What are the responsibilities and job description for the Retail Operations Generalist position at ROBINS FINANCIAL CREDIT UNION?
What You’ll Do:
- Complete Annual Backup Withholding Process per IRS instructions
- Monitor accounts coded as subject to backup withholding, ensuring any newly opened products are coded
- Complete the annual IRS notification process, updating accounts per IRS instructions.
- Process Unclaimed Property (Escheat) as outlined by the State of Georgia:
- Utilize data processing reports to identify applicable accounts and send notifications to last known address
- Ensure appropriate fees are taken per the most current Rate and Fee Schedule
- Ensure all funds are sent to the State and accurately reported
- Complete Verification of Deposit Requests, including those received electronically by the Social Security Administration and Medicaid/Medicare:
- Ensure requests have proper member authorization prior and are within recommended timeframes prior to completion
- Process Returned Mail
- Process Research Requests
- Statement Copies
- Check Copies
- Additional Functions
- Assist with other Retail Operations functions as outlined by management
- Demonstrate teamwork by exhibiting the following: contributing to the team effort, initiative, dependability, positive attitude, good attendance, tact and diplomacy
What You Can Expect:
- We believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Benefits and Perks
Employer-Paid Benefits:
- Health Insurance (only employee premium paid)
- Short and Long Term Disability
- Life Insurance and AD&D
Benefits:
- Dental & Vision Insurance
- Health Care and Dependent Care Flex Spending Accounts
- 401K Plan with match (based on length of employment)
Perks:
- Generous paid time off- Earn over 3 weeks of PTO during your first year of employment
- Holidays- 11 observed holidays in addition to paid time off
- Tuition reimbursement- Up to $5000 per year
- Performance based Incentive program
Salary : $5,000
