Branch Lead | Greeley

Posted Tuesday, February 25, 2025 at 9:00 AM

Final date to receive applications is 5 days after the date the role was posted.

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

Supports the Branch Manager with operational procedures and assists with operational duties, including audits. Supports branch sales and service goals by training and developing branch staff. Provides on-the-spot coaching to staff relevant to member referrals, sales, and operational integrity. Resolves escalated issues and keeps the Branch Manager informed. Assumes managerial duties in the absence of the Branch Manager.

Reports to:

Branch Manager

Contacts:
Credit Union members, merchants, vendors, other financial institutions, miscellaneous Bellco departments and employees.

QUALIFICATIONS/REQUIREMENTS:

Education:

High school graduate or equivalent work experience is preferred.

Experience:

Prefer 2+ years teller/operations experience. One year sales and customer service, preferably in financial services.

Skills:

Loan experience preferred. Strong operational skills. Willingness and ability to sell products and services, and coach others to do so. Clear communication, both verbal and written. Ability to work independently without supervision. Can accurately and efficiently enter data and update. Ability to accurately maintain a teller drawer. Knowledge of computer programs (e.g., Excel and Word).

ESSENTIAL FUNCTIONS:

• Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
• Effectively oversees operations of the branch, including accountability for audit scores. Ensures compliance with Operational Procedure Manuals. Ensures monthly branch audits are completed accurately and in a timely manner. Produces daily, weekly & monthly audit reports.
• Makes decisions around teller out of balances, emergency cash box release, and provides after hours support to managers within the branch network to troubleshoot balancing issues.
• Serves as a back-up to the Branch Manager including but not limited to: morning huddles, setting daily individual and branch production goals, participating in morning sales calls, actively supporting and engaging branch personnel, and supporting staff in reaching goals.
• Handles member issues/complaints and provides solutions.
• Supports staff with how to identify potential cross-sell opportunities.
• Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
• Identifies areas of opportunity to increase branch efficiency. Conducts ongoing analysis of branch activities, workflow, and operations with a specific strategy devised towards meeting corporate goals.
• Understands and communicates various types of loan and deposit products.
• Regulates areas of compliance risk to the credit union including but not limited to, MIP errors, SARs, CTRs, and identifies discrepancies with BSA policies.
• Monitors cash flow and volume in the branch to meet member needs and mitigates liquidity risk while staying within predetermined cash limits.
• Makes new account opening decisions beyond the authority of the frontline staff by reading and interpreting CBRs and/or IDV results determining potential risk for monetary loss and fraudulent activity.
• Maintains knowledge and conducts training of opening and closing procedures to maintain a secure and safe working environment.
• Inspects frontline transactions to ensure accuracy and proper holds are being placed to mitigate fraud and potential loss.
• Effectively communicates any member escalations that cannot be resolved in the branch to the appropriate party within the organization.
• Maintains thorough knowledge of the lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
• Tracks and reports sales and operational productivity.
• Performs frontline duties as necessary.
• Regular and punctual in-person attendance.

WORKING CONDITIONS:

In order to meet the financial service needs of our members, position may necessitate changes in hours or location.

Bellco Credit Union provides a comprehensive benefits package to employees, including:
Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.