Branch Support Specialist

Essential Credit Union; Gonzales (LA); On-site; USD 32,000 - 38,000; Full time

Job summary

Essential Credit Union in Gonzales, LA is seeking a detail-oriented Records/Clerical Associate to maintain member files and documents. Responsibilities include organizing files, creating folders for new accounts, and handling statements and signatures with accuracy and confidentiality.

The role emphasizes compliance with NCUA regulations, strong customer service, and reliable, punctual performance in a financial setting.

Qualifications

• High school diploma or GED required.
• Demonstrated ability to provide quality member service.
• Familiarity with office software and filing systems.

Responsibilities

• Accurately file and organize member information, manually or electronically.
• Create and maintain folders for new member accounts with name and account number.
• Provide copies of statements on request or as directed.
• File signature cards and loan folders to support efficiency.
• Scan, photocopy, and store documents as needed.

Skills

Interpersonal skills

Customer service

Attention to detail

Critical judgment

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Accountable for the maintenance of the files and records for the credit union. Duties include, but are not limited to, general clerical functions such as filing, photocopying, setting up and/or maintaining files and folders, typing folder labels, assembling reports and manuals, etc.

Duties and Responsibilities

• Accurately organize and file, manually or electronically, all member information to insure up-to-date member files. Maintain accurate and up-to-date membership records for all products and services with the credit union.
• Create new folders with name and account number for all new member accounts.
• Obtain and provide copies of statements per members’ requests and/or per supervisor’s request.
• File all signature cards.
• File all loan folders pulled throughout the day to enhance credit union efficiency.
• Ensure that the archive records are properly stored and easily accessible.
• Ensure that all on-hand records are current and organized for ready access.
• Check and maintain the inventory of regular supplies and forms so that the credit union functions efficiently and without interruption. Notify supervisor of need to order supplies or forms as necessary.
• Scan and store documents when necessary.
• Photocopy documents as requested.

Major Accountabilities

• Deliver quality service to membership and colleagues consistently.
• Adhering to BSA and OFAC regulations.
• Always adhere to member confidentiality rules and displays professionalism.
• Must be reliable and punctual.

NOTE: THE LIST OF ESSENTIAL FUNCTIONS IS NOT EXHAUSTIVE. IT MAY BE SUPPLEMENTED AS NECESSARY FROM TIME TO TIME

Job Specification

• High School Diploma or GED required.

Training Requirements

• Maintain knowledge of Microsoft Office Products (Word, Excel, and Office).
• Use of desktop computers.
• Working knowledge of other core systems.
• Annual training to ensure compliance with NCUA requirements, rules, and regulations.

Work Experience

• One (1) year experience in a financial institution setting.
• Working in a previous cash handling and customer service environment.
• Credit Union or banking experience desired.

Skills, Abilities, and Knowledge

• Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
• Use of critical judgment in day-to-day situations and problems within established guidelines.

Physical Requirements

Perform primarily sedentary work on computer or laptop for an average of eight (8) hours per day. Lifting and carrying up to 35 lbs. when moving cash drawers or coin bags. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Other Requirements

Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters.