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Branch Lead

1 month ago

Sacramento, United States Sacramento Credit Union Full time
Job DescriptionJob Description

TITLE: BRANCH LEAD

STATUS: NON-EXEMPT

DEPARTMENT:  H-STREET BRANCH

REPORTS TO: BRANCH MANAGER

PAY SCALE: $23-29.00 HOUR



Sacramento Credit Union is seeking candidates who thrive as leaders and excel at providing exceptional customer service for our Branch Lead position at our downtown Sacramento branch.  The Branch Lead processes transactions, opens new accounts, processes and funds loan applications, and performs duties of the Assistant Branch Manager or Branch Manager in his or her absence. They are instrumental in assisting with managing branch operations; auditing; ensuring adherence to policies and procedures guidelines; and acting as a resource to others regarding branch operations and lending processes.


The Branch Lead has a fixed schedule so it’s perfect for individuals wanting a work/life balance.  As a full-time employee they are eligible to participate in our robust benefits package. The 40-hour work schedule for this branch is as followed:

Monday - Thursday:        8:20am-5:20pm

Friday:                               8:20am-5:20pm or 9:00 am to 6:00pm or 9:15am-6:15pm (rotating weekly)



Responsibilities and Duties:

  • * Proficiently performs all duties of a Financial Service Specialist I, II and III with minimal direction from management.
  • *Can independently run the branch in the absence of the Branch Manager and/or Assistant Branch Manager.
  • *Effectively addresses member escalation and is able to resolve member concerns.
  • *Performs operational tasks such as: auditing, balancing, and adding cash to the ATM and TCRs.
  • *Work with branch management team to ensure monthly and quarterly audits are completed, all branch work is Qc'd daily, and new account and loan records are QC'd within established timelines.
  • *Demonstrates problem solving skills and is able to utilize their resources to find solutions to meet members' needs.
  • *Assist with coaching, training, developing and motivating FSSs by demonstrating ability to cross-sell credit union products and services.
  • *Take initiatives to participate in leadership development opportunities. 
  • *Maintain knowledge and adhere to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures. 
  • *Assist at other branches, as needed.
  • Participate in external marketing events to gain new relationship and grow market share. 
  • *Provide notary services and medallion stamp services.
  • Performs other related duties.
   *Denotes Essential Job Function


Necessary Qualifications:

  • High School Diploma or G.E.D.
  • Five to seven years' advanced experience in branch operations in a credit union or bank. 
  • Working knowledge of financial services products and basic lending practice is desired.
  • Demonstrated sales ability in either a financial institution or retail store is highly desirable.
  • Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink Loans PQ and CalyxPoint.
  • Demonstrated inter-personal communication and member contact skills, by email and telephone. 



Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), subsidized parking and more.

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