Job Summary:
Provide frontline staff with support and guidance related to check negotiation and specialized account services, such as Trusts, Guardianships, Estates, and Powers of Attorney. Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs.
Duties & Responsibilities:
- Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.
- Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests. Provide support for all functions processed in the Operations department.
- Answer member calls and provide assistance or direct the call to the appropriate department.
- Provide outstanding member service and internal support to frontline staff.
- Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.
- Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.
- Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.
- Administer the Credit Union’s Safe Deposit Box program, including lease management and fee posting.
- Administer the Credit Union’s notary commissioning program, including training and support.
- Administer the Credit Union’s Medallion Signature Guarantee program, including training and support.
- Provide guidance to frontline staff related to check negotiation.
- Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.
- Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.
- Review, process, and balance daily/monthly operational reports.
- Appropriately respond and resolve member and staff escalations.
- Perform other duties as assigned by management.
Overtime Exemption
Non-Exempt
Qualifications
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
Work Experience
- Prior experience in a similar role.
Skills and Abilities
- Strong communication, analytical, research, and problem-solving skills. High
- Advanced knowledge of credit union policy and procedures. High
- Accuracy and attention to detail. High
- Proficiency in Microsoft Office is desirable. High
Our people are passionate about what they do, the products and services they promote, and the members they serve. If you're looking for an opportunity to be an opportunity to be a part of a work family that values collaboration, innovation and dedication, we're the right company for you.