Under general supervision, performs tasks related to back office check & deposit processing. Provide branch support as they relate to department tasks; process member account levies; process member death claims; handle member calls related to department tasks; perform IRA and HSA branch quality control. Provides exceptional member service to both internal customers and Credit Union members. Performs other duties as assigned.
Deposit Account Support:
IRA / HSA Processing:
Processes Death Claims:
Member Account Levies:
Verification of Deposit:
Position Requirement and Qualifications:
Excellent attention to detail, analysis, problem-solving, teamwork, time management, and member/customer service. Must be able to use PC programs and applications, such as Microsoft Office Suite or equivalent. Able to use member transactional and related system, such as DNA or equivalent.
Knowledge, Education, Certifications, Licenses:
High School diploma or equivalent. Some college coursework preferred. Extensive knowledge of member consumer deposit accounts, to include IRA, HSA and Fiduciary Accounts or equivalent. Working knowledge of relevant computer applications and systems.
Requires a minimum of three years of experience handling all aspects of consumer deposit accounts, including specialty accounts in a financial institution to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent.
Must be able to satisfactorily meet all background checks including Consumer Credit.