Branch Service Manager​/Team Leader

Job Details Level: Management

Job Location:

Chehalis NW Chehalis Ave
- Chehalis, WA 98532

Position Type:
Full Time
- Hourly Education Level: High School Salary Range: $25.37 - $47.11 Hourly Job Category:
Retail Banking Take a leap and join our team!

The Branch Service Manager/Team Leader is responsible for all operations, direct supervision of all full-time equivalency (FTE) within the branch, budget and effective cost management, and overall performance success of their branch. They are also proactively engaged in business development activities in the community. The Branch Service Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and experience to onboard all new team members in the branch.

Additionally, the Branch Service Manager/Team Leader can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), and Sr. PFR. The Branch Service Manager/Team Leader is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Branches with a Branch Service Manager/Team Leader have no direct support from an Assistant Branch Manager/Team Leader and must provide exceptional service, while performing high-level managerial duties.

• Provide exceptional member service to all whom we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions, and provide timely follow-up on concerns and resolutions when necessary.
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members.
• Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
• Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate.
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
• Ensure branch equipment is always working properly and promptly acts when equipment is malfunctioning.
• Proactively engage in business development activities in the community that contribute to branch, company, and organizational goals
• Responsible for the oversight of the branch budget and cost management
• Responsible for managing the overall branch performance and profitability.
• Fluidly transition between tasks as an MSA, Sr. MSA, PFR, Sr. PFR.
• Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures.
• Oversee scheduling, interviewing, hiring, the progressive action disciplinary process, and timely team member performance evaluations.
• Train team members to broaden their understanding of financial literacy, products, and services.
• Hold team members accountable to the expectations as outlined in their job descriptions. Take timely action upon the corrective and progressive disciplinary action process.
• Onboard, train, and mentor new branch team members
• Responsible for overall branch safety and security policies. Ensures strict adherence to safety policy and procedure.
• Understands and completes branch audits and certifications in accordance with regulations, policy, and procedures.
• Coach and mentor team members to be proficient in their job role and successful in reaching their career goals.
• Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions.
• Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
• Assist non-members with establishing membership and opening new accounts.
• Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
• Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
• Process international and domestic wire requests
• Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
• Oversee cash activity to ensure the branch and team members are following established cash limits.
• Open consumer deposit accounts and consumer account maintenance
• Place cash orders, supply orders, balance vault cash, and maintain ATMs. Oversee team members perform these duties.
• Review and process overrides/approvals within authority while minimizing risk.
• Demonstrate the ability to perform branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
• Perform transactions and service requests on member accounts in an accurate and timely manner.
• Accurately follow all cash handling procedures and balance cash drawer (vault) at the end of every day and load/balance Cash…