Job Details

1333 MSO 3 Operations Specialist for Lompoc CA








Lompoc, California, United States


Banking and Finance




1333 MSO 3 Operations Specialist - Lompoc

Full Time


MSO 3 Operations Specialist - Lompoc
Full-time Non-Ex Reg Full-Time
1320 N H Street,  Lompoc, CA 93436
Requisition ID: 1333

Under the direction of the Branch Manager, the Member Services Officer 3 – Operations Specialist performs a wide variety of member transactions, performs advanced problem resolution, and assists the Branch Manager with operational duties.  Provides a high level of responsiveness to member inquiries by phone, email, or in person.  Promotes and maintains a positive image of the Credit Union.

Essential Functions 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position.  It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position.  Other duties may be assigned to meet business needs.
Opens and closes membership accounts, trust and special accounts, new business accounts and IRAs and performs transactions on such accounts.  Cross-sells products as appropriate.
Performs a variety of duties related to death claims.
Performs activities associated with the maintenance, control and security of vault cash.
Executes advanced problem resolution and account adjustments and resolves complex member concerns.
Approves transactions within authorized limits.
Safeguards quality control of branch documents to meet compliance standards and minimize branch audit exceptions.
Assists with monthly certifications to ensure compliance and minimal branch audit exceptions.
Assists in ensuring appropriate branch general ledger accounts are kept in balance on a daily, weekly, monthly basis and reports any deficiencies to Branch Supervisor or Branch Manager.
Assists in managing branch cash and maintaining branch limit requirements, including cash orders.
Runs reports and other informational documents as needed to assist Branch Manager in day to day operations of branch.
At the direction of the Branch Manager, trains new employees in MSO duties and ensures that they obtain the necessary training to advance their job knowledge.
Communicates effectively on the phone, with knowledge of outbound sales techniques, Q & A selling method, personal benefit statements and assumptive closing.
Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual.
Maintains current job knowledge of Credit Union policies, procedures and services.
Practices cross-selling techniques to promote other Credit Union services.
Assists in coaching and development of other branch employees.
Performs MSO 1, MSO 2 and MSO 3 – Relationship Specialist duties as needed.
Performs duties as assigned by management and may be assigned to work at any branch.

Member Service Orientation
Job Knowledge

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience
One year of customer service and/or cash handling experience in a retail or banking environment.

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