Provides prompt and accurate World-Class Personal Member Service while ensuring that time sensitive functions are completed efficiently and accurately. Possesses extensive knowledge relating to department functions, Credit Union standard operating procedures, rules and regulations and possesses analytical skills to utilize available resources to conduct research and resolve various ATM transaction, account and general ledger issues. Provides direct assistance to Members, team members, government agencies and other financial institutions regarding issues related to ATM disputes, incoming/outgoing adjustments, returned cards, and other similar functions. Maintains time sensitive workflows relating to all functions listed above. Researches and resolves card transaction processing issues on a daily basis. Researches and resolves complex account and general ledger issues, including non-posting items, and debit exceptions on a daily basis. Reconciles various high volume general ledger accounts. Utilizes multiple systems and critical applications necessary to properly maintain member account transactions. These systems include, but are not limited to, Episys, Image Center, Star Station, CO-OP Financial Services, Base24-eps, Mastercard Connect and Microsoft Office Suite. Knowledge of Digital Wallets, researching token transaction issues. Assists the department with training and onboarding of new team members. Creates and reviews training material and department desk top procedures to provide to management for final approval. Maintains confidentiality of Credit Union and Member records. Basic working knowledge of rules and regulation specifically related to department functions: i.e. Star and CO-OP Network rules and regulations, Card Association and Network Rules, Regulation E, Regulation CC, etc. to ensure compliance. Receives and works phone calls, department email box and incoming secure messages to ensure requests are processed within stated service levels. Performs daily system file maintenance required to ensure proper Member account records. Participates in special department projects. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED