Member Service Supervisor (San Marcos)

SAN-Diego-County-Credit-Union

San Marcos (CA)

On-site

USD 45,000 - 54,000

Full time

14 days+

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Job summary

SAN-Diego County Credit Union in San Marcos, CA seeks a dedicated Member Service Supervisor to lead a full-service branch and ensure top-tier member service. The role focuses on supervision, operations, and leadership within a busy credit union environment.

The ideal candidate will have cash-handling experience, supervisory skills, and a solid understanding of policies in financial services. This position carries full-time hours and requires strong communication and organizational abilities.

Qualifications

2 years of college experience or 3 years of relevant experience with a high school diploma.
2 years of cash handling experience in teller role.
Strong human relations and organization skills.
Supervisory ability; demonstrated knowledge of policies and procedures in the financial services industry.
Experience planning, organizing, leading and oversight of people and activities.
Professional and effective interaction, verbal and written communication skills.
Ability to manage multiple projects and meet deadlines.
Experience applying critical thinking and emotional intelligence in diverse situations.

Responsibilities

Schedule MSRs and ensure area is properly staffed at all times.
Assist members as necessary, serving as an FSR or MSR and cover lunches/peak periods.
Participate in hiring, training, coaching, supervision and performance evaluations of MSRs.
Maintain branch cash control and perform cash counts and vault audits.
Balance MSR cash drawers and monitor deposit errors.
Ensure compliance with CTR and BSA requirements.
Approve checks, provide overrides, and manage risk while meeting member needs.
Implement policy changes and ensure MSR compliance.
Coach MSRs in campaigns and ongoing product knowledge training.
Delegate audits and oversee MSR back-office duties with time management.
Participate in AML/BSA training and adhere to related policies.
Provide managerial oversight and foster a positive work environment.
Manage staff performance, coaching, feedback, and development.
Consult with HR on performance and safety issues; partner on employment decisions.
Monitor schedules and approve timesheets; manage meal/rest breaks while maintaining coverage.
May serve on ad hoc committees.
Perform other duties as assigned.

Skills

Cash handling

Teller experience

Supervisory ability

Communication skills

Organizational skills

Leadership

Policy knowledge

Critical thinking

Emotional intelligence

Education

College experience / relevant experience

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time San Marcos, CA, US

9 days ago Requisition ID: 1418

Salary Range: $33.50 To $39.25 Hourly

Position Summary:

The position of Member Service Supervisor is established to provide supervisory, operational and leadership support to a full service branch office of the credit union. Maintains quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

2 years of college experience or 3 years of relevant experience with a high school diploma.
Must possess strong cash handling background with 2 years of previous teller experience.
Strong human relations and organization skills.
Supervisory ability; demonstrated knowledge of policies and procedures in the financial services industry.
Demonstrated success in planning, organizing, leading and oversight of people and activities.
Professional and effective interaction, verbal and written communication skills.
Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.

Essential Duties and Responsibilities

Schedule MSRs and ensure area is properly staffed at all times. Promote quality member service.
Assist members as necessary, serving as an FSR or MSR. Set up assigned cash drawer to provide coverage during lunches and peak periods. Handle members' complaints and concerns as they arise.
Participate in the hiring, training, coaching, supervision and performance evaluations of MSRs as directed by management. Assist with planning and conducting branch huddles and meetings. Act as a positive role model to staff and assist MSRs with improving performance. Promote high morale and teamwork within the branch.
Maintain branch cash control using established policies and procedures. Schedule and perform surprise cash counts and monthly audits of vault.
Assist in balancing of MSRs' cash drawers; assist in locating outages; administer MSR over/short policy; monitor and correct deposit errors.
Monitor and ensure compliance of Large Currency Transaction Reporting (CTR) and Bank Secrecy Act (BSA).
Approve checks over MSR limits and authorize check exceptions. Provide overrides, ensuring that sound judgment, and that risk is mitigated to provide options and to meet members’ needs.
Implement changes in policy and procedures, ensuring MSRs' compliance.
Coach and develop MSRs to actively participate in campaigns, contests, one on ones with management, and meetings. Assist MSRs with their continuing education regarding product knowledge and techniques to effectively perform their job duties to meet or exceed performance goals.
Delegate and monitor auditing (to include negotiable items, daily work, membership applications, etc.). Assist with additional audits as requested by management.
Distribute and assign MSR back office duties and oversee their completion by using effective time management skills.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform Office of Foreign Assets Control (OFAC) comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Provide managerial oversight of the activities for areas of responsibility, including assigned staff and functional deliverables of the team.
Demonstrate leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive to trust and transparency.
Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful. Identify and address deficiencies constructively. Continually support, encourage and motivate team members toward ongoing growth and development.
Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department.
Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy. Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained.

Other Duties & Responsibilities

May serve on ad hoc committees.
Perform other duties as assigned.

Physical Demands and Work Environment

While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

The noise level in the work environment is usually moderate.

Position Summary:

Minimum Qualifications (Education, Experience, Skills)

2 years of college experience or 3 years of relevant experience with a high school diploma.
Must possess strong cash handling background with 2 years of previous teller experience.
Strong human relations and organization skills.
Supervisory ability; demonstrated knowledge of policies and procedures in the financial services industry.
Demonstrated success in planning, organizing, leading and oversight of people and activities.
Professional and effective interaction, verbal and written communication skills.
Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.

Essential Duties and Responsibilities

Schedule MSRs and ensure area is properly staffed at all times. Promote quality member service.
Assist members as necessary, serving as an FSR or MSR. Set up assigned cash drawer to provide coverage during lunches and peak periods. Handle members' complaints and concerns as they arise.
Participate in the hiring, training, coaching, supervision and performance evaluations of MSRs as directed by management. Assist with planning and conducting branch huddles and meetings. Act as a positive role model to staff and assist MSRs with improving performance. Promote high morale and teamwork within the branch.
Maintain branch cash control using established policies and procedures. Schedule and perform surprise cash counts and monthly audits of vault.
Assist in balancing of MSRs' cash drawers; assist in locating outages; administer MSR over/short policy; monitor and correct deposit errors.
Monitor and ensure compliance of Large Currency Transaction Reporting (CTR) and Bank Secrecy Act (BSA).
Approve checks over MSR limits and authorize check exceptions. Provide overrides, ensuring that sound judgment, and that risk is mitigated to provide options and to meet members’ needs.
Implement changes in policy and procedures, ensuring MSRs' compliance.
Coach and develop MSRs to actively participate in campaigns, contests, one on ones with management, and meetings. Assist MSRs with their continuing education regarding product knowledge and techniques to effectively perform their job duties to meet or exceed performance goals.
Delegate and monitor auditing (to include negotiable items, daily work, membership applications, etc.). Assist with additional audits as requested by management.
Distribute and assign MSR back office duties and oversee their completion by using effective time management skills.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform Office of Foreign Assets Control (OFAC) comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Provide managerial oversight of the activities for areas of responsibility, including assigned staff and functional deliverables of the team.
Demonstrate leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive to trust and transparency.
Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful. Identify and address deficiencies constructively. Continually support, encourage and motivate team members toward ongoing growth and development.
Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department.
Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy. Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained.