Account Services Representative I

Wescom Credit Union

Experience
Workhours

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We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.

POSITION SUMMARY:

Coordinate, monitor, and process specific back office function as assigned to individual.

Provide member and internal client support for checking accounts and ACH activity. In addition, provide support for miscellaneous or automated mail, Fed adjustments, returned deposits, EFT processing, stop payments, payroll, levies, subpoenas, Savings Bonds, orders office supplies, post mail and report exceptions. Maintain records and tracking for tasks assigned.

ESSENTIAL POSITION FUNCTIONS:

Respond to a variety of telephone and written inquiries, research problems, and provide information to internal and external clients.

Review and research entries related to General Ledger(s) assigned to the department. Ensure entries are cleared in a timely manner. Research and clear outstanding entries.

Communicate Credit Union policies, products and services to members, other financial institutions and vendors as necessary.

Handle routine processing of Journals, error resolution and other appropriate source documents as they relate to specific assignment.

Distribute daily work to departments/branch operations, order office supplies for the department, and open, distribute, and process mail.

Assist with cross-training programs and establishment of standard operating procedures.

Provide back-up support to all positions within the department and completes special projects as assigned. 

Interacts with Federal Reserve Bank, Correspondent Banks, and Credit Unions, and other departments including Accounting, Item Processing, Member Services, and other departments to resolve problems that may occur with EFT and US mail.

Maintain continuing education to ensure operating and Credit Union policies are current and conform to government regulations and third party regulations.

EDUCATION AND EXPERIENCE:

High School education required and two to four year previous experience.

OTHER SKILLS AND ABILITIES:

Clerical/accounting experience, 10 key/finger dexterity, general business writing skills, effective communication skills, both written and oral, good organizational skills, ability to work in a fast paced environment, and professional conduct and appearance.

COMPUTER SKILLS:

Knowledge of Microsoft Applications (Word, Excel, Outlook), Fed Line, ChexSystems, Symitar, Wescom Intranet and the Internet.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percent and to draw and interpret bar graphs.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

The noise level in the work environment is moderately quiet. It is a non-smoking environment.

The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.

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Confirmed 13 minutes ago. Posted 30+ days ago.

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