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Member Operations Account Specialist I

4 months ago

Santa Ana, United States Orange County's Credit Union Full time
Job DescriptionJob Description

Hybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating outstanding performance.


Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference


As the Member Operations Account Administration Specialist I, you are a liaison to both internal Associates and external Members and expected to have an expert level understanding and working knowledge of the following processes:

  • Levies
  • Deceased processes
  • Power Of Attorneys (POA)
  • Trusts
  • IRA

In addition, this position will also have a basic level of understanding and working knowledge of the following processes in order to ensure exceptional service experiences for both internal and external members:

  • Subpoenas
  • Backup Withholding
  • Escheats
  • All Vesting Account Types

In this role as a Member Operations Account Administration Specialist I, you will also contribute to the overall success of the department and CU by assisting in the handling of research requests, document and information retrievals, file maintenance requests and account adjustments in a timely and professional manner, while using problem resolution and workflow management skills.


QUALIFICATIONS:

  • High school education or equivalent.
  • Mastery of all the essential functions of a Teller, and Call Center positions and all associated processes. Recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence.
  • Minimum of two years of experience in a financial services front line or call center position which would provide thorough knowledge of deposit and loan account products and services and member service.
  • Working proficiency with modern office practices and procedures, including personal computer skills with core systems used to service financial accounts.
  • Ability to learn new software and systems quickly and proficiently.
  • Ability to read and decipher technical briefs and regulatory updates
  • Working knowledge of basic Federal and State regulations that impact financial institutions and account/ loan maintenance and activity.
  • Final offers are based on qualifications, internal equity, and the level of position offered. The hourly pay range for the Member Operations Account Administration Specialist II is $20.75 - $23.00.
  • We perform thorough background checks, credit checks and pre-employment drug screening. EOE


Generous benefits include:

  • Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
  • Life insurance at no cost to associates.
  • 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
  • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
  • Sick hours – 7 days per year and rolls over year to year.
  • Paid Holidays
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
  • Annual discretionary bonus (2022 was over 7 %)
  • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.