Primary Function

Provides operational support to branches, departments, and members as it pertains to core processing, deposit operations, IRAs, records management, and systems supporting member service.

Be a brand ambassador and allow the mission, vision, and service standards established by Neighbors Credit Union to guide you in everything you do. Provide awesome service to internal and external members, act with integrity, provide trustworthy guidance, make it easy to do business with us, make others feel important, and take personal responsibility in everything you do.

Primary Responsibilities

• Ensures the proper file maintenance of deceased member accounts. Monitors deceased accounts to ensure proper closure within procedure guidelines and policy requirements.
• Assists employees with issues/questions regarding account documentation or records management for membership accounts.
• Participates in necessary compliance training to ensure accurate information is provided to branch staff. Utilizes necessary training tools to maintain knowledge on a variety of account-related topics, including but not limited to Trusts, Business Accounts, and Power of Attorneys.
• Identify any areas for improvement within the department and within staff procedures. Provide input to develop new policy and procedures.
• Processes daily, monthly, and annual assigned reports as needed. Performs account maintenance as needed.
• Scan, index, and commit documents to the Nautilus system for record keeping.
• Process returned mail, add contacts, and send letters as needed.
• Obtain, sort, review, file, and balance daily branch work.
• Balance branch negotiables.
• Respond to member inquiries and requests.
• Provide support to staff and members.
• Audit new consumer, business, and trust accounts to ensure accuracy and compliance.
• Responsible for all aspects of the IRA program, including reporting, maintenance, document review, and audits. Ensures all IRA transactions and forms are processed completely and accurately.
• Complete all incoming subpoena requests for records. Appear for deposition as needed.
• Complete asset verifications
• Complete AVS and SSI Notifications
• Process Reclamations
• Process ATM claims (Deposits and Cash).
• Process ITM adjustments and claims.
• Process AFS Return Check entries daily
• Process all incoming mail deposits
• Complete Certificate Review daily
• Other duties as assigned.

Experience

• Prefer a minimum of three years’ experience in a credit union or other financial institution with operations.

Education

• High School Education or equivalent

Knowledge

• Knowledge of credit union operation and credit union philosophy. Possess strong literacy in computer applications, Excel, and Outlook. Knowledge of other Microsoft Office products, including Word, Access, and PowerPoint is preferred.

Rewards

• This position is full time and will be eligible for benefits, and an annual incentive plan. 
• We have excellent opportunities for career advancement. 
• Salary ranges between $18.75 - $28.00

Schedule

• Monday through Friday 8:00 AM - 5:00 PM at our South County location

Skills

• Detail-oriented, neat, and organized required
• Ability to multi-task effectively and accurately
• Significant level of courtesy, tact, and diplomacy is required
• Work requires analytical ability, judgment, and ingenuity
• Ability to identify and solve or report problems
• Ability to prioritize and think and act independently, within guidelines and diversified procedures
• Ability to effectively communicate orally and in writing with all levels of management, vendors, members, and coworkers
• Microsoft Office; including Word, Excel, Access, Outlook, and PowerPoint.

Performance Expectations

Life-Changing

• We take all steps necessary to elevate and empower members to confidently achieve financial wellbeing.
• We predict and understand the needs and wants of members at all life stages by intentionally observing their behavior, listening intently, asking better questions, and leveraging data.
• We navigate members through the journey of achieving financial wellbeing by proactively recommending personalized solutions that will impact their lives for the best.

Trustworthy

• We earn our members’ trust by continuously building and sharing personal finance expertise, always keeping their interests in mind.
• We create personal connections with members by greeting them warmly, respecting and engaging them individually, and nurturing their financial wellbeing.
• We take immediate action and personal ownership to acknowledge, set expectations, and resolve all member needs.

Easy

• We create consistent and seamless experiences when, where and how the member wants to be served by continuously enhancing Neighbors’ technical, operational and talent capabilities.
• We respect members’ time by streamlining processes, offering convenient access, and ensuring timely response.
• We advise and help members navigate financial matters using conversational, easy-to-understand language and tools.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

1. Sitting or standing at a workstation for extended periods of time.
2. Working on a computer throughout the day
3. Ability to listen and focus for long periods of time
4. Ability to lift up to 10 pounds

Reasonable accommodation can be made to enable those with disabilities to perform the described essential functions.

Work Environment

While performing the duties of this job, the employee is occasionally exposed to changes in climate and temperature. The noise level in the work environment is usually quiet to moderate.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by employees within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.