Research Specialist-Records

Responsibilities

• Process research requests and adjustments to member accounts, ensuring all retrieved documents are accurate and complete.
• Handle request subpoenas within required timeframes, maintaining professional communications with law enforcement and government officials.
• Accurately process mail payments and deposits, adhering to set daily timeframes for incoming and outgoing mail.
• Monitor the Operations Support Request email, promptly forward requests to appropriate staff, and provide clear responses to helpline calls.
• Complete verification of deposits received in Operations Support with precision and attention to detail.
• Handle exceptions for mobile and PTM transactions efficiently, ensuring all discrepancies are resolved.
• Process various address changes and returned mail promptly and accurately, ensuring changes are made in the core system and other relevant systems.

Requirements

• High school diploma or equivalent.
• Professional, well-developed interpersonal skills essential for interacting with credit union staff, members, and vendors.
• Ability to work accurately with figures and perform detailed work.
• Ability to operate a variety of office equipment (10-key, personal computer, Microsoft Office, keyboarding at 30 words per minute).
• Basic knowledge of Microsoft Office Suite.
• Requires judgment to solve day-to-day problems but usually within established guidelines using a member service approach.
• Basic mathematical skills required.

Benefits

• Competitive salary.
• Health insurance.
• Retirement plans.
• Paid time off.
• Opportunities for professional development and career advancement within the credit union.
• Flexible working hours and a healthy work-life balance.
• Community engagement initiatives.

Why Join Us?

At Summit Credit Union, we value innovation, teamwork, and growth. As a Research Specialist Records, you'll have the opportunity to:

• Develop your skills by gaining hands-on experience in the financial sector and enhancing your research and analytical skills.
• Make an impact by playing a vital role in ensuring our member accounts are accurate and up-to-date.
• Grow your career with opportunities for professional development and career advancement.
• Be part of a collaborative team that values your contributions and supports your professional journey.

Physical Demands

While performing the duties of this position, the employee is required to sit, stand, and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.

Environmental/Working Conditions

Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.

Equipment Used

Variety of office equipment (telephone, printer, PC, mobile devices, etc).