Branch Review Team Lead jobs in Vallejo, 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)

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Vacaville Branch - Member Service Specialist II (Full-Time/Part-Time)
  • Golden 1 Talent Acquisition Team
  • Vacaville, CA FULL_TIME|PART_TIME
  • JOB TITLE: Member Service Specialist II DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt JOB CODE: 2201 PAY SCALE: $22.00 - $22.00 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. Assists MSS III and above with open and close responsibilities, as needed. Activates alarm. 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. Mentors and advises MSSIs. 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 lending needs to MSS III and/or business partner. 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" ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL:  Participates in team meetings.  Frequent routine 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. EXTERNAL: Frequent transaction related interactions and consultative conversations with members.  May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum one plus year of prior experience in a cash handling service oriented role and 6 months as a Member Service Specialist I or teller role at Golden 1 or another financial institution 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. Desire to take 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. 4.  KNOWLEDGE/SKILLS:   Functional:  Excellent oral and written communication skills. Advanced knowledge in the following areas:  Federal Rules and Regulations as applied to credit unions, G1 products (consultative), fulfillment (with Subshares) and deposit services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service. Technical: Basic knowledge in the following systems/applications:  Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct.  Proficient in Maestro. 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: None REV. 5.16.2023
  • 27 Days Ago

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Team Lead
  • Red Door Escape Room
  • Concord, CA FULL_TIME
  • The Concord Team Lead (TL) position is an entry to the first level of leadership at Red Door. Leading from the front lines of operations, TLs are the closest with guests and the most accessible point ...
  • 8 Days Ago

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Part Team Lead
  • Clarks
  • Vacaville, CA FULL_TIME
  • Clarks is looking for a Part Time Team Lead to join the team! Our employees are the sole of our company. So, if free shoes and generous employee discounts sound good to you, take the next step today a...
  • 15 Days Ago

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Night Crew Team Lead
  • Raley's Supermarkets
  • Napa, CA OTHER
  • Overview We are now hiring Great People Who Care! We are looking for an accountable Night Crew Team Leader who is positive, hard-working, and passionate. Our Night Crew Team Leader will lead a team, h...
  • 18 Days Ago

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Team Lead Residential Cleaner
  • ecomaids of Lamorinda-North Oakland-Berkeley
  • Antioch, CA PART_TIME
  • ecomaids is a residential cleaning company servicing Oakland, Alameda, Berkeley, Walnut Creek & Lamorinda. We are seeking Supervisors to drive teams around, work with customers, support teams and pitc...
  • 20 Days Ago

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Bottling Team Lead
  • Mumm Napa
  • Napa, CA FULL_TIME
  • Position Summary: The Bottling Team Lead is responsible for providing work leadership and guidance to Bottling Technicians whilst under general guidance. Efficiently operates Mumm Napa tirage and disg...
  • 26 Days Ago

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0 Branch Review Team Lead jobs found in Vallejo, CA area

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Store Leader - Flagship San Francisco, CA
  • Everlane, Inc.
  • San Francisco, CA
  • **Store Leader - Flagship** at Everlane San Francisco, CA At Everlane, we want the right choice to be as easy as putting...
  • 4/24/2024 12:00:00 AM

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Full Time Assistant Store Leader (Store 6449)
  • GameStop
  • Oakland, CA
  • Assistant Store Leader, Store Leader, Leader, Store, Assistant, Retail
  • 4/24/2024 12:00:00 AM

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Store Lead
  • Connected Internal Job Board
  • San Francisco, CA
  • About Us Connected International, Inc. (Connected Cannabis Co.) is a leading vertically integrated cannabis company base...
  • 4/22/2024 12:00:00 AM

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Retail Store Associates and Stockers - 1957
  • Big Lots, Inc.
  • Hercules, CA
  • Ready to join our BIG family? Text "BIG LOTS" to 97211 to schedule an interview. When you join our team, you'll enjoy ex...
  • 4/22/2024 12:00:00 AM

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Retail Store Associates and Stockers - 4762
  • Big Lots, Inc.
  • Fairfield, CA
  • Ready to join our BIG family? Text "BIG LOTS" to 97211 to schedule an interview. When you join our team, you'll enjoy ex...
  • 4/22/2024 12:00:00 AM

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Store Leader - Flagship
  • Everlane, Inc.
  • San Francisco, CA
  • **Store Leader - Flagship** at Everlane San Francisco, CA At Everlane, we want the right choice to be as easy as putting...
  • 4/21/2024 12:00:00 AM

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Store Leader
  • Joybird
  • San Francisco, CA
  • **Store Leader** at Joybird San Francisco, CA Joybird is the leading maker of handcrafted, custom-built furniture for th...
  • 4/20/2024 12:00:00 AM

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Store Leader: Pact
  • Leap, Inc.
  • San Francisco, CA
  • **Store Leader: Pact** * San Francisco, CA * Full Time * Retail * Experienced **Leap Powered Brands**: Ring Concierge, F...
  • 4/20/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Team Lead jobs
$88,360 to $140,232
Vallejo, California area prices
were up 2.5% from a year ago

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