Deposit Operations Representative

ProFed Credit Union; Fort Wayne, Northern (IN, KY); Hybrid; USD 35,000 - 50,000; Full time

Job summary

Profedcu in Fort Wayne, Indiana is looking for a qualified candidate to coordinate and support credit union deposit products and services. Responsibilities include assisting members with inquiries, auditing related paperwork, and managing deposit accounts.

The ideal candidate must possess strong organizational skills, a positive attitude, and customer service experience. This role requires communication abilities and the ability to perform mathematical computations effectively.

Qualifications

• In-depth experience and diversified knowledge of credit union services and operations.
• Ability to represent the credit union professionally.
• Enthusiasm for learning and achieving maximum job performance.

Responsibilities

• Coordinate and support credit union deposit products and services.
• Assist members and branch personnel with inquiries.
• Audit paperwork related to deposit operation accounts.
• Manage IRAs and HSAs.
• Process new member applications and documents.

Skills

Organization

Customer Service

Judgment

Communication

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 documents
• Process new member applications through online account opening
• Additional duties as assigned

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