Member Service Supervisor
Core
Supervise Member Service Representatives (MSRs) at a credit union branch, ensuring operational compliance, cash security, and staff performance.
Role type
Front-line operations supervisor (credit union)
Builds
Daily branch operations and member service delivery
Domain
Financial services / Credit Union
Deliverable
product features
Required skills
Cash handling, staff supervision, regulatory compliance, conflict resolution, scheduling, training
Preferred skills
Team collaboration, product promotion, bilingual communication
Technologies
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; Resolve member account-related problems.
Seniority
Individual Contributor, supervisory level