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Job Summary
Under the direction of the Deposit Operations Manager, interact with and serve members by taking their calls into the Call Center and queries in eBanking.
Help them with transaction processing, deposit and loan product referrals, and other member needs and services. Play a key role in the success of TCU;
MSRs are often the first - and sometimes only - point of contact for our members. Work cooperatively with colleagues and management to achieve TCU's strategic goals and objectives.
Adhere strictly to all BSA / AML / OFAC and security practices to safeguard the staff against money laundering and robbery attempts.
All responsibilities are to be performed in compliance with TCU standard operating procedures, TCU policies, applicable state and Federal regulations and applicable state and federal law, as well as according to TCU's Core Values and Performance Standards.
Essential Responsibilities
Serve members' financial needs by facilitating the processing of account transactions, including share and other deposit accounts, loan payments and other transactions, and by answering their questions about TCU services, accounts and prospective accounts, and by referring and routing calls to other subject matter experts at TCU.
Build and maintain expertise about TCU's products and services, and make and recognize opportunities to inform members about products and services that could meet their needs.
Build and maintain expertise about TCU's products and services, and make and recognize opportunities to inform members about products and services that could meet their needs.
Know and adhere to TCU's policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulations in order to safeguard against money maundering and other transactions prohibited by Federal law.
Know and adhere to TCU's fraud prevention and response policies and procedures to safeguard members and their accounts and information.
Reconcile accounts as needed and bring all over & short differences to supervisor's attention as soon as known in order to make corrections.
Assist and provide back-up to Deposit Operations Specialists as needed, or directed, including distributing the mail to the appropriate departments, processing of the daily incoming mail, and maintaining updates on mail machine.
Help maintain supplies by checking stock to determine inventory levels; expediting orders and stocking items.
Ensure that operational process and procedures are being followed in compliance with regulations.
Timely completion of own performance evaluation / and review and submission of supervised employees' evaluations.
Other duties related to TCU's operations or mission as assigned.
Required Experience & Skills
Required Education, Training, Certifications or Licensing
Physical Requirements
The requirements below represent those that must be met by an employee to perform the essential functions of this job. Reasonable accommodations may be made to enable people with disabilities to perform the Essential Responsibilities and meet these Physical Requirements
Equal Employment Opportunity and Non-discrimination
Tremont Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability or genetic information;
in addition to (MGL C 151b) mental illness, retaliation and active military. Tremont Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities and to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Job Posted by ApplicantPro
Last updated : 2024-04-25
Full Time
Banking
$50k-63k (estimate)
04/26/2024
07/25/2024
tremontcu.org
BOSTON, MA
25 - 50
1952
LEONARD BRODERICK
$5M - $10M
Banking
Tremont Credit Union is a full service cooperatively owned financial instituion serving the working men and women of Boston and Eastern Massachusetts (Norfolk, Suffolk and Middlesex Counties). Operating 4 full service branches throughout Boston and on the South Shore.
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