Manager / support services coordinator

2 weeks ago


Redwood City CA, United States Monterra Credit Union Full time

Do you have three to five years of operational experience in a financial institution?
Are you knowledgeable about consumer laws and regulations and Credit Union operations?
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?

If so, we’d love to talk with you about Monterra Credit Union’s Support Services Manager Position

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

Semi-annual bonuses for meeting key financial and operational goals
Medical, Dental, Vision, Life, and Long-Term Disability insurances
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more



Manages and directs Support Services activities such as share draft clearing including mobile banking and ATM deposits, Fedline processing, ACH and payroll processing, and IRA and HSA procedures. Oversite of new business membership review and approval of business account documentation including relevant business deposit products including Merchant Services, Payroll Services, Account Management (Business ACH, Wires, Business Remote Deposit Capture), including other ancillary products serving our business needs.



Oversees review of system exception and quality control reports for follow-up with branch operations.
Responsible for the overall management and supervision of the check processing functions and support systems for the other products and services offered to the membership. Daily processing of checks, check balancing and adjustments and entries in the suspense account
Member payroll and ACH debits and credits
Reconciliation of selected (related) general ledger accounts
Notify Financial Assistance of potentially fraudulent activity
Address changes, return mail, verification of deposit, and photocopy request processing
Dormant account processing (Escheatment process)
Deceased Account Processing
Serves as system administrator for Ascensus, IRA Interface (Episys), Synergy Front Office, and WireXchange, which includes serving as primary vendor contact, maintaining system access, error resolution, etc.
Manages staff including performance management, training, motivation.
Develops and monitors operating objectives and services; Supports Director of Operations in planning, testing, validating and implementation of approved new or enhanced products and/or services as needed.
Serves as centralized business account subject matter expert, providing support and assistance to Director of Operations related to business deposit products, services and training as needed
Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.



Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee may occasionally work overtime.
Monterra Credit Union is an Equal Opportunity Employer.






3 to 5 years of operational experience in a financial institution is required.
Demonstrated ability to manage a variety of processes and coordinate and supervise the workflow of employees
Demonstrated knowledge of industry rules and regulations related to Bank Secrecy Act, OFAC, Customer Identification Policy, Truth in Savings, Truth in Lending, Regulation CC, Plastic Cards, and Funds Availability, etc.
Thorough knowledge of consumer laws and regulations and Credit Union operations are required.
A solid knowledge of branch and departmental operational activities and practices as well as DBO and NCUA rules, regulations, and policies
Must have excellent analytical, project management, and oral and written communication skills
Must be proficient in the use of a PC with Windows-based programs
Occasional travel may be expected.



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