Job Summary:
An Operations Specialist plays a key role in supporting our members through phone and digital channels, ensuring efficient and accurate transaction processing. This role also handles a variety of back-office processing and maintains accurate records. This position is ideal for someone who is detail-oriented, thrives in a fast-paced environment, and is committed to delivering exceptional member service.
Qualifications:
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- High school diploma or equivalent.
- Minimum of one year of experience in customer service or call center; financial institution experience preferred.
- Excellent customer service and communication skills.
- Proficient with PC, telephone, 10-key, and other related business equipment and application software and platforms.
- Ability to multitask and perform in a fast-paced environment.
- Strong organizational skills and attention to detail.
Job Duties:
- Member Support and Transaction Processing
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- Greet all members in a friendly and professional manner.
- Utilize the “soft transfer” method to transfer calls.
- Cash advances on credit and debit cards.Respond to member inquiries via phone and digital platforms in a friendly and professional manner.
- Accurately process transactions including loan payments, credit/debit card advances, transfers and account inquiries.
- Troubleshoot online banking access and assist with account navigation.
- Ensure member identity verification and maintain security standards.
- Back-office Processes
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- Perform processing tasks including ACH, wire transfers, drafts, debit card activity, GL reconciliation, fraud resolution, and other support functions.
- Process remote deposit capture (RDC), returned items (RI), and notices.
- Member Research and Resolution
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- Investigate and resolve member inquiries or discrepancies efficiently.
- Credit Union Products and Services
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- Educate members about credit union products and services.
- Perform other duties as assigned.
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