Branch Support Specialist

• Accurately organize and file, manually or electronically, all member information to insure up-to-date member files. Maintain accurate and up-to-date membership records for all products and services with the credit union.
• Create new folders with name and account number for all new member accounts.
• Obtain and provide copies of statements per members’ requests and/or per supervisor’s request.
• File all signature cards.
• File all loan folders pulled throughout the day to enhance credit union efficiency.
• Ensure that the archive records are properly stored and easily accessible.
• Ensure that all on-hand records are current and organized for ready access.
• Check and maintain the inventory of regular supplies and forms so that the credit union functions efficiently and without interruption. Notify supervisor of need to order supplies or forms as necessary.
• Scan and store documents when necessary.
• Photocopy documents as requested. 

• Deliver quality service to membership and colleagues consistently.
• Adhering to BSA and OFAC regulations.
• Always adhere to member confidentiality rules and displays professionalism.
• Must be reliable and punctual.

• High School Diploma or GED required.

• Maintain knowledge of Microsoft Office Products (word, excel, and office).
• Use of desktop computers.
• Working knowledge of other core systems.
• Annual training to ensure compliance with NCUA requirements, rules, and regulations.

• One (1) year experience in a financial institution setting.
• Working in a previous cash handling and customer service environment.
• Credit Union or banking experience desired.

• Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
• Use of critical judgment in day-to-day situations and problems within established guidelines.

Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters.