Operations Support Specialist I/II

Job Summary:

Provide frontline staff with support and guidance related to check negotiation and specialized account services, such as Trusts, Guardianships, Estates, and Powers of Attorney.  Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs. 

We encourage you to view and apply directly at edfed.org/careers

Duties & Responsibilities:

• Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.
• Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests. Provide support for all functions processed in the Operations department.
• Answer member calls and provide assistance or direct the call to the appropriate department.
• Provide outstanding member service and internal support to frontline staff.
• Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.
• Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.
• Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.
• Administer the Credit Union’s Safe Deposit Box program, including lease management and fee posting.
• Administer the Credit Union’s notary commissioning program, including training and support.
• Administer the Credit Union’s Medallion Signature Guarantee program, including training and support.
• Provide guidance to frontline staff related to check negotiation.
• Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.
• Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.
• Review, process, and balance daily/monthly operational reports.
• Appropriately respond and resolve member and staff escalations.
• Perform other duties as assigned by management.

Requirements:

• 5 years of related experience.

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

• Paid Holiday
• Paid Birthday
• Paid Sick and Personal Days
• Paid Vacation
• Retirement/401K with matching contributions
• Medical, Dental and Vision Insurance
• Life Insurance and Long Term Disability
• Tuition reimbursement for Undergraduate and Graduate courses
• Various Incentive Programs
• Career opportunities