Regulatory Deposit Svs and Reporting Associate II

Description

The Associate II, Regulatory Deposit Services and Reporting processes specific banking transactions in a timely and complete manner through a variety of complex technology systems. This position proactively conducts quality control measures (QC) on assigned processes. This position also responds to member and employee inquiries on a timely and accurate basis. The Associate II consistently evaluates transactions for critical risk including approval / limit requirements and fraud, reporting internally or contacting the member as appropriate.

Primary Responsibilities :

• Process a high volume of regulatory banking transaction, including IRA transactions, tax corrections, government reporting and deposit account maintenance in an efficient and accurate manner with minimal management oversight
• Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs)
• Respond timely and accurately to member and internal partner inquiries by phone, email or mail
• Manage and properly store comprehensive up to date records of member communication, correspondence, activities and transactions
• Work extensively with members and internal partners to research and resolve member, vendor and internal issues throughout day and adjust tasks and priorities as appropriate (e.g. : Customer Information Profile (CIP), etc.), escalating any potential problems to leadership and / or Senior Associate(s) as required
• Support Senior Associates in processing specific regulatory activities, including Escheatment, Tax Identification Maintenance, deceased estate and probate account maintenance, IRA management, garnishments / levies and tax reporting
• Identify and communicate process improvement ideas to Senior Associates and Leadership
• Track and validate transactional reports for accuracy and collaborate with Senior Associates and leadership regarding results and themes
• Perform member outreach and provide training to other Associates

Experience and Education Requirement :

Location : Hillsboro Corporate Office - Hillsboro, OR 97124

Target Compensation for Hillsboro, OR : $23.56 - $27.40 per hour + annual bonus

Benefits options include :

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First Tech is not currently offering Visa transfer or sponsorship for this position