Universal Operations Assistant

Essential Duties & Responsibilities

• Process and Verify Customer Account Maintenance including Card Services, Monthly Statements, Maturity Notices, Critical Messages and Customer Updates.
• Aid Branch Staff with customer inquiries and troubleshoot customer issues including Account Research and Account Fraud.
• Maintain and document files for all disputed Wire Transfers, ACH transactions, Debit, POS and ATM transactions.
• Utilize fraud detection programs and collaborate with branch staff and/or customers to minimize potential losses.
• Manage Return Items, Overdrafts and Encoding Errors.
• Process Exception ACH (Automated Clearinghouse) transactions and resolve issues.
• Review Dormant Account updates and complete the Annual Escheating process for Unclaimed Property.
• Verify and Process Domestic and International Wires.
• Balance Daily, Weekly and Monthly General Ledger reports.
• Handle Tax/Levies and Garnishments.
• Follow Document Retention Schedule.
• Scan and index documents into the archive.
• Perform other duties as assigned.

Requirements

• Excellent customer service, interpersonal and communication skills.
• Patiently problem-solve, research, and investigate data to identify sources of discrepancies.
• Work with supervisors and fellow employees in a positive manner conducive to a team effort.
• Exercise customer confidentiality and discretionary judgment.
• Read, write, speak, and understand English well.
• Strong organizational skills and ability to prioritize tasks.
• Basic PC and Microsoft skills.
• Ability to learn new software and navigate database systems.
• Work well under pressure and in a fast-paced environment.
• Maintain a working knowledge of applicable Association Policies and Federal Regulations.

Qualifications

• Requires high school diploma, GED, or equivalent skills.
• Prior banking experience, with one year of banking operational support experience preferred.
• Demonstrated understanding of support systems and bank operations preferred.
• Must be bondable.

Physical Demands & Work Environment/Conditions

• Duties are performed in usual office conditions.
• Ability to operate standard office equipment including personal computer, standard keyboard, 10-key calculator and work a standard shift with repetitive wrist and hand movement.