District Team Lead - Southwest Houston

District Team Lead - Southwest Houston-1

Join to apply for the District Team Lead - Southwest Houston-1 role at Wellby Financial

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Join to apply for the District Team Lead - Southwest Houston-1 role at Wellby Financial

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.

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

• 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.

• 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.

• 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 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…