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    Operations Representative II - Richland, United States - Gesa Credit Union

    Gesa Credit Union
    Gesa Credit Union Richland, United States

    3 weeks ago

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    Description
    Take a leap and join our team

    At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset.

    But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed.

    Because we know we go further when we go together.


    Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people.

    You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

    *Get to know us:
    • About - Gesa Credit Union {target="_blank" rel="noreferrer noopener"}

    Role Summary:


    The Operations Representative II will report directly to Operations Team Leader or AVP of Fraud and Operations Management and provide member centric service to internal/external partners and our members via phone, internet, and correspondence.

    This position handles a variety of member and internal department requests, such as correspondence, research and transactions.


    What You Will Be Doing:


    Respond to member inquiries via all forms of member contact (branch, phone, internet, and correspondence) within the established service level agreements.

    Prepare and process wires in WireXchange. Coordinate with members to verify required information, following existing wire procedures.
    Answer internal department inquiries via phone and correspondence.
    Prepare and balance daily general ledger (GL) transactions.
    Review, archive and maintain documents according to the records retention management policy.
    Process returned deposit items and letters.

    Perform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas and other 3^rd^ party information request, closed accounts.

    Scan and image incoming documents by work flowing items to correct queues.
    Handle incoming and outgoing exception and research requests.
    Process domestic and internal wire requests.
    Process Pay by Phone processing and exceptions.
    Process ACH exceptions and pre-authorized payment set-up for consumer transactions.
    Assist in the administration of specialty account tasks.
    Process reporting data to perform tasks and audit.

    Process the daily incoming and transit cash letter files from FRB, branch, and other remote sources daily, ensuring high balancing accuracy and timeliness.

    Administer Courtesy Pay Program including manage letter creation, reviewing aging reports/queues for offset funds, debit card revocation/reinstatement, charge off process in the Core system and subsequent reports.

    Assign charged off accounts to collection agency, enter negative data in Chexsystems and subsequent updates. Review accounts with high negative balances. Assist branches and members in day to day troubleshooting and questions.
    Handle W8BEN, DOR e-withholding, IRS Backup Withholding, SSI and Medicaid notifications.
    Research and resolve Fed check adjustments.

    Perform other duties as assigned.


    About You:
    Effective written and verbal communication skil
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