Support Services Specialist I

Posted 49 Minutes Ago
Be an Early Applicant
Stockton, CA, USA
In-Office
21-31
Junior
Financial Services
The Role
Provides back-office support to credit union members and employees. Processes correspondence, wire requests, mobile and home banking issues, ACH transactions, disputes, exception reports, reconciliations, subpoenas, and information requests. Reviews procedures for regulatory compliance, monitors suspicious activity under BSA policies, researches member problems, and ensures accurate, timely service. The role requires strong communication, organization, customer service, computer skills, and attention to detail.
Summary Generated by Built In

Description

Position Title: Support Services Specialist I

Department: Support Services

Reports to: Support Services Manager

FLSA Classification: non-exempt

Compensation: $21.00 - $31.48 per hour

Job Summary:

The Support Services Specialist I is responsible for providing a broad range of back-office support 

to members and credit union employees.

Supervisory Responsibilities:

None

Duties/Responsibilities:

•  Responsible for processing correspondence received by mail including, but not limited to, 

verification of deposits, levies and check orders through home banking and other member 

correspondence.

•  May be responsible for knowledge of process & oversight of member support duties including but 

not limited to wire request, mobile banking, home banking, ACH share drafts, negative shares, 

charge-offs and member disputes.

•  May be responsible for reviewing established policies, procedures, and practices to ensure 

compliance with applicable state, federal or other applicable regulatory agency regulations.

•  Provides Members and Employees with exceptional service while ensuring the delivery of accurate 

information, support for incoming and outgoing wire requests, Mobile and Home Banking, ACH, share 

drafts and member disputes.

•  Reviews daily exception report for certificate maturity, payroll deductions and transfer group, 

correct errors and process exceptions as needed.

•  Follows credit union BSA (Bank Security Act) policy and procedures to monitor and report 

suspicious activity.

•  Completes required research for timely resolution of member problems, subpoenas, or other 

third-party agency requests for information.

•  Completes assigned monthly general ledger reconciliations within given timeframe.

•  Ensures the verification of assigned reports are completed within given timeframe.

•  Performs other related duties as assigned.

Required Skills/Abilities:

•  Strong verbal and written communication skills.

•  Strong interpersonal and customer service skills.

•  Basic typing and computer skills including Microsoft Word.

•  Basic organizational skills and attention to detail.

•  Basic time management skills with a proven ability to meet deadlines.

•  Ability to function well in a high-paced and at times stressful environment.

•  Must possess a valid driver’s license.

Education and Experience:

• High school diploma or equivalent required.

• Minimum one to two years teller experience or equivalent is required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

• May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical

actions that include stooping, kneeling, crouching, crawling, reaching, pulling, and pushing.

• May be required to work in an environment with high noise levels and unpredictable temperature and

ventilation.

The above information on this position has been designed to indicate the general nature and level of work to be

performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive

inventory of all duties, responsibilities, qualifications, or physical requirements.

Skills Required

  • High school diploma or equivalent
  • One to two years of teller experience or equivalent
  • Valid driver's license
  • Strong verbal and written communication skills
  • Strong interpersonal and customer service skills
  • Basic typing and computer skills, including Microsoft Word
  • Basic organizational and time management skills with ability to meet deadlines
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The Company
HQ: Stockton, CA
46 Employees
Year Founded: 1936

What We Do

Central State Credit Union is a community-focused financial institution established in 1936. It provides a full range of financial services, including checking and savings accounts, auto loans, home loans, and personal loans. Originally serving state employees, it now serves members who live, work, or worship in San Joaquin, Stanislaus, Tuolumne, Amador, or Calaveras Counties, with a mission to provide low-cost, quality financial products and services to its members.

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