Operations Representative I

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 Union

The Operations Support Representative I report to the Operations Manager/Team Leader. This position handles a variety of member and internal department requests, such as correspondence, research and transactions. The individual in this role provides high quality service to members and others who may use 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.

1. Process incoming member mail, close accounts, review returned mail and post fees to accounts, address changes, letters of support and verification of deposits
2. Incoming/outgoing mail sort delivery
3. Review and archive branch and member documents for auditing and retention purposes
4. Audit per requirements within the department area
5. Respond to member inquires within the established service level agreements (SLAs)
6. Complete Cases and/or Service Desk tickets within SLAs
7. Handle W8BEN and IRS Backup Withholding
8. Review and verify various department reports
9. Work with leadership to provide ongoing process improvements and continue to review processes to find efficiencies
10. Attend credit union training sessions, conferences, and seminars as approved by supervisor. Maintain awareness of policies and regulations related to duties and responsibilities
11. Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities
12. Maintain 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 staff

1. Ability to effectively communicate ideas and information, both orally and in writing
2. Ability to provide excellent customer service attributes
3. Display proficiency with Microsoft Office programs, Outlook, reporting, and standard office equipment
4. Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership
5. Ability to work a flexible schedule according to business needs
6. Ability to work in a fast-paced environment and multi-task without compromising work quality
7. Ability to work solely or collaboratively while building positive working relationships
8. Possess critical thinking skills to mitigate fraud/losses to protect our member’s and CU’s assets

1. High School diploma or GED equivalent required
2. One (1) to twelve months similar or related experience, in a credit union environment is preferred
3. Ability to work a flexible schedule according to business needs
4. Some travel may be necessary to fulfill duties, career development, and training
5. Proficient with standard office equipment, Microsoft Office programs; familiarity with data processing and standard reporting programs
6. Display mutual respect, trust and dignity, acting in the best interest of the credit union, always lead by example by displaying solid ethics and integrity. Control risk and manage operations in a safe and sound manner 
7. Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

$20.00-$28.23

*While 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 (509) 378-3100 or [email protected] 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)