Item Processing Senior Specialist

TITLE: ITEM PROCESSING SENIOR SPECIALIST
STATUS: NON-EXEMPT
DEPARTMENT: ITEM PROCESSING
DATE: 03/18
REPORTS TO: SUPERVISOR - ITEM PROCESSING OPERATIONS
JOB CODE: 1736
PAY SCALE: $21.34 - $25.00 HOURLY
GENERAL DESCRIPTION:
Lead and provide assistance to the staff to ensure accurate and timely completion of daily work. Responsible for monitoring the workflow consisting of a wide variety of tasks such as, ATM deposits, Mobile banking, loan and Visa payments, CheckFree/Metavante and/or remittance and transit processing. Ensure staff stays within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Provide members and branch/department personnel a high level of service in an efficient and courteous manner. Communicate and interact with members and branch/department personnel to provide assistance on department related processes to ensure credit union strategic goals are met.
TASKS, DUTIES, FUNCTIONS:

1. Lead, train, guide, and motivate department staff as assigned. Coordinate and monitor daily workflow of the department. Communicate and interact with department management to develop staff schedules and training.
2. Coordinate and monitor daily workflow of the department. Perform duties of the Supervisor in their absence.
3. Identify and resolve, or lead others to resolve, issues that arise not in the normal course of business, especially those related to more complex or significant transactions. Use utmost care and judgement when identifying member related and or system integrity issues and ensure that they are escalated to the proper level of management for immediate resolution. In the case of member impact, ensure timely communication to management, so proper notifications can be disseminated throughout the company.
4. Perform functions of the various Item Processing positions as needed in accordance with procedures, and ensure daily timelines are met.
5. Ensure general banking practices and regulations are followed.
6. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
7. Monitor and maintain the transport. Report any system issues to management to ensure vendors are contacted to find timely resolutions.
8. Identify and report fraudulent activity to management to prevent potential loss to the credit union.
9. Research and respond to member/branch/Contact Center inquiries timely.
10. Complete in depth research relating to outages, member complaints, and other urgent department requests.
11. Assist GL Reconciler in locating general ledger outages. Monitor and assist when necessary timely reconciliation of departmental general ledgers, especially those related to complex or significant transactions. Research and correct discrepancies timely/clear aged items aggressively.
12. Prepare cash letter files for transmission at end of day. Assist in preparing the balance sheets for day's activity.
13. Perform system validation as changes/upgrades occur.
14. Participate on project teams and special projects as assigned. Perform system testing and enhancement/upgrade validation and/or implement new products and services.
15. Prepare and maintain department statistics and reports. Prepare administrative reports and information gathering.
16. Work closely with the vendors regarding day-to-day production workflows. Assist in resolving system issues.
17. Perform related duties assigned.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

1. Effective oral and written communication skills required.
2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: Branches, Contact Center, other departments
2. EXTERNAL: Vendors, Members

QUALIFICATIONS:

1. EDUCATION: Successful completion of High School curriculum is required; Two-year degree or equivalent work experience preferred.
2. EXPERIENCE: Three years or more experience at a financial institution or similar experience in a related position preferred.
3. KNOWLEDGE/SKILLS:

• In-depth knowledge of state and federal laws and regulations as well as credit union policies and procedures related to products and services

• Strong oral and written communication skills
• Professional member relations skills & telephone etiquette

• Proficient computer skills and software experience
• Ability to work as a team and exhibit strong leadership skills
• Ability to work independently with little supervision
• Good organizational skills and ability to multi-task
• Display confidentiality skills

PHYSICAL REQUIREMENTS:

1. • Prolonged sitting throughout the workday with occasional mobility required.
   • Corrected vision within the normal range.
   • Hearing within normal range. A device to enhance hearing will be provided if needed.
   • Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

LICENSES/CERTIFICATIONS:
None
REV.5/16/2023
Other details

• Job Family Non-Manager
• Job Function Non-Manager
• Pay Type Hourly
• Min Hiring Rate $21.34
• Max Hiring Rate $25.00

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