Provident Credit Union · 7 hours ago
Account Service Rep - Temporary
Redwood City, CA
Contract
Onsite
Entry Level
$23/hr - $29/hr
1+ years expProvident Credit Union, established in 1950, ranks among the top 10% of credit unions in the US and is known for its inclusive culture. The Account Services Representative I will process transactions, maintain deposit accounts, and provide excellent member service to meet the credit union's objectives.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Responsible for processing member transactions such as deposit, loan payment, payroll, stop payment, etc
Scan Checks received for deposit and payment. Resolve out of balance situations
Monitor and sort department mail, email and faxes
Monitor all queues and perform duties as needed to ensure work is processed in a timely manner to meet established deadlines
Research and response to Accounting reconciliation questions
Assist with wire verification when needed
Assist in any product validation and auditing
Offer best in class customer service to our members
Handle telephone calls, online banking e-mail and mail-in requests
Serve as a resource for other department such as Member Services and Branches
Maintain a working knowledge of Provident Credit Union policies and procedures to ensure compliance
Ensures confidentiality of member information
Adheres to the Credit Union's core values and Service Standards in carrying out Provident Credit Union's mission and vision
Willingness to assist in staffing other areas of the department as needed
Available to work weekends and/or extended hours required to run the business, including special events as they occur
Attend meetings as required
Alert and assist Risk Management with fraud or suspicious transactions
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice
Performs other duties as assigned
Excellent listening and speaking skills
Excellent written communication skills
Complete required BSA & OFAC training annually
Understand and adhere to BSA and OFAC policy and procedures
Responsible for processing and responding to any State or court issued order to levy an account
Responsible for processing return deposit adjustment, extended deposit hold and providing the required notification to members
Qualification
Required
1+ year(s) of related experience
1+ year(s) check handling experience
1+ year(s) customer service experience
Effective oral and written communication skills required to ensure exceptional member experience
Organized self-starter, willing to learn new procedures, pleasant and helpful, a team player
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including Bank Secrecy Act (BSA) which includes Customer Identification Program (CIP), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC)
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities
Demonstrates a positive member service (internal and external) focus at all times
Willingness and flexibility in taking on new responsibilities as business requires
Company
Provident Credit Union
Provident Credit Union specializes in banking with loans, mortgages, savings, insurance, investment advice for companies and NPCs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jim Ernest
President & CEO
W
Wayne Bunker
president/ceo
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