What are the responsibilities and job description for the Deposit Account Servicing Domain Expert position at Golden 1 Credit Union?
TITLE: DEPOSIT ACCOUNT SERVICING DOMAIN EXPERT
STATUS: NON-EXEMPT
REPORTS TO: SR MGR - DEPOSIT ACCOUNT SERVICING
DEPARTMENT: DEPOSIT ACCOUNT SERVICING
JOB CODE: 11843
PAY RANGE: $27.56 - $30.00 HOURLY
GENERAL DESCRIPTION:
As a Deposit Account Servicing Domain expert, you will play a crucial role in driving the department’s project success from inception to completion. You will define project objectives, processes, policies, and procedures, ensuring everything runs smoothly. Your role will involve close collaboration with leadership, project teams, and internal teams, providing essential support through the creation, testing, and rollout of deliverables.
The ability to seamlessly collaborate, communicate effectively, and manage your time will be crucial in enhancing project workflows, coordinating independently while ensuring all stakeholders are informed and aligned. This is an exciting opportunity to make a significant impact and contribute to our mission of excellence.
TASKS, DUTIES, FUNCTIONS:
1. Responsible for ensuring service excellence to all credit union staff, external business partners, and members of the Golden 1 Credit Union by continually reinforcing our Mission, Vision, and Core Values.
2. Prepare the business unit for projects by creating detailed requirements, testing scenarios, and validating results.
3. Provides extremely high-level subject matter expertise, advanced technical knowledge and analysis of specialized applications and operational environments that require exceptional knowledge of the subject matter for effective implementation.
4. Extensive experience in deposit account servicing, depth of knowledge in financial institutions.
5. Communicate concisely to convey relevant project information to various stakeholders, varying the approach given the audience, and ensuring technical concepts are explained in an easy-to-understand manner.
6. Possess strong problem-solving skills, handling unforeseen obstacles.
7. Perform User Acceptance Testing.
8. Maintain comprehensive project documentation, including test scripts, project outcomes, and employee reference guides, ensuring all details are accurately recorded for future use and training.
9. Identify challenges in complicated areas and create solutions ensuring projects are on track.
10. Propose and implement innovative solutions to streamline processes, increase efficiency, and enhance overall deposit account servicing experience.
11. Generate functional area strategies for enhanced operations in a cross-functional area throughout the organization.
12. Stay informed about industry trends and advancements in deposit servicing and member support to further support a digital first mentality.
13. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance. Must pass all regulatory and compliance courses and apply knowledge to tasks.
14. Support a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals.
15. Oversee process documentation, ensuring project details, program changes, and content on changes are available.
16. Perform training, document procedures, support, workflow coordination and guidance.
17. Provide additional support throughout the department and perform other tasks and duties as needed.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
1. Effective oral and written communication skills required to assist staff, members, and third parties.
2. Must possess sufficient manual dexterity to skillfully operate laptop, and other standard office equipment, such as financial calculators, cellphone, and telephone.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
1. INTERNAL: All levels of staff.
2. EXTERNAL: Members, Vendors, and 3rd Parties.
QUALIFICATIONS:
1. EDUCATION: Successful completion of High School curriculum and / or equivalent work experience. Associate degree, desired.
2. EXPERIENCE: 4 or more years at a financial institution performing customer service and deposit servicing. In-depth knowledge of deposit products, all specialty account types, regulations, and industry best practices. Knowledge of advanced deposit and maintenance servicing, legal document processing, quality control and compliance monitoring experience. Strong analytical and problem-solving skills.
3. KNOWLEDGE/SKILLS:
1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
5. Extensive PC data entry and processing throughout the workday.
6. May require minimal travel, local and statewide by car or public conveyance for Credit Union business.
LICENSES/CERTIFICATIONS:
None
#LI-Hybrid
THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.
