Coordinator I - Retail Operations (North & Central Region)

Coordinator I - Retail Operations (North & Central Region)

Job Category:

Retail Operations

Requisition Number:

COORD001274

Posting Details

Posted:

March 25, 2026 Full-Time Locations Showing 1 location Lake Mary, FL 32746, USA Job Details Description We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

SUMMARY:

This role is available for both

CENTRAL & NORTH

region employees The role involves managing various aspects of branch operations, including account information accuracy, safe deposit boxes, reporting, SDB quality assurance testing for Symitar and department administrative tasks. This position must also provide support to branch staff and support departments. Overall, the position requires meticulous attention to detail, strong organizational skills, and a commitment to delivering high-quality service while adhering to regulatory standards.

ESSENTIAL DUTIES & RESPONSIBILITIES

Verify and update addresses for accounts with incorrect or outdated information. Manage safe deposit boxes, including access, maintenance, and customer inquiries. Ensure compliance with escheatment laws and regulations for unclaimed safe deposit box contents. Review and process requests for early release of check holds in accordance with policy. Monitor and manage accounts with negative shares, including collections activities if necessary. Investigate and address accounts with missing share IDs or charge-offs as needed. Conduct testing and quality assurance checks for safe deposit box functionalities in Symitar system. Coordinate and perform routine mail runs for the department, ensuring timely delivery and receipt of correspondence. Develop, update, and maintain standard operating procedures for safe deposit box management and operations. And other department projects and tasks assigned by the department or credit union leadership. This position has the following schedule:

Monday-Wednesday, Friday:

9:30am-6:30PM. This is with an exception of Thursday.

REQUIRED

to work Saturday rotation

REQUIREMENTS

Education:

• High school diploma or general education degree (GED)

Experience:

Previous experience in financial services, particularly with Safe Deposit Boxes, reporting and SDB Testing / Procedures is highly desirable.

OTHER CHARACTERISTICS OF THE POSITION

Physical Demands:

• Sitting for long periods at a time.
• Regularly required to talk or listen.
• Occasional lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus.

 

Mental Demands:

• Must understand and follow a set of clear oral and/or written procedures without deviation.
• Performs repetitive routine tasks.
• Withstand moderate amounts of stress.
• Must adhere to a provided work schedule to meet a set of qualitative production standards.
• Perform tasks that vary little from day to day.
• Implements others' decisions/procedures with little judgment required.
• Must relay information orally.

WORKING WITH US

We're continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people's lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

• 401k with profit sharing contribution
• Comprehensive medical, dental and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including Federal holidays that many other industries don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts At Addition Financial, we accept you for who you are.

We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In®. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.