Operations Specialist I

Description:

Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 140 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

As an Operations Specialist I, you will:

• Perform quality assurance reviews on new account openings and maintenance to ensure accuracy and compliance.
• Assist with fraud account transfers and deceased member processes, ensuring proper documentation and adherence to policies.
• Review reports, as assigned, to identify discrepancies, risks, and areas of improvement.
• Ensure operational procedures align with credit union guidelines and regulatory requirements.
• Serve as a resource for employees, providing guidance on procedures and best practices.
• Work within proper channels to resolve operational issues and improve workflows.
• Work Service Events to track operational needs, member requests, and resolutions.
• Stay informed on industry regulations and best practices to support operational compliance.
• Assist with the escheatment process, including contacting members and ensuring compliance with state regulations.

To be successful in this role, you will need the following competencies:

Technologically Astute - Demonstrate the ability to use technology to effectively and efficiently perform job functions.

Results Orientation - Keenly aware of personal, team, departmental and credit union wide goals and be able to prioritize and collaborate with others to achieve success.

A Service Focus - Demonstrate an unsurpassed commitment to exceptional member service. Build constructive working relationships characterized by cooperation, collaboration, and mutual respect. Personify CSCU's role as a Trusted Advisor.

Initiative - Motivated self-starter who measures self against standards of excellence. Display energy and enthusiasm in approaching the job. Wants to get in on the ground floor and create something from scratch. A bit of an entrepreneurial spirit goes a long way in our environment.

Eye for Quality - Take responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed.

Flexibility - The ability to excel in a high stress environment, adapt to changing business needs and work priorities needs is a must. Develop fresh ideas that provide solutions to all types of workplace challenges.

Company Overview

Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions. Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners.

Requirements:

• Professional, well-developed interpersonal skills are essential for projecting a positive image as representative for the credit union.
• Strong knowledge of credit union operations,
• Experience with auditing, or branch support, a plus.
• Must react well under pressure, approach others in a tactful way, accept responsibility, and follow through on commitments.
• Proven attention to detail with the ability to identify trends.
• Ability to work effectively within a cross-functional team.
• Must be highly organized, versatile, flexible and tactful.
• Ability to follow direction and complete assigned tasks within established deadlines.
• Requires sound judgment and critical-thinking skills, makes appropriate recommendations and can support and explain reasoning.
• Strong oral and written communication skills required.
• Strong computer knowledge, especially with the use of applications including Word, and Excel, is preferred.
• Minium of 1-year of financial institution experience required, preferably at Copper State Credit Union.
• Process improvement, quality assurance, or operations experience preferred.