Financial Services Assistant

Fort Worth Community Credit Union • Bedford, TX

27d

About The Position

Financial Services Assistant duties include tasks for ACH, Share Draft, Wires, Plastic Cards, Mobile Deposits, IRA report reviews and Required Minimum Distributions (RMDs), as well as various balancing duties for same day processing. Additional duties include a variety of support tasks within the Financial Services Department. This position also supports front office staff by answering inquiries according to current FTWCCU policies, and provides direct member contact as required.

Requirements

• Thorough understanding of and experience with electronic payment systems and applications used in financial institutions, including ACH, wire transfers, and debit cards
• Demonstrated experience reconciling and balancing these processes in a daily deadline driven environment
• Superior attention to detail
• Excellent analytical, organizational, and time management skills
• Ability to problem solve, multi-task, and learn highly detailed tasks quickly
• Dependable team player who can also work independently
• Strong business communication skills (verbal and written) with the ability to clearly present suggestions and information
• Professional attitude
• Previous financial institution experience is required, preferably in a credit union
• Proficiency with basic office functions is essential: IT skills (maneuvering around Windows-based programs, advanced Excel and Access skills, and the ability to use a variety of technical systems), email, 10-key calculator

Nice To Haves

• Experience with XP2 and the ability to perform query writing in SQL, Monarch and Crystal Reports is preferred.

Responsibilities

• Tasks for ACH
• Share Draft
• Wires
• Plastic Cards
• Mobile Deposits
• IRA report reviews and Required Minimum Distributions (RMDs)
• Balancing duties for same day processing
• Support tasks within the Financial Services Department
• Supports front office staff by answering inquiries according to current FTWCCU policies
• Provides direct member contact as required

Benefits

• Health, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts
• 401(k) Plans (also available for part-time employees)
• Paid Holidays (also available for part-time employees)
• Generous Vacation and Sick Days (also available for part-time employees)
• Paid vacation
• Sick time
• 11 paid holidays, plus a paid day off for your birthday
• Employee Assistance Program
• Business casual dress code

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees