What are the responsibilities and job description for the Deposit Account Servicing - Deposit Account Servicing Tech - DAS position at Golden 1 Credit Union?
TITLE: DEPOSIT ACCOUNT SERVICING TECH - DAS
STATUS: NON-EXEMPT
REPORTS TO: SUP - DEPOSIT ACCOUNT SERVICING AND RECORDS
DEPARTMENT: DEPOSIT ACCOUNT SERVICES
JOB CODE: 11645
PAY RANGE: $22.75 - $23.00 HOURLY
GENERAL DESCRIPTION:
As a Deposit Account Services Tech, you will be responsible for managing and executing the end-to-end process of handling multiple job functions within the Department with a high level of proficiency. Your primary role will involve verifying, documenting, and processing member information in compliance with established policies and regulatory requirements. The position involves meticulous record-keeping, effective communication with internal teams, external third party and facilitating the maintaining of accounts in a sensitive and service excellence manner. The Deposit Account Servicing Tech should have a strong attention to detail, understanding of financial regulations, and the ability to navigate complex situations with professionalism and compassion. Additionally, the role may involve contact with legal and compliance departments to ensure adherence to industry standards. You may be required to manage numerous calls with minimal downtime between interactions, while simultaneously navigating computer systems.
TASKS, DUTIES, FUNCTIONS:
1. Areas of responsibility will include but not limited: levies and garnishments, zero balance accounts, proxies, privacy opt-out notices, non-resident alien accounts, foreign account reports, safe deposit boxes, VOD/member rating letters, photocopies from various systems and applications, specialty accounts, research requests, B-notices, Social Security reporting, address changes, trusts, subpoenas, Immigration letters and account modifications.
2. Verification and Documentation: Verify and meticulously document all relevant information pertaining to members accounts, ensuring accuracy and completeness.
3. Collaborate with members, branch staff and back-office departments and other relevant parties to obtain necessary documentation and information required for.
4. Regulatory Compliance: Stay updated on financial industry regulations and ensure that all procedures adhere to these standards. Must successfully maintain all regulatory and compliance courses and apply knowledge to daily tasks.
5. Record-Keeping: Maintain organized and detailed records of all interactions, transactions, and communications related to members accounts. Excellent organizational skills and time management to manage multiple tasks and meet sensitive deadlines.
6. Communication: Strong written and verbal communication with internal teams, and members, demonstrating professionalism and service excellence during all interactions.
7. Phone Call responsibilities: Manage call volumes while maintaining call handling times and being evaluated on key performance indicators, such as call resolution time, member satisfaction and adherence to company protocols.
8. Problem Resolution: Address and resolve issues or discrepancies with the ability to navigate complex situations with service excellence, tact, and diplomacy.
9. Training and Development: Stay informed about industry best practices and participate in training sessions to enhance proficiency in performing the tasks associated with Deposit Account Services processing.
10. Digital expectation: Identify and propose process optimization, with a digital innovation focus, to enhance the operational performance. Support implementation of digitally focused projects, which include participating in testing new solutions.
11. Engagement participation: Foster a positive, inclusive work environment that inspires others through words and actions; motivate other employees by embracing and practicing Golden 1’s mission, vison, and core values.
12. Assumes other responsibilities as apparent or assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
1. Proficient in using relevant computer applications and software.
2. Proven ability to analyze situations, identify issues, and implement effective solutions.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
1. INTERNAL: Ability to collaborate and work effectively with cross- functional teams and internal stakeholders.
2. EXTERNAL: Collaborate with third party, members, and agencies.
QUALIFICATIONS:
1. EDUCATION: Minimum of a high school diploma or equivalent. A bachelor's degree in finance, accounting, business administration or a related field is preferred.
2. EXPERIENCE: 3 years of experience in member service with strong background in operational knowledge in the financial industry or similar experience in a related position.
3. KNOWLEDGE / SKILLS:
a. Strong problem- solving skills.
b. Proficient communication and interpersonal skills.
c. Detail- oriented with excellent organizational abilities.
d. Ability to multi-task with a high level of accuracy.
e. Reliability and can be counted on to be present.
f. Ability to work independently.
g. Ability to work in a fast-paced environment.
h. Display a positive, outgoing attitude.
PHYSICAL REQUIREMENTS:
1. Prolonged sitting throughout the workday with occasional mobility required.
Corrected vision within the normal range.Hearing within normal range. A device to enhance hearing will be provided if needed.Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extensive PC data entry and processing throughout the workday.
LICENSES / CERTIFICATIONS:
None
REV. 04/19/2024
STATUS: NON-EXEMPT
REPORTS TO: SUP - DEPOSIT ACCOUNT SERVICING AND RECORDS
DEPARTMENT: DEPOSIT ACCOUNT SERVICES
JOB CODE: 11645
PAY RANGE: $22.75 - $23.00 HOURLY
GENERAL DESCRIPTION:
As a Deposit Account Services Tech, you will be responsible for managing and executing the end-to-end process of handling multiple job functions within the Department with a high level of proficiency. Your primary role will involve verifying, documenting, and processing member information in compliance with established policies and regulatory requirements. The position involves meticulous record-keeping, effective communication with internal teams, external third party and facilitating the maintaining of accounts in a sensitive and service excellence manner. The Deposit Account Servicing Tech should have a strong attention to detail, understanding of financial regulations, and the ability to navigate complex situations with professionalism and compassion. Additionally, the role may involve contact with legal and compliance departments to ensure adherence to industry standards. You may be required to manage numerous calls with minimal downtime between interactions, while simultaneously navigating computer systems.
TASKS, DUTIES, FUNCTIONS:
1. Areas of responsibility will include but not limited: levies and garnishments, zero balance accounts, proxies, privacy opt-out notices, non-resident alien accounts, foreign account reports, safe deposit boxes, VOD/member rating letters, photocopies from various systems and applications, specialty accounts, research requests, B-notices, Social Security reporting, address changes, trusts, subpoenas, Immigration letters and account modifications.
2. Verification and Documentation: Verify and meticulously document all relevant information pertaining to members accounts, ensuring accuracy and completeness.
3. Collaborate with members, branch staff and back-office departments and other relevant parties to obtain necessary documentation and information required for.
4. Regulatory Compliance: Stay updated on financial industry regulations and ensure that all procedures adhere to these standards. Must successfully maintain all regulatory and compliance courses and apply knowledge to daily tasks.
5. Record-Keeping: Maintain organized and detailed records of all interactions, transactions, and communications related to members accounts. Excellent organizational skills and time management to manage multiple tasks and meet sensitive deadlines.
6. Communication: Strong written and verbal communication with internal teams, and members, demonstrating professionalism and service excellence during all interactions.
7. Phone Call responsibilities: Manage call volumes while maintaining call handling times and being evaluated on key performance indicators, such as call resolution time, member satisfaction and adherence to company protocols.
8. Problem Resolution: Address and resolve issues or discrepancies with the ability to navigate complex situations with service excellence, tact, and diplomacy.
9. Training and Development: Stay informed about industry best practices and participate in training sessions to enhance proficiency in performing the tasks associated with Deposit Account Services processing.
10. Digital expectation: Identify and propose process optimization, with a digital innovation focus, to enhance the operational performance. Support implementation of digitally focused projects, which include participating in testing new solutions.
11. Engagement participation: Foster a positive, inclusive work environment that inspires others through words and actions; motivate other employees by embracing and practicing Golden 1’s mission, vison, and core values.
12. Assumes other responsibilities as apparent or assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
1. Proficient in using relevant computer applications and software.
2. Proven ability to analyze situations, identify issues, and implement effective solutions.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
1. INTERNAL: Ability to collaborate and work effectively with cross- functional teams and internal stakeholders.
2. EXTERNAL: Collaborate with third party, members, and agencies.
QUALIFICATIONS:
1. EDUCATION: Minimum of a high school diploma or equivalent. A bachelor's degree in finance, accounting, business administration or a related field is preferred.
2. EXPERIENCE: 3 years of experience in member service with strong background in operational knowledge in the financial industry or similar experience in a related position.
3. KNOWLEDGE / SKILLS:
a. Strong problem- solving skills.
b. Proficient communication and interpersonal skills.
c. Detail- oriented with excellent organizational abilities.
d. Ability to multi-task with a high level of accuracy.
e. Reliability and can be counted on to be present.
f. Ability to work independently.
g. Ability to work in a fast-paced environment.
h. Display a positive, outgoing attitude.
PHYSICAL REQUIREMENTS:
1. Prolonged sitting throughout the workday with occasional mobility required.
Corrected vision within the normal range.Hearing within normal range. A device to enhance hearing will be provided if needed.Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extensive PC data entry and processing throughout the workday.
LICENSES / CERTIFICATIONS:
None
REV. 04/19/2024
Salary : $23 - $23
