What are the responsibilities and job description for the Branch Operations Specialist position at Your People Professionals?
Company Overview:
Your People Professionals is a community-development and low-income certified credit union serving Santa Cruz County and parts of Monterey County. Our mission focuses on economic justice, ensuring all people, organizations, and companies have access to financial services and tools.
Job Summary:
The Member Service Representative II will process financial transactions, assist members with banking needs, and provide exceptional customer service with accuracy, reporting to the Branch Manager.
Duties/Responsibilities:
Deliver outstanding customer service; stay current on SCCCU's products and services; match members with best options for their banking needs while identifying new opportunities; reconcile cash drawer/daily transactions accurately; monitor and maintain cash levels within assigned limits; receive, inspect, and verify cash and negotiable instruments; process various financial transactions; assist members with opening/closing accounts; resolve account-related inquiries/troubleshoot complex situations; ensure adherence to BSA, MIP, and OFAC requirements; complete annual regulatory/lending training; participate in volunteer community events; perform administrative tasks.
Qualifications:
At least 2 years of experience in a similar role within a credit union or bank; high school diploma or GED; bilingual English/Spanish proficiency required; proficient MS Office skills; astute attention to detail, accuracy, organizational, time management, problem-solving, and follow-through skills; ability to stand for long periods; valid CA driver's license and clean driving record.
