Operations Specialist I
About The Position
JOB FUNCTIONS Complete and oversee deceased account processing in accordance with established policies and procedures. Complete probate document reviews. Complete Trust and UTMA document and account reviews. Complete and oversee complaint tracking, review, and reporting process. Assist members and staff with operations-related questions and research. Assist with Power of Attorney requests and reviews. Perform other tasks as assigned by the Compliance Officer or designee. KNOWLEDGE Thorough knowledge of banking products and services. Experience using financial institution data systems to conduct account maintenance and research. Understanding of credit union operations, policies, procedures, applicable Federal and State laws and regulations. SKILLS Ethical, principled, responsible, and honest. Exhibit empathy when assisting individuals mourning loss of a loved one/navigating grief. Must exhibit above average listening and communication skills. Effectively collaborate and communicate with members, third parties and staff while maintaining accurate and detailed records. Exercise strong organizational skills. Average analytical abilities and exercise good judgement to find solutions for complex scenarios. Keen eye for detail, manage time effectively, and perform job functions with minimal supervision. Ability to remain professional, calm, and positive during difficult interactions with members and various third parties. Must effectively manage multiple tasks and responsibilities at the same time. Above average computer skills with Microsoft Office products, including, but not limited to Outlook, Word, Excel, and Power Point. EDUCATION/EXPERIENCE High school diploma or equivalent. Two years of credit union or financial institution experience. Proficient in Microsoft applications. PHYSICAL REQUIREMENTS The position requires the following physical activities within varying environmental conditions: Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period. Occasional travel or moving from one office location to another or from one department to another at the headquarters building. Occasional lifting, moving, or adjusting objects up to 20 pounds. Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device. Work will be in a commercially reasonable temperature-controlled environment. Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
Requirements
- Thorough knowledge of banking products and services.
- Experience using financial institution data systems to conduct account maintenance and research.
- Understanding of credit union operations, policies, procedures, applicable Federal and State laws and regulations.
- Ethical, principled, responsible, and honest.
- Exhibit empathy when assisting individuals mourning loss of a loved one/navigating grief.
- Must exhibit above average listening and communication skills.
- Effectively collaborate and communicate with members, third parties and staff while maintaining accurate and detailed records.
- Exercise strong organizational skills.
- Average analytical abilities and exercise good judgement to find solutions for complex scenarios.
- Keen eye for detail, manage time effectively, and perform job functions with minimal supervision.
- Ability to remain professional, calm, and positive during difficult interactions with members and various third parties.
- Must effectively manage multiple tasks and responsibilities at the same time.
- Above average computer skills with Microsoft Office products, including, but not limited to Outlook, Word, Excel, and Power Point.
- High school diploma or equivalent.
- Two years of credit union or financial institution experience.
- Proficient in Microsoft applications.
Responsibilities
- Complete and oversee deceased account processing in accordance with established policies and procedures.
- Complete probate document reviews.
- Complete Trust and UTMA document and account reviews.
- Complete and oversee complaint tracking, review, and reporting process.
- Assist members and staff with operations-related questions and research.
- Assist with Power of Attorney requests and reviews.
- Perform other tasks as assigned by the Compliance Officer or designee.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
