Operations Utility Representative

Role Summary

The Operations Utility Representative will report directly to the Operations Manager/Team Leader in accordance with established policies and procedures. The position is designed to be highly flexible and float between the larger Operations Department, providing help where it is needed. The position may work on numerous tasks each day and with little supervision. The position will perform all other related duties as assigned.

• Respond to member and inter-department inquiries via all forms of member contact (branch, phone, internet applications and correspondence) within the established service level agreements
• Process and validate member wire transfers.
• Prepare and balance daily general ledger (GL) transactions
• Review, archive and maintain documents according to the records retention management policy
• Process returned deposit items and letters
• Perform account administration including new accounts, address changes, social security changes, levies, garnishments, subpoenas, 3rd party information requests, and closed accounts
• Scan and image incoming documents by work flowing items to correct queues
• Process incoming and outgoing exception and research requests
• Process Pay-by-Phone processing and exceptions
• Process ACH exceptions and pre-authorized payment set-up for consumer transactions
• Assist in the administration of specialty account tasks
• Research and download reporting data to perform tasks and audit
• Process the daily incoming and transit cash letter files from FRB, branch and other remote sources daily, ensuring high balancing accuracy and timeliness
• Administer Courtesy Pay Program including managing letter creation, reviewing aging reports/queues for offset funds, debit card revocation/reinstatement, charge off process in the Core system and subsequent reports. Assign charged off accounts to collection agency, enter negative data in Chexsystems and subsequent updates. Review accounts with high negative balances. Assist branches and members in day to day troubleshooting and questions.
• Process W8
  
  BEN, DOR e-withholding, IRS Backup Withholding, SSI and Medicaid notifications
• Research and resolve Fed check adjustments

• Effective written and verbal communication skills.
• Ability to provide excellent member centric service.
• Proficient with MS Office Suite, reporting, and standard office equipment.
• Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership.
• Ability to work in a fast-paced environment and multi-task without compromising work quality.
• Ability to prioritize and manage multiple demands effectively to meet or exceed Service Level Agreements.
• Ability to work solely or collaboratively while building positive working relationships.
• Able to work a flexible schedule according to business needs.

• High School diploma or GED equivalent
• One to three years similar or related experience, preferably in a credit union environment
• Some travel may be necessary to fulfill duties, career development, and training
• Proficient with standard office equipment, MS software programs; familiarity with data processing and standard reporting programs
• Ensure sensitive data is protected with the highest standard of security and confidentiality
• Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
• Attend credit union training sessions, conferences, or seminars as approved by supervisor. Maintain awareness of policies and regulations related to duties and responsibilities.
• Maintain general knowledge of other organizations within the credit union. Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staff.
• Display mutual respect, trust and dignity, acting in the best interest of the credit union, always lead by example by displaying solid ethics and integrity. Control risk and manage operations in a safe and sound manner.

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

$20.00 – $33.07

* While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity ()