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Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.

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Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests. Provide support for all functions processed in the Operations department.

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Answer member calls and provide assistance or direct the call to the appropriate department.

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Provide outstanding member service and internal support to frontline staff.

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Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.

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Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.

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Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.

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Administer the Credit Union’s Safe Deposit Box program, including lease management and fee posting.

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Administer the Credit Union’s notary commissioning program, including training and support.

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Administer the Credit Union’s Medallion Signature Guarantee program, including training and support.

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Provide guidance to frontline staff related to check negotiation.

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Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.

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Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.

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Review, process, and balance daily/monthly operational reports.

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Appropriately respond and resolve member and staff escalations.

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Perform other duties as assigned by management.