To promote member satisfaction and ensure exceptional member service by overseeing frontline staff and operations. Coordinates branch activities within the Credit Union, and working closely with the COO and Chief Lending Officer, ensuring compliance with Credit Union policies, procedures & regulations while creating a positive, safe, and welcoming environment for members and employees.

Open accounts for new customers and prepare new account paperworkIdentify the needs of new and existing customers and offer appropriate services currently availableProvide additional information to customers regarding promotions, contests and new account optionsPromote and upsell credit cards available through the financial industry as well as and banking services to current and potential customersAnswer questions and customer concerns regarding checking and savings accountsProactively identify and inform customers of account status deficiencies and disputed transactions while providing options to resolve

Provides production support for all job functions in the teller area, ensuring that required deadlines are met daily.Responsible for ensuring that tellers, cash vault, ATM machine, and related accounts are in balance by the daily deadlines.Audit teller drawersReviews large volumes of transactions including large deposit items, and questionable endorsements.Order Teller Cash from Federal ReserveUnderstand the Teller related GL accounts and how they are affected by teller transactionsMaintain and audit Teller proceduresInitiate and Process Debit/ATM disputes in keeping within RegulationsOther duties as assigned

Exhibit operational excellence through diligent adherence to policies and procedures. Practice branch security procedures and protect customer confidentiality and privacy. Perform branch servicing duties such as paying and receiving, cash and vault balancing, ordering cash, cards, reports, audits, control checks, maintaining and servicing automated teller machines, as well as cleaning work areas. Open and perform account maintenance on depository accounts and loans. Demonstrate ownership in the resolution of customer inquiries and/or concerns at the frontline or by appropriately engaging with internal resources.