First Tech Federal Credit Union · 5 days ago
Regulatory Deposit Svs and Reporting Associate II
Hillsboro, OR
Full-time
Hybrid
Entry Level
$23.56/hr - $27.40/hr
2+ years expFirst Tech Federal Credit Union is seeking a Regulatory Deposit Services and Reporting Associate II who will process banking transactions and conduct quality control measures. The role involves responding to inquiries, managing records, and supporting senior associates with regulatory activities while ensuring compliance with banking regulations.
BankingFinance
No H1B
Responsibilities
Process a high volume of regulatory banking transaction, including IRA transactions, tax corrections, government reporting and deposit account maintenance in an efficient and accurate manner with minimal management oversight
Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs)
Respond timely and accurately to member and internal partner inquiries by phone, email or mail
Manage and properly store comprehensive up to date records of member communication, correspondence, activities and transactions
Work extensively with members and internal partners to research and resolve member, vendor and internal issues throughout day and adjust tasks and priorities as appropriate (e.g.: Customer Information Profile (CIP), etc.), escalating any potential problems to leadership and/or Senior Associate(s) as required
Support Senior Associates in processing specific regulatory activities, including Escheatment, Tax Identification Maintenance, deceased estate and probate account maintenance, IRA management, garnishments/levies and tax reporting
Identify and communicate process improvement ideas to Senior Associates and Leadership
Track and validate transactional reports for accuracy and collaborate with Senior Associates and leadership regarding results and themes
Perform member outreach and provide training to other Associates
Qualification
Required
High School Diploma
Minimum 2 years' experience in data entry/analysis and customer service
Ability to effectively prioritize tasks to meet deadlines, autonomously handling a variety of responsibilities in a complex environment
Excellent written and verbal communication skills
Ability to work in fast-paced environment and meet deadlines without sacrificing quality
Proven ability to professionally handle sensitive documents
Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction
Working knowledge of Microsoft Office Suite
Preferred
some post-secondary education
familiarity with governmental banking regulatory reporting activities
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Company
First Tech Federal Credit Union
First Tech Federal Credit Union is an Oregon-based investment bank that focuses on technology-driven companies.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kalyan Rajamani
Chief Technology Officer
E
Evelyn Prime-MacAdam
SVP, Digital Product
Recent News
2026-01-11
WBJournal.com
2025-12-11
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