Deposit Operations Specialist II - Business

Role:

Responsible for performing duties which support the operational functions of the Credit Union, with a primary focus on Business, Commercial, and Treasury Services.

Essential Functions & Responsibilities:

• (25%) Work closely with Deposit Operations, Commercial, and retail staff to ensure the proper documents are collected from the business member during maintenance and account opening. Complete quality control assessments of all business accounts opened to confirm accuracy.
• (25%) Work closely with retail/commercial staff to establish and process wire transfers, online banking enrollments, remote deposit, and other treasury products and services.
• (20%) Provide phone and email support for the retail teams to answer business related questions as needed. Complete account maintenance tasks as requested by retail teams.
• (10%) Establish and maintain accurate procedures, forms, and processes for operational tasks.
• (5%) Support non-member account openings and account maintenance.
• (5%) Assist Fraud and Risk Management with reporting, business account reviews, and resolution of risk as needed.
• (5%) Assist with consumer account support including but not limited to wire transfers, online banking/bill pay, debit/credit card services, fraud reviews, POA reviews, asset verifications, secure messages, etc.
• (5%) Performs other related duties as assigned.

Performance Measurements:

• Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
• Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
• Please refer to Annual Performance Goal document for remaining Performance Measurements.

Knowledge and Skills:

Experience: Three years to five years of similar or related experience

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. 

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier a telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. 

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.