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Banking Operations Specialist

Pacific Postal Credit Union San Jose, CA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Position Summary

Performs routine clerical duties within the Credit Union accounting and operations services department. Responsible for back office functions as related to: report distribution, review and reconciliation, account administration, Share Draft program management, member disputes and claims, A/P and A/R. Also handles VISA & M/C, ACH, Wires, and online banking services. Works in a team environment of cross/ trained professionals.

Primary Duties

Communicates with members and non- members, assesses needs, and assists or responds to inquiries mainly by phone and/or e-mail. Initiates member correspondence as needed. Assists with Home Banking inquiries.

Reviews periodic core banking system reports and general ledgers as assigned.

Accounts Payable/ Accounts Receivable

Preforms Account Administration functions (membership, levy, deceased, reclamations, subpoenas, escheat, etc.)

Completes external reporting and communicates with 3rd party resources as assigned ( consumer reports, bond claims, plastic card fraud/ claims, Insurance/ protection products, ATM and branch cash orders, etc.)

Administrates aspects of the VISA and Debit Card programs (reports, card orders/ replacements, PIN orders, processing, Flacon verifications, travel updates, disputes and tracking).

Serves as the custodian of Share Draft and ACH processing (check orders, return checks, posting, exceptions, returns, disputes, stop payments, etc.)

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, and the Office of Foreign Assets Control.


Minimum two years experience working in a Financial Institution. Must be familiar with basic banking accounts, e-banking concepts such as: online banking, ACH, RDC, and Wires. Possess people persuasion skills and customer service attitude. Must have strong oral and written communication skills and maintain professionalism at all times. Must have keen computer data entry accuracy skills and have a good understanding of general business software programs and machinery.

Physical Requirements:

Performs primarily sedentary work with limited physical exertion and occasional lifting to 20 lbs. Must be able to routinely perform work indoors in a climate controlled office environment. Must be able to go up and down stairs/ ladders when required. Must be able to routinely perform work on a computer (keyboard/ten key) for an average of 6-8 hours per day, when necessary. Must be able to operate routine office equipment (phone, copier, fax, calculator, etc.) Must be able to work extended hours when required or requested. Must be capable of regular and timely attendance.







Company Description
Credit Union headquartered in the South Bay.

Pacific Postal Credit Union

Why Work Here?
Work in a growing, fast paced, Credit Union team environment! We offier a high level of member and staff care and are seeking your skills!

Credit Union headquartered in the South Bay.


1040 Leigh Ave

San Jose, CA



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