Member Operations Account Specialist Ii - Santa Ana, United States - Orange County's Credit Union

Orange County's Credit Union

Verified Company

Santa Ana, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

_Hybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating outstanding performance._

Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing.

Our mantra is:

Putting People First:
Connect, Discover, Deliver & Wow If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference

As the Member Operations Account Administration Specialist II, you are a liaison to both internal Associates and external Members and expected to have an expert level understanding and working knowledge of the following processes:

Levies
Subpoenas
Backup Withholding
Escheats
All Vesting Account Types
Deceased processes
Power Of Attorneys (POA)
Trusts
IRA Accounts

In this role as a Member Operations Account Administration Specialist II, you will also contribute to the overall success of the department and CU by assisting in the handling of research requests, document and information retrievals, file maintenance requests and account adjustments in a timely and professional manner, while using problem resolution and workflow management skills.

QUALIFICATIONS:

High school education or equivalent.
Mastery of all the essential functions of a Teller, Legal Processes Specialist I, and Call Center positions and all associated processes. Recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence
Minimum of two years of experience in a financial services front line or call center position which would provide thorough knowledge of deposit and loan account products and services and member service.
Working proficiency with modern office practices and procedures, including personal computer skills with core systems used to service financial accounts.
Ability to learn new software and systems quickly and proficiently.
Ability to read and decipher technical briefs and regulatory updates
Working knowledge of basic Federal and State regulations that impact financial institutions and account/ loan maintenance and activity.

- _ Final offers are based on qualifications, internal equity, and the level of position offered. The hourly pay range for the Member Operations Account Administration Specialist II is $ $26.00._

We perform thorough background checks, credit checks and preemployment drug screening. EOE

Generous benefits include:

Anthem Vivity HMO & Delta Care USA Dental
OCCU covers 100% of the associates' monthly premium.
Life insurance at no cost to associates.
401(k) OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
Vacation hours 13 days per year, rolls over yeartoyear and increases with tenure.
Sick hours 7 days per year and rolls over year to year.
Paid Holidays
Annual performance merit increases
Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
Annual discretionary bonus (2022 was over 7 %)
Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.