Deposit Operations Representative

Profed-Federal-Credit-Union; Fort Wayne (IN); On-site; USD 42,000 - 56,000; Full time

Job summary

Profed-Federal-Credit-Union is seeking a dedicated professional to coordinate and support deposit products and services, assisting members and branch staff across all deposit operations.

The role includes auditing IRA and HSA accounts, reviewing paperwork for special accounts and estates, and processing new member applications online. You will collaborate with the Deposit Operations leadership and call center staff to ensure accurate, compliant operations.

Qualifications

• Efficient, well organized, friendly person with in-depth experience and diversified knowledge of credit union services and operations.
• Sound judgment, positive attitude, and enthusiasm for learning.
• Professional representation of the credit union with minimal supervision.

Responsibilities

• Auditing and maintenance of IRAs and HSAs.
• Auditing paperwork and follow-up activity for all special accounts, business accounts, estates, etc.
• Process deceased files and provide support to members and branch personnel
• Provide general member assistance with credit union products and services
• Assist in developing procedures for deposit products
• Provide assistance to Vice President/Deposit Operations as needed
• Provide assistance to Call Center and Front Desk staff as needed
• Review and process power of attorney documents
• Process new member applications through online account opening
• Additional duties as assigned

Job description

Description

POSITION SUMMARY

Primarily responsible for the coordination and support of credit union deposit products and services and for member assistance in all areas of deposit operations. Responsible for accommodating incoming inquiries from members and branch personnel. Additionally responsible for auditing paperwork related to deposit operation accounts. Provide assistance to branch personnel.

QUALIFICATIONS

Requires an efficient, well organized, friendly person with in-depth experience and diversified knowledge of credit union services and operations. Must possess sound judgment, positive attitude, and enthusiasm for learning. Must provide a professional representation of the credit union and be able to achieve maximum job performance with minimal supervision.

PHYSICAL REQUIREMENTS

Clear and effective communications abilities required. Must be able to view a terminal screen and operate a computer keyboard. Must be able to sit or stand for prolonged periods. Ability to complete detailed documentation and perform mathematical computation is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Auditing and maintenance of IRAs and HSAs
• Auditing paperwork and follow-up activity for all special accounts, business accounts, estates, etc.
• Process deceased files and provide support to members and branch personnel
• Provide general member assistance with credit union products and services
• Assist in developing procedures for deposit products
• Provide assistance to Vice President/Deposit Operations as needed
• Provide assistance to Call Center and Front Desk staff as needed
• Review and process power of attorney documentsProcess new member applications through online account opening
• Additional duties as assigned

ProFed is an EEO employer – M/F/Vets/Disabled