and services utilizing listening skills and open-ended questions to identify member needs.
• Process teller transactions including, cashing checks, processing deposits and withdrawals, loan and mortgage payments and safe deposit payments.
• Assist members with member service activities to ensure a positive member experience:
• Open new accounts, including savings, checking, money markets and certificates.
• Process member IRA transactions; council members on IRA contributions and distributions.
• Renew certificate accounts, transfer funds and disburse checks as necessary.
• Conduct loan interviews, process loan applications, loan closings and fund disbursements.

• Have a high-level understanding of all electronic delivery channels offered by the credit union:
• Online Banking, Mobile Banking, Debit Cards, Mobile Deposit, e-statement, etc.

• Oversee mentoring and training new team members in both teller and member service positions to ensure a positive team member experience.
• Support and assist other locations and departments as needed.
• Ensure confidentiality within all areas of responsibility.
• Act as an ambassador to the company and promote credit union products; including deposit and loan products, online offerings and business services.
• Adherence with credit union policies that could be amended from time to time.
• Follow all procedures pertaining to the Credit Unions policies of BSA, USA Patriot Act, and OFAC. Attend trainings when available and to keep abreast of all information regarding changes and updates. Report to Management any acts of disregard to these policies. Successfully complete all company required and job specific training.
• Perform additional duties as required.

Supervisory responsibilities - Listed below are some of the supervisory functions to carry out this job.

• Managerial and supervisory skills required to supervise a managerial/professional staff of one or more people.
• Lead assigned team members; make routine employment decisions, review performance; assign work, provide coaching and training, advise team members as necessary; resolve team member issues.
• Maintain department staff attendance records utilizing online timekeeping system.

QUALIFICATIONS, EDUCATION REQUIREMENTS AND PREFERRED SKILLS

• High school diploma or equivalent.
• One plus years experience working in a financial institution to include some teller and/or customer service experience.
• Previous experience leading a team a plus.
• Knowledge of banking products, processes, and banking compliance.
• Good relationship skills, ability to work with a variety of team members and customers.
• Must be organized and detail oriented.
• Ability to multi-task and prioritize.
• Good written and verbal communication skills.
• Proficient with Microsoft Office.
• Bilingual (Spanish and/or Portuguese) a plus

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Tuition reimbursement

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• West Wareham, MA 02576: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Required)
• Banking: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: One location

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