Job Description
Level: Experienced
Job Location: Lakeport Business Center - Klamath Falls, OR 97601
Position Type: Full TimeEducation
Level: Not Specified
Salary Range: $20.00 - $28.00 Hourly
Travel Percentage: Negligible
Job Shift: Day
Job Category: BankingOur Credit Union is growing! With the growth Sage Credit Union is experiencing and the development and expansion of our teams and departments, we are excited to be seeking the next member of the new Transaction Services Team.
The Share Draft Specialist will perform Share Draft (check) functions and deliver direct member service. Provide support by listening, thinking, and taking action to meet needs and provide solutions for internal and external members in the fulfillment of Pacific Crests mission of providing our members and communities with the opportunity to prosper; both by directly assisting members and fellow team members with account and share draft related support.
Who We Are...
At Sage CU, we believe in the kind of service that comes only through a local institution, where every person we serve is a member — not a number. Our staff have roots here in the Klamath Basin and beyond. We care about the people we work with, both as members of our credit union, and as members of our community.
We listen with purpose. We bring creativity to challenges. We demonstrate integrity. We deliver a structure of financial products and services that goes beyond fulfilling basic banking needs by helping our members explore the scope of what is possible.
Essential Job Functions:
- • Process, post, and reconcile daily share draft posting files.
- • Process daily share draft exception files.
- • Perform daily ATM check hold release and fraud review.
- • Perform daily Mobile Deposit check processing and fraud review.
- • Work with appropriate Branch or Department on suspected fraudulent share draft related transactions.
- • Process share drafts returned unpaid per rules and regulations.
- • Process share draft adjustments to and from Federal Reserve.
- • Process share draft related general ledger reconciliations and assist with research of out of balance issues.
- • Work with credit union staff to assist with share draft related transaction research.
- • Complete daily and monthly required reporting.
- • Ensure share draft procedures are accurate and up to date.
- • Provide second tier support for staff on account/transaction related issues
- • Support fellow team members, ensuring the department’s purpose and responsibilities are fulfilled.
Qualifications
Education &
Experience:
- 1-2 years of financial services or related experience preferred.
- 1-2 years of exceptional customer service experience preferred.
- Basic working knowledge of Word and Excel.
Knowledge-Skills-Abilities:
- Strong analytical, decision making and complex problem-solving skills.
- Strong written and verbal communication skills
- Excellent technical skills.
- Self-motivated to learn and grow within the position.
- Proven attention to detail.
Physical Considerations:
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
- Ability to lift and/or carry up to 25 pounds
- Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
- Sitting – 80%; standing and walking - 20%
- Hearing, visual, and verbal ability required.
Sage Credit Union is an Equal Opportunity Employer.
The good faith hourly salary range for this position is $20/hr - $28/hr. This range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.
