Job Description

Join Our Team as a Deposit Support Analyst Temp

Looking for an opportunity to build your financial services experience, expand your skills, and make an immediate impact? Our Temporary Deposit Support Analyst role offers a valuable opportunity to gain hands-on experience in credit union operations while working alongside a supportive team dedicated to delivering exceptional member service.

In this role, you'll play an important part in supporting the day-to-day deposit operations that keep our Credit Union running smoothly. From assisting members and processing transactions to supporting electronic services and operational functions, you'll gain exposure to a wide range of banking and deposit operations activities.

If you're detail-oriented, eager to learn, and passionate about providing outstanding service, this temporary position can be an excellent opportunity to grow your knowledge, develop new skills, and contribute to a team committed to helping members achieve financial success.

Here's a little about usHeritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.
Our Core Values:Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise Integrity: Do What's Right; Speak the Truth; Own Our Actions People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community
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POSITION PURPOSE

The Deposit Support Analyst Temp will work under the supervision of the Manager of Deposit Operations as part of the Deposit Support Team. This position will be responsible for providing support and assistance with the day-to-day deposit operations providing deposit services and reporting functions that support the Credit Union. The goal is to deliver world class service to meet and exceed internal and external members’ needs.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. Perform the basic functions of ACH reconciling and share draft exception items.
2. Process address/return mail and verification
3. Perform basic member service responsibilities; answering questions and e-requests, researching and resolving member issues etc.
4. Perform basic electronic product maintenance and member support including VISA Credit and Debit card program, IRA accounts, ACH, ATM inquiries, and wire transfers.
5. Perform basic accounting related work; cash letter preparation, certificate maintenance, overdrawn accounts, legal restraints, IRS and NYS tax levies, filing, regulatory reporting, etc.
6. Perform member service responsibilities involving Visa Credit and Debit card dispute and fraud claims in accordance with Visa’s Operating Guidelines and Regulations.
7. Process payrolls, return checks, ProPay transactions, etc.
8. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures
9. Cross-sell credit union products and services as appropriate.
10. Recommend changes to improve workflow efficiency.
11. Model and promote the behaviors of the Credit Union’s core values, actively work to enhance the member and employee experience throughout the Credit Union
12. Meet Core Comp Requirements.
13. Maintain effective working relations with all Credit Union departments, teams, and employees.
14. Performs additional duties as assigned.

Requirements

EDUCATION/CERTIFICATION:

High School Diploma or equivalent required

KNOWLEDGE:

Minimum of 2 years prior Credit Union or Banking experience. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.

EXPERIENCE:

• Experience using P.C. based software including Microsoft Word and Excel.

SKILLS/ABILITIES:

• Ability to project a professional appearance and positive attitude at all times.
• Must be detail orientated and well organized.
• Ability to work in a fast-paced environment and meet deadlines.

What's in it for you?

Salary: $19.54 - $24.43 per hour (depending on experience)

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.