Operations Specialist I

JOB FUNCTIONS

• Complete and oversee deceased account processing in accordance with established policies and procedures.
• Complete probate document reviews.
• Complete Trust and UTMA document and account reviews.
• Complete and oversee complaint tracking, review, and reporting process.
• Assist members and staff with operations-related questions and research.
• Assist with Power of Attorney requests and reviews.
• Perform other tasks as assigned by the Compliance Officer or designee.

KNOWLEDGE

• Thorough knowledge of banking products and services.
• Experience using financial institution data systems to conduct account maintenance and research.
• Understanding of credit union operations, policies, procedures, applicable Federal and State laws and regulations.

SKILLS

• Ethical, principled, responsible, and honest.
• Exhibit empathy when assisting individuals mourning loss of a loved one/navigating grief.
• Must exhibit above average listening and communication skills.
• Effectively collaborate and communicate with members, third parties and staff while maintaining accurate and detailed records.
• Exercise strong organizational skills.
• Average analytical abilities and exercise good judgement to find solutions for complex scenarios.
• Keen eye for detail, manage time effectively, and perform job functions with minimal supervision.
• Ability to remain professional, calm, and positive during difficult interactions with members and various third parties.
• Must effectively manage multiple tasks and responsibilities at the same time.
• Above average computer skills with Microsoft Office products, including, but not limited to Outlook, Word, Excel, and Power Point.

EDUCATION/EXPERIENCE

• High school diploma or equivalent.
• Two years of credit union or financial institution experience.
• Proficient in Microsoft applications.

PHYSICAL REQUIREMENTS

The position requires the following physical activities within varying environmental conditions:

• Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
• Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
• Occasional lifting, moving, or adjusting objects up to 20 pounds.
• Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
• Work will be in a commercially reasonable temperature-controlled environment.
• Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.