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Administrative Support Representative

Company: SchoolsFirst FCU
Location: Tustin
Posted on: March 26, 2020

Job Description:

Position Summary:

Responsible for a variety of office support tasks with a high degree of attention to detail and accuracy as well as incorporating new and effective ways to achieve better results.

Essential Job Functions:




  • Assist more senior teammembers in ways that optimize processes, tools, and Member Service.







    • Create and update records ensuring accuracy and validity of information.

    • Coordinate with other departments to ensure compliance with established policies.

    • Accurately organize and file, manually or electronically, all Member information to ensure up-to-date Member files. Maintain accurate and up-to-date files and records for all products and services with the credit union.

    • Answer telephone for the department professionally and courteously. Answer questions, provide information, and/or route calls to appropriate teammember. Take messages and coordinate follow through.

    • Prepare reports, presentations, memorandums, proposals and correspondence ensuring accuracy and completeness of work.

    • File records pulled throughout the day to enhance credit union efficiency.

    • Ensure that the archive records are properly stored and easily accessible.

    • Ensure that all on-hand records are current and organized for ready access.

    • Photocopy or scan and file documents as requested.

    • All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

    • Performs other related duties as assigned or requested.

      Education:

      High School Diploma

      Years of Experience:

      0 -1 Years Previous Experience

Keywords: SchoolsFirst FCU, Tustin , Administrative Support Representative, Administration, Clerical , Tustin, California

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