Financial Operations Support Specialist Jobs in Redwood City – California – USA at Provident Credit Union
Title: Financial Operations Support Specialist
Company: Provident Credit Union
Location: Redwood City – California – USA
Category: Finance, Accounting
Financial Operations Support Specialist The Financial Operations Support Specialist or Account Service Rep is responsible for processing multitude of day-to-day clerical activities within the Account Services Department held in our Headquarters. The Financial Operations Specialist is to provide outstanding service in a timely manner by answering member inquiries via phone or email, resolve operational issues, and process work documents accurately and ensure accounts are up-to-date.
The Account Services department is responsible for:
Process and opening of New Accounts, updates to existing accounts, processing and reviewing share draft items and deposits, process loan payments and make necessary adjustments. This position opens the door to a variety of future career possibilities with Provident. To further enhance your skill-set the Operation Specialists are subject for cross-training’s within other desks to provide an opportunity for future growth opportunities.
Why Provident? Provident Credit Union was established in 1950. We rank among the top 10% of credit unions in the US and was recently named the Best Credit Union in California by Forbes magazine for 2021. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. We are a winner of the Bay Area News Group Top Work Place 5 years in a row.
Our mission is to Listen, Get Better and Do What’s Right for each other and our members.
Return Deposits & Levies Process daily returned check deposits Review and process incoming Levy requests Monitor and Distribute Fax & Email Queue Share Draft Exceptions & Check Deposit Processing Review and process daily share draft exceptions Review and process incoming check deposits to accounts and loan payments Process payroll deductions and contributions received from various Employer/SEG Groups Other
Responsible for meeting 24 hour turn-around time responses via Service Requests and Emails. Provide excellent service to all members, non-members, and other credit unions, or staff. Complete required BSA, OFAC and Product Knowledge training annually. Understand and adhere to BSA and OFAC policy and procedures including: CTR, CIP requirements and OFAC verification requirements Reporting of suspicious activity Update job related forms as needed to meet current requirements, along with updating procedures with any changes.
Assist in any other areas of the Account Services Department as requested by management. What you’ll bring to the position:
High School Diploma or Equivalent 6-months to 1-year minimum of banking and/or check cashing experience with 10-key (by touch), and customer service (one year experience) Written communication skills Excellent organizational and problem-solving skills
Willingness totake on special projects assigned by management Location & Schedule:
Redwood Shores, CA 94065 Schedule hours: 7am-4pm, 8am-5pm, 9am-6pm Benefits
Fully paid health insurance premiums for employees Quality medical, dental and vision care coverage 401(k) retirement plan with up to 150% matching employer contributions Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses Annual bonus/profit sharing Generous paid time off, paid holidays and additional summer time off Flexible spending accounts Short and long-term disability coverage Life and AD&D …