Data Operations Clerk

Webster First Federal Credit UnionWorcester, MA
Onsite

About The Position

Established in 1928, Webster First Federal Credit Union is an over one-billion-dollar financial institution serving over 90,000 members across banking and lending services. Their mission is to empower members to live their best financial lives, focusing on members, not profits, and upholding values of strength, exceptional service, and "New England authenticity". The credit union has approximately 250 employees across 15 locations in Massachusetts and is committed to a diverse and inclusive workforce. The Operations Clerk supports the daily operational functions of the Data Operations department, primarily focusing on teller line transactions, mailroom processing, and member account updates. This role involves accurately handling incoming and outgoing mail, processing address changes, preparing courier deliveries, and assisting with account research. The Operations Clerk is essential for maintaining internal record integrity, ensuring efficient information flow between departments, contributing to a positive member experience, and upholding compliance standards.

Requirements

  • Ability to read, analyze, and interpret written and oral instruction.
  • Ability to present information and respond to questions from members of management and credit union members.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Must be able to use Microsoft Excel and Word.
  • High school diploma or general education degree (GED)

Nice To Haves

  • One year of credit union/banking experience and/or training is preferred

Responsibilities

  • Work the Ops Ctr teller line and prove branch
  • Sort Ops Ctr interoffice and postal mail
  • Prepare branch courier mail bags
  • Process mail transactions
  • Process postal address change cards
  • Track returned statements, flag accounts and run related reports
  • Process member research requests
  • Complete verification of deposit requests
  • Assist with scanning
  • Other duties as assigned
  • Promotes overall BSA compliance by adhering to all BSA and OFAC regulations specific to the job function and assisting the Credit Union’s BSA department as necessary with any departmental function specific items.
  • Actively promotes the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.

Benefits

  • Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific.
  • Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

11-50 employees

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