What are the responsibilities and job description for the Operations Coordinator-Member Service position at First Community Credit Union?
About FCCU
FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement.
As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community.
Core Values-Strengthen Community by helping members grow and thrive.
- Community-Our Communities define who we are "People Helping People."
- Integrity-We will live and work with uncompromised integrity.
- Passion-We will display passion in our work and service to our membership.
- Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success.
Job Responsibilities
Provide telephone support to members and branch personnel for all inquiries related to deposit products and services; assist branch personnel with all teller function inquiries; assist with Individual Retirement Account (IRA) and Health Spending Account (HSA) programs; and maintain, coordinate and conduct technical deposit and teller training.
- Serve as the first call resolution for inquiries from employees on teller functions and new account processes. Respond to questions, conduct research and follow-up as necessary.
- Respond to inquiries and questions from members by utilizing resources and core system technologies to resolve the member issue.
- Maintain a solid working knowledge of deposit products and services and the core system. Provide technological assistance in the recording and maintenance of member account information.
- Assist in all aspects of the IRA program. Respond to inquiries from member and employees on IRA products and processes; process IRA transfers and rollovers; distribute mandatory notices on IRA products and processes; review tax forms for accuracy and compliance; and approve transmission of IRA-related tax files to the IRS after verification.
- Assist in all aspects of the HSA program.
- Perform a variety of activities related to teller and deposit training to include facilitating training.
- Prepare training materials and presentations for Member Service functions.
- Respond to members telephone inquiries, requests, and problems, taking ownership to resolve issues within given authority in a timely manner in accordance with member expectations and in compliance with operational and compliance procedures.
Qualifications
- Excellent customer service and interpersonal skills.
- Strong communication skills including excellent telephone etiquette.
- Excellent presentation skills that ensures transfer of knowledge. Ability to effectively present information in one-on-one and small and large group situations.
- Ability to exercise good judgment and resourcefully solve routine problems with tact and diplomacy.
- Ability to perform detailed functions quickly and accurately.
- Excellent time management and organizational skills and the ability to maintain an effective and efficient work flow.
- Ability to analyze and gather data and information and present it in a clear, understandable manner with the ability to organize thoughts and written materials.
Benefits
We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance.
Work Schedule
Monday-Friday, 8am-5pm.
You must complete an FCCU employment application located at https://www.myfccu.com/careers
First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)
