Operations Assistant

Job Summary

The primary function of this position is to assist the credit union in achieving its vision to become the preferred financial service provider for all members. This is achieved by providing outstanding service to both Internal and External Members that meets the Service Promises and Standards of the credit union. A key component of this service is to identify the members’ financial needs and recommend appropriate credit union solutions.

Safeguards member information and credit union vital records in a manner commensurate with the sensitivity of the information and in compliance with the credit union's information security policies, standards, and procedures.

Responsible for providing quality member service through efficient, accurate and timely handling of requests. Reviews and processes the daily return cash letter items, ensuring proper handling of items. Processes, files and maintains daily branch capture items from financial centers including foreign items and savings bonds. Provides members with information and answer questions regarding their accounts.

Primary Responsibilities

• Provide exceptional member service to all internal, external, and potential credit union members that meet the Service Promises and standards of the Credit Union.
• Review and process return cash letter letters.
• Process, file and maintain daily branch capture items from financial centers including foreign items and savings bonds.
• Process daily auditing files for Card Services.
• Review and work to close deceased member accounts.
• Complete incoming and outgoing wire transfers and balance wires at the end of the day.
• Verify and process ACH Stop Payment and Written Statement of Unauthorized Debit forms in accordance with the NACHA rules and guidelines.
• Aid and process documents involving fraud/forgery.
• Review and verify stop payment forms received from financial centers for accuracy and proper handling of fees.
• Process general member inquires and resolve member problems, exercising discretion regarding all transactions and promotes our products and services.
• Conduct and complete any research requests within established time frames.
• Scan and balance on-us and transit checks for support areas.
• Sort, open and distribute department mail to appropriate team members.
• Maintain a working knowledge of the duties and responsibilities of other positions within the departments and act as a backup when necessary.
• Perform other duties as assigned and support all areas of the credit union.

Skill Requirements

• Effective interpersonal and exceptional customer service skills.
• Innovative and enthusiastic in delivering excellence in service to others.
• Ability to read and comprehend simple instructions.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to effectively present information in one-on-one and small group situations.
• Initiative/self-starter; detail and goal oriented.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Organized work habits.
• Listening, oral, and written communications.

Candidate Profile

• Bright
• Verbal
• Curious
• Assertive
• Approachable
• Enthusiastic
• Flexible

Other Requirements

• High school diploma or general education degree (GED)
• Six (6) months previous teller experience preferred.
• Must be bondable.
• Must adhere to all applicable Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC) laws and regulations.

Technical Requirements

• Good computer skills,
• Skilled in math procedures and typing.
• Microsoft Word and Excel
• Fax, calculator

Physical and Environmental Demands

• The employee must frequently sit for long periods of time.
• The employee must frequently walk and handle objects.
• The employee must frequently express or exchange ideas by means of the spoken word to impart oral information and to convey detailed spoken clarification to others accurately or quickly.
• The employee must frequently receive auditory information by listening in person and by phone.
• Specific vision abilities required by this job are clarity of vision at 20 inches or less.

Environmental Demands

• The employee must frequently work with frequent interruptions through a variety of channels including phone, chats, cases, and emails.