Lead Transaction Specialist

Description

Job Summary:

The Lead Transaction Specialist will provide leadership and day-to-day management to the Transaction Specialist in a branch environment. This role will ensure all credit union members receive exceptional service, leadership capabilities, a willingness to learn, and the ability to be flexible. To train employees in all teller functions. The Lead Transaction Specialist will work as part of a team under the direction of the Regional Operations Manager

Essential Functions/Responsibilities:

• Provide education and training pertaining to teller functions for Transaction and Financial Specialist to frontline staff.
• Provide new hires and/or current staff with one-on-one teller training for situations with a TCR and with a cash drawer when necessary.
• Orders daily cash requirements for the credit union; including but not limited to managing vault, TCR, and ATM cash limits.
• Operate as a Transaction Specialist, Lead, and Manager in a proficient manner.
• Post transactions to member accounts and maintain member records on the computer system.
• Balance cash drawer, daily transactions, and ATMs.
• Performs a variety of miscellaneous tasks including typing, filing, computer input, and answering the telephone.
• Collaborates with team members during times of excess workload to pick up overflow tasks.
• Adheres to all credit union policies and procedures as set forth in credit union manuals.
• Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to the compliance department.
• Greet members, ascertain their reason for the branch visit, guide, and assist them in the Xplore Away office.
• Bring a positive attitude of willingness to develop personal intellectual knowledge and leadership skills.
• Assist the Regional Operations Manager with various duties as assigned.

Required Skills/Abilities:

• Ability to communicate effectively and provide service to members.
• Ability to solve problems while working directly with external and/or internal members.
• Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
• Strong attention to detail and ability to complete work accurately.
• Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, Microsoft Office products, input data, and counting money.
• Ability to think logically to analyze situations, resolve problems, and make sound decisions.
• A significant level of trust and diplomacy is required, in addition to normal courtesy which may involve motivating or influencing others.
• Good organization and time management skills.
• Ability to listen, develop/suggest solutions to problems and retain confidential information.

Performance Measurements:

• To ensure that the department is providing friendly, professional, personal service to all members.
• To ensure all Transaction Specialists are sufficiently trained to have minimal outages and are following proper procedures.
• To maintain a highly qualified team to meet the daily demands of credit union members.
•  To keep management informed regarding key operating issues affecting the department.
• To maintain a professional work environment and businesslike appearance.
• To gain a solid understanding of the different products and services offered by the Credit Union.
• To successfully recommend and refer products to members and train new hires to make referrals.
• To maintain a thorough knowledge of Share Branching Policy and all Credit Union policies and procedures.

Requirements

Education and Experience:

• High School Diploma or equivalent.
• Minimum of 2 years of similar or related experience.
• Knowledge of credit union products and services.