Operations Specialist

Overview

Position Summary:

Serve as liaison and the primary contact between the member credit unions regarding all aspects of their relationship with the corporate. Receive incoming telephone calls requesting information and member service. Assist members with any and all inquiries or transactions.

• Take financial transactions from member credit unions (including domestic and international wires, ACH transfers, currency orders, loan payments, etc.).
• Respond to written and verbal inquiries.
• Research and resolve complex issues with credit unions as appropriate.
• Provide frontline support for Vol Corp's internet applications.
• Adhere to all BSA, OFAC, and Security regulations, policies, and procedures.
• Prepare Vol Corp's check deposit.
• Prepare and balance foreign check deposits.

In addition to primary responsibilities, incumbent is also expected to complete extensive cross-training in other areas of Operations, including, but not limited to:

• Cash Vault:
  Serve as liaison between member credit unions and Loomis regarding all aspects of Vol Corp's Cash Vault service. Monitor orders submitted by credit unions for each of the six vault locations. Ensure orders are completed properly by Loomis. Manage cash flow in each vault. Determine and maintain appropriate cash levels for each location while minimizing opportunity costs and Loomis expenses.
  
  Place Fed Cash orders and shipments to maintain appropriate cash balances.
• Wires/ACH Processing:
  Responsible for managing and overseeing the processing of financial transactions, including the accurate and timely execution of Wire/ACH transfers. Ensure stringent compliance with regulatory requirements. Monitor transaction details for accuracy and collaborate with the accounting department to resolve discrepancies. Maintain secure handling of sensitive information. Complete research and provide support for both internal and external inquiries related to Wire/ACH Transfers.
• Check Adjustments:
  Research discrepancies between general ledger accounts and suspense entries. Responsible for daily balancing of suspense accounts to ensure they are reconciled with accounting department daily. Provide specialized research information to member credit unions. In certain instances, submit adjustments to the Federal Reserve Bank, Endpoint, ViewPointe and complete journal voucher to debit/credit the credit union's account or to clear suspense items.
• User Administration:
  Send new authorization forms to credit unions as requested. Assist with annual user audit to ensure user roles and permissions are current and accurate. In certain instances, perform user administration for all member-facing websites/applications. Ensure timely and accurate processing of authorization requests from member credit unions.

• Provide back-up duties for another Operations Specialist.
• Perform related duties and special projects as assigned.
• Adhere to company and governmental policies and regulations, including those related to Equal Employment Opportunity and Affirmative Action Plan compliance.

High School diploma. 1-2 years' experience as a Customer Service Representative or progressive experience using electronic data processing systems or the banking industry. Banking or credit union experience strongly preferred.

Must be able to pass a credit, criminal, and employment background check.

Job Posted by Applicant Pro