Be the Voice That Makes a Difference Join a Purpose-Driven Team at HealthCare Associates Credit Union
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
Why You'll Love Working With Us :
- Salary Range : $22.75-$27.30 / hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
- 35-hour work week
- 4 weeks of paid time off
- Federal holidays off
- No working nights
- Opportunity for quarterly incentives
- Full benefits package
- 401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)
Details :
If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).
We take care of you so you can take care of our members!
About the Organization :
We are a full-service, credit union serving members of various Health Care organizations.
About the Position :
A key component of this role is to identify the financial needs of each member and recommend an appropriate quality financial solution. In addition, this position will have the overall responsibility of providing the members with accurate, efficient, and courteous service focusing on the following : opening of new accounts; maintaining member records; responding to member needs; processing member transactions through the mail, by phone, online or in person; accurately balancing work. The processing of Zelle, Bio-Catch, fraud and report monitoring are also a major responsibility. This team is also responsible for providing back-up Contact Center support, both from a queue and documentation processing perspective, as well as, branch support during staff shortages.
Duties and Responsibilities :
Member & Staff Service
Provide exceptional service to both internal and external members in alignment with the credit union's standards.Consistently meet or exceed established sales and service goals.Demonstrate strong and up-to-date product knowledge.Assist members effectively in person, by phone, email, and online.Process New Accounts
Establish savings / membership accountsOpen checking accounts & order checksOpen money market accounts & order checksOpen subsequent savings, Christmas club, vacation club accounts and CDsOpen and understand fiduciary accounts (representative payee, custodial, trust and estate accounts)The processing and follow-up of all online applicationsThe processing of Business Development applications+Maintain Membership Records, Documentation and File Maintenance
Process name changesProcess address changesProcess all required account maintenanceScan all applicable member documents dailyUtilize and record as required in SynapsysProcess and set-up auto share transfers, loan transfers and off cycle transfers per member requestPossess knowledge of Alkami and assist with online supportPossess knowledge of bill pay and assist with the set-up and usagePrepare out clearing checks and forward to accounting dailyRespond to Member's Needs, Inquiries and Requests
Research account inquiries or discrepanciesProvide members with rates and account disclosure informationSuggest products and services to further benefit member financial needsOrder check copies, plastics, statement copies, and reorder checks, etc.Complete verification of deposit forms and immigration lettersProcess Members Mail in Transactions
Post deposits to various share accountsPost loan paymentsProcess VISA paymentsSend receipts for mailed in depositsSend withdrawal checks or close accounts per member written requestProcess Members Walk in Transactions
Post deposits to various share accountsPost loan paymentsProcess VISA paymentsProcess cash and check withdrawal requestsTransfer funds between share account or from share to loan & VISAProcess wire transfer requestsProcess stop paymentsProcess Charge-off and GL paymentsAccurate Balancing
Examine checks for endorsements, negotiability, and determine if funds hold needs to be placedVerify transaction slip is completed accurately. Assist in person member with completion if necessary. Complete transaction slip if it is a non-face to face, night drop or mail-in transaction.Make sure all totals balance with computers teller balance records and recyclers if applicableZelle Processing, Review, Analysis and Support
Review, monitor and process all Zelle rule violations in Yellow Hammer and FCDReview, monitor and process all accounts in PayCenter PortalReview daily activity and reporting within CRMReview and monitor Zelle reportsBio-Catch Monitoring and Review
Process all daily Bio-Catch Alerts and code properly within Analysts StationReview each alert within AlkamiContact the member for transaction verificationReview Alkami reportsReview the Bio-catch ReportsReport Monitoring
Review all daily Fraud Prevention reports in AlkamiReview all daily Fraud Prevention reports in Bill PayReview daily Zelle reportsReview all daily External ACH Transfer reportReview the ACH External Transfer file for accounting dailyFraud Processing, Review and Member Reimbursement
Review and work all fraud cases presentedIntegrate the various required processes to complete the fraud workflowsAudits
Process all FIS audit requestsProcess all ChexSystem auditsAssist internal auditors with document retrieval and presentationOther
Adhere to other duties as assignedProcessing of incoming and outgoing mail for HACU's mail room in LisleProcessing of HACU CD maturity noticesProcessing of ODT letters and Opt In / Opt Out requestKnowledge, Skills and Abilities :
Ability to work cooperatively in a group settingBasic math skills necessary for balancingWorking knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, etc.)Ability to communicate and convey thoughts and ideas clearly and conciselyAbility to multi-task and work in a fast-paced environmentAbility to listen attentively and work independently with minimal supervisionQualifications :
High school diploma or equivalentPrior financial institution experience helpful, but not requiredPrior customer / member service experience helpful, but not requiredHACU is an Equal Opportunity Employer
This is an onsite position
Job Posted by ApplicantPro