Operations Support Specialist II (on-site) - Kendall

EdFed•Miami, FL

8d•Onsite

About The Position

Provide frontline staff with support and guidance related to check negotiation and specialized account services, including Trusts, Guardianships, Estates, and Powers of Attorney. Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs. The role also provides support for Operations department functions, assists members and staff with inquiries and escalations, and reviews and processes operational reports. Employees must comply with Bank Secrecy Act policies and procedures and attend required 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.

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 staff 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 assist callers or direct them to the appropriate department.
Provide outstanding member service and internal support to frontline staff.
Maintain 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 for compliance with statutes and internal policies.
Administer the Safe Deposit Box program, including lease management and fee posting.
Administer the notary commissioning program, including training and support.
Administer the Medallion Signature Guarantee program, including training and support.
Provide guidance to frontline staff on check negotiation.
Provide backup support to the Account Settlement Specialist for deceased-account inquiries.
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.