Account Operations Associate 1

If you are ready to join a company that truly cares about its employees our members and our community then you have come to the right place!

Summary of Role:

This role will provide a high level of support to both members and internal staff as it relates to the daily operations of account operation functions which include but are not limited to: retirement services (IRAs) online account opening restraining orders tax levies and record retention while adhering to all regulatory compliance departmental and credit union rules regulations and policies. Additionally as needed the Account Operations Associate will support the other business units within Operations to ensure a high level of member service is achieved and maintained.

Essential Job Functions/Responsibilities:

• Process request for Verification of Deposit adhering to established turnaround timeframes

• Perform various mail processing functions as assigned

• Perform onsite record retention and destruction in accordance with departmental guidelines procedures and policies

• Compile and maintain departmental daily/monthly statistical reporting data in accordance with stated deadlines

• Sort and date stamp department mail in accordance with the established staff rotation schedule

• Return mail processing

• Review assigned service request categories daily and respond/resolve in accordance with established time frames and member service standards

• Review all assigned reconciliations daily and maintain all supporting documentation for outstanding items and/or problem items on the reconciliation

• Research outstanding reconciliation items and follow up with appropriate areas to clear items in accordance with established timeframes. (No aging items over 30 days)

• Adhere to all internal and external member service standards providing effective member service to both internal and external customers

• Perform various IRA/HSA functions as assigned

• Handle account maintenance items related to Campus Connect Smart Sense accounts

Minimum Job Qualifications:

• High School diploma or GED minimum of 1 year of related experience. Basic deposit/banking knowledge preferred.

• Ability to work in a dynamic high monetary risk operations governed by established deadlines and regulatory requirements

• Ability to make effective decisions under pressure in a high monetary risk environment

• Sound organizational and time management skills

• Experience reviewing proposals and business cases drawing logical conclusions from analysis

• High level of technology proficiency

• Experience working with reconciliations helpful

• Strong working knowledge of Microsoft Excel particularly in creating and manipulating spreadsheets and creating reports from spreadsheets

Starting Compensation:$18.91 - $22.69/hr. plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race creed color national origin religion sex age veteran status disability genetic information gender identity or any other protected class.

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