Experience and Skills
POSITION SUMMARY:
Responsible daily duties in the Retail Administration department
including sorting and processing of incoming mail, processing reports
and research regarding member accounts and provide service as back
office support to the retail channels. Activities performed are in
alignment and in accordance with all Retail Administration department
processes and procedures. Services are professionally delivered and
internal associates and members are provided excellent member service.
ESSENTIAL FUNCTIONS:
- Live our mission and corporate philosophy on a daily basis:
Build Relationships and
Add Value
Everyday - B.R.A.V.E.
- Build member relationships that deliver value and demonstrate that
we care
- Responsible for sorting all incoming mail and placing in
appropriate interoffice envelopes, mailboxes and disposing of junk mail
- Processing all payments and deposits received via mail
- Review and process returned mail
- Responsible for review and acceptance of Remote Capture Deposits
- Perform Verification on Deposit requests as received
- Answer staff questions via the helpdesk and/or call line
- Assist department in project planning, research, project tasks and completion
- Perform daily duties in Retail Administration department to ensure
effective completion of all daily, weekly, monthly and annual tasks
- Process demographic change requests following established procedures
- Follow all established Retail Administration department policies
and procedures
- Recommend process and procedure improvements for Retail
Administration department to increase efficiency and streamline
process for members and associates
- Work within department processes and procedures in accordance with
established policy guidelines and standards, and are properly documented
- Perform Retail Administration department functions are efficiently
and effectively performed in accordance with established Credit
Union policies and standards and with applicable laws and regulations
- Keep manager informed of Retail Administration department
activities, progress toward established objectives, and of any
significant problems including fraud trends
- Complete required reports and related documents promptly and
accurately, and in compliance with Credit Union guidelines and
policies. Ensure the maintenance of department records and ensure
the availability of adequate services and materials to support
retail line of business activities.
- Ensure that members are properly informed of Credit Union
practices and that requests, problems, and questions are promptly resolved
- Ensure that the Credit Union's professional reputation is
maintained internally and externally
- Represent and assist departmental projects that involve retail
administration and involve other line of business and stake holders
as warranted across the organization
- Assume responsibility for related duties as required or assigned
Knowledge, Education and skill Requirements:
- High school diploma, GED or equivalent with 6 months member
service experience
- 6 months member service/financial institution experience
preferred, but not required
- Demonstrate proficiency in math, cash handling, and problem solving
- Basic knowledge of established processes, procedures, polices and
risks to the organization.
- Problem solving skills and time management
- Excellent computer skills
- Knowledge of regulatory and legal requirements
Skills/Abilities:
- Ability to multitask and manage time effectively to balance
workday and to complete all assigned duties in a timely manner
- Working knowledge of operating systems as listed above.
- Clear communication, proficient math and typing skills
- Must have a professional appearance, dress and attitude
WORKING CONDITIONS
- Standard office conditions
- Low to moderate noise
- Long periods of computer and member interactions
- Limited lifting up to 10 lbs
This description has been reviewed to ensure that only essential
functions and basic duties have been included. Peripheral tasks,
only incidentally related to each position, have been excluded.
Essential functions, requirements, skills, and abilities included
have been determined to be the minimal standards required to
successfully perform the positions. In no instance, however, should
the duties, responsibilities, and requirements delineated be
interpreted as all-inclusive. Additional functions and requirements
may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is
possible that requirements may be modified to reasonably accommodate
disabled individuals. However, no accommodations will be made which
may pose serious health or safety risks to the employee or others or
which impose undue hardships on the organization.
The Credit Union believes that each employee makes a
significant contribution to our success. That contribution should
not be limited by the assigned responsibilities. Therefore, this job
description is designed to outline primary duties, qualifications,
and job scope, but not limit the incumbent. It is our expectation
that each employee will offer his/her services wherever and whenever
necessary to ensure the success of our endeavors.
Job descriptions are not intended as and do not create employment
contracts. The organization maintains its status as an at-will
employer. Employees can be terminated for any reason not prohibited
by law.