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Operations Specialist
2 months ago
Job Category:
Banking and Financial Operations
Requisition Number:
OPERA002154
Description
We believe that supporting our member’s needs requires dedication and diligence. As our Operations Specialist, you'll find purpose in this position as you ensure our deposit products and payments are correct, timely and efficient. In this role, your primary responsibilities will be electronic payments processing, quality assurance, member support requests, and a variety of other operational activities. You'll get to support our member-facing team to deliver exceptional service to our member-owners. If mastery of processes and attention to detail is part of your DNA, we'd like to talk to you
As our Operations Specialist, you’ll:
Provide outstanding service to internal and external members
Perform ACH processing to include posting of invalid items, exceptions and return items
Check processing to include review of RDC, posting of invalid items, exceptions and return items
Support cash ordering and verification
Process Business ACH originators files
Post member payroll and HSA deposits
Process, setup and complete annual reviews for ACH Originators
Review and process external ACH transfers
Process incoming and outgoing wires
Maintain, set up, and process auto transfers
Ensure Required Minimum Distributions are properly recorded and checks are mailed
Process levies as received
Assist with day-to-day processing, operations, direction and administration of IRA and HSA accounts
Possess knowledge of regulatory compliance. Assist with audits, if required
Ideal candidates will have a combination of:
Associate's degree in accounting or a related business field preferred; plus two to three years of prior experience within the financial services industry; or an equivalent combination of education and experience
General knowledge or understanding of electronic payments
Strong organization, communication, and time management skills
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