Branch Services Lead

Classification: Non-Exempt

SUMMARY

This position is responsible for ensuring that every member, every time receives a warm and positive Altura Credit Union experience. Assists with coaching and supervising team members while motivating the branch staff to innovatively meet and exceed member's expectations by consistently applying Altura Credit Union's Core Values. Displays Altura Credit Union's Core Values (Respect, Integrity, Innovation, Passion, and Excellence) to both external and internal members. Takes ownership of every member, every time and provides Start to Finish member service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Demonstrates excellence in member service by welcoming members to the branch and providing service in an efficient, friendly and professional manner. Consistently maintains a member survey average score of 9.5 or above.

• Adheres to compliance issues, policies, and procedures, to preserve the operational integrity of the branch network. Accurately processes Member transactions, Symitar functions and balances cash drawer. Resolves Member issues and ensures an acceptable level of service recovery is extended.

• Functions in any operational role necessary to expedite member transactions and ensure member wait times are minimal to include, teller, new accounts, fraud processing, loan applications/signings, wire transfers, Member research and assisting at the Welcome Center. Coaches Members in the use of our technology

• May review and approve new memberships/account packages and approve transactions for staff as necessary.

• Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization.

• Assists with opening and closing the branch.

QUALIFICATIONS EDUCATION and/or EXPERIENCE

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent is required.

• A minimum of two (2) years' experience in the financial services industry is required.

• Notary Public commission required.

Why Altura?

WORK-LIFE BALANCE

• Vacation (10+ or Minimum Days)

• Sick (8Days)

• Holidays (11Days & 1/2 Day Christmas Eve)

• Birthday & Anniversary Day Off

• Specialized Paid Time Off (Jury Duty, Bereavement, etc.)

• Community Volunteer Events

• Social Events & Outings

• Event & Venue Discounts

WEALTH INCENTIVES

• Competitive Pay

• Stakeholders

• 401k Dollar-for-Dollar Match up to 6% (after one year of service)

• Business Attire Allowance

• Annual Performance Review & Increase

• Wellness Incentive

• Tuition Reimbursement

• Awards, Recognitions & Incentives

• Free Checking & Savings Accounts

• Discounted Employee Loan Rates

HEALTH AND WELLNESS

• Kaiser and Cigna Medical & Prescription Plans

• Dental & Vision

• Fitness Challenges & Gym Access

• Onsite Wellness P