SUPPORT SERVICES REPRESENTATIVE at Cedar Point Federal Credit Union

California, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

0.0

Posted On

15 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Credit Union Services, Interpersonal Skills, Communication Skills, Data Processing Systems, IRA Processing, Account Research, Mobile Deposits, ATM Transactions, Check Processing, Certificate Transactions, Regulatory Compliance, Email Correspondence, Back-office Functions, Problem Solving, Attention to Detail, Customer Service

Industry

Financial Services

Description

Description Primary Functions: Perform in all areas of the Support Services including assisting with all image archiving, IRAs, online account and certificate opening, and ATM and mobile deposit verification for third-party vendors. Duties and Responsibilities: Have a broad knowledge of Credit Union services and policies, and the ability to answer inquiries of a general nature. Responsible for staying current on all products and services offered by the credit union and being proactive in offering these products and services when applicable. Proof all ATM and mobile deposit batches and verify they are in balance. Work with accounting to research out-of-balance situations; take appropriate actions concerning the check processing. Handle and process all remote transactions, including but not limited to mobile and ATM deposits and online account openings. Process all Certificate and IRA transactions requested by members remotely. Process all Certificate requests from CPFS, including setting up IRA, Roth conversions, certificate ladders, and opening accounts. Process all garnishments and levies. Responsible for filing all CTRs and following up with staff for corrections and additional information. Respond to all cpfcu.com email correspondence and route to appropriate departments when needed. Respond to digital banking message center correspondence. Process and handle all back-office functions, including, but not limited to, daily, weekly, and monthly reports, certificates, IRAs, death claims, deposit verifications, account research, account requests, closed accounts, and returned statements. Assist with general calls from staff and members pertaining to back-office work. Work with all employees on check copies, statements, receipts, and all other document requests. Complete required and recommended educational courses; Follow all rules and regulations applicable to job function, including but not limited to the Bank Secrecy Act. All other duties as assigned. Requirements Suggested Qualifications: High School graduate One or more years of experience with a financial institution One or more years of experience working with IRAs. Familiar with data processing systems and Windows is an asset Ability to work independently, quickly and accurately Strong interpersonal and communication skills Ability to interact professionally with members and co-workers in all areas of the Credit Union

Responsibilities

The Support Services Representative performs various functions related to image archiving, account management, and transaction verification. They are responsible for processing remote transactions and ensuring compliance with credit union policies.