What are the responsibilities and job description for the ASR 1 position at PCU Internal?
Financial Operations Support Specialist
The Financial Operations Support Specialist is responsible for processing multitude of day-to-day clerical activities within the Account Services Department held in our Headquarters. The Financial Operations Specialist is to provide outstanding service in a timely manner by answering member inquiries via phone or email, resolve operational issues, and process work documents accurately and ensure accounts are up-to-date.
The Account Services department is responsible for: Process and opening of New Accounts, updates to existing accounts, processing and reviewing share draft items and deposits, process loan payments and make necessary adjustments.
This position opens the door to a variety of future career possibilities with Provident. To further enhance your skill-set the Operation Specialists are subject for cross-training's within other desks to provide an opportunity for future growth opportunities.
Primary Responsibilities:
Return Deposits & Levies
- Process daily returned check deposits
- Review and process incoming Levy requests
- Monitor and Distribute Fax & Email Queue
Share Draft Exceptions & Check Deposit Processing
- Review and process daily share draft exceptions
- Review and process incoming check deposits to accounts and loan payments
- Process payroll deductions and contributions received from various Employer/SEG Groups
Other Responsibilities:
- Responsible for meeting 24 hour turn-around time responses via Service Requests and Emails.
- Provide excellent service to all members, non-members, and other credit unions, or staff.
- Complete required BSA, OFAC and Product Knowledge training annually.
- Understand and adhere to BSA and OFAC policy and procedures including:
- CTR, CIP requirements and OFAC verification requirements
- Reporting of suspicious activity
- Update job related forms as needed to meet current requirements, along with updating procedures with any changes.
- Assist in any other areas of the Account Services Department as requested by management.
- This position requires constant communication by phone, emails and message requests.
What you’ll bring to the position:
- High School Diploma or Equivalent
- 6-months to 1-year minimum of banking and/or check cashing experience with 10-key (by touch), and customer service (one year experience)
- Written communication skills
- Excellent organizational and problem-solving skills
- Willingness to take on special projects assigned by management
Location & Schedule:
- At HQ, Monday - Friday, 8:00 AM – 5:00 PM (9:00 AM – 6:00 PM during a scheduled month of Saturday shifts)
- Saturday, 8:00 AM – 5:00 PM
Provident is an Equal Opportunity Employer
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