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Administrative Services Generalist II

Credit Human
San Antonio, TX Full Time
POSTED ON 6/29/2024 CLOSED ON 7/9/2024

What are the responsibilities and job description for the Administrative Services Generalist II position at Credit Human?

We are seeking an Administrative Services Generalist II for the Deposit Services & Operations Administrative Services Department.

The Generalist II performs a variety of tasks to provide quality support to both internal and external members. The primary functions include providing support to our members utilizing Bill Pay, Person to Person (P2P) transfers, and Online Account Opening, open new accounts, service existing account changes/closures, estate settlements, conduct teller transactions, perform, and manage the reinstatement process for savings, checking, and overdraft protection. In addition, we perform member research, GL reconciliations, and mail/email correspondence. 

If you have financial institution and back office experience, you should apply right away!

Highlights:

  • Process various functions within the role, following set procedures with ability to access all required systems
  • Understand all input support requests and what is required for the output, focusing on quality and turnaround times
  • Understand the limitations and expectations of the Generalist II role which will be used to measure quality output
  • Provide excellent service to internal and external members; over the phone, via email, in person or other means of communication
  • Work jointly and closely with peers to communicate and keep the Generalist II role work organized

Experience:

    Required

  • Minimum 1-year experience with a financial institution
  • Minimum 1-year experience with back office operations

    Preferred

  • Experience with Episys, Temenos, Synapsys, Meridian Link, Lumin, Payveris, ChexSystem, Clarke American, Microsoft Word, Excel and Outlook

Education:

    Required

  • High School Graduate or Equivalent

    Skills & Knowledge:

        Required

    • Computer Skills to include MS Outlook, Word, Excel
    • Ability to use mathematical calculations (multiplication, division, percentage)
    • Attention to detail and accuracy
    • Ability to work independently
    • Ability to multi-task
    • Ability to work with diverse groups of people, both internal and external and build a positive working relationship
    • Strong communication skills (oral & written)
    • Strong listening skills
    • Strong organizational skills
    • Possess time management skills
    • Possess service-oriented mindset/excellent customer service skills
    • Possess ability to be open and receptive to feedback
    • Knowledge of credit union compliance, policies and procedures
    • Self-motivated and dependable

        Preferred

    • Bilingual is a plus

     

      Schedule: Monday-Friday, 8:30 am-5:30 pm

      Level of Work: 1C

      Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

      To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers.

       

      Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

      Salary : $21 - $23

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