Role:
Provides operational support to frontline staff. Makes decisions related to frontline processes and ensures regulatory compliance. Responsible for overseeing branch cash orders. Provides cash management support as well as auditing all credit union cash and negotiable instruments. Provides administrative assistance with credit union item processing. Supports accounting by assisting with locating outages cash/ MEA related GL issues and device GL balancing.
Essential Functions & Responsibilities:
Assists with Operations Supportrelated inquiries via chat email and phone calls. Provides frontline support for Symitar Meridian Link Alogent and DocuSign. Supports check processing and general teller related functions. Ensures all activities are compliant within credit union policy and procedural guidelines. Assists in device support including ATMs & TCRs. Provides management level override support to all staff as needed. Assists with supporting staff and members with cardrelated issues. Supports credit union strategic initiatives by participating in projects and meeting deadlines.
Responsible for conducting semiannual cash audits reviewing monthly branch cash audits preparing reports and compiling weekly cash analysis. Monitors cash levels in branches and oversees weekly cash orders for all branches. Assists in reviewing and updating teller procedures and policies for the credit union as necessary.
Assists with daily mail processing. Maintains admin role in IP Admin for daily mobile deposit review.
Assists department staff in releasing ATM holds and reviewing ATM adjustments. Completes internal and external research requests. Shares responsibility for processing all eBanking initiated wire submissions. Assists with other departmental projects and responsibilities as needed.
Monitors daily voided transactions check holds and dormant accounts. Monitors cash over and short GL assists in locating outages processes all foreign and domestic collections.
Performance Measurements:
effective working relationships with branches and other credit uniondepartments. Communicates changes in products services or procedures with the appropriate leadership. Monitors the overall performance and compliance of the card programs and services.
to Detail Carefully think through assignments or situations and demonstrates logical thought (related to credit union practices /processes) and attention to detail. Work is accurate and complete.
Listens to others processes information and communicates appropriately. Gives feedback when requested and is receptive to feedback received. Keeps others informed and ensures message is received by enduser.
Service Meets the needs of both internal and external members. Delivers quality products and/or services and exhibits a cando attitude.
Knowledge Meets job knowledge for current position level. All tasks are performed in expected time. Employee is continuing professional growth. Works with an appropriate level of supervision and knows when to ask questions or ask for help. Usually uses available resources before requesting assistance.
Making Problem Solving & Critical Thinking Uses good judgment and solves common or routine problems. Understands how actions affect department and credit union. Seeks advice or guidance when appropriate.
Promotes team and departmental teamwork expresses positive expectations for others speaks of team members in positive terms shows respect for others.
Knowledge & Skills:
Experience Three years to five years of similar or related experience.
Education A high school education or GED.
Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of firstlevel conflict resolution building relationships and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion requiring diplomacy and tact in communication.
Other Skills 10key calculator and computer keyboard skills. Accurate with numbers and names. Excellent oral and written communication skills. Proficient problem resolution skills to mitigate losses.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.