What are the responsibilities and job description for the Coordinator II position at Addition Financial Credit Union?
Description
We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
SUMMARY:
The High School Branch Coordinator II serves as the go-to expert on teller and basic MSR functions, products, services, and policies, serving as a knowledgeable resource for various programs and processes for our High School Program students. Beyond internal departmental tasks, such as training, operational procedures, and daily branch balancing, this team must proactively engage with students and faculty to identify marketing opportunities, provide coaching and professional development support. Their multifaceted role encompasses training, relationship cultivation, and operational oversight, reflecting a holistic approach to branch management and community engagement to grow the program.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Develop and maintain a thorough knowledge and understanding of teller and basic MSR functions, products, services, policies, and procedures. Serve as an expert resource on various programs and processes.
• Answer incoming calls from high school branches in response to account transactions, opening accounts, operational related inquiries, locating and reconciling posting errors and assisting with end of day procedures to balance and close out branches.
• Present a positive and professional image when interacting with high school students, high school faculty/staff, and other credit union members and employees.
• Demonstrate a cooperative attitude when interacting with both members and co-workers.
• Assist with setting up and closing high school branches each school year.
• Assist with preparing and facilitating high school branch training and support.
• Assist with providing year-round support, coaching, and financial literacy presentations to high school students.
• Responsible for increasing knowledge/skills in Excel, Microsoft, and other learning platforms to aid in improving the student experience.
• Process High School Branch Monthly NAVA report.
• Responsible for communicating directly and leading high school locations assigned, which includes setting expectations with assignments, due dates, and being the main source of communication between Addition Financial and the assigned school's representatives.
• Expected to manage and oversee a larger number of high school locations.
• Flexibility with work schedule and hours during projects and for traveling to all High School Branches at least monthly for visits.
• Conduct interviews each school year to select tellers for the upcoming school year to continue to grow the High School program.
• And other department wide projects and tasks as assigned.
Requirements
Education:
• High School Diploma or GED equivalent.
Experience:
• Prefer at least two years of experience in a branch, or High School branch.
• Knowledge/skills in Excel, Microsoft, and other learning platforms to aid in improving the student experience.
OTHER CHARACTERISTICS OF THE POSITION:
Physical Demands:
• Sitting for long periods at a time.
• Regularly required to talk or listen.
• Occasional lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus.
Mental Demands:
• Must understand and follow a set of clear oral and/or written procedures without deviation.
• Performs repetitive routine tasks.
• Withstand moderate amounts of stress.
• Must adhere to a provided work schedule to meet a set of qualitative production standards.
• Perform tasks that vary little from day to day.
• Implements others’ decisions/procedures with little judgment required.
• Must relay information orally.
WORKING WITH US:
We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
• 401k with profit sharing contribution
• Comprehensive medical, dental and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including Federal holidays that many other industries don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.
