Operations Service Representative

Palmetto Citizens Federal Credit UnionColumbia, SC
2d

About The Position

This Operations Service Representative, Mail is responsible for performing a variety of back-office payment and deposit operations, including mail and mobile deposit processing, negotiable instrument handling, and daily balancing activities. The role supports specialized transactions such as savings bonds, foreign items, and government levies while ensuring strict adherence to internal controls, compliance requirements, and regulatory policies. The OSR, Mail also provides operational support and backup coverage for front-line services to maintain efficient department workflow and member service.

Requirements

  • High School Diploma or equivalent required.
  • 1+ years of administrative experience preferred
  • 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

  • Promptly open and post payments and deposits received via USPS, UPS, and FedEx
  • Ensure negotiable instruments are accurately posted and scanned for inclusion in the daily cash letter
  • Generate balancing reports
  • Assist with processing all mobile deposits, ensuring timely and accurate completion
  • Process foreign items received by the Operations Department
  • Process savings bonds accurately, ensuring proper balancing and reporting
  • Process levies received from various government agencies
  • Maintain working knowledge of and adhere to the Negotiable Instrument Policy, Internal Control Policy, and BSA/OFAC/CIP requirements
  • Scan membership cards, IRA files, and other documents as assigned
  • Manage internal and external mail processing including mail processed through the courier system
  • Serve as backup for Operations Service Representatives (multi-line switchboard, lobby direction, front desk support, ATM tasks, Verafin account loading, and related operational duties)
  • Perform other duties as assigned, ensuring accountability and alignment with organizational objectives
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