Member Services Supervisor
Core
Supervise Member Service Representatives (MSRs) and manage daily branch operations, cash handling, and compliance for a credit union serving underserved communities.
Role type
Member Services Supervisor
Builds
Credit union branch operations and member services
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Cash handling, staff supervision, regulatory compliance, customer service, scheduling, conflict resolution, data entry, product promotion, safety decision-making
Preferred skills
Experience supervising MSR staff, bilingual communication (English/Spanish), flexibility for evening/weekend shifts
Technologies
New Solutions, Microsoft Office (Excel, Word, Outlook), proprietary credit union systems
Responsibilities
Ensure workstations are organized and equipped for the start of the business day, Evaluate documents prepared by MSRs to ensure compliance with credit union policies, Control cash and all negotiable items, Conduct surprise cash drawer audits, Coach and track MSRs on promoting products and service skills, Develop work schedules for staff to ensure appropriate level of coverage
Seniority
Mid-level supervisor, hands-on IC