Operations Support Specialist II - Miami, United States - Educational Federal Credit Union

Educational Federal Credit Union Miami, United States

3 weeks ago

Description

Job Summary:

Provide frontline staff with support and guidance related to check negotiation and specialized account services, such as Trusts, Guardianships, Estates, and Powers of Attorney. Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs.

We encourage you to view and apply directly at

Duties & Responsibilities:

Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.
Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests. Provide support for all functions processed in the Operations department.
Answer member calls and provide assistance or direct the call to the appropriate department.
Provide outstanding member service and internal support to frontline staff.
Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.
Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.
Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.
Administer the Credit Union's Safe Deposit Box program, including lease management and fee posting.
Administer the Credit Union's notary commissioning program, including training and support.
Administer the Credit Union's Medallion Signature Guarantee program, including training and support.
Provide guidance to frontline staff related to check negotiation.
Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.
Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.
Review process, and balance daily/monthly operational reports.
Appropriately respond and resolve member and staff escalations.
Perform other duties as assigned by management.

Requirements:

Associate's degree or equivalent experience
5 years of related experience

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

Paid Holiday
Paid Birthday
Paid Sick and Personal Days
Paid Vacation
Retirement/401K with matching contributions
Medical, Dental and Vision Insurance
Life Insurance and Long Term Disability
Tuition reimbursement for Undergraduate and Graduate courses
Various Incentive Programs
Career opportunities

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