Operations Representative I

Join our team as an Operations Support Representative I and contribute to serving others, doing good, and sharing a deep love of people. Engage in meaningful work that impacts your community, challenge yourself, and grow in your career, all while prioritizing wellbeing and prosperity.

Requirements

• Process incoming member mail, close accounts, review returned mail and post fees to accounts
• Incoming/outgoing mail sort delivery
• Review and archive branch and member documents for auditing and retention purposes
• Audit per requirements within the department area
• Respond to member inquiries within established service level agreements (SLAs)
• Complete Cases and/or Service Desk tickets within SLAs
• Handle W8BEN and IRS Backup Withholding
• Review and verify various department reports
• Work with leadership to provide ongoing process improvements and continue to review processes to find efficiencies
• Attend credit union training sessions, conferences, and seminars as approved by supervisor

Benefits

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year 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