Operations Support Specialist, Finance & Banking

• Perform essential back-office functions supporting accurate account processing, regulatory compliance, and member service
• Process mail, deposits, loan payments, outgoing wire transfers, digital account openings, and complex account requests
• Review, process, audit, and recommend approval of remote outgoing wire transfer requests
• Review, process, and audit digital account opening applications and associated reports
• Process powers of attorney and subpoena requests
• Assist with IRA administration and related account functions
• Resolve member inquiries and eCommerce technical troubleshooting issues
• Collaborate with the Operations Manager, Assistant Manager, and multiple departments on reporting and cross-functional project issues
• Maintain accurate records, research account inquiries, and prepare documentation
• Lead Symitar release testing and disaster recovery testing
• Identify training needs, develop training materials, and train employees as assigned
• Support management, complete special projects, and provide backup as directed
• Contribute to process improvements, innovation, and system enhancements
• Keep management informed of member issues, outside agency concerns, and workflow backlogs
• Comply with anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act
• Work Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate schedules
• Perform less than 5% local travel, primarily for training, meetings, or special projects

• High school diploma or equivalent, required
• Two to six years of experience in a credit union or financial institution as a teller, including check and cash handling
• Experience performing advanced account administrative functions in compliance with federal regulations, including IRAs, certificates, subpoenas, and powers of attorney
• Ability to utilize digital banking platforms for member transactions and account management
• Strong attention to detail and accuracy in repetitive tasks
• Clear, professional written, oral, and interpersonal communication skills
• Experience handling telephone inquiries and challenging member interactions professionally
• Experience promoting and cross-selling credit union products and services
• Ability to maintain punctuality and adhere to assigned work schedules
• Proficiency in computer programs such as Microsoft Office Suite
• Ability to work effectively in a fast-paced, dynamic environment
• Ability to work independently and collaboratively with minimal supervision
• Knowledge of Symitar software system, preferred
• Previous customer service and/or call center experience, preferred
• Spanish/English bilingual proficiency, strongly preferred
• Ability to hear and comprehend spoken communication in person and over the phone
• Ability to view computer screens and read documentation clearly and accurately
• Ability to speak clearly and effectively
• Proficient use of hands and fingers for typing, office equipment, and document handling
• Ability to sit or stand at a workstation for extended periods
• Ability to move within the office environment
• Ability to occasionally lift and carry materials weighing up to 30 lbs.
• Less than 5% local travel required

Demonstrates expertise in account processing, regulatory compliance, and member service within a financial institution. Proficient in utilizing digital banking platforms and Symitar software to enhance operational efficiency and customer satisfaction.

• Account Processing
• Regulatory Compliance
• Digital Banking Platforms
• Symitar Software
• Customer Service

• Account Administration
• Check Handling
• Cash Handling
• Wire Transfer ProcessingIRA Administration
• Subpoena Processing
• Powers of Attorney Processing
• Data Auditing
• Microsoft Office Suite
• Attention to Detail

• Interpersonal Communication
• Professional Written Communication
• Problem Solving
• Collaboration
• Adaptability

• Bank Secrecy Act
• OFAC Regulations
• USA PATRIOT Act
• Credit Union
• Financial Institution

• Symitar Software
• Digital Banking Platforms