Operations Support Specialist

Frey Consulting Group; Los Angeles (CA); On-site; USD 52,000 - 56,000; Full time

Job summary

Addvantage Credit Union Staffing is seeking an Operations Support Specialist for a credit union in Los Angeles, CA. The role handles wire transfer requests, account openings, IRA tasks, and regulatory compliance, with daily bank operations and reporting responsibilities.

The position is full-time, temporary (2 months with possible extension), paying $25.00-$27.00/hour, with a Monday-Friday schedule and standard business hours.

Qualifications

• 2 years of financial operations experience within a credit union or bank.
• Working knowledge of Regulation E, NACHA operating rules, wire transfer requirements, Red Flag/ID theft rules, the USA PATRIOT Act, and IRA regulations.
• Strong interpersonal and customer service skills.
• Well-organized with strong attention to detail.

Responsibilities

• Handles member-submitted wire transfer requests received by email or fax, following all credit union policies and procedures
• Opens new member accounts submitted online, by fax, and by mail; audits a sample of newly opened accounts for policy exceptions; manages account inquiries, address updates, closures, and other maintenance requests
• Manages incoming IRA-related requests - contributions, withdrawals, rollovers, transfers, conversions, excess contribution corrections, and account adjustments - submitted via fax, mail, or email
• Establishes and maintains Required Minimum Distribution (RMD) schedules for eligible members
• Fields a range of member service requests by fax, mail, and email, including merchant authorization releases, ATM hold releases, card limit adjustments, ACH and transfer requests, deposit verifications, stop payments, travel alerts, card reorders, escheatment updates, payroll deduction setup, and certificate maturity notices
• Reviews system-generated reports covering IRA and credit card address changes, stop payments, pending accounts, captured cards, and upcoming share maturities
• Accurately processes routine member transactions, including deposits, withdrawals, loan payments, and check cashing
• Enters returned mail into the core banking system and scans account/membership documentation into the imaging platform
• Stays current on regulatory, legal, competitive, and technology changes affecting specialized account offerings
• Takes on additional related tasks as needed

Skills

Customer service

Interpersonal skills

Attention to detail

Organization

Job description

What do we do? We get your resume seen, prepare you for the interview, and get you a job offer! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!

We are currently seeking an experienced Operations Support Specialist for a credit union located in Los Angeles, CA!

Type: Full-time, temporary (2 months with possible extension)

Pay: $25.00-$27.00/hour

Schedule: Monday - Friday: 9:00am - 5:00pm

Responsibilities:

• Handles member-submitted wire transfer requests received by email or fax, following all credit union policies and procedures
• Opens new member accounts submitted online, by fax, and by mail; audits a sample of newly opened accounts for policy exceptions; manages account inquiries, address updates, closures, and other maintenance requests
• Manages incoming IRA-related requests - contributions, withdrawals, rollovers, transfers, conversions, excess contribution corrections, and account adjustments - submitted via fax, mail, or email
• Establishes and maintains Required Minimum Distribution (RMD) schedules for eligible members
• Fields a range of member service requests by fax, mail, and email, including merchant authorization releases, ATM hold releases, card limit adjustments, ACH and transfer requests, deposit verifications, stop payments, travel alerts, card reorders, escheatment updates, payroll deduction setup, and certificate maturity notices
• Reviews system-generated reports covering IRA and credit card address changes, stop payments, pending accounts, captured cards, and upcoming share maturities
• Accurately processes routine member transactions, including deposits, withdrawals, loan payments, and check cashing
• Enters returned mail into the core banking system and scans account/membership documentation into the imaging platform
• Stays current on regulatory, legal, competitive, and technology changes affecting specialized account offerings
• Takes on additional related tasks as needed

Requirements:

• 2 years of financial operations experience within a credit union or bank required
• Working knowledge of Regulation E, NACHA operating rules, wire transfer requirements, Red Flag/ID theft rules, the USA PATRIOT Act, and IRA regulations
• Strong interpersonal and customer service skills
• Well-organized with strong attention to detail