UW Credit Union is a premier financial institution focused on delivering exceptional member experiences and operational excellence. The Deposit Operations Specialist plays a critical role in processing transactions and providing operational support for various deposit accounts while ensuring high levels of member satisfaction.
Responsibilities
- Process account requests, including maintenance, servicing, reporting, and other transactional activities including but not limited to: Administration of negative account processes such as force closures and charge-offs
- Processing account closures
- Member information updates and monetary adjustments
- Processing and reporting on liens, levies and garnishments
- Monitoring certificate maturity queues and processing interest corrections
- Business account review and error correction
- Trust and fiduciary account servicing
- IRA and CESA account servicing and tax reporting support
- Perform daily audits as assigned and promptly escalate discrepancies for resolution
- Take ownership for resolving and/or supporting the resolution of deposit account-related member Inquiries while executing sound judgment in risk assessment
- Exceed member expectations by delivering exceptional service both directly to members and by supporting other member-facing staff in their service delivery. Service will typically be delivered via Automatic Call Distribution (ACD)
- Understand the full range of features and advantages of deposit-related products and services to support excellence in service delivery
- Maintain knowledge of key regulations such as Regulations CC and E to ensure compliance with regulatory policies and procedures
- Provide subject matter expertise in support of projects and/or system updates as needed
- Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training
- Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP)
- Be a champion of change: embrace innovation and closely collaborate with others to achieve departmental and organizational goals
- Develop and maintain knowledge of internal resources, procedures, systems, and tools
- Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives
- Invite and accept feedback and provide upward feedback
- Serve as a mentor and positive role model for others within the team
Skills
- High school diploma is required
- 7 months – 1 year of Customer Service experience is required
- Proficient with Microsoft Office products
- Demonstrated investigative, analytical, organizational, decision making, and problem solving skills
- Effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines
- Strong verbal and written communication skills
- Effective interpersonal and customer service skills
- Proven ability to thrive both independently and as a collaborative team member
- Associate's degree in Business or a related field is preferred
- 7 months – 1 year of Financial Institution experience is preferred
Benefits
- 21.5 days of annual time off (accrued per pay period)
- 2 weeks paid caregiver leave
- 2.5 weeks paid new child parental leave
- 2 days paid volunteer time
- Hybrid work environment: minimum 3 days a week on-site
- 10 paid holidays (including your birthday!)
- 401k company match of up to 5%, plus approximately 4% discretionary match
- 457 deferred-compensation plan
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Employee Assistance Program
- And more!
Company Overview
UW Credit Union is a provider of a full range of consumer financial services. It was founded in 1931, and is headquartered in Madison, Wisconsin, USA, with a workforce of 501-1000 employees. Its website is http://uwcu.org/.