Job Description

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.

The District Team Lead is responsible for providing support and coverage to Branches 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. They 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.

Principle Duties and Responsibilities

• Works with purpose and is driven to provide the best team member experience.
• Willingness and ability to exhibit Wellby Core Values every day.

Business Knowledge

• A District Team Lead is fully competent in all the functions of a Branch, 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 Wellby).
• 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 Wellby 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 Branch 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.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices and regulations
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
• Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to motivate others and to work in a large cross-functional team dynamic.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to adapt quickly to a changing environment and be a strong decision-maker.
• Ability to exercise independent judgment.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures.
• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• The team member uses independent judgment in making decisions.
• Courses of action are determined by established procedures and/or the Director, Retail Experience District.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School diploma or GED required.
• Minimum three (3) to five (5) credit union or bank retail banking experience
• Minimum two (2) years of leadership experience in a credit union or bank
• Bachelor’s degree in business development or related field preferred or an equivalent combination of education & experience.
• Teller, personal banking, escalation management, and vault management experience.
• Bondable

For All Candidates

This is a Full-Time, Salary (exempt) | Emergency Classification: Non-essential

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, please contact Human Resources.

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 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.