Operations Clerk

Operations Clerk

Role:

To support the financial management and operations of the credit union through maintenance of accounting records, electronic transactions, and reports. Performs a variety of duties and responsibilities relating to all phases of the operational process.

Essential Functions & Responsibilities:

• Process all exceptions and returns for electronic funds transfers, ACH and share drafts, in a timely and concise manner.
• Perform back-up duties for all other operational functions.
• Participate in annual ACH audit by preparing requested information and working as primary point of contact for audit.
• Perform end-of-month functions and reports as needed.
• Performs other duties as assigned.

Performance Measurements:

• To complete daily returns by indicated deadlines and with zero errors.
• To thoroughly review and investigate transaction requests for fraud.
• To complete all assigned tasks.
• To provide helpful, informative assistance to other employees.
• To maintain a professional work environment and businesslike appearance
• To adhere to all Trona Valley policies and procedures and all relevant federal regulations including BSA

Knowledge and Skills:

• Experience: Must have a background in Financial Services
• Skills: Must be reliable, detail oriented, very organized, efficient and able to make confident decisions
• Education: A high school education or GED.

Job Posted by ApplicantPro