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Branch Support Assistant | Assistant in Clerical Job at United Heritage Credit Union in Austin TX 1

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Branch Support Assistant

Austin, TX

United Heritage Credit Union - Serving Texas For 60 yrs Founded in 1957, we are an Austin-based credit union with approx $900 million in assets, twelve bank branches located throughout Austin and Tyler, Texas, and about 210 employees. Our employees voted us as 1 of the Austin-American Statesman's Top Workplaces 6 consecutive years. UHCU goes above and beyond to cultivate a culture of integrity and innovation. Come join this award winning team to see what makes UHCU a great place to work! We are looking for a team player who is independent, resourceful, detail-oriented, and a logical problem solver to join our Financial Services Operations team. Under the direction of the Senior Vice President of Operations, the Branch Support Assistant will review account documents to include but not limited to: Power of Attorneys, Trust Documents, Estate Documents and Business Accounts. This individual will provide support on the IRA portfolio, as well as Safe Deposit Boxes. This person must be proficient with Excel in order to prepare spreadsheets to include data analysis, probabilities, and mail merge. This individual will handle communication both verbally and in writing with staff, vendors, and members. In addition, they will be responsible for working on responses to assist with social media posts, reviews, complaints, and emails from members. Do you have a proven work history and are you able to successfully... Answer and direct all incoming calls. Greet and direct all visitors that enter the administrative area, including members, staff and vendors. Maintain portfolio of special service products and work with vendors on reconciliation of deposit products. Create working job aids and produce written policies and procedures to support operations and financial services. Process exception reports produced from core systems. Complete daily worksheets tracking share dollar portfolio, track large item deposits, and review, combined with interest rate pricing. Complete scorecards based on productivity for select staff. Manage the chargeback reports and tracking. Complete branch audits as designated. Complete daily tasks: filing, copying, binding, imaging, processing mail and shipments, liaison for ordering office supplies. Handle business card ordering, notary applications and submittals, medallion stamps and timecards for financial services as needed. Maintain filing system for key documents. Maintain department equipment (copiers, printers, etc.). Coordinate meeting logistics and schedules. Assist with projects as requested. What you will need to succeed: Strong verbal and written correspondence abilities to communicate professionally. Expertise to manage multiple priorities and meet deadlines in a high energy, high volume, workplace environment, while maintaining a positive temperament. Familiarity with common financial and legal documents. Must possess proven skills related to the accuracy in the use of numbers and their application in the processing and tracking of credit union transactions. Demonstrated expertise to collaborate with all levels of employees and customers. Employs the mindset aimed at continuous professionalism, evaluation, improvement, and innovation. The Qualifications: High-school or G.E.D. equivalent required. Some college preferred. An equivalent combination of education and background may be considered. Min of 1-two years general office duties with extensive background with Ms office, specifically with Excel. 1-2 yrs of financial institution background required. 1-2 yrs customer service background desired. Proficiency with Symitar preferred. Must have reliable transportation for occasional travel to work locations. Must be able to work some evenings and weekends as needed.
United Heritage Credit Union
Accounting & Finance
March 13 on ApplicantPool
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More About this Listing: Branch Support Assistant
Branch Support Assistant is a Clerical Assistant Job at United Heritage Credit Union located in Austin TX. Find other listings like Branch Support Assistant by searching Oodle for Clerical Assistant Jobs.