Operations Coordinator-Member Service

First Community Credit Union - Fargo, ND

Full-time - Mid Level

Fargo, ND

Credit Intermediation and Related Activities

About the position

As an Operations Coordinator at First Community Credit Union (FCCU), you will play a vital role in providing exceptional member service and support to both members and branch personnel. FCCU is the largest credit union in the region, with over a billion dollars in assets, and is dedicated to helping its members achieve financial growth while giving back to the community. In this position, you will be responsible for handling inquiries related to deposit products and services, assisting with teller functions, and providing training on technical deposit and teller operations. Your role will involve responding to member inquiries, conducting research, and ensuring that all issues are resolved efficiently and effectively. You will serve as the first point of contact for inquiries from employees regarding teller functions and new account processes. This includes maintaining a solid working knowledge of deposit products and services, as well as the core system technologies used to manage member accounts. Additionally, you will assist with the Individual Retirement Account (IRA) and Health Spending Account (HSA) programs, processing transfers and rollovers, and ensuring compliance with all relevant regulations. Your ability to communicate effectively and present information clearly will be essential in facilitating training sessions and preparing training materials for member service functions. At FCCU, we value integrity, community, and growth, and we are looking for someone who shares these core values. You will be expected to take ownership of member inquiries and resolve issues in a timely manner, all while adhering to operational and compliance procedures. This position offers a unique opportunity to contribute to the mission of FCCU, which is centered around the belief that life is better with community.

Responsibilities

• Provide telephone support to members and branch personnel for inquiries related to deposit products and services.
• Assist branch personnel with all teller function inquiries.
• Assist with Individual Retirement Account (IRA) and Health Spending Account (HSA) programs.
• Maintain, coordinate, and conduct technical deposit and teller training.
• Serve as the first call resolution for inquiries from employees on teller functions and new account processes.
• Respond to questions, conduct research, and follow-up as necessary.
• Utilize resources and core system technologies to resolve member issues.
• Maintain a solid working knowledge of deposit products and services and the core system.
• Provide technological assistance in the recording and maintenance of member account information.
• Process IRA transfers and rollovers; distribute mandatory notices on IRA products and processes.
• Review tax forms for accuracy and compliance; approve transmission of IRA-related tax files to the IRS after verification.
• Perform a variety of activities related to teller and deposit training, including facilitating training.
• Prepare training materials and presentations for Member Service functions.
• Respond to members' telephone inquiries, requests, and problems, taking ownership to resolve issues in a timely manner.

Requirements

• Excellent customer service and interpersonal skills.
• Strong communication skills including excellent telephone etiquette.
• Excellent presentation skills that ensure transfer of knowledge.
• Ability to effectively present information in one-on-one and small and large group situations.
• Ability to exercise good judgment and resourcefully solve routine problems with tact and diplomacy.
• Ability to perform detailed functions quickly and accurately.
• Excellent time management and organizational skills.
• Ability to analyze and gather data and information and present it in a clear, understandable manner.

Benefits

• 11 paid federal holidays
• 401k match
• Fully paid single medical insurance
• Dental insurance
• Vision insurance
• Work-life balance support