Operations Specialist bei TruStone Financial Credit Union

WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU’LL DO:
The Operations Specialist is responsible for maintaining and acting as a staff resource for retail deposit products and specialized accounts. The Operations Specialist is also responsible for maintaining the Safe Deposit Box program and performing escheatment processing.

WHAT YOU’LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:30am – 5:00pm at our Plymouth Corporate Office; non-exempt.

In addition:

• High school diploma or equivalent.
• 3+ years of financial industry front office and customer service experience required.
• 3+ years of related experience working in a retail/financial industry/sales environment. 
• Experience working with retail deposit products and services, including retirement/health/education deposit products and services, preferred.
• Experience working with deceased accounts and specialized accounts, preferred.
• IRA Professional Certification, preferred.
• Strong interpersonal skills, maturity, and good judgment.
• Ability to analyze and resolve situations independently.
• Ability to be a self-starter with good planning and organizational skills.
• Well-developed skills in verbal and written communication.
• High level of proficiency in the use of Microsoft Excel and Word.
• Ability to effectively communicate and work with members and employees.
• Basic math skills.
• Operating knowledge of personal computers and applicable business software. 
• Ability to multitask and complete projects on time.  
• Ability to maintain confidentiality of member data. 
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHAT WE OFFER:

The salary range for this position is $17.50 to $21.50 per hour. In addition, we offer: 

• Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. 
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). 
  • Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.