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The role involves administering ACH operations, handling exceptions, managing debit/credit card functions, providing member support, and fostering a collaborative workplace culture.

The role involves managing post-closing mortgage processes, handling transactions, coordinating legal requests, and ensuring service excellence in processing member requests.

Prepare and submit regulatory filings (including quarterly NCUA Call Reports), manage tax and regulatory submissions, maintain key systems, perform variance and trend analyses, support budgeting and capital planning, resolve reporting issues, monitor regulatory changes, and support finance leadership on projects and process improvements.

The Virtual Services Representative engages members via chat, email, and video to provide transactions, support financial needs, and recommend products while managing multiple conversations using CRM and banking software.