Branch Member Experience Lead - Floating Teller at O Bee Credit Union

Lacey, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Feb, 26

Salary

41.42

Posted On

04 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Transactions, Relationship Building, Problem Solving, Coaching, Mentoring, Compliance, Operational Excellence, Communication, Adaptability, Team Leadership, Financial Products Knowledge, Attention to Detail, Time Management, Sales Skills, Conflict Resolution

Industry

Banking

Description

Description O Bee Credit Union is hiring a Branch Member Experience Lead – Floating Teller to join our amazing team. This is a full-time role that plays a vital part in supporting our mission, our members, and our one-of-a-kind company culture. What You’ll Do: As our Branch Member Experience Lead, you will ensure we provide world class member service to our communities. Your primary responsibilities will be to build relationships, conduct financial transactions and guide our members on their financial journey. This role is critical in supporting operations by filling in at various branch locations as needed. This position requires frequent travel and strong adaptability, ensuring seamless service across branches. The Details: Locations: Branches in Lacey, Olympia, Yelm, Fern Hill, Tumwater, Tenino Pay Range: $27.61-$41.42, depending on experience Sign On Bonus: $1,500 after 90 days of employment Why You’ll Love Working Here: Our organization is deeply rooted in the communities we serve, and we take pride in being a part of local events like parades and festivals. First and foremost, we love our members. We offer a competitive benefits package, including: Employer-paid medical, dental, and vision insurance options 100% 401(k) match up to 4% of your salary Tuition reimbursement Charitable Volunteer Hours Incentive pay for achieving individual or company goals Responsibilities: Leadership: Support a positive, transparent work environment that encourages trust, accountability, and high performance, providing guidance and on-the-job instruction as needed. Serve as the team’s anchor, acting as the primary resolution point for complex member concerns, high-risk account situations, and challenging service scenarios. Lead by example, coaching, mentoring, and assisting in training branch team members to build confidence, knowledge, and efficiency. Authorize and justify fee reversals, adjustments, and exceptions, applying sound judgment and O Bee policies. Operational Excellence: Look for opportunities to enhance the banking relationship by recommending products and services that align with members’ financial needs. Answer and ask financially driven questions to focus on a needs-based approach to offering solutions. Promote O Bee’s financial products and services to help Members achieve their financial goals. Customer Service: Assist our members in branch with product and service knowledge, transactions, and account research. Accurately conduct and complete transactions, including but not limited to, deposit and withdrawals, transfers, loan payments, check requests, certificates of deposit, cash advances and wires. Ask curious questions to support resolving concerns, ensuring seamless handoff when engaging management or support departments. Compliance: Ensure compliance with security, audit, regulatory, and privacy policies, including the Bank Secrecy Act. Comply with policies, procedures, internal controls, and fraud mitigation measures. Perform additional duties as needed to contribute to the success of the branch and O Bee Credit Union. Apply today and be part of something meaningful at O Bee Credit Union. O Bee Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran. Requirements · High school diploma or equivalent · Minimum of two years in a high-quality customer service role · Minimum 18 months in a full-service banking branch · Notary Public, or ability to become a registered Notary Public within six months · Ability to travel locally up to 100% of job time

Responsibilities

The Branch Member Experience Lead will ensure world-class member service by building relationships and guiding members on their financial journey. This role involves conducting financial transactions and supporting operations across various branch locations as needed.