Account Services Representative II Temp

Provident Credit Union-posted 11 months ago

$25 - $32/Yr

Entry Level

Redwood City, CA

251-500 employees

Credit Intermediation and Related Activities

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The Account Services Representative II will have a solid understanding of all credit union products and services. They will be responsible for providing primary organization-wide support for opening and maintaining deposit accounts, share draft processing, stop payments and ATM related transactions. They will assist management in providing training and as the subject matter expert on such accounts, serving as the "go-to-person" for questions or issues. They will remain current on applicable laws, regulations and updates regarding these accounts. Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: Listen, Get Better, Do What's Right.

Responsible for the daily share draft file.
Process stop payment requests.
Assists members in opening all checking, savings, and certificate products.
Maintains an understanding of membership eligibility and account ownership.
Assist members in updating account information and authorized signers.
Process ATM, Mobile & Remote Deposits (RDC) within program parameters and place holds on a case by case basis to reduce loss from high risk transactions.
Research and response to Accounting reconciliation questions.
Balance all ATM terminals, report and track any cash variances.
Assist in any product validation, testing and auditing.
Monitor all queues and perform duties as needed to ensure work is processed in a timely manner to meet established deadlines.
Successful completion of required certification as appropriate to role.
Handle telephone calls, online banking e-mail and mail-in requests.
Serve as a resource for other department such as Contact Center 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 cross train in order 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.

College degree or equivalent work experience
2+ years of related experience
1+ year(s) of 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).
Offer best in class customer service to our members.
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.

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