Support Services Officer

COAST360 FEDERAL CREDIT UNION•Hagåtña, GU

3d•Onsite

About The Position

SUMMARY: Conducts operations support functions to include review of RSD transactional activities related to new accounts, closed accounts, dormant account activations, account maintenance and loan closings; dispute resolution; shared branch transactions; processes returned mail; system generated account notices and inventory of division forms and supplies. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following job functions. Other job functions may be assigned from time to time. The job functions contained herein are intended to be supplemented by “Task Lists” which describe various individual tasks associated with each job function. Reviews daily all system reports of new accounts, closed accounts, account maintenance and dormant account activations against original source documents scanned into Nautilus to ensure all transactions performed at the front lines are complete, appropriate and accurately recorded in the core system. Track and report all discrepancies to management. Reviews daily all loans booked including all loan documentation to ensure it is complete, appropriate and accurately recorded in the core system. Investigates and resolves all electronic transaction disputes in line with Reg E. Reviews, reconciles and coordinates all CO-OP Shared Branch transactions and reports. Handles and processes all returned mail. Generates, stuff and mail various member notices. Maintains inventory of forms and supplies for the operations division. Cross-sells credit union’s products and services. Performs other duties as might be assigned from time to time. SUPERVISORY RESPONSIBILITIES: None. PERFORMANCE STANDARDS: Must have in-depth knowledge of all credit union services, operational policies and procedures, and is able to communicate this knowledge effectively to staff and members. Ability to work interdependently with staff of the credit union. Utilizes interpersonal skills effectively in a team environment. Displays leadership ability plus professional attitude and appearance.

Requirements

A high school diploma or general equivalency diploma (GED) is required; plus two or more years related experience in member/customer service in a full service financial institution or any equivalent combination of formal training and/or experience which provides the necessary knowledge, skills, and abilities thereof.
Ability to read and interpret forms, savings account and loan account entries and transactions, as well as general banking documents such as operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and construct basic correspondence to communicate account information to members.
Ability to speak effectively with members and employees. Communicate effectively in both oral and written form.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. In certain circumstances, problem resolution may require considerable diplomacy while dealing with difficult people.
Valid Driver’s License
Ability to operate standard office equipment and tools such as postage machine, fax machine, telephones, photocopier, typewriter, and utilize appropriate versions of current computer software (e.g., Microsoft Office).

Responsibilities

Reviews daily all system reports of new accounts, closed accounts, account maintenance and dormant account activations against original source documents scanned into Nautilus to ensure all transactions performed at the front lines are complete, appropriate and accurately recorded in the core system.
Track and report all discrepancies to management.
Reviews daily all loans booked including all loan documentation to ensure it is complete, appropriate and accurately recorded in the core system.
Investigates and resolves all electronic transaction disputes in line with Reg E.
Reviews, reconciles and coordinates all CO-OP Shared Branch transactions and reports.
Handles and processes all returned mail.
Generates, stuff and mail various member notices.
Maintains inventory of forms and supplies for the operations division.
Cross-sells credit union’s products and services.
Performs other duties as might be assigned from time to time.