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Credit Union Operations Specialist

Credit Union Operations Specialist

EVERENCE SERVICES,Lancaster, PA, United States
14 hours ago
Job type
  • Full-time
Job description

POSITION SUMMARY

Supports the Deposit Operations Team by processing wire transfers, reviewing mobile and ATM deposits, handling returned checks, managing HSA requests, and overseeing various operational reports. Assists in the Card Services area for the Credit Union by monitoring daily card reports to detect fraud and support overall card strategies. Manages PIN disputes for EFCU debit cards. Provides occasional operational support to the National Branch call center for processing member requests received through alternative channels.

RESPONSIBILITIES AND DUTIES

  • Deposit Operations Support :

Provide daily support in managing various deposit operational tasks, including the following :

Initiate and process domestic and international wire transfer requests, following all established Credit Union policies and procedures. Additionally, manage incoming wire transfer requests to review and post to member accounts.

  • Process mobile and ATM deposits that need further review according to the Credit Union's Mobile Deposit and ATM procedures.
  • Oversee daily returned check processing.
  • Review and manage various member account reports, including dormancy, negative balance, etc.
  • Process member deposits.
  • Provide prompt and clear assistance to members about their HSA and IRA accounts, including contribution limits, eligibility, distributions, and tax implications.
  • Resolve account-related issues and discrepancies carefully and professionally.
  • Ensure accurate processing of HSA contributions, distributions, and transfers.
  • Manage CU Asset Verification reporting.
  • Managing member correspondence, such as :

    • Negative Balance Letters

  • Dormant Letters
  • YS & YC Conversion letters
  • Online Certificate member packet
  • Card Support :

    • Monitor daily card reports for credit / debit card disputes, fraud, lost cards with balances, general balance reports, and more.

  • Card ordering for new, lost, or stolen cards.
  • Maintenance of BizCard Solution.
  • National Branch (Call Center) Support :

    • Provide periodic operational support, when staffing is limited, to the National Branch call center in handling tasks such as responding to member email requests, processing returned mail, and managing member deposits.

    QUALIFICATIONS

    Education :

    High school diploma or equivalent

    Experience :

  • 1-3 years of experience in branch or banking operations, deposit processing, or a related role
  • Experience in handling financial accounts, ensuring regulatory compliance, and preparing reports

    • Skills and Abilities :

  • Proficient in banking software and Microsoft Office applications (Excel, Word, Outlook)
  • Excellent attention to detail and problem-solving abilities
  • Strong organizational and time management skills
  • Effective communication and customer service abilities
  • Ability to work efficiently and handle multiple tasks in a fast-paced, deadline-driven environment

    • SUPERVISORY RESPONSIBILITIES : None

    SCHEDULE : Full-time

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    Operation Specialist • Lancaster, PA, United States