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

    Educational Federal Credit Union
    Educational Federal Credit Union Doral, United States

    3 weeks ago

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    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.


    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.

    JOB QUALIFICATIONS & SPECIFICATIONS


    • Five years of prior experience in a similar role.
    • Prior Credit Union or Banking experience preferred.
    • Critical thinking skills.
    • Must be approachable and collaborative, thrive in a fast-paced dynamic environment, and be comfortable quickly shifting priorities on short notice.
    • Must be proficient in Microsoft Office and job related computer programs and software.
    • Knowledge of federal and state financial laws pertaining to card service/fraud.
    • Excellent written and verbal communications skills and the ability to communicate with discretion and understanding when confidentiality is needed.
    • Strong analytical and technical skills including fact finding and problem solving.
    #J-18808-Ljbffr
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