Data Operations Clerk

Webster First Federal Credit Union; Worcester (MA); On-site; USD 23,419 - 35,817; Full time

Job summary

Webster First Federal Credit Union seeks an Operations Clerk to support the Data Operations department, focusing on teller line transactions, mail processing, and member account updates.

The role involves handling incoming/outgoing mail, preparing courier deliveries, and assisting with account research while upholding confidentiality, data integrity, and regulatory compliance.

Qualifications

• Ability to read, analyze, and interpret written and oral instruction.
• Ability to present information and respond to questions from management and members.
• Ability to perform arithmetic with whole numbers, decimals, and fractions.
• Must be able to use Microsoft Excel and Word.
• One year of credit union/banking experience preferred.

Responsibilities

• Operate teller line and support daily branch operations.
• Sort and process interoffice and postal mail.
• Prepare branch courier mail bags and track mail transactions.
• Process address change and research requests for member accounts.
• Assist with scanning and maintaining internal records to ensure data integrity.
• Ensure compliance with BSA and OFAC regulations and security policies.

Skills

Microsoft Excel

Microsoft Word

Analytical thinking

Communication with members

Time management

Education

High school diploma or GED

Job description

Reports To: AVP Operations

About Webster First Federal Credit Union

Established in 1928 and driven by a goal to make life more comfortable for our community, Webster First Federal Credit Union has grown to an over one-billion-dollar financial institution, serving over 90,000 members across our banking and lending services. Our mission is to leverage who we are as a credit union to empower our members to live their best financial lives. We focus on members, not profits, and our values of strength, exceptional service, and “New England authenticity” are at the heart of everything we do.

We can’t do it without an exceptional workforce! With approximately 250 employees spread across 15 locations in Massachusetts, Webster First Federal Credit Union is committed to empowering a diverse and inclusive workforce that is representative of the community we serve. Our members come from all walks of life and, not unintentionally, so do our staff. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes us stronger.

Summary

The Operations Clerk supports the daily operational functions of the Data Operations department, with a primary focus on teller line transactions, mailroom processing, and member account updates. This position is responsible for accurately handling incoming and outgoing mail, processing address changes, preparing courier deliveries, and assisting with account research. The Operations Clerk ensures the integrity of internal records and supports an efficient flow of information between departments, playing an essential role in maintaining a positive member experience and upholding compliance standards.

Essential Duties And Responsibilities

• Work the Ops Ctr teller line and prove branch
• Sort Ops Ctr interoffice and postal mail
• Prepare branch courier mail bags
• Process mail transactions
• Process postal address change cards
• Track returned statements, flag accounts and run related reports
• Process member research requests
• Complete verification of deposit requests
• Assist with scanning
• Other duties as assigned
• Promotes overall BSA compliance by adhering to all BSA and OFAC regulations specific to the job function and assisting the Credit Union’s BSA department as necessary with any departmental function specific items.
• Actively promotes the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.

Qualifications/Requirements

• Ability to read, analyze, and interpret written and oral instruction
• Ability to present information and respond to questions from members of management and credit union members
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Must be able to use Microsoft Excel and Word
• High school diploma or general education degree (GED)
• One year of credit union/banking experience and/or training is preferred

Physical Demands & Work Environment

This role primarily takes place in a professional office environment and involves sedentary work, at a desk or teller station, using a computer, and engaging in phone or video conversations. The noise level is generally moderate. Employees may need to sit or stand for extended periods, move about the office, and occasionally lift, push, pull, or carry items up to 20 pounds. Some repetitive motion including movements (motions) of the wrists, hands, and/or fingers. Employees are required to have visual acuity to perform activities such as transcribing, viewing and using a computer, and reading documents, as well as the ability to communicate verbally with colleagues, supervisors, members, and visitors. Reasonable accommodations will be provided as needed.

Pay Range: Salary Band 1, $17 - $26 / hour

Note: This range reflects the full salary band for positions at this level. Individual compensation is determined based on experience, skills, and internal equity.