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Self-Help Credit Union

Nonprofit credit unions financing housing

Member Service Supervisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLamont, CA, USA$26.25 - $28.65 /hr

About the Job

Requirements

  • High school graduation or equivalent is required.
  • Two years of MSR II or equivalent experience, including cash-handling and customer service experience, is required.
  • Experience developing and/or supervising MSR staff is required.
  • Strong customer service skills are required.
  • The ability to communicate effectively verbally and in writing is required.
  • The ability to work flexible hours, including evenings and weekends, is required.
  • Working knowledge of New Solutions and Microsoft Office (Excel, Word, and Outlook), and the ability to learn and efficiently operate credit union systems and proprietary software, are required.
  • The role may require travel to cover other branches.
  • Keen attention to detail and the ability to organize and prioritize work effectively are required.
  • Analytical and problem-solving skills are required.
  • Keyboard and data-entry skills and strong interpersonal and people-management skills are required.
  • English and Spanish may be required.
  • The ability to demonstrate Self-Help's core values—Mission Before Self, Service With Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, and Financial Sustainability for Mission Impact—is required.

Responsibilities

  • Ensure workstations are organized and equipped for the start of the business day.
  • Assist in ensuring the operations line is properly staffed and operational.
  • Provide guidance to Member Service Representatives (MSRs) on difficult transactions.
  • Evaluate documents prepared by MSRs to ensure compliance with credit union policies and procedures.
  • Assist MSRs in balancing daily transactions.
  • Control cash and negotiable items and ensure they are secured according to policy throughout the day.
  • Ensure the branch is supplied with appropriate cash within branch limits and maintain the minimum amount of cash in teller drawers to meet security and safety measures.
  • Process currency shipments under dual control.
  • Remove, count, and record cash from automated teller machines (ATMs), or supervise others completing these tasks.
  • Conduct surprise cash drawer audits.
  • Ensure all general ledgers are in balance and research problems to resolve them.
  • Provide on-the-job training to new MSRs and provide general performance input to branch management.
  • Provide management with feedback on other MSRs' production and goals.
  • Coach and track MSRs on promoting products and service skills.
  • Make safety-related decisions, especially during emergencies when members or staff may be at risk.
  • Conduct staff meetings, provide training and regulatory or process updates, and model customer service for staff.
  • Complete self-assessments or ensure they are completed thoroughly, accurately, and on time.
  • Participate in or lead performance and accountability sessions with MSR staff under the guidance of the Branch Manager or Assistant Branch Manager.
  • Ensure daily processes are followed and open and close the branch as needed.
  • Participate in hiring and selection with the Branch Manager or Assistant Branch Manager.
  • Develop staff work schedules to ensure appropriate coverage.
  • Resolve member account-related problems and maintain positive public relations.
  • Explain services to prospective personal and business account members to generate additional credit union business.
  • Follow general regulatory procedures, including Bank Secrecy Act and anti-money laundering requirements.
  • Support business development activities, including attending events or ensuring adequate staffing for staff to attend.
  • Perform other assigned duties and projects.

Desired Qualifications

  • A preference is stated for experience working in organizations that prioritize teamwork and collaboration.
  • A strong commitment to the mission of creating economic opportunity for traditionally underserved communities is preferred.

About the Company

Self-Help Credit Union

Nonprofit credit unions financing housing

Self-Help Credit Union is a nonprofit network that provides fair and responsible mortgages and small business loans to borrowers in North Carolina, California, and beyond, helping them build wealth. It finances affordable housing, childcare centers, public charter schools, faith-based organizations, and community-focused commercial real estate to strengthen underserved areas. Its integrated model includes two credit unions, a loan fund, and a research and policy group that studies financial markets and advocates for policies to reduce poverty and expand ownership. Its goal is to create and protect ownership and economic opportunity for all by expanding access to fair credit and affordable financing, while educating policymakers and lenders to lower the cost of poverty.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Durham, NC
Founded
1980

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