Spec, Member Operations

BCU • Vernon Hills, IL

1d

About The Position

This role delivers accurate, timely, and high-quality service to both members and internal partners. This role processes a high volume of file maintenance tasks, operational requests, and member and internal interactions in a deadline-driven environment. Success in this position requires strong attention to detail, risk awareness, and a commitment to operational excellence.

Requirements

• High school diploma or equivalent required
• At least 2 years of experience, preferably in a financial institution.
• Strong knowledge of Excel, Power Point, Word, Outlook.

Nice To Haves

• some college coursework preferred.

Responsibilities

• Perform assigned operational functions with full ownership, ensuring accuracy, completeness, and adherence to required timelines and service-level agreements (SLAs).
• Process inbound member requests related to wire transfer submissions
• Review and process new member applications for accuracy and compliance with procedure.
• Execute documentation requirements including, but not limited to, levies, verification of deposits, and other specialized operational documents.
• Conduct research and troubleshooting to resolve operational issues and provide accurate information to internal partners and members.
• Complete file maintenance tasks such as name changes, adding joint members, updating member information, and processing other account-level modifications.
• Ensure all updates are performed in compliance with regulatory requirements, internal controls, and documentation standards.
• Manage omni channel communications including but not limited to phone, secure forms, TEAMs and email
• Develop subject matter expertise in deposit products to support escalations related to but not limited to charged-off accounts and the membership portfolio inquiries.
• Assist in resolving member escalations by applying analytical skills, product knowledge, and sound decision-making.
• Support continuous improvement initiatives by contributing operational insights and participating in solution development.
• Process incoming departmental mail, ensuring timely routing, documentation, and completion of related tasks.

What This Job Offers

• Career Level: Mid Level
• Education Level: High school or GED