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Operations and Electronic Services Specialist
2 months ago
Are you eager to contribute to a dynamic and collaborative environment where your efforts can truly impact others?
If you are passionate about assisting individuals in reaching their financial aspirations and making a positive impact in their lives, consider a role within a credit union. Credit unions prioritize a mission of 'people helping people,' making them a rewarding workplace.
At Partnership Financial Credit Union (PFCU), we have an exciting opportunity for a full-time position that may align with your skills. If you thrive in a fast-paced environment, possess a strong desire to assist others, and enjoy teamwork, this could be the right fit for you.
As an employee of PFCU, you will also be a member of the credit union, which means we prioritize your well-being just as much as that of our members. You will have access to all the benefits that a credit union offers.
About PFCU
PFCU is a member-owned financial institution with a history dating back to the 1950s, operating in various locations. We are committed to fostering close relationships with our members while providing exceptional products and services. Our leadership team has extensive experience, with many staff members serving for over two decades.
We focus on enhancing member satisfaction through competitive loan rates, attractive deposit rates, and low or no-fee services.
Position Summary
The Operations Coordinator plays a vital role in supporting the Operations team and ensuring outstanding member service across all channels. This position involves collaboration with the Operations Manager and interaction with staff to resolve member inquiries effectively. The coordinator will build and strengthen relationships while delivering prompt, efficient, and accurate service in a friendly and professional manner.
Key Responsibilities
- Provide exceptional service to members, ensuring accuracy and professionalism in all interactions.
- Assist in managing member escalations alongside the Operations Manager.
- Collaborate with the Operations Manager to review and balance the General Ledger accounts daily.
- Support the Operations Manager in monitoring dormant accounts.
- Ensure timely and accurate completion of daily back-office tasks.
- Work closely with the Operations Coordinator and Electronic Services Coordinator to oversee back-office workflow and maintain service quality.
- Identify opportunities for improving back-office processes through efficiency and training.
- Develop and document standard operating procedures.
- Learn to manage legal processes such as Trusts, Subpoenas, and Garnishments.
- Understand the risks involved in operations and the importance of timely actions.
- Act as a project manager for departmental initiatives, contributing expertise and ensuring project milestones are met.
Qualifications and Skills
- Associate's degree or equivalent experience in a related field.
- A minimum of 3 years of relevant experience in customer service or sales, preferably in a credit union or banking environment.
- Strong problem-solving, organizational, and communication skills.
- In-depth knowledge of credit union or banking products and services.
- Self-motivated, results-oriented, and capable of working independently and as part of a team.
- Proficient in Microsoft Office applications, particularly Word and Excel.
- Familiarity with credit union software applications.
Additional Information
The Operations Coordinator will primarily communicate through verbal and written channels, requiring clarity and precision in all communications. Attention to detail is crucial, as is the ability to manage various tasks throughout the day.
