Description

The Regulatory Deposit Services and Reporting Associate II processes specific banking transactions in a timely and complete manner through a variety of complex technology systems.This position also proactively conducts quality control measures (QC) on assigned processes.This position also responds to member and employee inquiries on a timely and accurate basis.The Associate II consistently evaluates transactions for critical risk including approval/limit requirements and fraud, reporting internally or contacting the member as appropriate.

Here's what you can expect from the job and what you need to be successful:

Job Duties:

• Process a high volume of regulatory banking transaction, including IRA transactions, tax corrections, government reporting and deposit account maintenance in an efficient and accurate manner with minimal management oversight
• Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs)
• Respond timely and accurately to member and internal partner inquiries by phone, email or mail
• Manage and properly store comprehensive up to date records of member communication, correspondence, activities and transactions
• Work extensively with members and internal partners to research and resolve member, vendor and internal issues throughout day and adjust tasks and priorities as appropriate (e.g.: Customer Information Profile (CIP), etc.), escalating any potential problems to leadership and/or Senior Associate(s) as required
• Support Senior Associates in processing specific regulatory activities, including Escheatment, Tax Identification Maintenance, deceased estate and probate account maintenance, IRA management, garnishments/levies and tax reporting
• Identify and communicate process improvement ideas to Senior Associates and Leadership
• Track and validate transactional reports for accuracy and collaborate with Senior Associates and leadership regarding results and themes
• Perform member outreach and provide train Associates

 Essential skills:

• Minimum 2 years’ experience in data entry/analysis and customer service
• Ability to effectively prioritize tasks to meet deadlines, autonomously handling a variety of responsibilities in a complex environment
• Excellent written and verbal communication skills
• Ability to work in fast-paced environment and meet deadlines without sacrificing quality
• Proven ability to professionally handle sensitive documents
• Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
• Familiarity with governmental banking regulatory reporting activities is preferred
• Working knowledge of Microsoft Office Suite
• Minimum Education: High School Diploma with some post-secondary education preferred

Location: Hillsboro, OR 97124 (HYBRID)

Target Compensation in Hillsboro, OR: $22.00 to $25.00 per hour annual bonus

Benefits options include:

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

First Tech is not currently offering Visa sponsorship or transfer for this position

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