It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Role
The District Team Lead is responsible for providing support and coverage to Solution Centers and assisting with process improvements and implementations that are part of the Retail Experience portfolio. The ideal candidate has experience with member experience and service and sales culture. She/he will have a knowledge of consumer need for products that enable financial stability and growth and demonstrated ability to deliver results. Experience in proactively establishing and maintaining positive relationships with members and team members.
Business Knowledge
A District Team Lead is fully competent in all the functions of a Solution Center, including Teller, Member Service, Loan Origination, and Deepening.
Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a member or JSC FCU).
Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary.
Demonstrated ability to make good business decisions, based on strong critical thinking skills.
Member Growth, Deepening & Exceptional Service
Personally, understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.
Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads.
Adheres to JSC FCU Member service, outreach, and follow-up standards.
Support the district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement.
Consistently enlightens members on alternate digital options to manage their account.
Leadership
Fosters a positive and engaging work environment for team members.
Support a consultative and proactive product offering culture. Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members.
Champions change with the team and around the organization.
Collaborates well cross-functionally.
Support teams and may lead the Solution Center as required.
Vault, dual-control access, increased approval authority limits.
Leads are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.
Experience
Associate degree or equivalent experience
Ability to occasionally report to a different location for scheduled shift, generally within assigned District boundaries.
Working knowledge of retail banking industry best practices
Experience in managing multiple priorities independently and/or in a team environment to achieve goals
Experience in member/customer service operations to include understanding of effective member/customer service philosophy
Experience in responding effectively to highly sensitive, complex and/or urgent member/customer requests
Experience in work, which displays increasing levels of responsibility and/or authority
Advanced organizational, planning and time management skills
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
Advanced verbal and written communication skills
Advanced word processing and spreadsheet software skills
Effective skill developing/maintaining community relations
Effective skill in responding to requests regarding complex financial information/data
Demonstrate leadership skills - inspire others and lead through influence.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Physical Requirements
The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. These include the ability to:
Sit and / or stand for entire work day
Bend / twist
For All Candidates
You must complete 12 months in current position (from date of hire or date of placement) before applying to a new internal position (unless you are otherwise identified as a critical need by executive leadership).
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email Careers@wellbyfinancial.com or call 800-940-0708 for assistance.
