Position: Operations Specialist
Pay Range: $20.62 to $30.93
FLSA Classification: Non-Exempt
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.
Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates.
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.
Benefits and Perks:
About the Role: We're seeking a detail-oriented and service-driven Operations Specialist (OS) to play a vital role in supporting the financial well-being of our members. As an Operations Specialist, you'll provide essential back-office support to our frontline teams, ensuring smooth and efficient operations across multiple channels. The Operations Specialist will be responsible for processing member wire verifications, working on ad hoc projects as needed, and assisting with frontline, back office, and contact center inquiries of various kinds.
Responsible for processing member wire verifications per established procedures for those members not able to request a wire inside the branch locations
Responsible for working on assigned projects for advancing technology within the department, including testing, member validation, and cleanup
Responsible for updating and /or creating procedures designed for all department tasks
Responsible for ensuring the unclaimed property is completed in June and October per regulatory guidelines.
Responsible for uploading documentation to the data capture platform (Synergy)
Responsible for completing and responding to all IRA communications with Ascensus (IRA vendor). Every month pull RMD (required monthly distribution) and complete the review for account, amount, and tax withholdings
Responsible for completing, processing, and updating any errors for IRAs for tax reporting and warnings; ensuring all information is accurate
Responsible for reviewing and approving all check deposits through the Ensenta platform for all Foothill ATM locations.
Responsible for processing any required adjustments from items not approved through the review process for all Foothill ATM locations
Respond to emails and secured messages through the Online Banking Secure Message Center
Responsible for processing all incoming mail from the PO Box
Responsible for processing all incoming requests for loan coupons, maturing CDs, address changes, and all other member requests received.
Respond to any verification of Deposits to be completed within 2 days of receipt
Responsible for daily review and auditing of new and updated signature cards to ensure all required documentation has been reviewed. Work with the branches to verify the accuracy of the information
Responsible for processing payroll transactions for our business members to be completed on the date requested.
Review all Meridian Link new account fundings through the card payment channel
Responsible for processing levies per regulatory guidelines and ensuring the remittance of funds and member communications.
Responsible for reviewing and sending correspondence to members turning 21 to update their share from a UTMA (Uniform Transfer to Minor Act) to a regular share
Ensuring documentation requests are mailed out daily to ensure a high level of member service
Experience/Education:
High school graduate or equivalent
Minimum of three (3) years' experience in a service-oriented member position
A Minimum of five (5) years of credit union or banking experience is required.
Required certifications in the following areas:
IRA Certification Training Ascensus
Other Essential Skills and Abilities:
Must possess strong interpersonal skills, a positive attitude, good collaboration, and a desire to help people
Able to work with Microsoft programs and scheduling software
Ability to maintain high confidentiality and trustworthiness and ability to use discretion when handling confidential information
Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
Must possess effective verbal and written communication skills
Ability to organize and prioritize work and maintain accurate records
Bilingual (Spanish/English) preferred.
Must be able to travel within the branch network regularly
Must have a method of transportation when needed to carry out essential job-related functions; if operating a motor vehicle, must have a valid driver's license and proof of at least minimum automobile insurance coverage as required by the State of California
Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Compensation details: 20.62-30.93 Hourly Wage
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