Operations Support Specialist II (on-site) - Kendall

Educational Federal Credit Union•Miami, FL

9d•Onsite

About The Position

The Operations Support Specialist II provides frontline staff with support and guidance related to check negotiation and specialized account services, including trusts, guardianships, estates, and powers of attorney. The role centrally administers the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs and supports all functions processed in the Operations department. The specialist assists frontline and key support departments with complex member inquiries, account issues, research, and document requests; answers member calls; and provides outstanding member service and internal support. The position requires an advanced knowledge of credit union services, policies, procedures, and general operations practices, as well as a thorough working knowledge of applicable Florida statutes and federal regulations. The employee must comply with Bank Secrecy Act policies and procedures and attend assigned BSA-related training.

Requirements

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

Nice To Haves

Proficiency in Microsoft Office is desirable.

Responsibilities

Maintain 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, and support all functions processed in the Operations department.
Answer member calls, provide assistance, or direct callers to the appropriate department.
Provide outstanding member service and internal support to frontline staff.
Maintain a thorough working knowledge of relevant 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 for 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 and monthly operational reports.
Respond to and resolve member and staff escalations appropriately.
Perform other duties as assigned by management.
Comply with Bank Secrecy Act policies and procedures and attend required BSA-related training.