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About the Role

The incumbent works under the direct supervision of the Manager of Operations and Support Services, responsible for aiding in a variety of functions related to back-office operations. Records generated and maintained must be accurate and up-to-date.

Responsibilities

• Balance back-office cycle of daily share draft clearing, including posting share drafts and rejects, balancing general ledger accounts, and miscellaneous adjustments.
• Communicate with vendors and members to resolve outstanding issues.
• Review and process checks deposited via Remote Deposit Capture, including mobile deposits, ITM/ATM, and My Deposit.
• Review checks for proper endorsements, dates, deposit amount accuracy, and image quality.
• Determine potential un-collectability of checks and place extended holds on suspect deposits per REG CC guidelines.
• Monitor corporate draft clearing and fraud prevention for accuracy using provided reporting tools.
• Balance back-office cycle of daily ACH processing, including posting ACH transactions and rejected transactions, balancing general ledger accounts, and miscellaneous adjustments.
• Maintain member payrolls and payroll allocations.
• Post and balance checks received for Payroll.
• Reconcile appropriate GL accounts for payroll.
• Set up recurring payroll deductions within member accounts.
• Process, balance, and post monthly insurance payments to member accounts.
• Process, track, and report monthly IRS Backup Withholding & IRA Withholdings.
• Participate in the annual Abandoned Property process.
• Assist with member support requests and required research, prioritizing excellent member service.
• Provide timely support to front office staff.
• Process domestic and international wires, ensuring secure funds and OFAC compliance.
• Balance appropriate General Ledger accounts for wire transfers.
• Process remote deposit capture items, ensuring transaction limits, regulation requirements, and fraud preventative measures are utilized.
• Process returned transit checks (Charge Backs) or redeposits and post entries to member accounts.
• Print Image Replacement Documents (IRD) as needed.
• Prepare return item notices for members.
• Review various department reports for data integrity and accuracy.
• Perform file maintenance to ensure system accuracy.
• Process stop payments of credit union checks.
• Handle research and check image requests, providing timely responses.
• Process all branch cash orders and submit Coin & Currency orders to the Federal Reserve Bank.
• Securely file daily work and back-office reports, ensuring proper documentation retention.
• Process monthly outstanding (OLDO) teller checks and money orders, making appropriate General Ledger entries.
• Act as backup for other Operations Department personnel.
• Employ risk mitigation strategies during transaction processing and account activity review.
• Identify possible high-risk entries and report to management.
• Keep written procedures for assigned tasks updated and recommend changes.
• Securely store assigned tokens, digital certificates, and user information.
• Report loss or exposure of information immediately to management.
• Maintain familiarity with credit union policies, procedures, and regulations.
• Attend training sessions and webinars to stay current with policies, procedures, and regulations.
• Ensure member information is kept confidential and secured.
• Work with vendors to ensure optimal service to the membership.
• Escalate issues of concern to management, including member dissatisfaction, potential fraud, processing disruptions, and potential financial loss.
• Perform other related duties as assigned.

Requirements

• Must be a high school graduate or have GED equivalent.
• Financial institution experience is a plus.
• Ability to interpret and explain credit union transactions posted to member accounts.
• Ability to interpret computer-generated reports.
• Proficiency in Microsoft Word and Excel.
• Strong written and oral communication skills.
• Strong math, computer, and data entry skills.

Skills

• Microsoft Word
• Microsoft Excel
• Written communication
• Oral communication
• Math skills
• Computer skills
• Data entry

Location

• On-Site

Work Type

• Full-time

Education Level

• High school graduate or GED equivalent