Financial Center Coordinator Position Available In Leon, Florida

Financial Center Coordinator Envision Credit Union – 3.4

Tallahassee, FL Job Details Full-time Estimated:

$41.7K – $52.4K a year 1 day ago Qualifications Customer service Mid-level Microsoft Office 3 years Information security High school diploma or GED Conflict management Computer skills Typing Leadership Time management

Full Job Description Description:

Job Summary The primary function of this position is to assist the credit union in achieving its vision to become the preferred financial service provider for all members. This is achieved by providing outstanding service to both Internal and External Members that meets the Service Promises and Standards of the credit union. A key component of this service is to identify the members’ financial needs and recommend appropriate credit union solutions. Safeguard member information and the credit union’s vital records in a manner commensurate with the sensitivity of the information and in compliance with laws, regulations and the credit union’s information security policies, standards and procedures. Demonstrates the ability to work well in a team-oriented environment. Requires strong leadership skills with the ability to successfully implement change. Responsible for being a role model for employees to attain goals for new business through promotions, the identification of member needs and the offering of appropriate products and services to meet those needs. Ensure exceptional and consistent member service levels. This position requires a thorough and in-depth knowledge of the CU’s online services, mobile services, and remote channels. This position sets appointments for the MSRs, maintains tracking software/data by entering guests as they arrive in FC and by monitoring the tracking software/data to ensure that all wait times and assist times are accurate. This position is responsible for assisting members with basic inquiries, forms, and simple services as applicable.

Requirements:

Primary Responsibilities Provides and role models exceptional member service to all internal, external, and potential credit union members; sets the standard for financial center staff while ensuring that exceptional and consistent member service levels are achieved and maintained. Works closely with the AVP/Branch Manager is responsible for the direction and flow of the branch lobby to maintain standards for safety, efficiency, and service. Serves as a “Tech Genius” for the financial center; actively educating our members on all remote channel opportunities available to them. Actively refer members to the remote channels. Actively setting members up with online services, bill pay services, debit card rewards, Moneyline, etc. Serves as the “face of the financial center”, receiving visitors and guests to the credit union, providing guidance on how to best meet the needs of each guest, using the tracking software when applicable. Maintains and projects a high-level of professionalism with all people, including team members, members, management staff, board members and outside vendors. Maintains current knowledge of credit union philosophy, all credit union products, services, and policies. Has a responsibility to keep the workplace free of any form of harassment, and sexual harassment and has the responsibility to report or file a complaint about the situation as soon as possible. Overall responsible for executing all operational tasks of the teller area. Serves as a mentor and role model for all staff. Assists the individual MSR’s in attaining their individual goals by referring business to them. Ensures that all information and transactions regarding credit union members are kept secure and confidential. Maintains an organized, clean and neat lobby at all times. Responsible for assisting in meeting goals set for the teller area, production goals for the branch, and for attaining new business. Acts as resource to address and handle exceptions to policy and procedure as required. Completes monthly financial center audits with limited exception items. Responsible for ordering/shipping currency needs for financial center. Handles all other duties as assigned. Transactional Responsibilities Orders supplies for the financial center: cleaning supplies, general office supplies, check supplies, and forms. Orders replacement debit cards to be mailed. Completes debit card audit. Completes gift card audit. Complete new account and loan quality reviews Assist tellers as needed. Maintain lobby leads and educates members regarding options to complete their transactions. Completes Salesforce cases assigned to the financial center. Confirm Member Service Representative appointments with members. Serves as the Sales Force chatter champion. Responsible for ensuring all Marketing material is current. Responsible for assisting with Remote Delivery Services checks printed to the financial center. Assists members with coin machine and assists with the changing of the coin machine bags. Cross-sell all credit union products and services. Completes e-University training, as assigned and in a timely manner. Reads and acknowledges all updated documents in Policy Tech as assigned and in a timely manner. Explains the necessary requirements for membership at Envision Credit Union and requirements for other deposit accounts. Explains and assists members with completing forms for Debit Originations, Stop Payments, Pre-Authorized Transfers, Payroll Deduction, and Direct Deposit forms. Cross train on basic operating system requirement. Performs additional duties as requested and supports all areas of the credit union and its affiliates. Skill Requirements Goal oriented. Customer service skills. Detail oriented. Initiative/self-starter. Good judgment and common sense. Listening, oral, and written communications, particularly in sensitive situations. Ability to read and interpret documents such as security rules, operating and maintenance instructions, e.g. Policy Tech, e-University, HRIS, TMS Reporting, etc. Ability to write routine reports, procedures, and correspondence. Effective interpersonal skills. Ability to effectively present information in one-on-one and small group situations to members and employees of the organization. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to work with frequent interruptions and multi-task for absolute accuracy within time limitations. Conflict resolution and time management skills are essential. Ability to type, operate a computer, and utilize certain functions of the core computer system. Candidate Profile Bright Verbal Assertive Approachable Enthusiastic Energetic Flexible Other Requirements A high school diploma or general educational development (GED) diploma. One (1) to Three (3) years of similar or related experience. Must be bondable. Varying hours (nights, weekends and holidays) Must adhere to all applicable Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC) laws and regulations. Technical Requirements Microsoft Office Suite Fax, Calculator, Other software programs as needed. Ability to read and comprehend complex instructions, correspondence, procedures, and memos. Knowledge of credit union core processing system Ability to write correspondence and procedures. Physical and Environmental Demands The employee is occasionally required to stand, climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently sit for long periods of time. The employee must frequently lift or move objects weighing up to 10 pounds and occasionally lift or move objects weighing up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The employee must frequently compute simple numbers with the use of a calculator. The employee must frequently copy data from reports and negotiable instruments. The employee must occasionally analyze data presented in order to comply with local and federal regulations as well as Credit Union policy. The employee must frequently communicate by talking to members (both internal and external) in person and by phone. The employee must frequently receive auditory information by listening from members (both internal and external) in person and by phone. Environmental Demands The employee must frequently work with frequent interruptions through a variety of channels including phone, chats, cases, and emails. Prioritize tasks when interrupted.