Operations Specialist

JOB SUMMARY:

Receive and process member transactions via the telephone. Conduct back-office processing. Maintain computer files necessary to keep accurate records. This is a Monday–Friday position, 9:05am–6:05pm; with rotating Saturday 9:30am-4:05pm. This is not a remote position.

MINIMUM REQUIREMENTS:

1. Must have a high school diploma or equivalent.

2. Must be:

• Proficient in Excel and Word.
• Able to talk on the phone.
• Basic office skills.

3. Must be able to interact effectively with members, potential members, and employees.

RESPONSIBILITIES and DUTIES:

1. Answer the phones and process all member transactions and/or inquiries accurately and quickly.

• Greet all members in a friendly and professional manner.
• Utilize the “soft transfer” method to transfer calls.
• Cash advances on credit and debit cards.
• Maintain proper security measures for identifying members.
• Loan payments.

2. Conduct back-office processes.

• ACH.
• Drafts.
• Debit cards.
• Shared branching.
• ATM balancing.
• Wires.
• Print notices.

3. Maintain accurate computer records on accounts (file maintenance).

• Update addresses and any other changes required as assigned.
• Close accounts.
• Account pre-authorizations.

4. GL reconciliation.

• Daily recon of wires, ACH, ATMS, Shared Branching.

5. Assist members with their research requests.

6. Cross-sell credit union services.

• Provide routine information on credit union services.
• Be able to direct members how to obtain these services.

7. Maintain a clean, safe work area.

8. Perform other duties as required.

Full-Time position. Excellent benefit package includes medical, dental, vision, life and disability insurance, generous paid leave and 401k plan. Salary DOE.

APPLY TODAY! https://www.spiritofak.com/employment

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person