Jobs

    Regulatory Deposit Services and Reporting Associate II - Hillsboro, United States - First Tech Federal Credit Union

    First Tech Federal Credit Union
    First Tech Federal Credit Union Hillsboro, United States

    2 weeks ago

    Default job background
    Description

    The Regulatory Deposit Services and Reporting (RDSR) Associate II processes specific banking transactions in a timely and complete manner through a variety of complex technology systems.

    This position also proactively conducts quality control measures (QC) on assigned processes. This position also responds to member and employee inquiries on a timely and accurate basis.

    The Associate II consistently evaluates transactions for critical risk including approval/limit requirements and fraud, reporting internally or contacting the member as appropriate.

    Here's what you can expect from the job and what you need to be successful:


    Job Duties:
    Process a high volume of regulatory banking transaction, including

    IRA transactions, tax corrections, government reporting and deposit account maintenance

    in an efficient and accurate manner

    with minimal management oversight
    Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs)
    Respond timely and accurately to member and internal partner inquiries by phone, email or mail
    Manage and properly store comprehensive up to date records of member communication, correspondence, activities and transactions
    Work extensively with members and internal partners to research and resolve member, vendor and internal issues throughout day and adjust tasks and priorities as appropriate (e

    g:
    Customer Information Profile (CIP), etc.), escalating any potential problems to leadership and/or Senior Associate(s) as required
    Support Senior Associates in processing specific regulatory activities, including Escheatment, Tax Identification Maintenance, deceased estate and probate account maintenance, IRA management, garnishments/levies and tax reporting
    Identify and communicate process improvement ideas to Senior Associates and Leadership
    Track and validate transactional reports for accuracy and collaborate with Senior Associates and leadership regarding results and themes
    Perform member outreach and provide train Associates

    Essential skills:
    Minimum 2 years' experience in data entry/analysis and customer service
    Ability to effectively prioritize tasks to meet deadlines, autonomously handling a variety of responsibilities in a complex environment
    Excellent written and verbal communication skills
    Ability to work in fast-paced environment and meet deadlines without sacrificing quality
    Proven ability to professionally handle sensitive documents
    Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
    Familiarity with governmental banking regulatory reporting activities is preferred
    Working knowledge of Microsoft Office Suite

    Minimum Education :
    High School Diploma with some post-secondary education preferred

    Location:
    Hillsboro, OR HYBRID)


    Target Compensation in Hillsboro, OR:
    $22.00 to $25.00 per hour + annual bonus


    Benefits options include:
    Traditional medical, dental, and vision coverage
    401K matching up to 5% per pay period
    Accrue up to 17 days of Paid Time Off your first year of employment
    11 paid federal holidays
    Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
    First Tech is not currently offering Visa sponsorship or transfer for this position

    What makes First Tech different? Click

    to learn more

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