Operations Representative II

Gesa Credit Union; Centralia (WA); On-site; USD 28,000 - 45,000; Full time

Benefits offered by this job

Competitive pay

Medical, Dental, Vision insurance

401(k) match

Paid time off

Job summary

Gesa Credit Union is seeking an Operations Representative II in Washington to support member and internal requests, respond to inquiries within SLAs, and process transactions with accuracy and courtesy.

The role covers diverse duties across the Operations department, including documenting records, balancing daily activity, and aiding in specialized account tasks while upholding compliance with BSA and privacy standards. A team-focused, growth-oriented environment awaits.

Qualifications

• High School diploma or GED equivalent required.
• Minimum 1 year relevant experience, preferably in a credit union.
• Financial Institution accreditation preferred.
• Ability to work a flexible schedule.
• Some travel may be necessary to fulfill duties.
• Proficient with standard office equipment and Microsoft Office; familiarity with data processing and standard reporting programs.

Responsibilities

• Respond to member and internal inquiries within SLAs.
• Manage account administration tasks (new accounts, address changes, SSN changes, levies, garnishments).
• Audit and balance daily GL transactions and reports.
• Review and archive documents for auditing and retention; assist in department reporting.

Skills

Customer service

MS Office

Data processing

Time management

Communication

Flexibility

Attention to detail

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Take a leap and join our team!At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.Get to know us: About - Gesa Credit UnionRole Summary:The Operations Representative II will report directly to Operations Manager/Team Leader. This position handles a variety of member and internal department requests, such as correspondence, research and transactions. The individual will have a wide-ranging job knowledge and has demonstrated the ability to handle responsibilities in this role in addition to the Operations Representative I role. The individual in this role provides high quality service to members and others who may use the credit union services and products. They will provide courteous and professional service to members and coworkers and perform all other related duties as assigned. Specific job functions will vary depending on the area of focus within the Operations department.What You Will Be Doing:Respond to member inquiries within the established service level agreements (SLAs)Research complex inquires with guidance from leadership and Sr. Operations RepresentativesAnswer internal department inquiries via phone and correspondenceComplete Cases and/or Service Desk tickets within SLAsReview and archive branch and member documents for auditing and retention purposes.Audit per requirements within the department areaReview and verify various department reportsMust understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilitiesHandle DOR e-withholding along with SSA and AVS notificationsPerform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas and other 3rd party information request, closed accountsAssist in the administration of specialty account tasksPrepare and balance daily general ledger (GL) transactionsProcess returned deposit items and lettersProcess the daily incoming and transit cash letter files from the Federal Reserve Bank (FRB), branch, and other remote sources daily, ensuring high balancing accuracy and timelinessResearch and resolve Fed check adjustmentsProcess ACH exceptions, error files and rejectsEnsure ACH disputes are resolved promptly within the designated timeframeSet up and cancel ACH Originations for consumer transactionsWork with leadership to provide ongoing process improvements and continue to review processes to find efficienciesImage documents and index them accurately into the record retention programHandle incoming and outgoing exception and research requestsProcess reporting data to perform tasks and auditAttend credit union training sessions, webinars, or conferences as approved by management.About You:Ability to provide excellent member centric serviceAbility to identify needed process improvements, be innovative and communicate ideas and solutions to leadershipAbility to work in a demanding environment and multi-task without compromising work qualityAbility to prioritize and manage multiple demands effectively to meet or exceed SLAsAbility to work solely or collaboratively while building positive working relationshipsPractice critical thinking to mitigate fraud/losses to protect our member’s and CU’s assetsPossess skills required to communicate to members, the public, and colleagues effectively and professionallyMaintain knowledge of laws, rules, regulations, policies, and procedures which impact assigned responsibilitiesMaintain a clear understanding of data processing menus, activities and processingMaintain general knowledge of other organizations within the credit union. Have a general knowledge of all service products offered by the credit union to accurately answer questions from members and staffWhat You Will Need:High School diploma or GED equivalent requiredA minimum of one (1) year of relevant experience, preferably within a credit union environmentFinancial Institution accreditation is preferredAbility to work a flexible schedule according to business needsSome travel may be necessary to fulfill duties, career development, and trainingProficient with standard office equipment, Microsoft Office programs; familiarity with data processing and standard reporting programsEnsure sensitive data is protected with the highest standard of security and confidentialityDisplay mutual respect, trust and dignity, acting in the best interest of the credit union, lead by example by displaying solid ethics and integrityOur Team Member Value Proposition:In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:Competitive PayMedical, Dental, Vision, and Life Insurance20 days/year of Paid Time Off – Plus 10 Paid Holidays!401(k) MatchIncentive ProgramTuition Assistance and Student Loan RepaymentCommuter BenefitsPaid Time Off to Volunteer in the CommunityProduct discountsEngaging Work EnvironmentRewards and Recognition ProgramsFull Salary Range:Richland, WA: $20.00-$33.07Centralia, WA: $20.00-$31.26While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"Get wise to what’s possible with a career at Gesa. Join us!We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at [phone] or [e-mail] to request an accommodation.Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.Selected candidate(s) must be able to pass a pre-employment credit/background check.Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.Equal Employment Opportunity (gesa.com)