Job Summary:

The Lead Transaction Specialist will provide leadership and day-to-day management to the Transaction Specialist in a branch environment. This role will ensure all credit union members receive exceptional service, leadership capabilities, a willingness to learn, and the ability to be flexible. To train employees in all teller functions. The Lead Transaction Specialist will work as part of a team under the direction of the Regional Operations Manager

Essential Functions/Responsibilities:

·         Provide education and training pertaining to teller functions for Transaction and Financial Specialist to frontline staff.

·         Provide new hires and/or current staff with one-on-one teller training for situations with a TCR and with a cash drawer when necessary.

·         Orders daily cash requirements for the credit union; including but not limited to managing vault, TCR, and ATM cash limits.

·         Operate as a Transaction Specialist, Lead, and Manager in a proficient manner.

·         Post transactions to member accounts and maintain member records on the computer system.

·         Balance cash drawer, daily transactions, and ATMs.

·         Performs a variety of miscellaneous tasks including typing, filing, computer input, and answering the telephone.

·         Collaborates with team members during times of excess workload to pick up overflow tasks.

·         Adheres to all credit union policies and procedures as set forth in credit union manuals.

·         Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to the compliance department.

·         Greet members, ascertain their reason for the branch visit, guide, and assist them in the Xplore Away office.

·         Bring a positive attitude of willingness to develop personal intellectual knowledge and leadership skills.

·         Assist the Regional Operations Manager with various duties as assigned.

Required Skills/Abilities:

·         Ability to communicate effectively and provide service to members.

·         Ability to solve problems while working directly with external and/or internal members.

·         Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.

·         Strong attention to detail and ability to complete work accurately.

·         Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, Microsoft Office products, input data, and counting money.

·         Ability to think logically to analyze situations, resolve problems, and make sound decisions.

·         A significant level of trust and diplomacy is required, in addition to normal courtesy which may involve motivating or influencing others.

·         Good organization and time management skills.

·         Ability to listen, develop/suggest solutions to problems and retain confidential information.

Education and Experience:

High School Diploma or equivalent

Minimum of 2 years of similar or related experience.

Knowledge of credit union products and services