Operations and Electronic Services Specialist

2 weeks ago

Des Plaines, Illinois, United States Partnership Financial Credit Union Full time
Job Overview

Are you eager to contribute to a dynamic and collaborative environment where your efforts can truly impact the community?

If you have a passion for assisting individuals in reaching their financial aspirations and wish to make a positive difference, consider a career with a credit union. Credit unions prioritize their mission of 'people helping people,' making them an excellent workplace for those who value community and service.

At Partnership Financial Credit Union (PFCU), we are currently seeking a dedicated individual for a full-time position that aligns with your skills. If you thrive in a fast-paced setting, possess a strong desire to assist others, and enjoy teamwork, this role may be an ideal match for you.

As an employee of PFCU, you will also be a member of our credit union, which means we prioritize your well-being just as we do for our members, providing you with all the benefits that come with membership.

About Partnership Financial Credit Union

PFCU has a rich history dating back to the 1950s, operating as a member-owned financial institution. With multiple locations, we focus on fostering close relationships with our members while delivering top-notch products and services. Our long-standing CEO and many team members have decades of experience, ensuring a knowledgeable and supportive environment.

We are committed to helping our members achieve their financial goals. Unlike traditional banks, we do not prioritize profit; instead, we focus on enhancing member satisfaction through competitive loan rates, attractive deposit rates, and minimal fees.

Position Summary

The Operations Coordinator plays a crucial role in supporting the Operations team while ensuring exceptional member service across all channels. This position involves collaborating with the Operations Manager and engaging with staff to resolve member inquiries effectively. The Coordinator will enhance the member experience by delivering prompt, efficient, and accurate service in a friendly and professional manner.

Key Responsibilities

  1. Provide prompt and accurate service to members, adhering to established transaction processing guidelines.
  2. Assist in handling member escalations alongside the Operations Manager.
  3. Collaborate with the Operations Manager to review and balance the General Ledger accounts daily.
  4. Support the monitoring and processing of dormant accounts as needed.
  5. Ensure timely and accurate completion of all daily back-office tasks.
  6. Work closely with the Operations Coordinator and Electronic Services Coordinator to oversee daily workflows, ensuring efficiency and quality service delivery.
  7. Identify opportunities for improving back-office processes through enhanced communication, training, and staffing.
  8. Develop and document standard operating procedures.
  9. Learn to manage legal processing tasks, including Trusts, Subpoenas, Garnishments, and Levies.
  10. Understand the importance of timeliness and risk management in all operations.
  11. Act as a project manager for departmental initiatives, contributing expertise and ensuring deliverables 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 and sales, preferably in a credit union or banking environment.
  • Strong problem-solving, organizational, and communication skills.
  • Comprehensive understanding of credit union or banking products and services.
  • Self-motivated with the ability to work independently and collaboratively.
  • Proficient in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
  • Familiarity with credit union software applications is preferred.

Additional Information

The Operations Coordinator will engage in extensive verbal and written communication, requiring clarity and precision. Attention to detail is critical, as the role involves proofreading documentation to prevent errors. The position may require mobility within the credit union for meetings and member interactions.

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