Reports to: Member Service Manager

Requirements: Associate or Bachelor’s Degree or at least three years’ related experience in the field

Primary Location: Bronx Satellite Branch

Employment Status: Exempt

Duties and Responsibilities

• Assist the Member Service Manager in supervising, training and evaluating all Member Service Representatives
• Assist in branch management of all branches

• Research any discrepancies on EOD reports (MSR’s, EOD etc.) and manage any entries, transactions, deletions and/or reversals as needed
• Verify iPay Payments
• Balance and replenish ATM machine and its gl’s (cash, receipts)
• Balance cash in vault then balance with core system general ledger and vault spreadsheet
• Replenish teller cash drawer as needed
• Train Member Service Representatives as needed
• Receive/Return cash and/or coin delivery and verify total by counting all cash and/or coin received/returned is complete
• Assist members and /or MSR’s with any problems as needed
• Open and close credit union for daily operations
• Any Transaction of cash over $10,000.01 notify Member Service Manager CTR is needed
• Review cash over $3000 compliance log notify Member Service Manager SAR/CTR is needed
• Follow Credit Union internal control policies and procedures
• Maintain a professional attitude, present an appropriate image for the organization
• Ensure that work area / branch is organized, clean and well presented at all times.
• Answer telephone and provide information /assistance or route caller to appropriate staff member
• Answer personal and telephone inquires from members and potential members re: CU services, policies and procedures, etc
• Check receptionist voicemail answer and/or distribute them appropriately.
• Greet everyone who comes to the office and direct them to appropriate individual (when necessary verify documentation)
• Process End of Day - balance out window MSR, balance and transmit end of day check deposits and lock cash drawer and money in vault at EOD
• File / scan daily work, membership cards, share draft account applications & credit union member documents etc as needed
• Print report from Money Order / Money Grams and make general ledger entries if applicable
• Attend and participate in general and member service staff meetings, professional development seminars, workshops and trainings.
• Open and distribute the mail as needed
• Open new accounts (regular share, share draft, club, etc) perform eligibility status (OFAC, Chexsystem)
• Assist members in completing lending applications such as consumer loan, credit cards etc.
• Assist members with requests for special services, such as ordering Debit cards, checks, copies of share drafts, direct deposit instructions, signature verification, credit card inquiry, incoming and outgoing wires, etc.
• Cross-sell other credit union services while assisting a member’s specific request, answer inquiries from members and potential members regarding credit union membership and services.
• Perform member education activities, such as teaching members to use an Debit card, reading statements, etc.
• Perform one-on-one member education in basic CU products and services, as needed
• Perform on-line transactions (in person, by mail or by phone): process deposits (including check holds), withdrawals, transfers, loan payments, fees, money orders, direct deposit, check withdrawals, payroll deduction, etc.
• Open and distribute the mail as needed
• Perform other duties as assigned by management for the smooth and efficient operation of the credit union.