About this role
WHAT You’ll Do:
- Ensure workstations are organized and equipped for the start of the business day.
- Assist in ensuring the operations line is properly staffed and effectively operational.
- Provide guidance to MSRs, as appropriate, with more difficult transactions.
- Evaluate documents prepared by all MSRs to ensure compliance with credit union policies and procedures.
- Assist all MSRs in balancing daily transactions.
- Control cash and all negotiable items. Ensure cash and other negotiable items are secured according to policy throughout course of day.
- Ensure branch is supplied with appropriate cash adhering to branch limits.
- Maintain minimum amount of cash in teller drawers to ensure compliance with security/safety measures.
- Process currency shipments under dual control.
- May remove, count, and record cash from ATM and/or supervise others completing this task.
- Conduct surprise cash drawer audits.
- Ensure all General Ledgers are in balance. Perform research to resolve problems.
- Be responsible for on-the-job training of new MSRs, providing general performance input to the management of the branch.
- Provide feedback to management on the production and goals of other MSRs.
- Coach and track all MSRs on promoting products and service skills.
- Make safety-related decisions, especially in emergencies, when members or staff may be in harm’s way.
- Conduct staff meetings, including training and/or providing regulatory or processes updates. Models great customer service for staff.
- Complete self-assessments or ensure they are completed thoroughly and accurately and on time.
- Participate and/or lead performance and accountability sessions with MSR staff under the guidance and direction of the Branch Manager or Assistant Branch Manager.
- Ensure daily processes are being followed; open and close branch as needed
- Participates in hiring and selection process in conjunction with Branch Manager or Assistant Branch Manager.
- Develop work schedules for staff to ensure appropriate level of coverage.
- Resolve member account-related problems and ensure positive public relations.
- Explain services to potential personal and business account members to generate additional business for the credit union.
- Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules.
- Actively support business development activities including attending in person or staffing properly so that staff may attend.
- Perform other duties and projects as assigned.