Job Description
The Operations Support Specialist is responsible for below specific duties.
Your job duties will include:
• Provide support to branch personnel regarding Certificates, IRAs, Deceased, Trust, and other fiduciary accounts.
• Serve as the subject matter expert for designated account types and provide internal branch support.
• Process mailed and electronic requests, including follow-up on pending items and DNE notifications.
• Track and update request status in the contact management system to help branches communicate effectively with members.
• Ensure professional and efficient member service operations.
• Maintain knowledge of deposit products, services, and banking regulations.
• Open and close accounts, including shares, checking, money market, IRA, Certificate, trust, organization, and business accounts via mail or electronic request.
• Maintain knowledge of compliance regulations, including BSA, OFAC, USA Patriot Act, Red Flags, Regulations CC, D & E, Truth in Savings, Truth in Lending, and Privacy requirements.
Specific qualifications for the position include:
• High school diploma or GED required; Associate degree or higher preferred.
• Strong understanding of member and financial service products.
• Knowledge of bank or credit union back-office operations.
• 3+ years of related experience in a financial institution.
• Experience handling advanced account functions, including IRAs, Deceased, and Trust accounts.
Pay Rate Range: $22.00 - $24.50/hour
Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
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💡 Quick Summary
Seeking a career-building opportunity? The Credit Union Operations Support Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
