Retail Administration Coordinator/Hybrid

Summary

• Assists with the duties required to ensure the efficient daily operation of both Retail Administration and all FMFCU retail delivery channels. Interacts with Branch, Remote Delivery, and Department staff to maximize productivity and resolve problems. Provides quality service to members and employees and supports the overall goals of the Credit Union.

Key Responsibilities

• Handles the relationship with various third party vendors to provide effective products and services; specifically in relation to currency management, new member onboarding, and account file maintenance.
• Provides support to member facing staff by acting as a Help Desk for assistance regarding general questions, password resets, and other inquiries. Ensures access levels are appropriate for all member facing staff on various Retail Administration systems.
• Provides operational and administrative support and oversight for all negotiable items; such as cash supply, saving bonds, foreign currency, check stock, and counterfeit currency Maintains and reports to management the monthly branch overs/short report.
• Processes and maintains a variety of reports, forms and logs in the interest of operational efficiency and consistency. This includes, both in-branch and online membership application process and safe deposit box management.
• Provides quality control of new member documentation and onboarding to ensure accuracy, efficiency, and compliance.
• Assists in managing, testing, and creation of member facing workflows of our internal CRM system and intranet.
• Creates and updates Retail Administration procedures and other documents pertaining to processes maintained by the department.
• Assists in performing branch audits.
• Manages and distributes branch supplies for daily branch operations, as well as supplies for new, relocated, and/or closed branches.
• Handles member correspondences, research and verifications as it relates to quality service and problem resolution.
• Monitors the current Medallion and notary public program and ensure ongoing training of staff.
• Assists with branch access by maintaining backup codes. Assists with branch opening when necessary.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Federal Credit Union and its members.

Education/Experience

• Associates Degree and a minimum of 3 years related financial services experience or 5-7 years of equivalent experience required

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Motivated/Works Independently
• Analytical/Problem Solving
• Organizational Skills
• Detail Oriented
• Verbal/Written Skills
• Microsoft Office
• Prioritize/Multi-task

Also required:

• Must maintain confidentiality
• Must be available for occasional travel
• Ability to meet with or service internal/external customers as needed at various locations in the company’s geographic area
• Must have a valid driver’s license

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit (for long periods of time). This position requires standing, walking, balancing, reaching, bending, kneeling, crouching, pushing, pulling, typing, and repetitive motion. The employee may occasionally lift and/or move items up to 30 pounds. Specific vision abilities required by this job include close vision.

Other Duties

• This job description is not intended to be an all-inclusive list of responsibilities required for this job. Responsibilities may be assigned or changed at any time.

Equal Employment Opportunity

• FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.