Floating Team Lead - East Bay Shore​/SF Peninsula

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.

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 below branches:

* Berkeley (home branch)

* Oakland branches

* Hayward

* San Leandro

* Daly City

* SF Branches

* San Bruno

* San Mateo

Mileage is reimbursed.

Responsibilities

* Travel to branches within designated region on a frequent basis for an undetermined length of time.

* Conduct transactions for example, 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 identifying control deficiencies to drive the company compliance and risk mindset and business performance.

* Perform other duties as assigned

Qualifications

* 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…