Operations Specialist, Plano TX

1 month ago

Plano, United States InTouch Credit Union Full time
Job DescriptionJob DescriptionDescription:Welcome to InTouch Credit Union
  • We are looking for an Operations Specialist who has experience in a customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.
  • Our ideal candidate will make anywhere between $20.70 to $21.85 for this role.
  • Monday-Friday 8:00 a.m. to 5:00 p.m.
  • Rotating Saturdays between 8:45 a.m. to 12:45 p.m.
What about the Duties & Responsibilities?The OPS Specialist will assist in the managing of daily workflow and operations of the department and handle complex business issues relating to products such as credit union cards, wire services, bill payment, IRA's, and core system functions and provide the following as part of their responsibilities:
  • Work with department and other Credit Union team members to provide phone, email, and in-branch support for Operations Support department responsibilities, using various systems such as vendor card systems, vendor online function support systems and vendor wire systems.
  • Research and solve external and internal member questions, problems and complaints in a proactive and urgent manner.
EFT function includes but is not limited to:
  • Resolve debit/ATM card, credit card and Turnkey Zelle fraud and other dispute cases by communicating with members, processing chargebacks, completing necessary documentation and tracking progress of cases to completion.
  • Review daily and monthly reports that include Turnkey Zelle profiles/transactions, debit, credit and ATM cards.
  • Process orders and maintenance requests for credit, debit and ATM cards.
  • Process incoming and outgoing wire requests accurately.
  • Work with card processing and ATM vendors to investigate and resolve cardholder and terminal problems in a timely manner.

ATM function includes but is not limited to:

  • Process ATM cash orders and stamp orders and communicate load amounts to vendors.
  • Review ATM balancing spreadsheets and research all ATM outages and discrepancies in a timely manner.
  • Research and resolve ATM malfunctions and work with vendor for repairs
IRA function includes but is not limited to:
  • Assist internal and external members with IRA and Health Savings Account questions, issues and processing of forms.

Operations Support function includes but is not limited to:

  • Process stop payments, address changes, overdraft protection, add or modify cross accounts, security ID’s, modify account profile information, etc.
  • Open, modify and close certificates and accounts.
  • Process returned mail, mail deposits, and scanning verification.
  • Place check orders.
  • Complete check and statement copy requests.
  • Process online banking, bill pay, transfer now, Turnkey Zelle reports and research requests.

The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.

Requirements:SKILLS AND ABILITIES REQUIRED

Education/Certification:

  • High school degree or equivalent. Mortgage Loan Originator (MLO) registration with Nationwide Mortgage.

Experience:

  • One or more years experience in card/ATM operations, card dispute, wire processing, and/or two or more years in a financial institution as a teller, Concierge Banking, or other relevant experience.

Required Knowledge:

  • Working knowledge of Microsoft Office.
  • Compliance with Federal Bank Secrecy and Money laundering rules required.


Other Skills:

  • Proficient in 10 Key, typewriter, computer keyboard
  • Excellent listening, communication and telephone skills.
  • Ability to make decisions with minimum supervision
  • Ability to work as a team on projects with other departments

All offers for employment with InTouch Credit Union are contingent upon the candidate having successfully completed a credit check, pre-employment drug screen and criminal background check.

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