Branch Operations Specialist

Located in Texarkana, TX

Salary: $15-17/Hour, DOE

Position: Branch Operations Specialist (Front Line Staff)

Location: Texarkana, TX

Hours: M-F 8a-5p  Rotating Saturdays 9a-12p

Pay: $14-16/Hour, DOE

Benefits: Medical, Dental and Vision plans available, PTO, ALL major holidays off, including your birthday! 

 

POSITION PURPOSE : Provide members, potential members, and staff with assistance concerning products and services by one or more of our many servicing options such as, onsite, via telephone, online, or by the Interactive Teller Machine (ITM) platforms. Cross sell various loan products and deposit services offered and help educate the members to serve their financial needs.

 

ESSENTIAL JOB FUNCTIONS AND DUTIES

• Promote “SCOPE” to our employees, management, and members.
• Ability to multitask and work between all member points of access in a timely manner.
• Responsible for processing all member transactions with minimal to no errors.
• Responsible for end-of-day balancing and help assist others if needed.
• Research any teller errors and immediately notify a Branch Operations Manager.
• Ability to complete Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs).
• Answer phone and direct calls in a professional and timely manner.
• Ability to make sound judgement decisions with little to no supervision.
• Ability to provide positive resolution and options to member issues.
• Assist members with the various questions and information about their accounts and features of all products and services.
• Responsible for the maintenance of members’ accounts including, but not limited to, ordering member checks, changing addresses on accounts, opening/closing of accounts/shares/loans, EFT maintenance, IRA maintenance, etc.
• Ability to use Docusign.
• Process loan signing and funding as needed.
• Stay abreast of all credit union policies and procedures.
• Process Verification of Deposit requests.
• Work various reports within area of responsibility.
• Ability to perform check image printing and history research including tax file copies.
• Complete necessary paperwork for bank wires and stop payments on check and ACH items.
• Quote loan payoffs.
• Responsible for filing loan claims such as credit life/disability, GAP, and Warranty Refunds and ability to upload proof of insurance and provide member with information needed.
• Follow procedures to keep member information confidential.
• Ensure all safety procedures are followed.
• Maintain a favorable working relationship with businesses and other credit unions while consistently representing us in a professional and ethical manner.
• Assist Branch Operations Manager as necessary.
• May be required to travel between and/or work in various offices as needed.
• Complete required annual training and adhere to all policies and procedures, including but not limited to BSA, MIP, OFAC, Privacy and Electronic Use.
• Perform other related duties as required and assigned.

KNOWLEDGE AND SKILLS

• Ability to apply logic to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret instructions and can deal with multiple variables.
• Basic knowledge and use of Microsoft Office Suite and other office equipment.
• Strong computer skills.
• Ability to read periodicals, journals, and manuals.
• Displays a professional appearance, demeanor, and dress.
• Excellent oral and written communication skills.
• Solid interpersonal skills.
• Effective time management and project management abilities.
• Ability to function and form decisions with minimum supervision.

EDUCATION AND EXPERIENCE

• High School Diploma, or GED, required.
• Minimum of one (1) year customer service experience or cash handling experience required.
• Knowledge of loan process and procedures preferred.

Apply Now