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To be considered for this position, you must apply on the Fortera website. Apply at: https://www.forteracu.com/careers

Operations Support Specialist

Full Time Admin Support Worker

Clarksville, TN, US

Requisition ID:1015

Position Purpose

Performs a variety of administrative and support duties related to front and back office Retail Operations. Complies with all Credit Union policies, procedures, and requirements. Required to work at any Credit Union location, which may include extended hours holidays, and Saturdays. Assists Information Systems Department in core system testing as needed. Performs other duties as assigned by the Regional Managers.

Essential functions and basic duties

• Collects statistical data and compiles periodic reports, including weekly cross-sales statistics, monthly teller incentive report, and other such reporting functions as assigned.
• Maintains inventory information for supplies as needed for deposit operations.Responsible for the replenishment of supplies after review of items for updates and approval for purchases.Forwards supply requests to Facilities for fulfillment.
• Assists in maintaining the operations team channels of communication.
• Leads Branch Reviews for Retail.
• Serves as a backup for all departmental roles, ensuring seamless operation during staff absences, staffing shortages, or increased workloads.
• Assists updating Operations policy and procedure manuals which may include compiling information, creating appropriate documents, preparing training materials, and disseminating information.
• Maintains database and contact information for vendors, equipment, facilities, and contracts related to Operations functions. Assists with keeping information and processes current.
• Assists in the review of quality assurance data for membership and account information. Ensures data integrity through report review and file maintenance when needed or assigned for correction and resolution. Informs supervisor of recurring situations indicating additional training needed or a misunderstanding of proper procedure.
• Assists in research and resolution of member and operational issues. Informs Operations management using current system information, Synergy, Internet, and/or other resources needed to complete the assignment.
• Participates in record retention and storage methods to include scanning, indexing, and quality control of account data records.
• Satisfactorily completes all required compliance training. Complies with all regulations within the scope of the position to include Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance.
• Attends and participates in all trainings, meetings, and committees as required.
• Participates in community and civic events to promote awareness of the Credit Union in the community.
• Work area and assigned equipment is clean, secure, and well-maintained.
• Performs other duties as assigned by management.

PERFORMANCE MEASUREMENTS

• Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards.
• Good business relations exist with members and their questions and problems promptly resolved.
• Good working relations exist with Branch personnel. Assistance is provided as needed.
• Required reports and records are accurate and timely.
• Management is appropriately informed of area activities and of any significant problems.
• Sales and Service Standards are met.
• Fortera Core Values are satisfactorily demonstrated.

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy genetic information, religious preference, protected veteran status, sexual orientation, gender identit or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

QUALIFICATIONS

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