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Operations Team Lead - 18th St. Branch (WY) in Cheyenne, WY at Nuvision Credit Union

Date Posted: 11/19/2018

Job Snapshot

Job Description

Pay Range: $15.81 - $19.77 per hour

The Operation Team Lead exists in any size branch. 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 1 and 2.      

The position is also responsible for approving checks, large deposits or other items not within the MSR 1 and 2 limits. The Operations Team Lead performs all functions of the MSR 1/2 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.                                                                                                          

Responsibilities:

  • 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.
  • Assists 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.
  • Assist Operations management by providing feedback and recommendations for the recruitment, selection, promotion and advancement, corrective action, and termination of employees. Interview potential candidates for hire, coach and mentor employees, write up and deliver corrective actions, assess staff performance, and write annual performance appraisals for management review and approval.
  • Performs a wide variety of account maintenance such as change of address and name changes.
  • Required to complete monthly compliance training and all other credit union training offered to MSRs. Completes the Operation Team Lead Checklist.
  • Balances cash drawer.
  • Assists with vault transactions, performs scheduling, overrides and approvals, signature guarantees, sells and orders cash and coin.
  • Opens all deposit account types (including business service accounts), processing Harland American check orders and issuing of temporary checks. Processes plastic card services such as issuing temporary cards, repining existing cards and ordering new cards.
  • Conducts all daily, weekly, monthly, and quarterly operational, transactional and fraud audits and submits final reports to branch management.
  • Open and/or close Branch in absence of Branch Sales Manager or by Branch operations schedule. 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 BSM during the interview, performance appraisal and/or disciplinary process.

Job Requirements

Qualifications:

  • 18 months of lead teller experience is required.
  • Must have Knowledge of cash handling and negotiable items. Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations. Comprehensive knowledge of all deposit and loan products and all services.
  • Demonstrated ability to operate office machines to include 10-key and PC.
  • Demonstrated ability to follow written and verbal instructions.
  • Excellent cash balancing record.
  • Excellent verbal and written communication skills, problem solving, member service, and organizational skills and attention to detail.
  • Demonstrated ability to provide leadership and guidance, and work as a team member of a diverse group.
  • Must present a professional demeanor.
  • High school diploma or GED is required; college level coursework in business related classes is preferred.
  • Bi-lingual preferred.