Operations Specialist
Listed on 2026-08-16
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Finance & Banking
Accounts Receivable/ Collections, Accounting & Finance, Bookkeeper/ Accounting Clerk -
Accounting
Accounts Receivable/ Collections, Accounting & Finance, Accounting Assistant, Bookkeeper/ Accounting Clerk
Job Description
Job Description
Scope To perform a variety of functions in the operations department. These functions may include but are not limited to the following: return check processing, dormant accounts, negative accounts, remote deposit capture, returned mail.
Essential Functions & Responsibilities
- Process mobile banking deposits.
- Process Bill Pay ACH file.
- Process Return check Deposits.
- Process/Verifying incoming and outgoing Wires.
- Communicate with members or associates concerning transactions involving accounts,overdrafts, account closings, charges and fees, transfer of funds, etc.
- Respond to IRS, SSA and other government agencies regarding member accounts.
- Manage Deceased and Dormant Accounts process.
- Mail out all notices related to CD maturity/Address change and Negative account balances.
- Manage and process return mail for Visa and Debit Cards.
- Process daily debit card disputes timely and efficiently.
- Review and process daily card holder reports.
- Process branch support and member credit and/or debit cards order requests.
- Monitor and research suspicious card activity, process card cancellations, and reissues.
- Cross train with ACH and Share Draft files and other daily processes to assist when needed.
- Performs other job or department related duties as assigned.
Education/Knowledge/Skills & Abilities
- Two to three years of similar experience of relevant education and experience.
- 1+ years of Operations experience at a financial institution.
- Strong interpersonal skills to ensure good business relationships exist with members, associates, and third-party vendors so that problems or questions are courteously and promptly resolved.
- 10-key proficiency; must be able to operate general office equipment, computer proficiency with MS Office, including Word, Excel, PowerPoint, Internet, and Outlook.
- Detail oriented with strong organizational skills.
- Ability to multi-task and prioritize large volumes of work.
- Excellent communication skills both written/verbal and listening skills.
- Proficiency in identifying issues, analyzing information, and developing effective solution.
- Self-motivated with the ability to work independently with minimal supervision.
- Flexibility in adjusting to new situations and challenges, maintaining professionalism in a work environment.
- Maintain a professional appearance in accordance with Excel FCU's dress code.
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* ***** The ideal candidate must be available to attend and actively participate in community events, demonstrating our commitment to fostering strong local relationships
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** Must have reliable transportation to the Peachtree Corners branch
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Company Description
Excel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties:
Fulton, Gwinnett, Hall, and Forsyth counties.
Excel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties:
Fulton, Gwinnett, Hall, and Forsyth counties.
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