Member Operations Lead

Job Details

Location:

Canton Branch - Canton, NC 28716
Position Type:
Full Time
Education Level: High School Diploma or GED
Job Category:
Banking

The Member Operations Lead is responsible for ensuring accurate and efficient teller transactions, ensuring policy and procedure adherence by the member service team, solving escalated member problems, and maintaining compliance with credit union policies and regulatory guidelines. This position must be fully knowledgeable and skilled in all areas related to effective operations of the teller line and is expected to provide training and support to other tellers.

• Represents the Credit Union in a courteous and professional manner.
• Assumes responsibility for establishing and maintaining effective, professional business relationships with members. Ensures members are greeted and welcomed to the credit union in a friendly and professional manner.
• Complies with credit union operations and security procedures by participating in dual-control functions and by maintaining awareness of all credit union safety and security policies and procedures.
• Understands and complies with branch opening and closing procedures.
• Maintains thorough understanding of products and services and ensures that all members are informed as needed.
• Promotes and cross-sells products and services based on member needs.
• Maintains privacy of member account information.
• Ensures that the Credit Union’s quality reputation is maintained and protected.
• Ensures work area is clean, secure, and well-maintained.
• Ensures that member requests and questions are promptly resolved.
• Understands the importance of working as a team with other departments to ensure delivery of high-quality service.
• Contributes to team effort by participating in credit union events, promotions, etc. and by projecting a positive attitude to members and staff always.
• Attends meetings and in-house training, as required.

• Performs teller job functions with a high level of efficiency, accuracy, and effectiveness.
• Leads the daily activities of the teller line, ensuring accuracy, efficiency, and compliance.
• Serves as the first point of contact for teller questions and operational challenges.
• Serves as the vault custodian and is responsible for all related tasks.
• Performs necessary audits in conjunction with the Branch Manager.
• Maintains assigned branch cash levels.
• Performs check repairs and reviews ATM deposits.
• Provides on-the-job training and mentorship to new and existing tellers. This includes training in promoting and cross-selling credit union products and services.
• Maintains comprehensive, up-to-date knowledge of all State and Federal regulations that are applicable to transactions performed in the member service area. Is knowledgeable on all credit union policies and procedures within the member service area.
• Participates in evaluating policies and procedures for the front-line member service staff.
• Closely monitors compliance and procedure breakdowns/errors, ensuring timely and accurate corrections are made.
• Investigates teller losses and provides information needed for Branch Manager to address corrective actions.
• In cooperation with the Branch Manager, analyzes workflow on an ongoing basis to determine staffing requirements. Oversees work schedules for full-time and part-time employees in the front-line member service area to ensure proper service to members.
• Promptly escalates performance or conduct concerns to the Branch Manager.
• Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws.
• Performs any and all duties assigned by supervisor.

None.

• Strong time management skills with the ability to multitask and coordinate several responsibilities simultaneously.
• Proven ability to follow established policies and procedures.
• Required reports and records are completed accurately, and timely.
• Demonstrates a polished, professional appearance in accordance with company dress code standards.
• Tec…