JOB SUMMARY

This position assists the AVP, Facilities and Operations Services Manager and provides service, supplies, and assistance to Credit Union personnel and tenants.

ESSENTIAL FUNCTIONS
May include any and/or all of the following:

1. Work with Accounting to balance monthly supply vendor statements per department for departmental accounting process.
2. Process new rental agreements, maintain, and monitor parking garage rentals, balance monthly rental fee GL, and call on delinquencies.
3. Assist in all functions of mail processing and delivery.
4. Prepare and clean up meeting rooms and assist with special activity projects like purchasing food and other sundry items to support Business Development community events.
5. Process department requisitions, purchase, inventory and deliver supplies, print forms, and perform due diligence cost comparisons.
6. Maintain main supply room with water, pop, coffee supplies and other items needed to stock breakrooms.
7. Coordinate and monitor cleaning service and vendors under contract or maintenance agreement.
8. Coordinate and maintain record retention guidelines to ensure that the credit union is in compliance with NCUA regulations.
9. Conduct research of member documents for staff, members, law enforcement, and other legal or government agencies.
10. Perform other duties and responsibilities as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
  • • Modern office equipment
    • Microsoft Word, Excel, and Lotus
• Ability to:
  • • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Self direct with the initiative and drive necessary to activate a project from conception through completion
    • Organize and prioritize in order to meet deadlines
    • Write reports and correspondence and to speak effectively before members, employees, and tenants
• Skill in:
  • • Excellent communication and interpersonal skills to effectively work with members and co-employees
    • Strong attention to detail and analytical skills
    • Typing and personal computer

QUALIFICATIONS

Training and Testing:

Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

Any combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job required.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.