- Perform multiple job functions within the Department and provide exceptional member service.
- Communicate professionally with members, Golden 1 staff, government agencies, and other outside agencies.
- Prepare legal documents and respond to member requests.
- Perform account maintenance processes.
- Prepare levies, garnishments, district attorney and immigration letters for processing.
- Process and maintain three or more of the following areas: zero balance accounts, proxies, privacy Opt Out notices, non-resident alien accounts, foreign account reports, safe deposit box report, dormant and escheatable requests, VOD deposits and member rating requests, photocopies from various systems and applications, specialty accounts, research request, B-Notices, Social Security, address changes.
- Post required fees to member accounts, and balance credits/debits at the end of each day.
- Handles general inquiries and questions from members on B-Notice's sent by the credit union.
- Gather and prepare Daily Teller work for balancing.
- Prepare and index documents for scanning.
- Maintain strict confidentiality on member account transactions and credit union information.
- Create and maintain a safe and clean working environment.
- Notify management immediately regarding any member concerns or errors.
- Actively support company goals and initiatives.
- Works under general supervision.
- Meet production deadlines daily while cognizant with quality and quantity in a fast-paced environment.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
6 months of financial/banking experience
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.