Operations Support Specialist II (on-site) - Kendall

EdFed; Kendall (PA); On-site; USD 42,000 - 64,000; Full time

Job summary

EdFed, Inc. is seeking an Operations Support Specialist II (on-site) in Kendall.

The role provides frontline staff support for check negotiation and specialized account services including Trusts, Guardianships, Estates, and Powers of Attorney, while centrally administering Safe Deposit Box, Notary, and Medallion programs. The ideal candidate will have experience in a similar role, strong communication and analytical skills, and a working knowledge of related regulations.

Qualifications

• Compliance with Bank Secrecy Act policies and required training.
• Prior experience in a similar role.

Responsibilities

• Provide frontline staff with support for complex member inquiries and account issues.
• Assist with research and document requests across Operations functions.
• Answer member calls and route to appropriate department as needed.
• Deliver outstanding member service and internal support to frontline staff.
• Review Trust Documents for accounts per Credit Union bylaws and policies.
• Administer Safe Deposit Box, Notary, and Medallion Signature Guarantee programs.

Skills

Communication

Analytical thinking

Research

Problem solving

Attention to detail

Education

High School or better

Associate degree

Tools

Microsoft Office

Job description

Operations Support Specialist II (on-site) - Kendall

Job Category: Operations

Requisition Number: OPERA001883

• Posted : October 29, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Kendall

Description

Job Summary:

Provide frontline staff with support and guidance related to check negotiation and specialized account services, such as Trusts, Guardianships, Estates, and Powers of Attorney. Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs.

Duties & Responsibilities:

• Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices.
• Assist frontline and key support departments with complex member inquiries, account issues, research, and document requests. Provide support for all functions processed in the Operations department.
• Answer member calls and provide assistance or direct the call to the appropriate department.
• Provide outstanding member service and internal support to frontline staff.
• Maintain a thorough working knowledge of related Florida statutes and applicable federal regulations.
• Review Trust Documents to ensure accounts are opened and maintained in accordance with Credit Union Bylaws.
• Review Power of Attorney and Guardianship documents to ensure compliance with statutes and internal policies.
• Administer the Credit Union’s Safe Deposit Box program, including lease management and fee posting.
• Administer the Credit Union’s notary commissioning program, including training and support.
• Administer the Credit Union’s Medallion Signature Guarantee program, including training and support.
• Provide guidance to frontline staff related to check negotiation.
• Provide backup support to the Account Settlement Specialist for inquiries involving deceased accounts.
• Represent the Credit Union as an Officer of the lessor during safe-deposit box inventories.
• Review, process, and balance daily/monthly operational reports.
• Appropriately respond and resolve member and staff escalations.
• Perform other duties as assigned by management.

Overtime Exemption

Non-Exempt

Qualifications

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

Work Experience

• Prior experience in a similar role.

Skills and Abilities

• Strong communication, analytical, research, and problem-solving skills. High
• Advanced knowledge of credit union policy and procedures. High
• Accuracy and attention to detail. High
• Proficiency in Microsoft Office is desirable. High

Our people are passionate about what they do, the products and services they promote, and the members they serve. If you're looking for an opportunity to be an opportunity to be a part of a work family that values collaboration, innovation and dedication, we're the right company for you.

Computer Skills

Intermediate

Accuracy

Intermediate

Education

High School or better.

Preferred

Associates or better.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.