Job Information
SUMMIT CREDIT UNION Deposit Operations Specialist in COTTAGE GROVE, Wisconsin
JOB REQUIREMENTS: Description Are you passionate about empowering communities through financial wellness? Join Summit Credit Union and be a key player in delivering top-notch deposit products and managing departmental relationships. You\'ll ensure our members receive efficient and accurate service while implementing and maintaining regulations, procedures, and disclosures for new and existing deposit products. Your expertise in ACH and Share draft processing, Cash Management, wire transfers, and other deposit-related functions will be crucial in helping us achieve our mission. Apply now and make a difference with us! Expected Outcomes Provide deposit knowledge and member service to both internal and external members. Use knowledge associated with all SCU deposit products, features, benefits, policies, procedures, regulations, and market conditions to answer questions. Implement procedures that support member relationship building and remove activities not involved in the member interaction from the front line. Provide real time feedback and information to front line staff for achieving member standards. Review and process the exception reports daily (ACH and/or Share draft). Reviews and takes appropriate steps for ACH Stop Payments and ACH Written Statement of Unauthorized Debit forms, including creating returns on Fedline or our core system. If concerns or questions, contacting members and/or staff to ensure items are processed correctly. Review and process ACH origination items including debit origination (DBO) forms and Stop Payment forms. Maintain overall knowledge of compliance, regulatory and procedural aspects of all deposit products, including: Decedent accounts Trust accounts Power of Attorney accounts Payable on Death rules UTMA accounts Manage IRA/HSA forms and applications through our IRA administrator and our core system. Load and process foreign wires, including research with our vendor of any issues that result from foreign wire processing. Process wire requests balancing timeliness with proper security procedures to ensure members funds are delivered and received within approved guidelines. Includes, but not limited to: Calling title companies to ensure information provided is correct. Contacting members in certain scenarios to ensure wire request is approved and person is familiar with receiver to hedge against fraud. Provide excellent member service to internal staff and members regarding their accounts over the phone in a efficient manner. Understands and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP). Job Specifications Professional well-developed writing and interpersonal skills essential for interacting with... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/A747A91527694AE7