Ops Support Specialist II — Trusts, Notary & Safe Deposit

EdFed, Inc.; 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

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.