Floating Team Lead - East Bay Shore​/SF Peninsula

Overview

Calling all dynamic Bankers! Ready to take charge as a Floating Team Lead, elevating branch operations and delivering top-notch member service? This high-energy role puts you at the forefront of maximizing member engagement through our diverse product offerings. This is a great opportunity to enhance your leadership skills for the next step in your career.

This is a floating role, requiring travel to different branches for an undisclosed amount of time based on business needs. The Floating Team Lead will support the following branches:

• Berkeley (home branch)
• Oakland branches
• Hayward
• San Leandro
• Daly City
• SF Branches
• San Bruno
• San Mateo

Mileage is reimbursed.

• Travel to branches within designated region on a frequent basis for an undetermined length of time.
• Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.
• Apply strong critical thinking and problem-solving skills to meet member and team members’ needs.
• Support in coaching, training, and developing team members and new hires on delivering exceptional member service and offering solutions to improve members’ financial well-being by tailoring recommendations with Patelco’s products, services, and digital solutions throughout the region.
• Focus on member financial well-being, acting in the best interest of the membership.
• Collaborate effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships.
• Confidently identify solutions for new and existing members based on their short- term and long-term needs.
• Communicate effectively and confidently while engaging all members and team members.
• Learn and adapt to new information, procedures, processes, and technology platforms.
• Support and partner with Retail Performance Manager to ensure strategic alignment and execution of organizational strategies and 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.
• Efficiently manage time and capacity.
• 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 identify control deficiencies to drive the company’s compliance and risk mindset and business performance.
• Perform other duties as assigned.

• 3-5 years of experience in financial services (banker and teller experience) and knowledge of financial services industry, products, and solutions
• Leadership experience is a preferred
• Must have reliable source of transportation to travel to branches with limited notice
• Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
• Enthusiastic, passionate, highly motivated self-starter with a strong work ethic
• Ability to be well organized, team-player, motivated and flexible with working hours
• Excellent computer skills MS Windows and MS Office (Word & Excel)
• 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
• Must have HS Diploma/GED

$30 / hr

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other 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

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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