Operations Representative II

Description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:  About - Gesa Credit Union

Role Summary:

The Operations Representative II will report directly to Operations Manager/Team Leader. This position handles a variety of member and internal department requests, such as correspondence, research and transactions. The individual will have a wide-ranging job knowledge and has demonstrated the ability to handle responsibilities in this role in addition to the Operations Representative I role. The individual in this role provides high quality service to members and others who may use the credit union services and products. They will provide courteous and professional service to members and coworkers and perform all other related duties as assigned. Specific job functions will vary depending on the area of focus within the Operations department.

What You Will Be Doing:

1. Respond to member inquiries within the established service level agreements (SLAs)
2. Research complex inquires with guidance from leadership and Sr. Operations Representatives
3. Answer internal department inquiries via phone and correspondence
4. Complete Cases and/or Service Desk tickets within SLAs
5. Review and archive branch and member documents for auditing and retention purposes.
6. Audit per requirements within the department area
7. Review and verify various department reports
8. Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
9. Handle DOR e-withholding along with SSA and AVS notifications
10. Perform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas and other 3^rd party information request, closed accounts
11. Assist in the administration of specialty account tasks
12. Prepare and balance daily general ledger (GL) transactions
13. Process returned deposit items and letters
14. Process the daily incoming and transit cash letter files from the Federal Reserve Bank (FRB), branch, and other remote sources daily, ensuring high balancing accuracy and timeliness
15. Research and resolve Fed check adjustments
16. Process ACH exceptions, error files and rejects
17. Ensure ACH disputes are resolved promptly within the designated timeframe
18. Set up and cancel ACH Originations for consumer transactions
19. Work with leadership to provide ongoing process improvements and continue to review processes to find efficiencies
20. Image documents and index them accurately into the record retention program
21. Handle incoming and outgoing exception and research requests
22. Process reporting data to perform tasks and audit
23. Attend credit union training sessions, webinars, or conferences as approved by management.

About You:

1. Ability to provide excellent member centric service
2. Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership
3. Ability to work in a demanding environment and multi-task without compromising work quality
4. Ability to prioritize and manage multiple demands effectively to meet or exceed SLAs
5. Ability to work solely or collaboratively while building positive working relationships
6. Practice critical thinking to mitigate fraud/losses to protect our member’s and CU’s assets
7. Possess skills required to communicate to members, the public, and colleagues effectively and professionally
8. Maintain knowledge of laws, rules, regulations, policies, and procedures which impact assigned responsibilities
9. Maintain a clear understanding of data processing menus, activities and processing
10. Maintain general knowledge of other organizations within the credit union. Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staff

Qualifications

What You Will Need:

1. High School diploma or GED equivalent required
2. A minimum of one (1) year of relevant experience, preferably within a credit union environment
3. Financial Institution accreditation is preferred
4. Ability to work a flexible schedule according to business needs
5. Some travel may be necessary to fulfill duties, career development, and training
6. Proficient with standard office equipment, Microsoft Office programs; familiarity with data processing and standard reporting programs
7. Ensure sensitive data is protected with the highest standard of security and confidentiality
8. Display mutual respect, trust and dignity, acting in the best interest of the credit union, lead by example by displaying solid ethics and integrity

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Salary Range:

$21.74 - $32.61

Get wise to what’s possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)