Responsible for performing duties which support the operational functions of the Credit Union, with a primary focus on Business, Commercial, and Treasury Services.
Work closely with Deposit Operations, Commercial, and retail staff to ensure the proper documents are collected from the business member during maintenance and account opening.
Complete quality control assessments of all business accounts opened to confirm accuracy.
Work closely with retail/commercial staff to establish and process wire transfers, online banking enrollments, remote deposit, and other treasury products and services.
Provide phone and email support for the retail teams to answer business related questions as needed.
Complete account maintenance tasks as requested by retail teams.
Establish and maintain accurate procedures, forms, and processes for operational tasks.
Support non-member account openings and account maintenance.
Assist Fraud and Risk Management with reporting, business account reviews, and resolution of risk as needed.
Assist with consumer account support including but not limited to wire transfers, online banking/bill pay, debit/credit card services, fraud reviews, POA reviews, asset verifications, secure messages, etc.
Performs other related duties as assigned.

Three years to five years of similar or related experience
A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program
Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier a telephone
Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials
Must have the skill and ability to use Microsoft Word and Excel.

Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Deposit Operations Specialist II – Business

Key skills