- Deliver stellar member service levels to all current and prospective members
- Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities
- Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions
- Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities
- Consistently process transactions accurately and efficiently, while maintaining member confidentiality
- Proactively perform member research and outreach for sales and service purposes
- Responsible for following up with all current and prospective members to ensure a positive experience
- Complete new member onboarding activities where applicable
- Use Credit Union resources and innovative technologies to optimize the member experience
- Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, , specialty titled accounts, such as Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request,
- Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis
- Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification
- Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations
- Assist Contact Center with inbound calls during period of high volume
- Assist Operations Supervisor to maintain all daily vault operations, ATM, ITM, Cash Recycler, and CDM's in compliance with Credit Union Policies and Procedures
- Assist Operations Supervisor to Serve as the liaison to cash vendors and courier services
- Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base
- Assist Operations Supervisor in Performing month and surprise audits as necessary
- Manages proper document scanning and document retention
- Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable
- Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations
- Assist and brief Finance Center Management on member activity, member correspondence, and any other information as needed, and new membership account reviews.
- Provide support for Digital Banking applications as well as member support regarding online banking service and maintenance.
- Responsible for traveling to all branch locations where the business need is required
- Attends and participates in Call Nights, Credit Union Days, and Community Events
- Assist Credit Union with Business Development efforts
- Provide Notary services to members
- Achieves a minimum of "Satisfactory" rating on internal and external audits and examinations
- Required to meet and/or exceed monthly/annual goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations
- Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members
- Cash Recycler, CDM machine, ATM, ITM and card machine
- Position required to occasionally work unusual hours, such as for credit union days and call nights
- Position is required to occasionally travel up to 50 miles
- Must be available to work a flexible schedule including Saturday
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Branch Operations Specialist II - Riverhead, United States - Suffolk Credit Union
Description
Job Description
Job DescriptionJoin our Member Services Team as a Branch Operations Specialist ll and start enjoying all of the benefits of loving where you work
As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees
The objective is to provide exceptional member service by collaborating and consulting with current and prospective members to understand their financial needs and help them achieve their financial goals. An Assistant Operations Supervisor will be responsible for supporting the Finance Center daily operations and compliance with procedures and governing regulations. In addition, they will help establish new memberships and to support existing member relationships through cultivating referral opportunities within the Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and CUSO Channels. An Assistant Operations Supervisor will provide service with a smile and become the members advocate in a professional, courteous, and helpful manner. Completing all of the above while working to protect and help grow the Credit Union.
Responsibilities:
Essential Qualifications:
Qualified candidate will have a High School diploma or equivalency certification, one (1) to two (2) years of teller experience required. Knowledge of use of the following equipment is required.
Working Conditions:
Apply today and discover a rewarding career We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference.
Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.
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