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Branch Operations Coordinator
1 month ago
The Branch Operations Administrator is a critical role within our organization, responsible for providing exceptional support to our members and ensuring the smooth operation of our branch services. This position requires a high level of attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.
Key Responsibilities- Investigate and resolve member complaints and errors in a timely and professional manner.
- Prepare and distribute weekly share certificate and money market fund rate comparisons.
- Process tax levies, restraining notices, and post-70 1/2 IRA distributions.
- Manage files related to death claims and process abandoned property and IRA reports.
- Support the back-end operations of online account opening, ensuring accurate payments and maintaining a balanced general ledger.
- Review daily reports, including dividend rate changes, no statement fields, and monthly reports.
- Collaborate with the Operational Team Lead to support Safe Deposit Box Services and manage operational mail.
- Prepare and process account verifications, address verifications, and mortgage reverifications of statements.
- Support the Retail Branch, including scanning member documents, pulling closed account signature cards, and processing letters from dormant account reports.
- High school degree required; associate's or bachelor's degree preferred.
- 1-3 years of member service/branch operations experience.
- Experience within the financial services industry strongly preferred.
- Bondable upon initial employment and throughout the term of employment.
The Branch Operations Administrator will typically work in a seated position but may require standing for short periods. The role involves extensive wrist and hand movements, and individuals must be able to perform these movements without significant risk of injury.
Cornerstone Community Federal Credit Union is an equal opportunity employer committed to diversity and values the ways in which we are different. We are committed to providing a work environment that is free from discrimination and harassment. We are an EEO employer that complies with the laws and regulations set forth in the EEO Is the Law poster.