Deposit Operations Specialist I

Summary: UW Credit Union is a premier financial institution focused on delivering exceptional member experiences and operational excellence. The Deposit Operations Specialist plays a critical role in processing transactions and providing operational support for various deposit accounts while ensuring high levels of member satisfaction. Responsibilities: - Process account requests, including maintenance, servicing, reporting, and other transactional activities including but not limited to: Administration of negative account processes such as force closures and charge-offs - Processing account closures - Member information updates and monetary adjustments - Processing and reporting on liens, levies and garnishments - Monitoring certificate maturity queues and processing interest corrections - Business account review and error correction - Trust and fiduciary account servicing - IRA and CESA account servicing and tax reporting support - Perform daily audits as assigned and promptly escalate discrepancies for resolution - Take ownership for resolving and/or supporting the resolution of deposit account-related member Inquiries while executing sound judgment in risk assessment - Exceed member expectations by delivering exceptional service both directly to members and by supporting other member-facing staff in their service delivery. Service will typically be delivered via Automatic Call Distribution (ACD) - Understand the full range of features and advantages of deposit-related products and services to support excellence in service delivery - Maintain knowledge of key regulations such as Regulations CC and E to ensure compliance with regulatory policies and procedures - Provide subject matter expertise in support of projects and/or system updates as needed - Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training - Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP) - Be a champion of change: embrace innovation and closely collaborate with others to achieve departmental and organizational goals - Develop and maintain knowledge of internal resources, procedures, systems, and tools - Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives - Invite and accept feedback and provide upward feedback - Serve as a mentor and positive role model for others within the team Required Qualifications: - High school diploma is required - 7 months – 1 year of Customer Service experience is required - Proficient with Microsoft Office products - Demonstrated investigative, analytical, organizational, decision making, and problem solving skills - Effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines - Strong verbal and written communication skills - Effective interpersonal and customer service skills - Proven ability to thrive both independently and as a collaborative team member Preferred Qualifications: - Associate's degree in Business or a related field is preferred - 7 months – 1 year of Financial Institution experience is preferred Required Skills: Deposit transaction processing, Account maintenance, Account servicing, Regulations CC, Regulations E, Microsoft Office, Financial institution operations, Audit processes, Risk assessment, Customer service, Decision making Benefits: 21.5 days of annual time off (accrued per pay period), 2 weeks paid caregiver leave, 2.5 weeks paid new child parental leave, 2 days paid volunteer time, Hybrid work environment: minimum 3 days a week on-site, 10 paid holidays (including your birthday!), 401k company match of up to 5%, plus approximately 4% discretionary match, 457 deferred-compensation plan, Variable bonus reward, Competitive Medical, Dental, and Vision plans, including domestic partner eligibility, Employee Assistance Program, And more!