Account Services Specialist

3 weeks ago


San Diego, California, United States California Credit Union Full time
Position Overview:
We are seeking an experienced Deposit Operations Specialist to join our team at California Credit Union. In this role, you will work closely with various stakeholders to resolve consumer account issues, process transactions, and maintain accurate records. As a Deposit Operations Specialist, you will contribute to the success of our organization by providing exceptional service, promoting a culture of compliance, and identifying opportunities for growth and improvement.

Main Responsibilities:
- Handles check processing, including encoding error requests and returned deposited items
- Assists with IRAs / HSAs – Processes complex IRA/HSA transactions and incoming/outgoing mailed IRA/HSA transfer requests
- Monitors CCU checks clearing to identify fraudulent checks and processes stop payment requests
- Submits returns to Catalyst timely to meet the Federal Reserve deadline
- Ensures compliance with regulatory rules and CCU policies
- Annual salary: $61,800
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