Branch Operations Specialist (Travel Team)

Coosa Valley Credit Union; Rome (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Coosa Valley Credit Union is seeking a Branch Operations Specialist for our Branch Operations Travel Team. The role involves frequent travel to various branch locations and delivering excellent member service through in-branch, email, chat, and phone interactions.

You will process deposits, withdrawals, loan payments, and other transactions, while learning credit union products and cross-selling where appropriate. Travel to trainings and branches is required weekly.

Qualifications

• High School diploma or GED is required.
• Experience in banking is preferred.
• Strong oral and written communication skills are essential.
• Proficiency with Microsoft Office and basic computer skills are expected.
• Travel to various branch locations weekly is required.

Responsibilities

• Provides excellent member service in the branch, via email, chat and phone.
• Performs transactions in person and by phone, including deposits, withdrawals, loan payments, and monetary instruments.
• Learns and cross-sells credit union products and services to members.
• Reads and applies BSA, OFAC, Reg CC, Reg DD, Reg P and other policies.
• Travel to different branch locations or off-site trainings weekly.

Skills

Oral communication

Written communication

Customer service

Attention to detail

Confidentiality

Adaptability

Education

High School diploma or GED

Tools

Microsoft Office

Excel

Outlook

Word

10-key calculator

Multi-line telephone/intercom

Copy machines/Scanners/Fax

Job description

Coosa Valley Credit Union is excited to announce an opening for Branch Operations Specialist within our Branch Operations Travel Team! We are looking for individuals who are passionate about helping our members achieve their financial goals and improve their financial well-being. If you are eager to be a part of a dynamic team dedicated to making a positive impact in the lives of our members, we encourage you to apply today for this exciting opportunity within Coosa Valley Credit Union!

Job Description

• This position does require travel. Travel will be dependent on branch staffing needs and work location can vary frequently.
• Provides excellent member service to members in the branch, through email, chat and calling on the phone.
• Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc.
• Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc.
• Must look for opportunities to refer products and services to each member, as fits their needs.
• Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc.
• Process and open new accounts as well as other items as requested by the member.
• Process cash with accuracy while following the security measures set in place according to policy.
• Responsible to read, study and apply credit union policies and procedures as assigned.
• Properly identifies members in the branch and over the phone following current security procedures in place.
• Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying.
• Participates in appropriate and applicable training through the credit union library, on-site trainings, cross training to ensure job knowledge is current and up to date.
• Maintains compliance with all required regulations and polices, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
• Other duties as assigned.

Job Qualifications

• High School diploma or GED.
• Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred.
• Experience in cash handling is preferred.
• Must have strong oral and written communication skills.
• General skills applicable to this position include:
• A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
• Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
• Ability to interact tactfully and professionally with Credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information.
• Travel is required. Travel to the various branch locations or to off-site trainings will be necessary on a weekly basis.

Core Competencies

Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, changes approach or method to best fit the situation.

Business Ethics - Treats people with kindness and respect, keeps commitments, inspires the trust of others, works ethically and with integrity, and upholds organizational values.

Communications - Expresses ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, writes clearly and informatively, edits work for spelling and grammar, varies writing style to meet needs, presents numerical data effectively, demonstrates effective and clear presentation skills.

Initiative - Volunteers readily, undertakes self-development activities, seeks increased responsibilities, takes independent actions and calculated risks, looks for and takes advantage of opportunities, asks for and offers help when needed.

Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in group problem-solving situations, uses reason even when dealing with emotional topics.

Sales Skills - Achieves sales goals, overcomes objections with persuasion and persistence, initiates new contacts, maintains customer satisfaction, maintains records and promptly submits information.

What does it mean to work at Coosa Valley Credit Union?

At Coosa Valley, serving our members is not just a job; we have a much higher purpose. At Coosa Valley Credit Union, "We Care" and "We Listen" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service members deserve. No matter the need or unusual circumstance, we still listen. We use our Core Values as a guide and constant reminder that we can always improve our members’ lives. We don’t charge more so that we can increase a line on a graph and we don’t believe that revenue is most important.

Our purpose is simple: to help people in our hometown live better financial lives.

“Helping People Live Better Financial Lives” is the purpose that unites all of us at CVCU. We want to create value – for our members, for our employees, and for the communities in which we operate. CVCU’s employees will always put their experience, pride and enthusiasm into making this happen.