Operations Utility Representative

GESA CREDIT UNION•Richland, WA

3d•$20 - $33•Onsite

About The Position

The Operations Utility Representative will report directly to the Operations Manager/Team Leader in accordance with established policies and procedures. The position is designed to be highly flexible and float between the larger Operations Department, providing help where it is needed. The position may work on numerous tasks each day and with little supervision. The position will perform all other related duties as assigned.

Requirements

Effective written and verbal communication skills.
Ability to provide excellent member centric service.
Proficient with MS Office Suite, reporting, and standard office equipment.
Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership.
Ability to work in a fast-paced environment and multi-task without compromising work quality.
Ability to prioritize and manage multiple demands effectively to meet or exceed Service Level Agreements
Ability to work solely or collaboratively while building positive working relationships.
Able to work a flexible schedule according to business needs.
High School diploma or GED equivalent
One to three years similar or related experience, preferably in a credit union environment
Some travel may be necessary to fulfill duties, career development, and training
Proficient with standard office equipment, MS software programs; familiarity with data processing and standard reporting programs
Ensure sensitive data is protected with the highest standard of security and confidentiality
Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
Attend credit union training sessions, conferences, or seminars as approved by supervisor.
Maintain awareness of policies and regulations related to duties and responsibilities.
Maintain general knowledge of other organizations within the credit union.
Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staff.
Display mutual respect, trust and dignity, acting in the best interest of the credit union, always lead by example by displaying solid ethics and integrity.
Control risk and manage operations in a safe and sound manner.
Selected candidate(s) must be able to pass a pre-employment credit/background check.

Nice To Haves

preferably in a credit union environment

Responsibilities

Respond to member and inter-department inquiries via all forms of member contact (branch, phone, internet applications and correspondence) within the established service level agreements
Process and validate member wire transfers.
Prepare and balance daily general ledger (GL) transactions
Review, archive and maintain documents according to the records retention management policy
Process returned deposit items and letters
Perform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas, 3rd party information request, and closed accounts
Scan and image incoming documents by work flowing items to correct queues
Process incoming and outgoing exception and research requests
Process Pay-by-Phone processing and exceptions
Process ACH exceptions and pre-authorized payment set-up for consumer transactions
Assist in the administration of specialty account tasks
Research and download reporting data to perform tasks and audit
Process the daily incoming and transit cash letter files from FRB, branch and other remote sources daily, ensuring high balancing accuracy and timeliness.
Administer Courtesy Pay Program including managing letter creation, reviewing aging reports/queues for offset funds, debit card revocation/reinstatement, charge off process in the Core system and subsequent reports.
Assign charged off accounts to collection agency, enter negative data in Chexsystems and subsequent updates.
Review accounts with high negative balances.
Assist branches and members in day to day troubleshooting and questions.
Process W8BEN, DOR e-withholding, IRS Backup Withholding, SSI and Medicaid notifications
Research and resolve Fed check adjustments