DirectJobHub
Jobs · Management · Washington

Operations Representative II

Gesa Credit Union · Richland, WA · 2 wk ago
Management$20–$33.07/hrFull-time

About Gesa

Gesa Credit Union believes in the power of its people. Our team comes from diverse backgrounds, each bringing unique experiences that are our greatest asset. Together, through collective compassion and commitment, we serve our communities and drive success.

Role Summary

The Operations Representative II will report to the Operations Manager/Team Leader. This role handles a variety of member and internal department requests, including correspondence, research, and transactions. The individual will demonstrate a broad range of job knowledge and possess the ability to handle responsibilities beyond the Operations Representative I role. They will provide high-quality service to members and others using credit union services and products, maintaining a courteous and professional demeanor.

What You Will Be Doing

  • Respond to member inquiries within established service level agreements (SLAs)
  • Research complex inquiries with guidance from leadership and senior operations representatives
  • Answer internal department inquiries via phone and correspondence
  • Complete cases and/or service desk tickets within SLAs
  • Review and archive branch and member documents for auditing and retention purposes
  • Audit per requirements within the department area
  • Review and verify various department reports
  • Understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
  • Handle DOR e-withholding along with SSA and AVS notifications
  • Perform account administration including new accounts, address changes, social security changes, levies, garnishments, subpoenas, and other third-party information requests
  • Administer specialty account tasks
  • Prepare and balance daily general ledger (GL) transactions
  • Process returned deposit items and letters
  • Process the daily incoming and transit cash letter files from the Federal Reserve Bank (FRB), branch, and other remote sources, ensuring high balancing accuracy and timeliness
  • Research and resolve Fed check adjustments
  • Handle ACH exceptions, error files, and rejects
  • Ensure ACH disputes are resolved promptly within the designated timeframe
  • Set up and cancel ACH originations for consumer transactions
  • Work with leadership to provide ongoing process improvements and review processes for efficiency
  • Attend credit union training sessions, webinars, or conferences as approved by management

About You

  • Ability to provide excellent member-centric service
  • Identify needed process improvements, be innovative, and communicate ideas and solutions to leadership
  • Work in a demanding environment and multi-task without compromising work quality
  • Prioritize and manage multiple demands effectively to meet or exceed SLAs
  • Work solely or collaboratively while building positive working relationships
  • Practice critical thinking to mitigate fraud/losses to protect member and CU assets
  • Communicate effectively and professionally to members, the public, and colleagues
  • Maintain knowledge of laws, rules, regulations, policies, and procedures impacting assigned responsibilities
  • Maintain a clear understanding of data processing menus, activities, and processing
  • Maintain general knowledge of other organizations within the credit union to accurately answer questions from members and staff

Qualifications

  • High School diploma or GED equivalent required
  • Minimum of one (1) year of relevant experience, preferably within a credit union environment
  • Financial Institution accreditation is preferred
  • Ability to work a flexible schedule according to business needs
  • Some travel may be necessary to fulfill duties, career development, and training
  • Proficient with standard office equipment, Microsoft Office programs, and data processing and standard reporting programs
  • Ensure sensitive data is protected with the highest standard of security and confidentiality
  • Display mutual respect, trust, and dignity, acting in the best interest of the credit union, leading by example with solid ethics and integrity

Benefits

  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product Discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

Full Salary Range

Richland, WA: $20.00-$33.07
Centralia, WA: $20.00-$31.26

Team Member Value Proposition

We offer a competitive salary, comprehensive benefits package, and a supportive work environment where you can grow your career and make a difference in your community. Join us and discover what's possible!

Similar jobs