REV. 3/21/2025
STATUS: NON-EXEMPT
REPORTS TO: SR MGR - DEPOSIT ACCOUNT SERVICING
DEPARTMENT: DEPOSIT ACCOUNT SERVICING
JOB CODE: 11843
PAY RANGE: $27.56 - $30.00 HOURLY
GENERAL DESCRIPTION:
As a Deposit Account Servicing Domain expert, you will play a crucial role in driving the department’s project success from inception to completion. You will define project objectives, processes, policies, and procedures, ensuring everything runs smoothly. Your role will involve close collaboration with leadership, project teams, and internal teams, providing essential support through the creation, testing, and rollout of deliverables.
The ability to seamlessly collaborate, communicate effectively, and manage your time will be crucial in enhancing project workflows, coordinating independently while ensuring all stakeholders are informed and aligned. This is an exciting opportunity to make a significant impact and contribute to our mission of excellence.
TASKS, DUTIES, FUNCTIONS:
1. Responsible for ensuring service excellence to all credit union staff, external business partners, and members of the Golden 1 Credit Union by continually reinforcing our Mission, Vision, and Core Values.
2. Prepare the business unit for projects by creating detailed requirements, testing scenarios, and validating results.
3. Provides extremely high-level subject matter expertise, advanced technical knowledge and analysis of specialized applications and operational environments that require exceptional knowledge of the subject matter for effective implementation.
4. Extensive experience in deposit account servicing, depth of knowledge in financial institutions.
5. Communicate concisely to convey relevant project information to various stakeholders, varying the approach given the audience, and ensuring technical concepts are explained in an easy-to-understand manner.
6. Possess strong problem-solving skills, handling unforeseen obstacles.
7. Perform User Acceptance Testing.
8. Maintain comprehensive project documentation, including test scripts, project outcomes, and employee reference guides, ensuring all details are accurately recorded for future use and training.
9. Identify challenges in complicated areas and create solutions ensuring projects are on track.
10. Propose and implement innovative solutions to streamline processes, increase efficiency, and enhance overall deposit account servicing experience.
11. Generate functional area strategies for enhanced operations in a cross-functional area throughout the organization.
12. Stay informed about industry trends and advancements in deposit servicing and member support to further support a digital first mentality.
13. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance. Must pass all regulatory and compliance courses and apply knowledge to tasks.
14. Support a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals.
15. Oversee process documentation, ensuring project details, program changes, and content on changes are available.
16. Perform training, document procedures, support, workflow coordination and guidance.
17. Provide additional support throughout the department and perform other tasks and duties as needed.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
1. Effective oral and written communication skills required to assist staff, members, and third parties.
2. Must possess sufficient manual dexterity to skillfully operate laptop, and other standard office equipment, such as financial calculators, cellphone, and telephone.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
1. INTERNAL: All levels of staff.
2. EXTERNAL: Members, Vendors, and 3rd Parties.
QUALIFICATIONS:
1. EDUCATION: Successful completion of High School curriculum and / or equivalent work experience. Associate degree, desired.
2. EXPERIENCE: 4 or more years at a financial institution performing customer service and deposit servicing. In-depth knowledge of deposit products, all specialty account types, regulations, and industry best practices. Knowledge of advanced deposit and maintenance servicing, legal document processing, quality control and compliance monitoring experience. Strong analytical and problem-solving skills.
3. KNOWLEDGE/SKILLS:
- Previous experience in customer service, financial institution experience required, leadership experience desired. Familiarity with program or project management is a plus.
- Experience in deposit account products, specifically deposit account servicing experience.
- Extensive knowledge of California regulations pertaining to Privacy Act, escheatment/dormant accounts, legal order processing, tax filing and reporting, back-up withholding and W-8 BEN requirements and/or b-notice processes, required.
- Knowledge of SBO processes, Safe Deposit Box, and records management.
- Excellent oral and written communication skills.
- Ability to multitask
- Excellent organization skills.
- Possess and use sound judgment.
- Accuracy is a must.
- Working knowledge and ability to use Microsoft Office software and standard office equipment.
1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
5. Extensive PC data entry and processing throughout the workday.
6. May require minimal travel, local and statewide by car or public conveyance for Credit Union business.
LICENSES/CERTIFICATIONS:
None
#LI-Hybrid
THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.
REV. 3/21/2025
Salary : $28 - $30
