• Job Description

  Req#: BACKO001377

  Polish & Slavic Federal Credit Union is committed to supporting our employees’ overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Sign-On Bonus, Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also have a generous Paid Time Off policy including Vacation, Personal and Sick Time, as well as, a Birthday Day off.

  Core Responsibilities:

  1. Represent Credit Union to the members in a professional manner and provide prompt, efficient and accurate service in processing of transactions.
  2. IC ATM Processing.
  3. ATM Deposit Adjustment processing.
  4. RDC Adjustment processing.
  5. Mobile Deposit Adjustment processing.
  6. Processing True Checks Alerts for Mobile Deposits
  7. Process daily Share Draft and ACH Transmissions.
  8. Process ACH Origination.
  9. Verify and process all ACH stop payment requests and revocation of authorization for ACH debits.
  10. Process daily Share Draft Transmissions.
  11. Process returned unpaid checks (NGCH);
  12. Process Wire Transfer requests.
  13. Participate in annual tax file verification.
  14. Participate in W-8BEN re-certification processing.
  15. Maintain and monitor tracking #32 – IRS Notices.
  16. Maintain and monitor IRS B notices and accounts with dividend withholding, ensure timely mailing of W-8 and W-9 forms.
  17. Maintain and monitor IRS Penalty Notices.
  18. Ensure that all custom letters and notices are generated and sent to the members.
  19. Process adjustment transactions on members’ accounts as requested by other departments.
  20. Whenever necessary, assist members in balancing their accounts.
  21. Research and resolve issues related to members’ accounts.
  22. Keep the department’s policies and procedures up to date and in compliance with applicable laws, regulations, and standards.
  23. Update information on members’ accounts.
  24. Assist with deposit verification.
  25. Whenever necessary, provide assistance in processing returned mail for the Credit Union.
  26. Verify annual membership fee posting and process adjustments whenever necessary.
  27. Assist with Social Security Assets verification.
  28. Monitor Negative Balance Accounts.
  29. Deliver superior customer service through the use of established Service Standards.
  30. Overdraft Privilege program processing; daily upload ODP files to Privilege Manager Platform; create letters; make phone calls; keep the procedures up to date; generate statistical reports.
  31. Monitor and maintain Dormant and Inactive Accounts; ensure proper notification and escheatment process; keep the procedures up-to-date and maintain comprehensive and in-depth knowledge of the rules and regulations; generate statistical reports (backup).
  32. Prepare monthly reports.
  33. Maintain necessary correspondence with members, other institutions, and other departments.
  34. Serve as a centralized information source by assisting members and employees with problem solving, general and specific questions, etc.
  35. Back up the receptionist for break periods, lunch, vacation, sick or otherwise as may be needed.
  36. Perform any other duties or responsibilities as required or assigned.

  Requirements:

  • High school diploma or equivalent.
  • Additional coursework in business, finance, banking or related field.
  • 5 - 7 years financial institution experience.
  • 2 - 3 years experience in an office environment.
  • Solid knowledge of computer software programs.
  • Good computer skills.
  • Fluency in written and spoken Polish.

  AN EQUAL OPPORTUNITY EMPLOYER

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Polish & Slavic Federal Credit Union is a federally insured, state-chartered, credit union with over 108,000 primary members, serving over 120,000 people.

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