Nov 30, 2018
Typical Responsibilities: Operations services specialist I is an excellent opportunity for someone ready to start a career in the financial services and credit union industry. Operations services specialists at Firefighters First Credit Union (FFCU) are responsible for supporting members and all credit union departments by processing account transactions, managing member accounts, researching member and bank inquiries, processing levies, subpoenas, and wire transfers. Operations services specialists interface with members by mail or phone. Operations services specialists also assist members by identifying financial needs and recommending appropriate FFCU products and services. Typical responsibilities: Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), account changes, and transactions (e.g., new membership). Process and disposition member accounts that are inactive or dormant, or accounts of deceased members. Process mail, research member inquiries and shared branch/ATM network requests, and process levies and subpoenas. Recommend FFCU financial products and services to members to meet individual consumer needs. Participate in special projects and perform other duties and assignments as needed. May travel occasionally to attend meetings, conferences, training, or other work-related events. Basic Qualifications: High school diploma or equivalent. Experience working at a financial institution, call center, and/or in a sales position. Preferred Qualifications: Bachelor’s degree in Business, Finance, Accounting, Economics or a related field. Experience recommending products and services, processing and managing accounts, and researching and responding to a variety of inquiries. Ability to perform account management and transaction handling to open, maintain, and process checking, savings, and investment account transactions as requested by members. Ability to process levies, subpoenas, and deceased accounts. Ability to assist members with the loan application process and comply with standard or typical internal operating policies and procedures. Ability to learn and recommend appropriate business, personal, and insurance products and services. Knowledge of application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, The Servicemembers Civil Relief Act, etc.). Knowledge compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions. Ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member’s needs and recommending products that will benefit them. Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment. Proficiently speaks and writes the English language using correct structure, vocabulary, and organization. Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence. Ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data. Demonstrates experience and behavior consistent with FFCU’s core values of competence, integrity, excellence, curiosity, positivity, and humility.
Firefighters First Credit Union