Deposit Operations Representative

ProFed Federal Credit Union•Fort Wayne, IN

About The Position

Primarily responsible for coordinating and supporting credit union deposit products and services and assisting members with deposit operations. The representative handles inquiries from members and branch personnel and audits paperwork related to deposit operation accounts. The role also provides support to branch personnel and other teams as needed.

Requirements

  • Efficient and well organized.
  • Friendly, with in-depth experience and diversified knowledge of credit union services and operations.
  • Sound judgment, a positive attitude, and enthusiasm for learning.
  • Represent the credit union professionally and achieve maximum job performance with minimal supervision.
  • Clear and effective communication abilities.
  • Ability to view a terminal screen and operate a computer keyboard.
  • Ability to sit or stand for prolonged periods.
  • Ability to complete detailed documentation and perform mathematical computations.

Responsibilities

  • Audit and maintain IRAs and HSAs.
  • Audit paperwork and follow up on activity for special accounts, business accounts, estates, and similar accounts.
  • Process deceased-member files and support members and branch personnel.
  • Provide general member assistance with credit union products and services.
  • Assist in developing procedures for deposit products.
  • Provide assistance to the Vice President/Deposit Operations as needed.
  • Provide assistance to Call Center and Front Desk staff as needed.
  • Review and process power of attorney documents.
  • Process new-member applications through online account opening.
  • Perform additional duties as assigned.
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