Deposit Operations Specialist

Description

O Bee Credit Union is hiring a Deposit Operations Specialist to join our amazing team. This is a full-time role that plays a vital part in supporting our mission, our members, and our one-of-a-kind company culture.

What You’ll Do

As our Deposit Operations Specialist, you will play a vital role in delivering exceptional account and deposit-related support to our members and team members. Your primary responsibilities will be to lead IRA account management, supporting our member experience teams. With a strong focus on accuracy, efficiency, and problem-solving, the Deposit Operations Specialist helps uphold O Bee Credit Union’s reputation for trust and world class service.

The Details

• Location: Lacey, WA
• Pay Range: The range for the Deposit Operations Specialist is $24.87 to $37.31 per hour with a target range of $24.87-$31.09 per hour, depending on relevant experience and qualifications.
  
  

Why You’ll Love Working Here

Our organization is deeply rooted in the communities we serve, and we take pride in being a part of local events like parades and festivals. First and foremost, we love our members. We offer a competitive benefits package, including:

• Employer-paid medical, dental, and vision insurance options
• 100% 401(k) match up to 4% of your salary
• Tuition reimbursement
• Charitable Volunteer Hours
• Incentive pay for achieving individual or company goals
  
  

Responsibilities

• Manage the IRA portfolio by working with our vendor and supporting team members in the delivery of IRA products, accounts, transactions, required minimum distribution payments and tax form delivery.
• Process account research and record requests, including member verifications of deposit, asset verification system and Social Security requests.
• Identify opportunities to streamline high-volume or labor-intensive processes, recommending improvements for efficiency
• Provide back up support as needed for ACH, draft and wire processing including exceptions and balancing.
• Provide exceptional member service through various channels, including phone, email, and electronic platforms.
• Safeguard member information and credit union data by ensuring confidentiality and security.
• Educate members on account management, products or services, payment or card features, benefits, and security practices to enhance their financial well-being.
• Ensure compliance with security, audit, regulatory, and privacy policies, including the Bank Secrecy Act.
  
  

Apply today and be part of something meaningful at O Bee Credit Union.

O Bee Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran.

Requirements

• Must have high school diploma or equivalent.
• Must have at least two years of customer service experience in financial services.
• Must be able to pass a background and credit check.
• At least one year of payment services experience is preferred.
• Strong interpersonal and problem-solving skills to provide clear, effective solutions.
• Ability to navigate financial systems, including digital banking tools.
• Thrive in a fast-paced environment, adjusts to evolving policies and independently resolves complex issues.
• Uphold ethical standards and safeguards sensitive financial and personal data.
• Work independently while contributing to a supportive team culture with reliability and professionalism.
• Understand financial regulations, industry standards, and credit union policies.
• Work independently while contributing to a supportive and high-performing team.
• Identify inefficiencies and recommend process improvements to enhance operational performance.
• Embody the core values of trust, inclusion, integrity, community, and empowerment.