Operations Support Specialist I

Function Description: The Operations Support Specialist I is responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union’s documents. Responsible for accurately scanning and indexing all documents. Research documentation needed for internal and external member requests, summons, subpoenas, etc. Complete Member Connect requests. Process account deposits, loan payments, and withdrawals, as well as fee processing in accordance with SLAs set within the department. Assist in monitoring and administering the records management program.
Reports to: Supervisor – Operations Support
Supervisory or Managerial Responsibility: None

Contacts: Frequent contact with other credit union employees, S3 employees and some contact with service personnel.

Minimum Qualifications

Education:

High School Diploma or equivalent.

Work Experience:

Six months’ experience in general office support or records management or six months of experience with Bellco Credit Union in lieu of records experience.

Special Training, Certification or Licensure

None

Work Environment and Conditions:

Office environment
Frequent lifting (up to 30 pounds), bending, standing, and sitting

Essential Responsibilities:

Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.

Research, analyze, and resolve cView requests as requested by members, Bellco employees, or S3 employees.
Complete mailed in deposits, loan payments, and withdrawals.
Scan daily incoming mail to appropriate imaging application for S3 retrieval.
Scan and/or upload daily incoming loan documents, member documents and branch documents.
Process research associated with summons, subpoenas, etc. in a timely manner.
Complete Card Stock requests from branches; assist with monthly audit as needed.
Review branch balancing report for accuracy and report discrepancies.
Sort and file both Branch and ATM batch checks; shred according to established guidelines.
Proactively support corporate and departmental goals.
Performs other related duties as assigned by management.

Skills: Manual dexterity to input data on a keyboard, Visual ability to interpret data, Communicate effectively in person, and in writing to all levels of employees in the credit union and S3, Deductive reasoning skills, Extreme attention to detail to minimize risk with member and credit union data, Ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs, Ability to perform mathematical calculations with speed and accuracy, Ability to multi task and perform with frequent interruptions.
Core Responsibilities:

Be available to work as scheduled and report to work on time.
Be willing to accept supervision and work well with others.
Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
Adheres to safe working practices and always follows all organizational safety policies and procedures.
Demonstrates compliance with all state, federal and all other regulatory agency requirements.
Ensure strict confidentiality of all records and PII.

Core Values:
BE ETHICAL AND DEMONSTRATE INTEGRITY: Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.
BE ACCOUNTABLE: Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.
EMBRACE CHANGE: Develop the individual, improve the team, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. Believe in what’s possible.
APPRECIATE THE MEMBER: Achieve and retain trusted, valued relationships with members. Listen and identify needs. Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride.
ACHIEVE SUCCESS TOGETHER: Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.
Act Nice Behaviors:
Accept mutual accountability when things go wrong
Acknowledge others’ efforts and thank them
Avoid jumping to conclusions
Be honest, direct, and civil with no hidden agendas
Communicate with others face to face whenever possible
Empathize with others by putting yourself in their shoes
Establish and build relationships into trusted partnerships
Forget the past and avoid holding grudges
Hear individuals out by actively listening to them
Protect and build up each other’s self-esteem
Recognize and reinforce others’ positive actions
Respect each other’s priorities and personal space