Branch Lead - Central Park Branch

Branch Lead

The Branch Lead, as part of the branch leadership team, plays a critical role in supporting branch operations and delivering exceptional member service across one or more locations. This position leverages a deep understanding of branch roles and functions to guide employees, resolve complex transactions, and foster positive member and team relationships. The Branch Lead influences individual and branch sales performance by modeling the behaviors in member interactions and coaching employees to identify member needs and confidently offer and close appropriate products and services as part of a superior service experience.

The Branch Lead contributes to branch growth through a variety of activities, including community involvement and overseeing member outreach initiatives. The Branch Lead actively supports Credit Union initiatives by gaining and sharing knowledge and fostering employee engagement. Responsibilities include fraud prevention, performance monitoring and coaching, staffing coordination, audit assistance, and operational oversight.

Work Arrangement:
This position is scheduled for an onsite presence at the Central Park Branch.

Schedule:

• This position requires working a standard 40 hour week during Branch hours of operations
• Monday
  - Thursday 8:45am - 5:45pm
• Friday 8:00am - 6:15pm
• Rotating Saturdays 8:45am - 1:15pm
• Employees work every other Saturday and receive a consistent day off during the week to offset their hours
• Scheduled hours could change based on business need and future department growth.

Compensation & Benefits:

• Pay starting at $24/hour+ dependent on experience
• 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
• Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
• 401(k) with a company match
• Tuition Reimbursement
• Up to 12 Weeks of Paid Parental Leave
• Learn more about our benefits here

Main Responsibilities:

• Utilize knowledge of the Financial Service Specialist role and functions to serve members accurately and efficiently, modeling superior member service behavior that meets established sales and service expectations. While on the branch floor, shadow Specialists and observe Loan Officers, providing real‑time coaching based on observed opportunities and successes, communicating observations to the employees' manager and documenting these within the performance management tool.
• Support employees as they serve members by reviewing and approving complex transactions, providing solutions to multifaceted situations, and assisting with error resolution, while modeling and coaching to the behavior that fosters positive member relationships through these complex interactions.
• Independently manage fraud prevention by monitoring transactions for red flags, guiding employees in member verification, identifying emerging patterns, and collaborating with leadership to enhance awareness. Escalate concerns promptly to the Fraud Department to protect members and the Credit Union.
• Monitor, analyze and present branch metrics to determine branch performance toward strategic initiatives such as sales, superior member service, and operational efficiency and accuracy. With management support, create strategies and initiatives to improve branch and individual employee performance.
• Design, deliver, and lead branch training that strengthens employee skills and knowledge. Ensure training initiatives are tailored to address performance gaps, enhance service quality, and foster professional growth—ultimately driving improved individual and branch performance outcomes.
• Lead with purpose by promoting the Credit Union's strategic direction, helping the team understand our mission, and creating alignment so employees see how their work contributes to our overall impact.
• Collaborate with workforce administration to ensure adequate branch staffing to balance member service standards, employee efficiency, and productivity, utilizing branch forecasting and metrics to drive decision-making. Support payroll functions based on employee attendance.
• Oversee the completion of branch-level operational audits and other branch duties across multiple…