Account Services Representative I - Temporary

PROVIDENT CREDIT UNION•Redwood City, CA

1d•Onsite

About The Position

The Account Services Representative I will have a solid understanding of all credit union products and services with the primary responsibility of processing transactions, maintaining deposit accounts and providing excellent member service in order to meet the objectives of the credit union. This is a temporary position for 1-2 months, working 100% onsite at the corporate HQ in Redwood City, CA. Provident Credit Union was established in 1950 and ranks among the top 10% of credit unions in the US. The company fosters a culture that is accepting, supportive, diverse, and inclusive, and has been a Bay Area 'Top Workplace' since 2017. Provident's values are: Listen, Get Better, Do What’s Right.

Requirements

1+ year(s) of related experience.
1+ year(s) check handling experience.
1+ year(s) customer service experience.
Effective oral and written communication skills required to ensure exceptional member experience.
Organized self-starter, willing to learn new procedures, pleasant and helpful, a team player.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including Bank Secrecy Act (BSA) which includes Customer Identification Program (CIP), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Demonstrates a positive member service (internal and external) focus at all times.
Willingness and flexibility in taking on new responsibilities as business requires.

Responsibilities

Responsible for processing member transactions such as deposit, loan payment, payroll, stop payment, etc.
Scan Checks received for deposit and payment. Resolve out of balance situations.
Monitor and sort department mail, email and faxes.
Monitor all queues and perform duties as needed to ensure work is processed in a timely manner to meet established deadlines.
Research and response to Accounting reconciliation questions.
Assist with wire verification when needed.
Assist in any product validation and auditing.
Offer best in class customer service to our members.
Handle telephone calls, online banking e-mail and mail-in requests.
Serve as a resource for other department such as Member Services and Branches.
Maintain a working knowledge of Provident Credit Union policies and procedures to ensure compliance.
Ensures confidentiality of member information.
Adheres to the Credit Union's core values and Service Standards in carrying out Provident Credit Union's mission and vision.
Willingness to assist in staffing other areas of the department as needed.
Available to work weekends and/or extended hours required to run the business, including special events as they occur.
Attend meetings as required.
Alert and assist Risk Management with fraud or suspicious transactions.
Performs other duties as assigned.
Excellent listening and speaking skills.
Excellent written communication skills.
Complete required BSA & OFAC training annually.
Understand and adhere to BSA and OFAC policy and procedures.
Responsible for processing and responding to any State or court issued order to levy an account.
Responsible for processing return deposit adjustment, extended deposit hold and providing the required notification to members.