Job Summary:
The Branch Supervisor will guide and manage branch operations in providing quality service to members in account transactions, loan applications, and new accounts. The Branch Supervisor will assist the Branch Manager in overseeing the daily operations of the teller department and the member service department.
Essential Duties and Responsibilities include the following:
1. Oversee the daily operations of all tellers and member service representatives.
2. Monitor branch activity about transactions, teller errors, and new accounts.
3. Monitor all branch operations to ensure a consistent, professional approach.
4. Monitor all Teller/MSR staff in regard to professional appearance and conduct.
5. Assist staff or members in solving complex account problems.
6. Supervise the activities of the teller/member service rep operations by assigning work, answering questions, solving problems, helping with complex transactions and sensitive member relations problems. Explain policies and procedures to members as a communication tool.
7. Oversee the teller/MSR staff in all aspects of their job duties.
8. Order currency for the Credit Union on a weekly basis. Ensure cash moves for TCR’s and ATM’s are done properly.
9. Ensure cash recyclers are filled to ensure daily flow is not interrupted.
10. Audit cash recyclers if there is a discrepancy in balancing or when needed.
11. Oversee the maintenance calls when appropriate on cash dispensers, ATMs, coin counter as needed to make sure that equipment is kept in good running order.
12. Approve member exceptions and authorize service fee refunds to members when deemed necessary.
13. Ensure transactions for CTR and SAR filing is done correctly and provide correct information to the Compliance Manager for filing as needed.
14. Manage and order supplies and equipment monthly or when needed.
15. Maintain an adequate supply of money orders and certified checks.
16. Assist the Branch Manager when locks and combinations need to be repaired, replaced, and/or changed.
17. Investigate teller losses and institute corrective flow of work and/ or corrective disciplinary action where required.
18. Maintain comprehensive, up-to-date knowledge of all State and Federal regulations that are applicable to the transactions carried out in the teller area. Knowledge of all credit union policies and processes within the teller area.
19. Evaluate the job performance of subordinates to ensure quality member service and accurate transactions.
20. Perform other assignments, projects, and duties as required/assigned.
Education Requirements:
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