Sr. Operations Resource Specialist

Bellco; Greenwood Village (CO); On-site; USD 75,000 - 90,000; Full time

Job summary

Bellco in Colorado is seeking a Senior Operations Resource Specialist to provide expert cross-functional support across Operations, focusing on ACH processing, wire transfers, check processing, and tax corrections, with strong record retention discipline.

The role partners with the Operations Management team to prioritize workload and assist with special accounts (IRA/HSA/Decedent), ensuring accurate processing and confidentiality.

Qualifications

• Bachelor’s degree in related field or equivalent experience preferred.
• 2-4 years of operational experience that includes ACH’s, Wire’s, and special accounts.
• CIS I Certification preferred.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Detail oriented with strong organizational and communication skills.

Responsibilities

• Make independent judgments and post transactions to member accounts with a focus on elimination of errors.
• Provide operational continuity by stepping in during peak volume periods and staffing shortages.
• Must be knowledgeable in tax corrections to assist Special Account Support team with year-end tax corrections and withholdings.
• Process multiple incoming daily Federal Reserve ACH return files in accordance with Nacha regulations.
• Process adjustments and corrections related to electronic (RDC) and check transactions.
• Process both domestic and international incoming and outgoing wires via WITS wire transfer system accurately and timely.

Skills

Microsoft Office

Regulatory knowledge

Workload prioritization

Independent work

Attention to detail

Analytical skills

Multi-tasking

Adaptability

Education

Bachelor’s degree or equivalent experience

CIS I Certification

2-4 years of operational experience

Job description

Function Description

The Sr. Operations Resource Specialist serves as an operational subject matter expert and high level- cross functional support across all Operation departments. This role serves as a flexible internal resource that can adapt to workload demands and assist operational teams with key processing functions that are heavily emphasized on ACH processing, wire transfers, check processing, tax corrections, record retention, IRA/HSA, and decedent accounts. The Sr. Operations Resource Specialist will be an integral part of the Operations team working closely with the Operations Management team to prioritize the needs of the department.

Reports to: Sr. Manager-Support Services

Supervisory or Managerial Responsibility: None

Contacts: Phone contact with members and other Bellco employees. Frequent contact with affiliated organizations, other financial institutions, and vendors.

Minimum Qualifications

Education

Bachelor’s degree in related field or equivalent experience preferred

Work Experience

2-4 years of operational experience that includes ACH’s, Wire’s, and special accounts

Special Training, Certification or Licensure

CIS I Certification preferred

Work Environment and Conditions

• Office environment
• Mobility throughout department

Essential Responsibilities

• Make independent judgments and posts transactions to member accounts with a focus on elimination of errors. Makes sound decisions regarding members’ accounts to benefit both Bellco and the member.
• Provides vital operational continuity by seamlessly stepping in during peak volume periods and staffing shortages.
• Must be knowledgeable in tax corrections to assist Special Account Support team with year-end tax corrections and federal/state tax withholdings.
• Responsible for processing multiple incoming daily Federal Reserve ACH return files in accordance with Nacha governing regulations.
• Responsible for processing adjustments and corrections related to electronic (RDC) and check transactions.
• Responsible for processing both domestic and international incoming and outgoing wires via WITS wire transfer system accurately and timely.
• Required to take initiative on prioritizing needs of the Operational department while working closely with management.
• Advanced knowledge of legal and regulatory restrictions related to IRA, Decedent accounts, Estate, Trust, POA, Guardianship accounts.
• Responsible for testing operational system upgrades and enhancements while documenting and identifying any system errors.
• Organize, classify, and index physical and digital records in alignment with company’s record retention policy.
• Receive and process incoming legal documents including garnishments, levies, and child support, ensuring strict adherence to federal, state, and local regulations.
• Manage incoming member connect requests for various debit and credit card requests including balance transfers, quick ship orders, interest adjustments, and account updates.

Skills

• Proficiency in Microsoft Office (Word, Excel, Outlook) required.
• A deep understanding of laws, regulations, and rules governing special accounts.
• Proven experience with prioritizing workload based on mandatory requirements and member service level agreements.
• Ability to work independently without supervision.
• Detail oriented and possess strong organizational and communication skills.
• Strong analytical skills required with a high degree of accuracy.
• Ability to multi-task in other areas of the unit.
• Able to quickly absorb new concepts and pivot smoothly when priorities change.

Core Responsibilities

• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adheres to safe working practices and always follows all organizational safety policies and procedures.
• Demonstrates compliance with all state, federal and all other regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Core Values

BE ETHICAL AND DEMONSTRATE INTEGRITY

Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.

BE ACCOUNTABLE

Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.

EMBRACE CHANGE

Develop the individual, improve the team, grow the institution.Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome.Engage others. Believe in what’s possible.

APPRECIATE THE MEMBER

Achieve and retain trusted, valued relationships with members.Listen and identify needs.Prioritize the member experience.Maintain a high level of member satisfaction.Serve the member with pride.

ACHIEVE SUCCESS TOGETHER

Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.

Act Nice Behaviors

• Accept mutual accountability when things go wrong
• Acknowledge others’ efforts and thank them
• Avoid jumping to conclusions
• Be honest, direct, and civil with no hidden agendas
• Communicate with others face to face whenever possible
• Empathize with others by putting yourself in their shoes
• Establish and build relationships into trusted partnerships
• Forget the past and avoid holding grudges
• Hear individuals out by actively listening to them
• Protect and build up each other’s self-esteem
• Recognize and reinforce others’ positive actions
• Respect each other’s priorities and personal space