District Team Lead - Southeast

Position Summary 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. Responsibilities Works with purpose and is driven to provide the best team member experience. Willingness and ability to exhibit Wellby Core Values every day. 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. 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. Supports member growth and deepening, 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. Supports district Offsite activities including SEG presentations, onsite tabling, virtual activities, and community engagement. Fosters a positive and engaging work environment for team members. 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, and supports teams and may lead the Branch as required. Leads proactive conflict resolution, handling issues in a prompt, professional and consistent manner. Performs other duties as assigned. Qualifications High School diploma or GED required. Minimum three (3) to five (5) years of 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. Knowledge of Wellby’s organizational functions, operating policies and procedures, and retail product philosophy. Knowledge of digital banking tools and platforms to support member adoption and usage. Ability to analyze member/prospect’s credit data and provide product insights and considerations. Ability to communicate clearly and concisely, orally and in writing. Strong customer service skills and ability to work in a fast‑paced team environment. Legal Notice 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. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email View email address on click.appcast.io or call View phone number on click.appcast.io for assistance. #J-18808-Ljbffr JSC Federal Credit Union