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First Tech Federal Credit Union · 15 hours ago

Fulfillment Specialist

Rocklin, California

Full-time

Onsite

Entry Level

$26.86/hr - $30.90/hr

1+ years exp

First Tech Federal Credit Union is seeking a Fulfillment Specialist to handle the set-up of new accounts and manage product/service enhancements related to fraudulent activities. The role involves processing new account requests, assisting members with documentation and reports, and ensuring compliance with service standards.

BankingFinance

No H1B

Responsibilities

Review and process new account requests for existing members and/or businesses, reviewing credit reports and member documentation prior to opening accounts

Document evidence and findings, and assist members with filing reports with appropriate law enforcement agencies

Reinstate member access to online products, account titling changes, and account information updates based on member requests and as appropriate

Assist members with completing applicable affidavit and dispute forms

Review additional services (BillPay, Credit Card Cash Advance, Line of Credit, HELOC Disbursement, and Descriptive Deposits or Withdrawals) for fraudulent activity and partner with Payment Services and other business units to resolve any issues

Identify and offer appropriate products and services that meet the member’s financial needs (such as credit monitoring and card lock outs), educating members on products and behaviors to prevent future fraud exposure

Process the set-up of new accounts including ancillary product and service offerings, meeting service level standards

Process member forms (including minor accounts, name change, JT Ten add/remove, ACH, 3rd party authorizations, account titling and beneficiaries)

Meet daily production goals

Qualification

Banking experienceFraud-related processingAnalytical skillsBusiness communicationMicrosoft Office SuiteListening skillsIRA/HSAFraud preventionProblem solvingRelationship building

Required

High School Diploma; Bachelor's degree is preferred

Minimum one year experience in banking or credit union account processing or fraud-related processing

Efficient, well-organized, able to effectively prioritize to manage a variety of duties

Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences

Excellent listening skills with ability to ask probing questions to determine member needs and situation

Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction

Ability to foster strong relationships with internal and external stakeholders

Ability to build strong member service relationships with clear expectations

Working knowledge of Microsoft Office Suite

Preferred

Knowledge of IRA, HSA, Minor and Trust accounts

Understanding of red flag program to prevent fraud

Benefits

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off your first year of employment

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)