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Branch Operations Team Lead in Lakewood, CA at Nuvision Credit Union

Date Posted: 7/9/2018

Job Snapshot

Job Description

Under minimal supervision, the Operations Team Lead performs a wide variety of complex duties related to handling member transactions such as: receiving and disbursing funds, posting deposits, loan and VISA payments, making account transfers, redeeming bonds, issuing travelers checks, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening all deposit account types (including business services accounts).

The Operations Team Lead (OTL) is responsible for cross-selling all credit union products and services, and meeting minimum referral standards (core/non-core products and services), including MFS (Investment Services), first mortgages, insurance products and AUTOLAND (Car Buying Service).  Also insures that the MSR staff that they supervise meets the minimum referral standards.  The Operations Team Lead is expected to lead morning sales huddles and evening debriefs of sales results.

The Operations Team Lead is comprehensively cross-trained to handle services such as: issuing temporary cards, re-pinning existing cards, ordering new cards or instant-issue debit cards in the branch, setting up online banking, issuing temporary checks, retrieving copy images of checks on the WAVE system, and performing account allocations according to a member request.  The Operations Team Lead maintains records of various sale transactions such as traveler’s checks and cash advances, and balances all of the above including a daily cash drawer. 

The Operations Team Lead ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service goals are achieved. The Operations Team Lead may also be called upon to assist with training new MSRs, assist with daily balancing, and branch fine cash count.  Additionally, the Operations Team Lead is responsible for staff scheduling, approvals and overrides of transactions, and vault duties such as selling and ordering cash and coin, replenishing traveler’s checks, and may be asked for input to the performance review process for MSRs I and II.       

The position is also responsible for approving checks, large deposits or other items not within the MSR I and II limits.  The Operations Team Lead performs all functions of the MSR I/II proficiently in addition to having the authority to open and/or close a branch. The value the Operations Team Lead adds to the organization is: it allows for immediate approval authority, performs overrides for MSRs and other frontline staff, allows personalized service and provides opportunities to conduct needs-based sales using referrals of other credit union products and services that support various production goals.        


  • Performs all MSR duties: account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, bonds, travelers checks, cash advances, and all types of withdrawals (cash and checks), cash balancing.
  • Open all deposit account types (including business service accounts), processing check orders and issuing of temporary checks. Processes plastic card services such as: issuing temporary cards, repining      existing cards and ordering new cards.
  • Assists with vault transactions, performs scheduling, overrides and approvals, signature guarantees, sells and orders cash and coin.
  • Assist the Branch in achieving Sales goals through cross selling and referrals, both personally and by training and coaching the MSR staff.     
  • Is also expected to lead morning sales huddles and evening sales results debriefs, insuring that they and their MSR staff achieve minimum referral standards.
  • Required to complete monthly compliance training and all other credit union training offered to MSRs. Completes the Operation Team Lead Checklist on a monthly basis.
  • Conduct all daily, weekly, monthly, and quarterly operational, transaction, and fraud audits and submits final reports to branch management.
  • Open and/or close Branch. Disburse cash if opening Branch, or balance cash drawer if closing Branch. Perform all other required operational and procedural duties.
  • Participate in the selection, advancement, or counseling of the MSR staff by providing feedback to the Branch Sales Manager during the interview, performance appraisal and/or disciplinary process.
  • Participate in special projects as directed by Branch management.
  • Other related duties as assigned.


Job Requirements


  • High school diploma or GED. College level coursework in related business classes is preferred.
  • 3 plus years of experience required with at least 18 months experience as a Lead Teller. 2 plus years of MSR experience with NuVision is preferred.
  • Knowledge of cash handling and negotiable items.
  • Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
  • Comprehensive knowledge of all deposit account products and all services.
  • Knowledge of all applicable Federal, State and NCUA regulations.
  • Excellent verbal and written communication skills, problem solving, member service, and organizational skills.
  • Knowledge of MS Office and be able to compute interest on savings, loans, and certificates.
  • Attention to detail.
  • Demonstrated ability to provide leadership and guidance, and work as a team member of a diverse group.
  • Bi-lingual preferred.