Central Operations Service Representative II-III

Job Type

Full-time

Description

Summary: Central Operations Service Representative III:

The Central Operations Service Representative III is responsible for regularly supporting all areas of the Central Operations department. Has the ability to perform all jobs in the Central Operations department. Supports the manager to write detailed procedures ensuring procedures follow all applicable rules and/or regulations. Works on special projects as assigned by the Central Operations Manager and promotes superior client relations to both internal and external clients.

Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking rules and/or regulations.

Summary: Central Operations Service Representative II:

The Central Operations Service Representative II is responsible for supporting the Central Operations Department in ensuring the smooth operation of the department by performing a variety of Central Operation duties.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Qualifications: Central Operations Service Representative III:

High school diploma or equivalent required

Minimum 5 years of Central Operations experience in a bank or credit union

Requires proficiency with Microsoft Office Suite including Word, Excel and Outlook and proficiency using 10 keys

Ability to maintain regular attendance and work scheduled hours

Qualifications: Central Operations Service Representative II:

High school diploma or equivalent required

Minimum 3-5 years of Bank Operations experience in a bank or credit union

Intermediate proficiency with Microsoft Office Suite including Word, Excel and Outlook, and 10 keys required

Ability to maintain regular attendance and work scheduled hours

Essential Duties: Central Operations Service Representative III

Reinforces the application of superior client service through their own example along with appropriate follow through with involved clients and employees

Acts as an escalation point

Communicates frequently with other departments and branch employees to resolve issues

Identifies problem areas within procedures, processes, or individual workloads and reporting to Central Operations Manager.

May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking. Complete due diligence on inactive accounts and meet the State of California deadlines for dormant accounts

May be the central point of contact for all legal processes received. Responsible for processing all legal actions, including Levies and Subpoenas, responding by deadline, and working with legal counsel if needed

Possess the ability to perform all technical operational areas including but not limited to: ACH receiving and origination; incoming and outgoing wire transfers, and remote deposit capture

Responsible for writing new operational procedures for the department

Provide training within the department as needed

Responds to inquiries or refers inquiries to the appropriate department or person and demonstrates the necessary follow through with clients and/or staff involved to ensure proper resolution

Responsible for special projects as assigned; gathers data and prepares reports for Management, audits, and other personnel

Assumes responsibility for various department functions as a primary backup in the absence of staff members or in overload situations or staff absences

Responds to various moderately complex operational issues for internal and/or external customers

Ensure that a professional image of the Bank is maintained both internally and externally

Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone

Assure attention to detail in all job functions to minimize risk

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Various call back duties, including file maintenance review

Requires flexibility of schedule to accommodate the business need

Perform routine clerical duties such as photocopying, filing, posting, and tabulating

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed

Other duties as assigned

Essential Duties: Central Operations Service Representative II:

Responds to various moderately complex operational issues for internal and/or external customers

May act as an escalation point

Communicates frequently with other departments and branch employees to resolve issues

May assist in identifying operational improvements

Provide excellent client service to both internal and external clients

Ensure that a professional image of the Bank is maintained both internally and externally

Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone

Assure attention to detail in all job functions to minimize risk

Provide training within the department as needed

May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, legal process, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking Complete due diligence on inactive accounts and meet deadlines for dormant accounts

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Various call back duties, including file maintenance review

Requires flexibility of schedule to accommodate the business need

Perform routine clerical duties such as photocopying, filing, posting, and tabulating

Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed

Other duties as assigned

Supervisory Responsibilities (Both): These roles have no supervisory responsibilities.

Physical/Mental Demands & Work Environment (Both):

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For San Francisco Postings, review Fair Chance Ordinance .

CA Privacy Notice to Applicants/Employees

Salary Description

$20.40-$27.50/hour DOE