Deposit Operations Specialist
4 days ago
Job Overview:
The Deposit Operations Specialist will provide a wide range of support to Members and the Credit Union by processing various transactions, maintaining member accounts, and ensuring compliance with regulatory requirements.
Main Responsibilities:
- Process ACH transactions daily, verifying accuracy and receipt of incoming files.
- Submit, verify, and log all daily scheduled jobs.
- Handle exception reports, Government Reclamations, and Death notices.
- Reconcile GL accounts for ACH processing and generate corrections as needed.
- Maintain IRA membership accounts for accuracy and completeness of year-end IRS tax reporting.
- Administer the IRA program, including new account processing, rollovers, and withdrawals.
- Provide Trust account and Ecommerce support.
- Process daily reports and settlements as delegated by the Deposit Operations Manager.
Required Skills and Qualifications:
- A minimum of 1 year related experience in Credit Union Retail Operations.
- Proficiency with Microsoft Office or similar software applications.
- Ability to perform responsibilities accurately and timely with moderate supervision.
- Evident habits of organized workspace and materials.
- Certification and credentials from attending vendor IRA training for IRAs.
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