Deposit Operations Specialist chez Coreplus Federal Credit Union

Description

Job Title: Deposit Operations Representative  

Department: Deposit Operations 

Reports To: AVP, Deposit Operations

FLSA Status: Non-Exempt 

Location:  Onsite- 202 Salem Turnpike   

SUMMARY Under the supervision of the AVP, Deposit Operations, this position is responsible for handling a variety of operational tasks and acts as the primary resource for questions from the Call Center and Retail staff as they relate to member inquiries and issues. This position will handle internal calls and research requests, providing accurate and timely information to resolve issues presented by frontline staff.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 

1. Provides assistance via phone and email to all branch and call center inquiries. 

2. Monitor and maintain CardValet database.  

3. Process daily load errors, rejected items, ACH exception report and ACH transfer batch via iBanking. 

4. Process Social Security verifications via online portal and fax transmissions as well as death notifications.  

5. Assist with processing debit disputes and fraudulent debit transactions, issuing provisional credit and processing claims directly to Fiserv. 

6. Process Remote Deposit Capture deposits, viewing for validity and potential fraud.  

7. Order debit cards from branch, iBanking and call center requests. Work the daily debit card error and financial reports.    

8. Process payroll deduction forms, stop payment requests, statement copy requests, and other branch requests as needed. 

9. Review and process return check items. 

10. Review and process online account applications, viewing for validity and potential fraud.

11. Upload JMFA file, daily; review JMFA reports and process account changes in Insight. 

12. Review and respond to inquiries in the Support email queue. 

13. Verify instant issue card stock logs weekly, and maintain supplies and cardstock orders. 

14. Monitor daily dormancy reports and update accounts as necessary. 

15. Call members on unconfirmed debit card fraud cases.  

16. Act as backup in school payroll processing as needed. 

17. Assist with additional  projects/tasks as needed.  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.     

Requirements

QUALIFICATIONS  

• High school diploma or general education degree (GED) required.
• Six months to one year related experience and/or training; or equivalent combination of education and experience. 
• Knowledge of Credit Union regulatory requirements. 
• Strong organizational skills and attention to detail.
• Ability to use various technical platforms including Microsoft office (excel, word etc.). 
• Ability to work well on teams and independently while keeping internal and external service top of mind.
• Ability to interpret a variety of instructions furnished in written, oral or schedule form.
• Essential computer or other knowledge including credit card operations.