Branch Review Team Lead jobs in Santa Maria, CA
Branch Review Team Lead manages a group of review specialists. Plans, schedules, and directs internal audits of bank branches, and prepares findings reports. Being a Branch Review Team Lead tests established procedures to ensure operational efficiency within branch offices. Oversees branch reviews and evaluation. Additionally, Branch Review Team Lead may require a bachelor's degree. Typically reports to a manager or head of a unit/department. The Branch Review Team Lead supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be a Branch Review Team Lead typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
Recently Added Branch Review Team Lead jobs
Atascadero Branch - Member Service Specialist IV (Full-Time/Part-Time)
- Golden 1 Talent Acquisition Team
-
Atascadero, CA
FULL_TIME|PART_TIME
- JOB TITLE: Member Service Specialist IV DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt JOB CODE: 2302 PAY SCALE: $25.00 - $25.00 Hourly GENERAL DESCRIPTION:Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day’s transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services. TASKS, DUTIES, FUNCTIONS: Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer. Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Assesses members needs while processing transactions. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager. Activates alarm. Assists Branch management in coaching branch staff to meet or exceed all member service objectives. Verifies signature cards in ECM (Enterprise Content Management). Check acceptance approval within assigned limits. Ensures confidentiality of all member and credit union information. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system. Enroll members in the different channels that Golden 1 uses: online, mobile, etc. Refer member’s home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Processes and approves medallion stamp requests. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what". Overcomes member objections and resistance with a calming and reassuring presence". Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends—not contacts; follows-up on networking conversations. Comfortable and calm during conflict resolution dialogues. Polished coaching and leadership skills. Delivers feedback in an objective and effective manner. Effective delegation skills; e.g. knows when to delegate and when to lead. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research) Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III’s. Assist management in leading branch meetings, quarterly security meetings, and daily huddles. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5 year in a Member Service Specialist III role preferred. BEHAVIORS: Fosters a positive and engaging work environment. Treating others with courtesy and respect. Inspires others through words and actions and embracing G1's mission, vision and core values. Displays positive, outgoing, and empathetic attitude. Punctual and reliable. Results-orientated. Takes on any task required to meet or exceed all team objectives. Takes the initiative to identify, investigate and resolve member issues, including operational and support situations. Willingness and flexibility in taking on new responsibilities as business requires. Willingness to learn and master new and emerging banking technology. Presents Golden Services (Internal/External). Assumes Positive Intent in all communication. Demonstrates and coaches behaviors that are expected of the team (leadership by example). Supports and demonstrates cohesive leadership within the branch. Adept in resolving conflicts in a professional manner. 4. KNOWLEDGE/SKILLS: Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro. PHYSICAL REQUIREMENTS: Prolonged standing throughout the workday. A teller stool is provided as may be needed Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed. LICENSES/CERTIFICATIONS: Certified Notary Public, and successful completion of Medallion certification. REV 1/22/2024
- 20 Days Ago
Member
- Lead For America
-
New, CA
FULL_TIME
- Join a national nonprofit at the forefront of cultivating the next generation of public service leaders across America Lead For America's American Connection Corps (ACC) is a boots-on-the-ground servi...
- 21 Days Ago
Travel CT Technologist - $2,612 per week
- Lead Health
-
Templeton, CA
FULL_TIME
- Lead Health is seeking a travel CT Technologist for a travel job in Templeton, California.Job Description & RequirementsSpecialty: CT TechnologistDiscipline: Allied Health ProfessionalStart Date: 03/1...
- 2 Months Ago
Team Lead
- In-Shape Solutions LLC
-
Santa Maria, CA
FULL_TIME
- DescriptionJOB SUMMARY:Start your operations leadership career with as a Team Lead and get on the job training in leading a team. The Team Lead ensures that our members and team members are provided w...
- 2 Months Ago
RN Team Lead Tele
- French Hospital Medical Center
-
SAN LUIS OBISPO, CA
FULL_TIME
- OverviewFrench Hospital Medical Center located in San Luis Obispo California has been named one of the Nation’s 100 Top Hospitals by Truven Health Analytics and is rated among the top hospitals in the...
- 17 Days Ago
Template - Team Lead
- Regal
-
Arroyo Grande, CA
PART_TIME
- Essential Duties and Responsibilities include the following. Other duties may be assigned. Regular and consistent attendance. Upholding and administering all company policies. The training, developing...
- 20 Days Ago
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0 Branch Review Team Lead jobs found in Santa Maria, CA area
Retail Supervisor
- Davids Bridal Inc.
-
Santa Maria, CA
- NOW HIRING Location CA - Santa Maria Area Store Management Careers Category Retail - Leadership Share this role: Leads a...
- 4/17/2024 12:00:00 AM
T-Mobile Retail Sales Associate - San Luis Obispo
- Verge Mobile a T-Mobile Premium Partner
-
San Luis Obispo, CA
- Overview: $1,200 New Hire Bonus plus paid Training!!! As a Retail Mobile Sales Associate with Verge Mobile, you will be ...
- 4/15/2024 12:00:00 AM
Retail Cosmetics Sales Leader - Prestige Beauty, Santa Maria Town Center - Full Time
- Macys
-
Santa Maria, CA
- Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
- 4/15/2024 12:00:00 AM
General Manager
- Grocery Outlet
-
Santa Maria, CA
- Job Description Job Description Grocery Outlet is one of the fastest growing discount grocery chains in America. Were se...
- 4/14/2024 12:00:00 AM
Grooming Salon Manager
- Petco Animal Supplies Inc
-
Lompoc, CA
- Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an e...
- 4/13/2024 12:00:00 AM
Retail Key Holder Part-Time
- Office Depot
-
Arroyo Grande, CA
- Job Description At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total soluti...
- 4/13/2024 12:00:00 AM
California: Retail Sales Associate Part Time
- PetSmart
-
San Luis Obispo, CA
- RETAIL SALES ASSOCIATE ABOUT OUR STORES: Working at PetSmart is not a job, it's a community of those who work together f...
- 8/21/2023 12:00:00 AM
California: Pet Groomer
- PetSmart
-
San Luis Obispo, CA
- We value your experience and are currently offering a $1500 sign-on bonus OR a $1000 sign-on bonus with a brand new tool...
- 12/31/2022 12:00:00 AM
About Santa Maria, California
Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town".
Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Team Lead jobs
$85,611 to $135,870
Santa Maria, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does a Branch Review Team Lead do?
Branch Review Team Lead in Newark, NJ
As a team lead, your job is slightly different from a branch review specialist.
December 29, 2019
Branch Review Team Lead in Springfield, MA
Specialists look to you as a team leader, someone who can guide them and keep them focused on important goals.
February 25, 2020
Branch Review Team Lead in Brockton, MA
You will exercise authority over other specialists, and will ensure things operate according to plan within the branch.
December 30, 2019