Operations Support Specialist I

Bellco Credit Union • Greenwood Village, CO

8d • Onsite

About The Position

The Operations Support Specialist I is responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. This role is responsible for records maintenance, protection, and retrieval of the credit union’s documents. The specialist will accurately scan and index all documents, research documentation needed for internal and external member requests, summons, subpoenas, etc., and complete Member Connect requests. Additionally, the role involves processing account deposits, loan payments, and withdrawals, as well as fee processing in accordance with departmental SLAs. The Operations Support Specialist I will also assist in monitoring and administering the records management program.

Requirements

• High School Diploma or equivalent.
• Six months’ experience in general office support or records management or six months of experience with Bellco Credit Union in lieu of records experience.
• Manual dexterity to input data on a keyboard.
• Visual ability to interpret data.
• Ability to communicate effectively in person and in writing to all levels of employees in the credit union and S3.
• Deductive reasoning skills.
• Extreme attention to detail to minimize risk with member and credit union data.
• Ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs.
• Ability to perform mathematical calculations with speed and accuracy.
• Ability to multi-task and perform with frequent interruptions.

Nice To Haves

• Bellco’s Act Nice Behaviors and Core Values in all interactions.

Responsibilities

• Ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving.
• Records maintenance, protection, and retrieval of the credit union’s documents.
• Accurately scanning and indexing all documents.
• Researching documentation needed for internal and external member requests, summons, subpoenas, etc.
• Completing Member Connect requests.
• Processing account deposits, loan payments, and withdrawals, as well as fee processing in accordance with SLAs set within the department.
• Assisting in monitoring and administering the records management program.
• Researching, analyzing, and resolving cView requests as requested by members, Bellco employees, or S3 employees.
• Completing mailed-in deposits, loan payments, and withdrawals.
• Scanning daily incoming mail to the appropriate imaging application for S3 retrieval.
• Scanning and/or uploading daily incoming loan documents, member documents, and branch documents.
• Processing research associated with summons, subpoenas, etc., in a timely manner.
• Completing Card Stock requests from branches.
• Assisting with monthly audits as needed.
• Reviewing branch balancing reports for accuracy and reporting discrepancies.
• Sorting and filing both Branch and ATM batch checks.
• Shredding according to established guidelines.
• Proactively supporting corporate and departmental goals.
• Performing other related duties as assigned by management.
• Being available to work as scheduled and reporting to work on time.
• Willingness to accept supervision and work well with others.
• Complying with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fostering an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adhering to safe working practices and always following all organizational safety policies and procedures.
• Demonstrating compliance with all state, federal, and all other regulatory agency requirements.
• Ensuring strict confidentiality of all records and PII.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED