Deposit Servicer

Responsibilities

• Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Adheres to the MUST philosophy by making eye contact, using names or acknowledging presence, smiling, and thanking members for their business.
• Consistently demonstrates appropriate phone etiquette at all times.
• Demonstrates teamwork in interactions with coworkers and in the completion of all duties and responsibilities.
• Safeguards confidentiality of member information.
• Sustains a diverse and inclusive work environment.
• Participates in community service organizations and/or Credit Union sponsored events, on an annual basis.
• Assists CADS staff in the support of all deposit operations including, but not limited to, questions, problem resolution, requests for research and IRAs.
• Answers the phone to assist staff and members with questions – account transactions, deposit (CD, IRA, money market, etc), ODP, non-member account, deceased accounts, etc.
• Maintains non-member accounts and save all relevant paperwork to document storage system.
• Completes verification requests on all non-member accounts.
• Affords assistance in the resolution of member account discrepancies, statement problems, and complaints.
• Processes IRA documents, complete auto-RMD and RMD waiver requests.
• Maintains familiarity with the Credit Union image retrieval system, check imaging system, and all archival systems.
• Performs file maintenance and adjustments on member accounts such as closing dormant accounts, assessing fees, correcting dividends, address updates, etc. and provides proper member notification/correspondence in a professional manner.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Identifies opportunities for and participates in the development and implementation of process improvements to improve efficiency, compliance, and reduce the opportunity for human error.
• Develops materials and leads Wednesday departmental training, as well as weekly staff meetings.
• Performs any and all job duties within the Card and Deposit Services team as necessary or assigned.

Qualifications

• High school diploma or the equivalent (i.e. GED).
• Minimum of nine months or more prior FI experience.
• Knowledge of GreenState processes preferred.
• Has achieved a ranking of Successful or higher on most recent mid-year or annual review.
• Good oral communication skills, interpersonal skills, telephone and email manners and etiquette, and the ability to produce written communication.
• Ability to follow oral and written instructions, use and understand written material and perform basic math calculations.
• Computer proficiency with the ability to learn relevant computer applications, spreadsheets, word processors, and database applications.
• Strong problem-solving skills, attention to detail, and a high level of accuracy.
• Strong organizational skills and an ability to prioritize large volumes of work.
• Ability, availability, and willingness to work flexible hours as dictated by the workload, including occasional weekends.
• Ability to work with minimal direction and exercise sound judgment.
• Ability to develop and maintain effective working relationships with co-workers.
• Positive attitude, team first focus with an emphasis on providing outstanding customer service.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
• Must be bondable.

Pay

Pay range for this hourly position is $26.02 - $30.42/hr with a progressive benefits package.

Schedule

Flexible hours as dictated by the workload, including occasional weekends.