Remote
About the Organization
Billion-dollar credit union serving nearly 80,000 members throughout California's beautiful Central Valley is looking to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit. We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we are doing great things for the community we call home.
Description
The primary responsibilities of the eServices Specialist I are to process items related to Digital Banking. This includes but is not limited to; Processing and completing Online membership applications, processing RDC, answering general questions or inquiries, product information, troubleshoot and research member concerns, and reaching out to other departments to provide a response to member questions/concerns. This role provides members with the highest level of service available in an efficient and courteous manner while striving for resolution.
Responsibilities:
- Working and processing Online membership applications
- Processing RDC and related daily functions as follows:
- Manually reviewing suspended RDC deposits and approving or denying deposited items
- Completing account adjustments including debiting of funds and general ledger adjustments
- Act as a primary contact for RDC processing, research, and adjustment inquiries from members and internal team members
- Any additional items as needed
- Work closely with Online Banking Admin to complete Online Banking processes and provide back up support as needed
- Provide additional support as needed with the following Digital Banking tools:
- Q2 Smart
- SavvyMoney
- Website Composer
- Any other programs or systems that integrate with Q2 and our Digital Services
- Provide additional testing and guidance on new projects or processes within the eServices Team to support the member experience and efficiencies of the organization
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
- Other duties as assigned by department leadership
Education, Experience & Skills
- Must have minimum of two years of similar or related experience, including time spent in preparatory positions
- Must be willing to work flexible schedules to accommodate the hours and business needs
- Must have high school diploma or GED
- Familiar with the following items:
- BSA/OFAC
- Regulation CC
- Regulation E
- Check21Act
- Excellent verbal and written communication skills
- Excellent interpersonal skills with members as well as co-workers to include:
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
- Maintain enthusiasm towards job functions and duties
- Must have a strong focus to perform detail oriented job functions
- Must have and maintain knowledge of credit union products and services
- Excellent organization skills
- Employee must be dependable and extremely flexible including Saturday scheduling
- Self-Motivator and ability to formulate solutions
- Ability to prioritize tasks
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to five pounds
- Climb/descend stairs in an emergency situation
- Operate routine office equipment including personal computers, copy machines, mobile and landline phones, calculator and others as needed
- Maintain working on a computer for six to eight hours daily, on average
- Work extended hours if required or requested by management
- Regular, reliable and timely attendance
Pay Range and Schedule:
- This position is a Grade 7, with a pay rate ranging from $23.00 to $29.00 per hour
- The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
- The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
- Full Time, typically 36-40 hours per week
- Schedule will be based around hours of operation, which are as follows:
- Monday to Friday- 8:30am to 5:30pm
- Flexibility to occasionally work early or late hours, typically with advance notice
Position RequirementsMental & Emotional Requirements
- Technical aptitude to understand complex programs and applications.
- Displays courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
- Strong written, verbal, and interpersonal skills.
- Detail-oriented, organized, accurate and ability to adapt to change. Excellent decision making and time management skills.
- Well-developed analytical and problem-solving skills. Ability to trouble-shoot problems and research capabilities of current or proposed products.
Physical Requirements
- Exert up to 50 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
- Sedentary work involves sitting most of the time.
- The incumbent is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; typing; viewing a computer screen and reading.
- Climb/descend stairs in an emergency situation.
- Operate routine office equipment including personal computers, copy machines, mobile and landline phones, calculator and others as needed.
- Maintain working on a computer for six to eight hours daily, on average.
- Work extended hours if required or requested by management.
- Regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in a climate-controlled, shared work area with minimal noise.
Other Requirements
- Perform job functions independently, or with limited supervision, and work effectively either on own or as part of a team.
- Read and carry out various written instructions and follow oral instructions.
- Speak clearly and deliver information in a logical and understandable sequence.
- Effectively handle multiple, simultaneous, and changing priorities.
- Exercise highest level of discretion on both internal and external confidential matters.
LocationAdministrative Office
Full-Time/Part-TimeFull-Time
Exempt/Non-ExemptNon-Exempt
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
