BRANCH TEAM LEAD

2 weeks ago


New Windsor, NY, United States Walden Savings Bank Full time
Branch Team Lead

Join our Team We're seeking a customer-focused Branch Team Lead to support daily branch operations while delivering exceptional service. This role performs both teller and platform functions, supports cash management, and assists with training and development of teller staff.

Reports to: Assistant Branch Manager

Branch Hours

Monday - Thursday 8:30 am - 4:30 pm
Friday 8:30 am - 5:00 pm
Saturday 9:00 am - 1:00 pm

Pay Information

The annual salary range for this role is $24.31 - $28.60 per hour, negotiable based on years of experience, skill set, qualifications and other relevant factors.

Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)

Key Responsibilities:
  • Provide teller and platform services, including opening deposit and loan accounts and processing complex transactions.
  • Deliver outstanding customer service and identify cross-sell and referral opportunities using a needs-based sales approach.
  • Promote bank products, services, and digital banking solutions in person and virtually.
  • Open and close the branch independently and assist with branch cash management, vault balancing, and general ledger accounts.
  • Ensure accurate transaction processing and compliance with bank policies, procedures, and security standards.
  • Assist with daily, monthly, and quarterly branch proof and discrepancy resolution.
  • Support teller training, conduct weekly huddles, and assist management with staff development.
Qualifications:
  • 2-3 years' experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Proficiency with digital platforms.
  • High school degree or GED is required.
  • Knowledge of banking products and services required.

Must comply with all applicable laws and regulations, including BSA, USA PATRIOT Act, and OFAC.

Why join Walden Savings Bank?

We are committed to providing our employees with ongoing development opportunities, personal fulfillment, and excellent benefits including:
• Medical, Dental, Vision & Other Supplemental Health & Well-Being Options
• Benefits Available for Full-Time and Part-Time Employees
• Long Term Disability
• Life Insurance
• 401k with Employer Match

In addition to a fun work environment and community-based employment, some of our benefits included:
• Tuition Assistance up to $5,250
• Paid Time Off & Holidays
• Community Service Program
• Dress Down Fridays
• Flexible Schedules Available Depending on Position
• Ongoing Professional Development, Mentoring, and Cross-Training
• Employee Recognition Programs and Discounts
• Performance Based Pay Increase Opportunities
• Closed on Sundays

ADA Requirements

Working Conditions and Physical Requirements (with or without reasonable accommodation):

Work is typically indoors in climate-controlled shared work environment with moderate noise.

This position primarily involves sedentary work with minimal physical exertion and occasional lifting of up to 25 lbs. The role may occasionally require the ability to navigate stairs in emergency situations. Routine use of standard office equipment such as telephones, copiers, calculators, and computers expected, with computer-based tasks typically performed for an average of 6-8 hours per day, as needed.

The ability to work extended hours whenever required or requested by management. Travel may be necessary and could involve various modes of transportation, including driving or riding in an automobile, using commercial airlines, rental vehicles, or public transportation, and staying in public lodging facilities.

Regular, reliable, and timely attendance is an essential function of this role. We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential job functions.

Mental and/or Emotional Requirements

The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important.

This role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.

The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgement in handling sensitive information is essential.

As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
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