Research and Quality Management Support Specialist

at  Together Credit Union

JOB SUMMARY

The research and quality management support specialist is responsible for assisting Research and Quality Management team members, branch employees, and back-office internal departments in daily tasks

REQUIRED QUALIFICATIONS

An equivalent combination of education, training, and experience will be considered.

• High school diploma
• Minimum 2 years financial institution experience engaging with members related to product offering.

KNOWLEDGE, SKILLS, AND ABILITIES (KSA’S)

A representation of the knowledge, skills, and abilities necessary to perform this job competently.

• Knowledge of process, procedures, and requirements to respond to requests.
• Ability to perform duties under minimal supervision and actively engage with manager and related departments within the credit union to resolve issues.
• Ability to work in a fast-paced environment and prioritize work.
• Ability to professionally handle confidential and sensitive information, natural tendency towards discretion.
• Excellent customer service skills and demonstrated ability to interact with anticipated audiences in a courteous, service-oriented manner.
• Collaborative team player, capable of working well with others, but also autonomously as needed.
• Develops trust-based relationships with branches, members, and internal partners

PHYSICAL ABILITIES

The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to work at a computer in a stationary manner up to 8 hours daily.

Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-
discrimination and dedicated to providing a positive discrimination-free work environment

JOB RESPONSIBILITIES

The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks others than those specifically stated in this description.

• Supports legal process and support specialists.
• Manages follow up support for deceased members.
• Reviews documentation for new accounts and special account ownership changes for accuracy; reports discrepancies to branches and other back-office departments.
• Provides backup support to quality management clerk.
• Processes incoming checks received by mail and scans checks through branch capture.
• Assists with returned mail and address maintenance.

The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to work at a computer in a stationary manner up to 8 hours daily