Summer Branch Operations Internship

Department: Branch Operations
Classification: Non-Exempt
Reports To: VP of Member Experience

Role:

Responsible for developing member relationships, processing and reviewing production & member satisfaction reports, handling various member service issues, and providing lobby leadership at the branch level. The summer internship role has the potential to be extended.

Essential Functions & Responsibilities:

• Greets and welcome members to the credit union in a courteous and professional manner. Provide prompt, accurate and efficient service when guiding members, and ensuring that all of their needs are met.
• Identifies and pursues opportunities to promote and cross sell credit union products and services.
• Informs members of current promotions. Identifies members who may benefit from specialized services (i.e. investments, mortgages) and refers them to the appropriate department.
• Responsible for learning the credit union's product and service offerings as well as current promotions in order to effectively communicate the benefits to members.
• Assists with balancing the ATM, TCR, Vault, and performing other dual control functions in conjunction with branch management.
• Researches member problems and assists with first-line and escalated resolutions.
• Follows all established security procedures and reports security concerns to management.
• Provides assistance to the Operations Support Department as needed
• Works directly with the VP of Member Experience to review and analyze various production and member satisfaction scores.
• Works to review and resolve member service issues in conjunction with the VP of Member Experience as well as Branch Management.
• Remains cognizant of and adheres to Mid Atlantic Federal Credit Union's policies, procedures and regulations pertaining to the Bank Secrecy Act.

Expectations:

1. To be a team player within MAFCU and demonstrate teaming on an ongoing basis.
2. To follow all established security procedures
3. To be punctual and ready to start working per agreed upon schedule.
4. To maintain the strictest confidentiality with Credit Union information.

Knowledge and Skills:
Experience: Not Applicable


Education: Equivalent to an 11th grade High School Education

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose routine matters for the purpose of giving or obtaining information which may require some discussion. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.


Other Skills: PC proficiency in Microsoft Office Word and Excel.

Physical Requirements: This position is primarily based in a general office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job:

• Mobility: Ability to move about the office to access files, office equipment, and interact with colleagues.
• Manual Dexterity: Frequent use of hands and fingers for typing, writing, and handling office supplies and equipment.
• Visual Acuity: Ability to read and interpret documents, emails, and computer screens for extended periods.
• Communication: Ability to communicate effectively in person, over the phone, and via digital platforms.
• Sitting/Standing: Prolonged periods of sitting at a desk and working on a computer, with occasional standing or walking.
• Lifting: Occasionally required to lift or move items up to 50 pounds, such as office supplies or small equipment.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
Work Environment: General Professional Office Environment