Deposit & Payment Operations Specialist

RADIFI FEDERAL CREDIT UNION • Jacksonville, FL

77d

About The Position

RadiFi Credit Union is seeking a Deposit & Payment Operations Specialist to work collaboratively to ensure the smooth day-to-day operations in the deposit operations area. Provide support to branch operations for deposit and payment related products and service via phone, email, fax and online. Handle daily Deposit & Payment Operations tasks. Work problem resolutions for Deposit & Payment Operations ensuring compliance with Credit Union policies, procedures, and all federal and state regulations.

Requirements

• One to three years of similar or related experience, including time spent in deposit operations.
• Prior Financial Services experience is preferred.
• A high school education or GED.
• Intermediate level MS Excel skills to include pivot tables and formulas.
• Strong organizational abilities and attention to detail.

Nice To Haves

• Demonstrated ability to prepare written communications to include: emails, memos, business letters, and related correspondence to external/internal parties.

Responsibilities

• Answer the Department Hotline (Internal/External Service) and deliver superior member service by promptly answering incoming calls.
• Respond to associate and member inquiries in a prompt and educated manner and proactively seek solutions to common member needs.
• Provide members with information and direction regarding their account status, requests, rights and obligations associated with the account.
• Demonstrate strong problem resolution skills including handling upset members.
• Resolve problems that are within authority to resolve and refer problems that are beyond authority to their supervisor, along with recommendations.
• Assist in processing digital banking ACH and mobile check deposits as defined/required.
• Provide backup/assistance with monthly reporting on digital KPIs.
• Process courtesy pay special requests.
• Create EFT records, Branch requests for Check copy or research requests, Stop payment/ACH Requests and Unauthorized ACH forms.
• Perform research to resolve Problem Resolutions assigned to yourself or the department.
• Accurately post corrections, adjustments, and mail to member’s accounts.
• Process Mortgage Payments by the designated time each day.
• Monitor reports and correspondence via various systems and prepare and maintain requested daily, monthly, quarterly, and yearly reporting.
• Keep up to date information on the Resource Center regarding Deposit & Payment Operations subject matter for associates use and knowledge.
• Process and post all incoming and outgoing wires for members of the credit union in Symitar and FedLine.
• Review assigned daily Deposit & Payment Operations reports.
• Sort incoming mail and post incoming mail payments.
• Process returned mail in appropriate systems to record bad addresses.
• Process daily address change letter files to ensure address change notices generate properly.
• Attend weekly/monthly staff meetings, completion of annual Individual Learning Plan (ILP) and required training within the prescribed time.
• Perform other job related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees