Branch Team Lead

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.

The Branch Team Lead is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Branch Team Lead in our branches you will have the opportunity to support branch leadership on day to day operations. 

• Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.  
• Focus on member financial well-being, acting in the best interest of the membership.  
• Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships. 
• Identifies solutions for new and existing members based on their short- term and long-term needs.  
• Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.  
• Learn and adapt to new information, procedures, processes, and technology platforms. 
• Identifies coaching and training opportunities to help develop, motivate, and support team members.  
• Help, support and enforce branch specific strategies to grow branch 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. 
• 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. 

• Must have HS Diploma/GED 
• One year minimum of excellent cash handling experience 
• Minimum 2-3 years of prior experience in financial services or sales-oriented environment required 
• Experience in financial services and knowledge of financial services industry, products, and solutions 
• Possession of strong customer service and sales skills, especially in a banking or retail environment preferred 
• Excellent computer skills MS Windows and MS Office (Word & Excel) 
• Ability to be well organized, team-player, motivated and flexible with working hours 
• Outstanding oral and written communication skills 
• Ability to perform multi-task and detail oriented 
• Demonstrated ability and desire to thrive in a challenging fast paced work environment 
• Is an enthusiastic, passionate, highly motivated self-starter with a strong work ethic.  
• Communicates effectively and confidently while engaging all members and team members.  
• Applies strong critical thinking and problem-solving skills to meet member and team member needs.  

$27 / hr

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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