Sr. Operations Resource Specialist

Bellco Credit Union • Greenwood Village, CO

7d • $34 - $36

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, with emphasis on ACH processing, wire transfers, check processing, tax corrections, record retention, IRA/HSA, and decedent accounts. The role works closely with the Operations Management team to prioritize departmental needs and reports to the Sr. Manager-Support Services. There is no supervisory or managerial responsibility. The position involves phone contact with members and Bellco employees, and frequent contact with affiliated organizations, other financial institutions, and vendors.

The role works in an office environment with mobility throughout the department. It requires independent judgment, accuracy, strong organization and communication, analytical ability, and the capacity to prioritize, multitask, and adapt as workloads and priorities change. The specialist must protect the confidentiality of records and personally identifiable information, comply with applicable regulations and organizational policies, and contribute to an inclusive, safe, and collaborative workplace.

Requirements

• 2–4 years of operational experience that includes ACH, wire transfers, 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.
• Detail-oriented, with strong organizational and communication skills.
• Strong analytical skills and a high degree of accuracy.
• Ability to multitask in other areas of the unit.
• Ability to quickly absorb new concepts and adapt smoothly when priorities change.

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 with a focus on eliminating errors, making sound decisions that benefit Bellco and its members.
• Provide operational continuity by stepping in during peak-volume periods and staffing shortages.
• Support the Special Account Support team with year-end tax corrections and federal and state tax withholdings.
• Process daily incoming Federal Reserve ACH return files in accordance with Nacha regulations.
• Process adjustments and corrections related to electronic (RDC) and check transactions.
• Process incoming and outgoing domestic and international wires through the WITS wire transfer system accurately and promptly.
• Take initiative in prioritizing operational department needs while working closely 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, documenting and identifying 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; accept supervision and work effectively with others.
• Comply with organizational policies, the Employee Handbook, Code of Conduct, required annual training, safety procedures, and applicable regulatory requirements.
• Foster an inclusive workplace and maintain strict confidentiality of records and PII.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with company match
• Supplemental life insurance
• Paid vacation
• Paid sick days
• Paid holidays
• Eligible non-branch non-management roles may receive on-the-spot bonuses for extraordinary performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed