Account Services Representative Iii

4 weeks ago

Redwood Shores, United States Provident Credit Union Full time

**ACCOUNT SERVICE REPRESENTATIVE III**

**JOB SUMMARY**

**Why Provident?**

Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.

Our values are:

- Listen
- Get Better
- Do What’s Right

**Essential Functions**
- Accurately review each exception entry of debit and credit transactions to independently make decision if item will be paid or returned; assess transaction details including Tran Code, SEC code and exception reason.
- Responsible for ensuring processing and decision making is compliant with NACHA regulations in handling of exceptions, returns, and disputes.
- Balance daily files transmission to Federal Reserve by required deadline; complete balancing and reconciliation of general ledgers for final settlement.
- Upload ACH files received from Federal Reserve Bank.
- Originate recurring ACH debits and credits to other financial institutions by accurately originating ACH transaction with appropriate trans code and account information.
- Responsible for reviewing and obtaining required authorization agreements and supporting documents to comply with ACH Operating Guidelines and required record retention.
- Timely respond to Notice of Changes received from other financial institutions by making corrections to the ACH setup.
- Timely respond to government reclamations of federal benefit payments including review of reclamation notices, completion of account research, and remittance funds to comply the U.S. Treasury’s regulations.
- Assess Death Notification Entry notifications from Federal agencies; place account restrictions and notations to protect account from potential unauthorized transactions.
- Familiarity with navigating NACHA Rule Book and keep abreast of regulatory changes, system enhancements and departmental policy changes.
- Process domestic and international outgoing wire transfer payment requests, incoming wire transfer and administrative messages into the Federal Reserve and Correspondent Bank systems.
- Follow guidelines for processing foreign currency payments. (Dodd Frank)
- Perform member due diligence, adhering to the Customer Identification Program (CIP) and performing Office of Foreign Assets Control (OFAC) checks.
- Communicate with Treasury Department to assist in monitoring daily Federal Reserve balance.
- Perform end of day balancing with Federal Reserve, Correspondent Bank and Core system.
- Assist members in opening IRA, HSA and trust accounts.
- Handle IRA transfers and rollover request received from members.
- Process, completes and/or reviews IRA transactions, forms and distributions; coordinates and approves IRA tax reporting; responds to staff questions related to IRA account matters; and assists in developing staff training related to IRA accounts.
- Process Death claims.
- Research and response to Accounting reconciliation questions.
- Assist in any product validation and auditing.
- Successful completion of required certification as appropriate to role.
- Serve as a resource for other department such as Contact Center and Branches.
- Maintain a working knowledge of Provident Credit Union policies and procedures to ensure compliance.
- Ensures confidentiality of member information.
- Adheres to the Credit Union's core values and Service Standards in carrying out Provident Credit Union's mission and vision.
- Willingness to assist in staffing other areas of the department as needed.
- Available to work weekends and/or extended hours required to run the business, including special events as they occur.
- Attend meetings as required.
- Alert and assist Risk Management with fraud or suspicious transactions.
- Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
- Performs other duties as assigned.
- Excellent listening and speaking skills.
- Excellent written communication skills.
- Complete required BSA & OFAC training annually.
- Understand and adhere to BSA and OFAC policy and procedures.

**QUALIFICATIONS**

**Education**, **Work Experience, Knowledge, Skills and Abilities**
- College degree or equivalent work experience or College level courses (or equivalent directly related work experience).
- 3+ years of related experience.
- 1+ year(s) check handling experience
- 2+ years customer service experience
- Effective oral and written communication skills required to ensure an exceptional member experience.
- Organized self-starter, willing to learn new procedures, pleasant and helpful, a team player.
- Offer best in class customer service to our members.

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