Member Sales Support - Branch Team Lead Onsite; AK

Member Sales Support
- Branch Team Lead
- Full Time
- Onsite (AK)

MSB
- Denali Financial Center, 440 East 36th Avenue, Anchorage, Alaska, United States of America

Posted Monday, June 29, 2026 at 7:00 AM

The Branch Team Lead exists in any size branch. Under minimal supervision, the Branch Team Lead performs a wide variety of complex duties related to handling member transactions such as: receiving and disbursing funds, posting deposits, loan and VISA payments, making account transfers, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening all deposit account types (including business services accounts).

The Branch Team Lead (BTL) is responsible for cross‑selling all credit union products and services, and meeting minimum referral standards (core/non‑core products and services), including Investment Services, first mortgages, insurance products and AUTOLAND (Car Buying Service). The Branch Team Lead also ensures that the Relationship Specialist staff they supervise meet the minimum referral standards. The Branch Team Lead is expected to lead morning sales huddles and evening debriefs of sales results.

The Branch Team Lead is comprehensively cross‑trained to handle services such as issuing temporary cards, re‑pinning existing cards, ordering new cards or instant‑issue debit cards in the branch, setting up online banking, issuing temporary checks, retrieving copy images of checks, and performing account allocations according to a member request. The Branch Team Lead maintains records of cash advances and balances all of the above, including a daily cash drawer.

The Branch Team Lead ensures member transactions are processed accurately and timely to achieve Credit Union member service goals. The Branch Team Lead may also be called upon to assist with training new RS I and II, assist with daily balancing, and branch fine cash count. In addition, the Branch Team Lead is responsible for staff scheduling, approvals and overrides of transactions, and vault duties such as selling and ordering cash and coin, and may be asked for input to the performance review process for RS I and II.

The position is also responsible for approving checks, large deposits or other items not within the RS I and II limits. The Branch Team Lead performs all functions of the RS I and II proficiently and has the authority to open and/or close a branch. The Branch Team Lead adds value by providing immediate approval authority, performing overrides for RS and other frontline staff, delivering personalized service, and conducting needs‑based sales using referrals of other credit union products and services that support various production goals.

Sign‑on bonus available for eligible external applicants! Contact us today to learn more!

• 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.
• Leads morning sales huddles and evening sales results debriefs.
• Ensures 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.
• Completes monthly compliance training and all other credit union training offered to RS.
• Completes the Branch Team Lead Checklist.
• 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), processes Harland American check orders and issues temporary checks.
• Processes plastic card services such as issuing temporary cards, re‑pinning 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.
• Opens and/or closes branch in absence of Branch Sales Manager or by branch operations schedule.
• Disburs…