Operations Support Specialist I

About the role

Bellco Credit Union is a local not-for-profit organization that has been serving members, communities, and employees since 1936. We offer one of the best employee benefits packages and foster a culture of development and engagement.

Responsibilities

• Ensure proper application of principles and practices for paper and electronic records maintenance and archiving.
• Maintain, protect, and retrieve the credit union’s documents; accurately scan and index all documents.
• Research documentation for internal and external member requests, summons, subpoenas, etc.
• Complete Member Connect requests.
• Process account deposits, loan payments, withdrawals, and fee processing in accordance with department SLAs.
• Assist in monitoring and administering the records management program.
• Demonstrate Bellco’s Act Nice Behaviors and Core Values in all interactions.
• Research, analyze, and resolve cView requests from members, employees, or S3 employees.
• Complete mailed-in deposits, loan payments, and withdrawals.
• Scan daily incoming mail and loan/member/branch documents into the imaging application.
• Process research associated with summons, subpoenas, etc., in a timely manner.
• Complete Card Stock requests from branches; assist with monthly audits as needed.
• Review branch balancing reports for accuracy and report discrepancies.
• Sort and file Branch and ATM batch checks; shred according to established guidelines.
• Proactively support corporate and departmental goals.
• Perform other related duties as assigned by management.

Requirements

• High School Diploma or equivalent.
• Six months’ experience in general office support or records management, or six months of experience with Bellco Credit Union in lieu of records experience.

Work Environment and Conditions

Office environment with frequent lifting (up to 30 pounds), bending, standing, and sitting.

Skills

• Manual dexterity to input data on a keyboard.
• Visual ability to interpret data.
• Effective communication in person and in writing with all levels of employees.
• Deductive reasoning skills.
• Extreme attention to detail to minimize risk with member and credit union data.
• Ability to tactfully question or actively listen to determine specific needs.
• Ability to perform mathematical calculations with speed and accuracy.
• Ability to multitask and perform with frequent interruptions.

Core Responsibilities

• Be available to work as scheduled and report to work on time.
• Accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Foster an inclusive workplace where diversity and individual differences are valued.
• Adhere to safe working practices and follow all organizational safety policies and procedures.
• Demonstrate compliance with all state, federal, and regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Core Values

• Be Ethical and Demonstrate Integrity: Treat others with respect, dignity, and “tough love.” Lead by example, be honest and direct, and challenge yourself and others to reach full potential.
• Be Accountable: Set realistic expectations, make good business decisions, meet commitments, and learn from mistakes.
• Embrace Change: Develop individuals, improve the team, and grow the institution. Encourage creative solutions and ask impactful questions to identify problems and desired outcomes.
• Appreciate the Member: Build trusted, valued relationships with members by listening, identifying needs, prioritizing the member experience, and serving with pride.
• Achieve Success Together: Strive for flawless execution, plan and coach to master roles, and celebrate success.

Act Nice Behaviors include mutual accountability, acknowledging others’ efforts, avoiding assumptions, honesty, direct communication, empathy, active listening, relationship-building, positive reinforcement, respect for priorities and space, and letting go of grudges.

Benefits

• Medical, Dental, Vision
• 401(k) with company match
• Supplemental Life Insurance
• Paid Vacation, Paid Sick Days, and Paid Holidays

Bonuses may be available for non-exempt branch roles (monthly for production goals, quarterly for team goals), exempt branch roles (quarterly for production and team goals), exempt non-branch management roles (annual managerial bonus), and non-branch non-management roles (on-the-spot bonuses for extraordinary performance).