Support Services Representative

DUTIES AND RESPONSIBILITIES

· Item processing

o ACH (Automatic Clearing House), share draft, wires

o Balancing, processing exceptions and returns

o Handling member disputes and claims of unauthorized transactions

o Processing incoming mail (deposits/loan payments)

o Review RDC and ATM image deposits and balance daily for submission to FRB

o Balance and post member payroll deductions

· Card Services

o Reviewing card requests and placing orders within 24 hours of member’s request

o Review reports for potential fraud patterns

o Support members throughout dispute process, including collection of documents, resolving member concerns, ensuring a timely resolution of the claim; provide recommendations for next steps in the dispute process

o Post daily ATM settlement, monitor offsite ATMs

· Deposit Processing

o Process, balance and post school district deposits delivered daily via armed carrier, large organization account deposits such as PTAs and churches

o Communicate with account holders regarding adjustments related to deposits

o Scan all deposited checks and deposit-related documentation

· Legal Requests

o Respond to levies and subpoenas within established time limits

o Ensure that CFCU is compensated for the time/materials expensed in responding to a subpoena

· Other duties as assigned.

EDUCATIONAL AND EXPERIENCE REQUIREMENTS:

· Minimum of high school education. Minimum of two years working at CFCU or another financial institution

· Understanding of financial terms, good comprehension of mathematics and English language.

· Excellent written and spoken English. Requires ability to communicate courteously and professionally,

· Attention to detail, able to comply with strict deadlines. Proven flexibility, with the ability to multi-task

· Computer proficiency is required: Microsoft Office, Word and Excel.

WORK ENVIRONMENT AND PHYSICAL DEMANDS:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Job Type: Full-time

Pay: $18.00 - $23.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• In-person

COVID-19 considerations:
We follow the CDC COVID guideline

Ability to commute/relocate:

• Upland, CA 91786: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Banking: 2 years (Preferred)
• ACH: 1 year (Preferred)

Work Location: In person