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Vantage Credit Union · 9 hours ago

Operations Specialist I

Saint Charles, MO

Full-time

Onsite

Entry Level

$18/hr - $23/hr

2+ years exp

Vantage Credit Union is seeking an Operations Specialist I to manage deceased account processing and assist with operations-related inquiries. The role involves overseeing complaint tracking, conducting document reviews, and supporting members and staff with various operational tasks.

Financial Services

Responsibilities

Complete and oversee deceased account processing in accordance with established policies and procedures

Complete probate document reviews

Complete Trust and UTMA document and account reviews

Complete and oversee complaint tracking, review, and reporting process

Assist members and staff with operations-related questions and research

Assist with Power of Attorney requests and reviews

Perform other tasks as assigned by the Compliance Officer or designee

Qualification

Banking products knowledgeFinancial institution systemsCredit union operationsMicrosoft Office proficiencyAnalytical abilitiesEmpathyOrganizational skillsCommunication skillsTime management

Required

Complete and oversee deceased account processing in accordance with established policies and procedures

Complete probate document reviews

Complete Trust and UTMA document and account reviews

Complete and oversee complaint tracking, review, and reporting process

Assist members and staff with operations-related questions and research

Assist with Power of Attorney requests and reviews

Perform other tasks as assigned by the Compliance Officer or designee

Thorough knowledge of banking products and services

Experience using financial institution data systems to conduct account maintenance and research

Understanding of credit union operations, policies, procedures, applicable Federal and State laws and regulations

Ethical, principled, responsible, and honest

Exhibit empathy when assisting individuals mourning loss of a loved one/navigating grief

Must exhibit above average listening and communication skills

Effectively collaborate and communicate with members, third parties and staff while maintaining accurate and detailed records

Exercise strong organizational skills

Average analytical abilities and exercise good judgement to find solutions for complex scenarios

Keen eye for detail, manage time effectively, and perform job functions with minimal supervision

Ability to remain professional, calm, and positive during difficult interactions with members and various third parties

Must effectively manage multiple tasks and responsibilities at the same time

Above average computer skills with Microsoft Office products, including, but not limited to Outlook, Word, Excel, and Power Point

High school diploma or equivalent

Two years of credit union or financial institution experience

Proficient in Microsoft applications

Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period

Occasional travel or moving from one office location to another or from one department to another at the headquarters building

Occasional lifting, moving, or adjusting objects up to 20 pounds

Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device

Work will be in a commercially reasonable temperature-controlled environment

Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow