Operations Specialist I Jobs

This role is positioned with a primary focus on mailroom responsibilities. This entails a high volume of work that is fast-paced in nature and delivery. The position offers the opportunity to grow and develop into additional responsibilities of the Operations Specialist as listed next and below. The Operations Specialist I is an entry-level position to complete production support tasks and internal requests for Member information, transaction research, account file maintenance, and other daily job functions supporting the achievement of Member Service and corporate goals.

Primary Responsibilities

• Prepares various documents, reports, and records as assigned.
• Provides suggestions to streamline the department and Credit Union operations, assisting with projects and reports that relate to department goals and objectives.
• Attends and participates in meetings as required.
• GL Management: maintain and reconcile the department’s GLs.
• Completes daily branch balancing procedures for the department as assigned.
• Supports filing and maintaining Credit Union documentation as required.
• Responds to internal and external Member needs through inbound department channels and is responsible for providing reasonable solutions and options to Member needs.
• Responsible for maintaining and adhering to all department performance standards, goals, and objectives.
• Order supplies for the department
• Answer general questions concerning the Operations area and transactions for internal and external Members.
• Uses proper PFCU processes and procedures to perform roles and tasks.

Card Services

• Review and maintenance of instant issue
• Assist Member Service Center and Branches with Member inquiries/disputes and account research.
• Responsible for monetary and non-monetary adjustments, transactions, and file maintenance to Member accounts
• Run and review the name mismatch report daily and call Members as applicable.
• Assist Member Service Center and Branches with card-related process and procedure inquiries.
• Assist with mass card re-issuance.
• Download, review, and take appropriate action on card-related reports from our Core System
• Download, review, and take appropriate action on card-related reports from our processor.
• Open new Member ATM, debit card, and credit card accounts

Item Processing

• Process CO-OP and/or Share Branch adjustments.
• Ensures research functions are completed in accordance with Credit Union policies and procedures.
• Monitor research inbox.
• Process AMEX tasks
• Perform Wire Verification
• Pulls original documents, fiche records, or copies of miscellaneous paperwork to support department operations as necessary.
• Assists with scanning of daily work; images and validates documentation.
• Process ATM and /or ACH disputes
• Assists with mailroom activities including the distribution of mail.
• Maintenance of dormant accounts
• Post bank by mail transactions
• Maintains the inventory of off-site document storage, Monitors retention and destruction of documents according to retention guidelines.
• Retrieves images from the optical system, Harland, and other vendors as needed to complete basic information requests.
• Process safe deposit task
• Responsible for daily ATM processing
• Perform any additional assigned tasks as needed.
• Make general ledger posting entries and balance cash to the general ledger.
• Responsible for researching outages as necessary and making corrections.
• Images loan documents while maintaining quality control.
• Ensures the microfiche created by the outside processor is correct.
• Responsible for processing legal and regulatory tasks

What you will need:

• Must demonstrate good oral and written communication skills.
• Image Center- Preferred
• Must be flexible and can work independently and take initiative.
• Spanish speaking preferred.
• Symitar- Preferred
• Financial - Preferred
• Math – Required
• Springboard- Preferred
• Must be goal and detail-oriented and able to multi-task and have good teamwork skills.
• Microsoft Office- Required
• Must have good problem-solving skills.
• Customer Service - Required
• Must be responsible and have good time management skills.
• Availability Monday-Friday 8-5