Hybrid Account Services Representative II bei Redwood credit union

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

 

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 

 

•   32nd largest credit union in the U.S. and the largest financial institution based in the North Bay

•   Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"

•   Recognized by Newsweek as one of "America's Best Credit Unions 2024"

•   Recognized by Forbes as one of “America’s Best Small Employers 2023" 

•   Voted Best Places to Work in the North Bay 19 years in a row

•   World-class Employee Engagement scores

•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•   Industry leading Net Promoter Scores across the U.S.                                                                                                                                                                                                                                            

Redwood Credit Union is looking for an Account Services Representative II, who will provide quality service to Members and team members, while performing a variety of Member requests, deposit processing, data file transfers, reports, and administrative duties for the Account Services department.

• Manage the Remit progression ensuring every aspect of the process is accurately completed in the set time.

• Cross train to assist in processing of levies, as needed.

• Maintain confidentiality when working on team member accounts.

• Accurately maintain, update, and adjust Member accounts in a timely manner.

• Balance cash vault daily and ensure accuracies are being met.

• Accurately verify and process business courier deposits.

• Manage the certificate maturity notification renewals and accurately process the Member’s instruction changes.

• Oversee and fulfill a variety of document retrieval for legal requests and Member assistance.

• Complete account file maintenance daily, including Member name record information corrections, and account adjustments.

• Assist with the timely completion of Subpoenas and Search Warrants.

• Ensure proper document imaging for permanent retrieval.

• Manage the electronically transferred Member image files into Symitar and Synergy.

• Contact vendors to schedule repair and maintenance on Remit & check scanner and cash counter. Order parts and supplies as needed.

• Process returned Visa Check cards and notate Member accounts accordingly.

• Oversee and complete incoming Verifications of Deposits (VOD) and account confirmations within the set time requirements.

• Provide monthly status to Account & Wires Services Manager.

• Maintain proper storage according to retention guidelines.

• Keep inventory of department supplies and order new items as needed.

• Analyze processes and recommend changes for efficiency and service.

• Cross train in other areas of the department allowing coverage with minimal knowledge gap.

• Participate in departmental meetings to disseminate pertinent information and discuss methods and procedures.

• Assist in Account Services training.