Operations Support Specialist II

Educational Federal Credit Union•Miami, FL

About The Position

EdFed offers challenging career opportunities and great benefits! This role requires maintaining an advanced knowledge of credit union services, policies, procedures, and general operations practices. The specialist will assist frontline and key support departments with complex member inquiries, account issues, research, and document requests, while also providing support for all functions processed in the Operations department. A key aspect of this role involves answering member calls, providing assistance, or directing calls appropriately. The position emphasizes outstanding member service and internal support to frontline staff, along with maintaining a thorough working knowledge of related Florida statutes and applicable federal regulations. Responsibilities include reviewing Trust Documents, Power of Attorney, and Guardianship documents for compliance, administering the Credit Union’s Safe Deposit Box program, notary commissioning program, and Medallion Signature Guarantee program. Additionally, the role involves providing guidance on check negotiation, backup support for deceased account inquiries, representing the Credit Union during safe-deposit box inventories, reviewing and balancing operational reports, and resolving member and staff escalations. Other duties as assigned by management are also part of this role.

Requirements

Prior experience in a similar role.
Strong communication, analytical, research, and problem-solving skills.
Advanced knowledge of credit union policy and procedures.
Accuracy and attention to detail.
Compliance with all Bank Secrecy Act (BSA) policies and procedures, and attendance at required BSA-related training.

Nice To Haves

Proficiency in Microsoft Office is desirable.

Responsibilities

Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.
Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests.
Provide support for all functions processed in the Operations department.
Answer member calls and provide assistance or direct the call to the appropriate department.
Provide outstanding member service and internal support to frontline staff.
Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.
Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.
Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.
Administer the Credit Union’s Safe Deposit Box program, including lease management and fee posting.
Administer the Credit Union’s notary commissioning program, including training and support.
Administer the Credit Union’s Medallion Signature Guarantee program, including training and support.
Provide guidance to frontline staff related to check negotiation.
Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.
Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.
Review, process, and balance daily/monthly operational reports.
Appropriately respond and resolve member and staff escalations.
Perform other duties as assigned by management.