Branch Support Specialist

Family Security Credit Union

Job Description

Branch Support Specialist

Reports To: Branch Support Manager

Grade: 8

Classification: Non-Exempt

Role

To provide support to all credit union branches and ensure all support calls are handled in a courteous manner while providing prompt, accurate, and efficient assistance.

Major Duties and Responsibilities

- Assist with branch support calls which include answering general questions from branch staff regarding all areas of branch operations.

- Analyzing and providing overrides as needed.

- Maintains a current and comprehensive knowledge of all related credit union policies and procedures.

- Assists branch staff with IRA transactions to include opening new IRA accounts, transfers, deposits, withdrawals, and reporting.

- Analyze, research, and resolve problems and discrepancies related to branch operations.

- Ensure all work related to branch support activities are compliant with credit union policies and procedures.

- Coordinate and complete basic audit corrections in relation to signature cards and loans.

- Monitor auto loan payoffs to notify members to potentially cancel GAP and Warranty contracts, and send GAP cancellation letters to auto dealers when required.

- Compile credit insurance reports to send to our third-party insurance provider.

- Monitor the daily Regulation E report

- Monitor and work the 30-day missing title report.

- Monitor and work the Net Teller CIF report.

- Performs other related duties as assigned.

Qualifications

Required Qualifications:

- High School Diploma or equivalent

- Must be 18 years of age or older

- Intermediate PC knowledge with basic Microsoft Office skills

Preferred Qualifications:

- Up to one year of similar or related experience

- Ability to work in a team environment

- Excellent communication skills while using a pleasant tone and common conversational courtesies

- Good interpersonal skills to include being courteous, diplomatic, and tactful

- Good organizational skills

- Ability to multitask when necessary

Expectations

- To ensure all branch support tasks are completed within the timeframes determined by management.

- To maintain the confidentially of information obtained through providing branch support.

This job description is not a complete statement of all duties and responsibilities comprising this position.

Family Security is an Equal Opportunity Employer and will not discriminate or allow harassment against a person because of race, color, ethnicity, age, sex, gender, gender identity, religion, national origin, ancestry, marital status, sexual orientation, physical or mental disability or condition, military or veteran status, genetic information or other protective status.