Take a leap and join our team!

Role Summary:

What You Will Be Doing:

• Respond to member inquiries within the established service level agreements (SLAs)
• Research complex inquires with guidance from leadership and Sr. Operations Representatives
• Answer internal department inquiries via phone and correspondence
• Complete Cases and/or Service Desk tickets within SLAs
• Review and archive branch and member documents for auditing and retention purposes.
• Audit per requirements within the department area
• Review and verify various department reports
• Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
• Handle DOR e-withholding along with SSA and AVS notifications
• Perform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas and other 3rd party information request, closed accounts
• Assist in the administration of specialty account tasks
• Prepare and balance daily general ledger (GL) transactions
• Process returned deposit items and letters
• Process the daily incoming and transit cash letter files from the Federal Reserve Bank (FRB), branch, and other remote sources daily, ensuring high balancing accuracy and timeliness
• Research and resolve Fed check adjustments
• Process ACH exceptions, error files and rejects
• Ensure ACH disputes are resolved promptly within the designated timeframe
• Set up and cancel ACH Originations for consumer transactions
• Work with leadership to provide ongoing process improvements and continue to review processes to find efficiencies
• Image documents and index them accurately into the record retention program
• Handle incoming and outgoing exception and research requests
• Process reporting data to perform tasks and audit
• Attend credit union training sessions, webinars, or conferences as approved by management.

About You:

• Ability to provide excellent member centric service
• Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership
• Ability to work in a demanding environment and multi-task without compromising work quality
• Ability to prioritize and manage multiple demands effectively to meet or exceed SLAs
• Ability to work solely or collaboratively while building positive working relationships
• Practice critical thinking to mitigate fraud/losses to protect our member’s and CU’s assets
• Possess skills required to communicate to members, the public, and colleagues effectively and professionally
• Maintain knowledge of laws, rules, regulations, policies, and procedures which impact assigned responsibilities
• Maintain a clear understanding of data processing menus, activities and processing
• Maintain general knowledge of other organizations within the credit union. Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staff

What You Will Need:

• High School diploma or GED equivalent required
• A minimum of one (1) year of relevant experience, preferably within a credit union environment
• Financial Institution accreditation is preferred
• Ability to work a flexible schedule according to business needs
• Some travel may be necessary to fulfill duties, career development, and training
• Proficient with standard office equipment, Microsoft Office programs; familiarity with data processing and standard reporting programs
• Ensure sensitive data is protected with the highest standard of security and confidentiality
• Display mutual respect, trust and dignity, acting in the best interest of the credit union, lead by example by displaying solid ethics and integrity

Our Team Member Value Proposition:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Full Salary Range: