What are the responsibilities and job description for the Operations Specialist position at Simplicity Credit Union?
Who is Simplicity Credit Union?
We are today, and we’ve always been, a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. From the latest tech to keep our members in the know, wherever they may be, to an innovative branch experience, we’re focused on giving people what they need, when they need it. And what you see is not all you get. The Simplicity Team supports our member’s experience with a culture of collaboration and creativity, a focus on the things that mean the most to us, and a healthy dose of wackiness to bring it all together. Most importantly, we love turning new friends into members of the Simplicity Family and seeing where we can go together!
Position Summary
An Operations Specialist is responsible for electronic activity, ACH and Inclearing, and member data processing for Simplicity Credit Union.
This is a full-time position, Monday through Friday, that always projects a positive and friendly image through interactions with members and co-workers. This position will work out of our Marshfield or Stevens Point location, and a hybrid work schedule is available.
Essential Functions
- Timely processing, posting, balancing and compliance of all electronic activity, including ACH and Inclearing, billpay, preauthorized ACH originations, online external transfers, and other Operations department tasks.
- Review overdrafts: make determination to hold or return.
- Return check processing and notification.
- Interactive Teller Machine check deposit and Mobile Check Deposit: responsible for reviewing the deposit checks and determining if they should be accepted or rejected, along with being alert to potential fraudulent items or suspicious activity. Submitting, processing, and balancing each daily file.
- Business Payroll: Work with Business Department to grow payroll services. Complete agreement paperwork and online set up. Process payroll files as scheduled.
- Process incoming and outgoing wires.
- Process all requests via forms submitted to the Operations team regarding electronic activity, internal and external transfers, ACH and check disputes, deposit account, or debit card related requests.
- Respond to internal member requests through various means of communication, phone, Teams, and email, while following and maintaining proper procedures.
- Maintain safe deposit box notices, including delinquency.
- Provide backup to Accounting department as needed.
- Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through the commitment to the company’s core values, vision and mission statements.
- High school education or GED and three to five years of similar experience.
- Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and organize work effectively and efficiently.
- Excellent decision-making skills.
- Excellent communication skills.
- A high degree of mental concentration to interpret and act upon a wide range of situations, even under pressure.
- Must be friendly and able to represent the credit union in a professional and positive manner.
Professionalism/Attitude:
- Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.
- Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
- Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
- Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.
What we offer:
Pay: $17.00 - $21.00
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Salary : $17 - $21