Operations Service Representative

Palmetto Citizens Federal Credit Union • Columbia, SC

3d

About The Position

The Operations Service Representative, Mail is responsible for a range of tasks including payment and deposit processing, mobile deposit review, tax levy processing, policy adherence, and various backup roles. This role supports multiple functions within the department.

Requirements

• High School Diploma or equivalent required.
• 2+ years of experience, preferably at a credit union.
• Complete adherence to all corporate standards and policies, demonstrating a commitment to organizational compliance and ethical practices.
• Strong attention to detail and accuracy in processing transactions.
• Excellent organizational and time management skills.
• Ability to handle multiple tasks and adapt to changing priorities.

Responsibilities

• Payment and Deposit Processing: Promptly open and post payments and deposits received through USPS, UPS, and FedEx.
• Ensuring all negotiable instruments are correctly posted and scanned to be included in the daily cash letter.
• Generate necessary balancing reports.
• Mobile Deposit: Assist with the processing of all mobile deposits, ensuring timely and accurate completion.
• Savings Bonds: Process savings bonds with accuracy, ensuring proper balancing and timely reporting.
• Mail Handling: Manage internal and external mail processing efficiently.
• Foreign Item Processing: Process foreign items received by the Operations Department.
• Levy Processing: Process levies received from various government agencies.
• Policy Adherence: Maintain a comprehensive knowledge of and adhere to the Negotiable Instrument Policy, Internal Control Policy, and BSA/OFC/CIP Policy.
• Backup roles: Serve as a backup for all Operation Service Representatives: managing a multi-line switchboard, directing lobby traffic, providing front desk support, handling ATM-related tasks, loading account specific information into Verafin, along with any other Operations-related task.
• Document Scanning: Assist with scanning membership cards, IRA files, and other documents as assigned.
• All other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED