Operations Support Specialist II

Pacific Service Credit Union - Concord, CA

Full-time

Remote - Concord, CA

Credit Intermediation and Related Activities

About the position

The Operations Support Specialist II will perform back-office duties and provide superior service to both external and internal members, in person and/or via remote delivery channels. This position is on-site and not eligible for the credit union's telecommute program.

Responsibilities

• Proficient in the day-to-day operations of the department, including efficiently processing daily incoming mail and taking appropriate actions on deposits, loan payments, account ownership changes, verifications of deposit, etc.
• Possesses and applies advanced knowledge of processing online account opening applications generated through our website and/or within online and mobile banking.
• Consistently meets or exceeds in cross-selling credit union products and services to members.
• Identify and correct member account transactions, including account deposit and loan payment adjustments through research and follow up.
• Proficient in reviewing and processing power of attorney and subpoenas requests.
• Working knowledge of IRAs and IRA account administration, including IRA mandatory distributions.
• Possesses and applies advanced knowledge of processing remote outgoing wire transfer requests.
• Highly skilled in critical-thinking and problem-solving.
• Partner with the Operations Manager, Operations Assistant Manager and multiple departments to provide reporting and resolve issues on cross-functional projects.
• Demonstrate excellent organization, planning and prioritization skills.
• Proficient and well-versed with all eCommerce delivery channels.
• Well-versed in the testing and implementation of eCommerce system enhancements and upgrades.
• Capable of performing Symitar release testing and yearly disaster recovery action items.
• Highly-skilled communicator, adept at active listening and clear communication.
• Provide input to the Operations Manager or Operations Assistant Manager of potential training opportunities for the team.
• Identify and recommend ways to continuously streamline or improve the work process.
• Comply with all federal and state laws, as well as organizational policies.

Requirements

• High school diploma or equivalent required.
• 2 - 4 years of credit union or financial institution experience as a teller with check and/or cash handling experience required.
• Previous customer service and/or call center experience preferred.
• Experience with advanced account administrative functions and federal regulations regarding IRAs, certificates, subpoenas, and power of attorneys.
• Proven experience in completing repetitive tasks with a high degree of accuracy required.
• Excellent written, oral, and interpersonal communication skills required.
• Proficiency in computer programs (e.g. Microsoft Office).
• Knowledge of Symitar software system preferred.

Nice-to-haves

• Experience with mobile banking operations.
• Spanish/English bilingual language proficiency desired.
• Previous experience with a financial institution with knowledge of financial products and services.

Benefits

• 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees.
• 401k contributions of 3% of base salary and matching 75% of contributions up to 6%.
• Bonus program for attaining annual organizational goals.
• Tuition Reimbursement program for employees eligible after six months of service.
• Recognition program for employee nominations.
• Employee referral bonus.
• Student Loan Repayment Assistance.
• Consumer loan rate discount.
• More than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave.