Subject Matter ExpertHosting employees from other areas of the CU during job shadows, with a particular emphasis on IRA/HSA procedures Maintaining escheatment records per individual state requirements and working to prevent the closure of those inactive membershipsRemaining responsible for all job duties designated to me as an Operations Support Specialist II

Assisting staff in all branches by acting as a resource regarding procedures and operational tasks. Providing staff with guidance and overrides when branch management is unavailable.Auditing and submission of paperwork completed by branches for IRAs, HSAs, and ESAs to Ascensus.Assisting members with IRA RMDs and other IRA/HSA related transactions. Filing and monitoring IRA and HSA Beneficiary Death Claims.Auditing and filing all account related documents submitted to the credit union by branch staff and members.Clearing Co-Op Shared Branching fraud notifications by verifying member information.Reviewing accounts and applications disputed through ChexSystems and submitting my findings to either be cleared from or reinstated to the consumer credit report.Processing garnishments, liens, levies, and other account holds and adhering to the funds release schedule. Complying with subpoenas and other legal information requests that come in.

Creating a seamless banking experience for members in the branch for anything from teller transactions to loan funding. Processing Shared Branching Transactions for guest members.Assisting my branch by acting as the backup vault teller on a weekly basis. Daily balancing of the vault along with my own cash drawer, in addition to processing cash shipments in and out of the branch as needed.Auditing new accounts, loans, and account changes, and making corrections to the accounts in question if necessary.

Remote employee; accounts receivable specialist; create invoices/correspond with customers; obtaining proof of insurance

Opening new checking/savings accounts; consumer and business credit application and document collection/loan funding; everyday teller transactions; vault management; cash ordering/shipment; ATM maintenance; notary services

Seasonal