Deposit Services Specialist II

Beacon Credit Union•Wabash, IN

22h•Hybrid

About The Position

This position serves as a Deposit Services Specialist II, acting as a Team Lead for the Instant Open processing Team. The role provides leadership and guidance to the Instant Open Team, ensuring staff coverage, handling ChexSystems overrides, addressing technical and procedural questions, and general team supervision. The specialist will maintain, edit, approve, and decline queue applications. Assistance with DocuSign as a member of the IO team is also a responsibility, with potential to provide DocuSign assistance to other areas. The primary function is to provide support for all areas of back office deposit operations, with a focus on online account opening and/or IRA/HSA support, while also acting as a team leader for a designated work team. This role will also assist with the implementation and testing of system revisions and procedural updates for deposit operations.

Requirements

Three to five years of new accounts, teller or financial services experience.
High School Diploma or HSE
Excellent communication skills
A significant level of trust and diplomacy is required, in addition to courtesy and tact
Ability to communicate (both oral and written) with a variety of individuals on a multitude of levels
Sound judgment skills and ability to make decisions based on knowledge of fraud regulations
Ability to multitask and work independently with little supervision
Working knowledge of Word, Excel, Outlook and Internet and how to navigate various electronic devices (i.e. cell phones, tablets, laptops) in order to use the device to access Beacon's electronic applications

Nice To Haves

HTML programming knowledge a plus.

Responsibilities

Acts as the team leader for online account opening and/or IRA/HSA products to ensure required documentation is obtained and transactions are properly processed in accordance with established policies and/or procedures.
Works with the Operations Department Systems Administrator and our vendors to ensure systems are up-to-date and functioning properly.
Assists with deposit collections including returned deposited items, negative balance accounts, and charge-offs.
Contacts member or business for repayment or reprocessing options and follows the process through payment and/or collection action in accordance with policies and/or procedures.
Reviews issuance reports and provides support for the Debit on Demand program.
Serves as ATM support, coordinating with vendors and member centers on ATM machine related issues and updates.
Processes and posts daily card recon posting files received from accounting.
Processes orders for ATM and special order debit cards.
Assists on company and department projects.
Processes inclearing file load errors, NSF non-critical reviews, and follow–up on return processing.
Assists members and staff with questions concerning ACH, share drafts, payroll, stop payments, NSF/OD processing, and charge offs.
Performs deposit account research including processing of subpoenas, levies and garnishments.
Performs other duties as assigned.