Sr. Operations Resource Specialist

Bellco Credit Union•Greenwood Village, CO

6d•Onsite

About The Position

The Sr. Operations Resource Specialist serves as an operational subject matter expert and provides high-level cross-functional support across Operations departments. This flexible internal resource adapts to workload demands and assists operational teams with processing functions, including ACH processing, wire transfers, check processing, tax corrections, record retention, IRA/HSA accounts, and decedent accounts. The role works closely with the Operations Management team to prioritize departmental needs and provide continuity during peak volumes and staffing shortages. The position makes independent judgments and posts transactions to member accounts, with an emphasis on accuracy and sound decisions that benefit both Bellco and its members. It handles operational processing and member requests, supports year-end tax corrections, tests system upgrades, organizes records, and processes legal documents in compliance with applicable regulations. The role reports to the Sr. Manager-Support Services and has no supervisory or managerial responsibility. The work is performed in an office environment, with mobility throughout the department. The position has phone contact with members and Bellco employees, as well as frequent contact with affiliated organizations, other financial institutions, and vendors.

Requirements

2–4 years of operational experience that includes ACH, wires, and special accounts.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.
Deep understanding of laws, regulations, and rules governing special accounts.
Proven ability to prioritize workload based on mandatory requirements and member service level agreements.
Ability to work independently without supervision.
Strong attention to detail, organizational skills, and communication skills.
Strong analytical skills and a high degree of accuracy.
Ability to multitask across other areas of the unit.
Ability to absorb new concepts quickly and adapt smoothly when priorities change.
Ability to work well with others and accept supervision.
Demonstrated compliance with confidentiality, organizational policies, safety procedures, and regulatory requirements.

Nice To Haves

Bachelor’s degree in a related field or equivalent experience preferred.
CIS I Certification preferred.

Responsibilities

Make independent judgments and post transactions to member accounts, focusing on eliminating errors and making sound decisions for Bellco and its members.
Provide operational continuity by supporting teams during peak volume periods and staffing shortages.
Assist the Special Account Support team with year-end tax corrections and federal and state tax withholdings.
Process multiple daily incoming Federal Reserve ACH return files in accordance with Nacha regulations.
Process adjustments and corrections related to electronic (RDC) and check transactions.
Process domestic and international incoming and outgoing wire transfers accurately and promptly using the WITS wire transfer system.
Take initiative in prioritizing operational department needs in coordination with management.
Apply knowledge of legal and regulatory restrictions related to IRA, decedent, estate, trust, POA, and guardianship accounts.
Test operational system upgrades and enhancements, and document and identify system errors.
Organize, classify, and index physical and digital records in accordance with the company’s record retention policy.
Receive and process legal documents, including garnishments, levies, and child support orders, in compliance with federal, state, and local regulations.
Manage incoming member connect requests for debit and credit card matters, including balance transfers, quick ship orders, interest adjustments, and account updates.
Be available to work as scheduled and report to work on time.
Comply with organizational policies, the Employee Handbook, Code of Conduct, required annual training, safety procedures, and applicable regulatory requirements.
Maintain strict confidentiality of records and personally identifiable information.
Foster an inclusive workplace and demonstrate the organization’s core values and expected workplace behaviors.