Reports to: Data Processing Manager
Purpose: The successful applicant will on a daily basis provide efficient information and help for members with concerns or questions, on ACH, Share Draft, Credit Cards, Debit Cards, Online banking etc., and process financial transactions. Carry out a wide variety of operational duties pertaining to the Data Processing Department
Duties/Responsibilities:
1. Daily processing of ACH, Share Drafts, Credit Cards, Debit Cards, etc.
2. Communicate with members regarding transactions relating to their account.
3. Reconcilement in a timely manner of any G/L accounts.
4. Daily preparations of reports and filing.
5. Answer telephone inquiries and process financial transactions in a courteous and efficient manner.
6. Process in a timely manner any Returned Item.
7. General written correspondence as needed.
8. Maintain records of members that owe funds to the Credit Union.
9. Learn all aspects of ACH, Share Draft, Credit Cards, Debit Cards, etc.
10. Process, mail, payments and payrolls.
11. Set up new online banking accounts.
12. Scan member forms and documentation into the appropriate location for file retention.
13. Maintain membership files in an organized manner.
14. Report problems or concerns to the Data Processing Manager.
15. Perform other duties as requested by the supervisor.
16. Keep your work area and equipment clean and neat.
Experience:
• 6 months to 2 years member service, operations, or accounting preferably in the financial service sector; or equivalent combination of education and experience
Skills:
• Ability to empathize with members’ concerns
• Ability to be able to work with an Excel spreadsheet and develop spreadsheets as needed.
• Strong communication skills both written and verbal
• Good Interpersonal skills/Phone skills
• Ability to multi-task
Education required:
• High School diploma/equivalent Physical Requirements:
• While performing the duties of this job, the employee is required to have the ability to sit, stand and walk throughout the workday; the position requires the use of fingers, hands, and arms to use the phone and keyboarding on a consistent basis; the position may need to lift and/or move up to 50 pounds on occasion. Specific vision required for the position includes close vision, distance vision, and the ability to adjust focus, such as to work on computers. Traveling and reliable transportation are required for this position. The position may require the employee to sometimes work irregular or extended work hours.
Work Environment:
• The standard work environment has moderate noise levels associated with members, computer equipment, and phone conversations.
Benefits
We are committed to our members, and our community. Our focus on Integrity, Commitment, Accountability, Respect, and Education is evident in all that we do. Our servant based leadership and training help prepare you to not only best serve our members but grow within the credit union.
Our team enjoys perks such as:
- First shift hours
- Paid holidays off
- Generous Paid Time Off
- Paid Volunteer Time Off
- Employee Benefits
- Employee Assistance Program
- Training and educational
- Advancement opportunities
The Credit Union Difference
Different from a bank, credit unions are not-for-profit financial institutions where our members are part owners. This means lower fees, competitive loan rates, and access to a ton of free services since we invest back in our members, rather than corporate shareholders.
We pride ourselves on the work we do with our community, and our commitment to educating our members to help them achieve their financial goals.
Leadership
Bryan C. Smith-President/CEO
Laura C. Combs-Lending & Operations Vice President
Tamika N. Baker-Human Resources Vice President
Wendy L. Haray-Marketing Vice President
Board of Directors
James R. Sanford, John A. Brownlee Jr., Keith A. Cosgrove,
Christopher M. Derouaux, George V. Watson
You can apply to any of our listed positions by filling out the online application, you can submit your resume to employment@whiterosecu.com, or you can pick up an application at any of our convenient locations.
The length of the hiring process depends on the position and operations of the credit union. Once applications are reviewed, initial candidates will participate in a brief phone interview. Following a successful phone interview, applicants will be invited to an in-person interview.
The credit union welcomes new team members with a friendly, in-person orientation process. New employees will begin their training at our Corporate Office and may spend up to three weeks with our dedicated Training Specialist depending on experience and the position. The program includes a mix of hands-on and online course training.
Team members will continue training in their respective department or branch following their time at our Corporate Office. We are proud of the inclusive, helpful, and safe work environment that is fostered for our new team members as they begin their #WhiteRoseCU Careers.
As part of our commitment to education and our community, we are happy to set-up job shadowing for both external and internal candidates.
We also offer customizable internships for local students. Please reach out to marketing@whiterosecu.com to learn more.
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