Member Services Specialist I

Technology Credit Union • San Jose, CA

13d

About The Position

The Member Services Specialist I performs resolution and processing of various transaction tasks such as stop payments, returned deposit items, collection items, verifications of deposit, check hold monitoring, month end reporting and various general ledger (GL) reconciliations. The incumbent ensures timely processing and reporting of checks, research and adjustment of various inclearing items and resolution of accounts that are out of balance.
The incumbent supports other service departments on member issues that require immediate resolution. The incumbent may handle special projects and prepares reports and analyses as assigned to effectively meet member and Technology Credit Union (Tech CU) needs.

Requirements

• Associate Degree or equivalent experience.
• 3+ years’ experience in financial institutions, including exposure to account/member services
• Excellent communication with strong written and verbal skills.
• Proficient with Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer.
• Extremely detail-oriented.
• Good ability to challenge status quo and drive innovation with a positive “can do” attitude.
• Strong ability to effectively communicate with members to resolve risk and fraud issues.
• Strong service and ability to work independently with Tech CU departments.
• Basic knowledge of Symitar, Episys or other similar systems.

Responsibilities

• Researches and resolves all applicable Central Operations department GL accounts and provides documentation as requested or required for reconciliation.
• Reviews each assigned GL account on a daily basis.
• Processes share draft, return deposits, levies, subpoenas, incoming mail, and return mail.
• Reviews checks accepted via various channels and assesses them for risk, places holds or rejects items as needed.
• Provides backup assistance as needed and works with the team to ensure all departmental duties and goals are met.
• Locates and corrects missing deposits.
• Conducts research necessary to provide verification of deposit, credit information, 10-day payoffs and other verification letters per member requests.
• Responds to management direction in the completion of requests, department needs, or scheduling while supporting established service standards.
• Communicates clearly and accurately while responding to member and internal requests regarding operating policies and procedures as needed.
• Performs other duties and special requests as assigned.

Benefits

• Health Coverage: Medical, dental, and vision plans
• Income Protection: Life and disability insurance
• Retirement: 401(k) plan with company match
• Paid Holidays: 12 days annually
• Paid Time Off (PTO): Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year) Increases with length of service
• Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees