Operations Representative I (Part Time)

GESA CREDIT UNION•Richland, WA

1d•Onsite

About The Position

The Operations Support Representative I report to the Operations Manager/Team Leader. This position handles a variety of member and internal department requests, such as correspondence, research and transactions. The individual in this role provides high quality service to members and others who may use credit union services and products. They will provide courteous and professional service to members and coworkers and perform all other related duties as assigned. Specific job functions will vary depending on the area of focus within the Operations department.

Requirements

Ability to effectively communicate ideas and information, both orally and in writing
Ability to provide excellent customer service attributes
Display proficiency with Microsoft Office programs, Outlook, reporting, and standard office equipment
Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership
Ability to work a flexible schedule according to business needs
Ability to work in a fast-paced environment and multi-task without compromising work quality
Ability to work solely or collaboratively while building positive working relationships
Possess critical thinking skills to mitigate fraud/losses to protect our member’s and CU’s assets
High School diploma or GED equivalent required
One (1) to twelve months similar or related experience, in a credit union environment is preferred
Ability to work a flexible schedule according to business needs
Some travel may be necessary to fulfill duties, career development, and training
Proficient with standard office equipment, Microsoft Office programs; familiarity with data processing and standard reporting programs
Display mutual respect, trust and dignity, acting in the best interest of the credit union, always lead by example by displaying solid ethics and integrity.
Control risk and manage operations in a safe and sound manner
Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism

Nice To Haves

in a credit union environment is preferred

Responsibilities

Process incoming member mail, close accounts, review returned mail and post fees to accounts, address changes, letters of support and verification of deposits
Incoming/outgoing mail sort delivery
Review and archive branch and member documents for auditing and retention purposes
Audit per requirements within the department area
Respond to member inquiries within the established service level agreements (SLAs)
Complete Cases and/or Service Desk tickets within SLAs
Handle W8BEN and IRS Backup Withholding
Review and verify various department reports
Work with leadership to provide ongoing process improvements and continue to review processes to find efficiencies
Attend credit union training sessions, conferences, and seminars as approved by supervisor.
Maintain awareness of policies and regulations related to duties and responsibilities
Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
Maintain general knowledge of other organizations within the credit union.
Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staff