Job Description
Responsible for the accurate, timely, and confidential completion of all deposit services duties including IRA documents, deposit maintenance, and research for members, staff, and external sources. Responsible for the daily processing of deposit related items, processing IRA documents and non-member account updates. Provides quality service to members and staff of GreenState by providing information, assistance, and/or answering questions.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Pay range for this hourly position is $26.02 - $30.42/hr with a progressive benefits package.
Essential Duties and Responsibilities
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:
Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Adheres to the MUST philosophy by making eye contact, using names or acknowledging presence, smiling, and thanking members for their business. Consistently demonstrates appropriate phone etiquette at all times.
Demonstrates teamwork in interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis.
Assists CADS staff in the support of all deposit operations including, but not limited to, questions, problem resolution, requests for research and IRAs.
Answers the phone to assist staff and members with questions – account transactions, deposit (CD, IRA, money market, etc), ODP, non-member account, deceased accounts, etc
Monitors and responds timely to IRA CADS email and LiveChat group and member requests via mail and front line.
Assists with the resolution of member account discrepancies, statement problems, and complaints.
Maintains non-member accounts and save all relevant paperwork to document storage system.
Completes verification requests on all non-member accounts.
Assists CADS team by sending necessary deposit documents and letters through DocuSign and mail.
Processes IRA documents, complete auto-RMD and RMD waiver requests.
Ensures all paperwork is complete and accurate before sending to scanning.
Maintains familiarity with the Credit Union image retrieval system, check imaging system, and all archival systems.
Performs file maintenance and adjustments on member accounts such as closing dormant accounts, assessing fees, correcting dividends, address updates, etc. and provides proper member notification/correspondence in a professional manner.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Identifies opportunities for and participates in the development and implementation of process improvements to improve efficiency, compliance, and reduce the opportunity for human error.
Develops materials and leads Wednesday departmental training, as well as weekly staff meetings.
Performs any and all job duties within the Card and Deposit Services team as necessary or assigned.Job Requirements/Expectations
High school diploma or the equivalent (i.e. GED).
Requires a minimum of nine month or more prior FI experience. Knowledge of GreenState processes preferred.
Have achieved a ranking of Successful or higher on most recent mid-year or annual review.
Good oral communication skills, interpersonal skills, telephone and email manners and etiquette, and the ability to produce written communication.
Ability to follow oral and written instructions, use and understand written material and perform basic math calculations.
Computer proficiency with the ability to learn relevant computer applications, spreadsheets, word processors, and database applications.
Strong problem-solving skills, attention to detail, and a high level of accuracy.
Strong organizational skills and an ability to prioritize large volumes of work.
Ability, availability, and willingness to work flexible hours as dictated by the workload, including occasional weekends.
Ability to work with minimal direction and exercise sound judgment.
Ability to develop and maintain effective working relationships with co-workers.
Positive attitude, team first focus with an emphasis on providing outstanding customer service.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Must be bondable.Reporting Relationship
Reports to the Manager Deposit Operations.
Supervisory Responsibilities
This position is not responsible for the supervision of other employees.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
