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Regulatory Deposit Services and Reporting Associate I

Company: First Tech Credit Union
Location: Hillsboro
Posted on: September 24, 2022

Job Description:

The Regulatory Deposit Services and Reporting Associate I processes specific banking transactions in a timely and complete manner through a variety of complex technology systems. This position also proactively conducts quality control measures (QC) on assigned processes. This position also responds to member and employee inquiries on a timely and accurate basis. The Associate I consistently evaluates transactions for critical risk including approval/limit requirements and fraud, reporting internally or contacting the member as appropriate.

Here's what you can expect from the job and what you need to be successful:

Job duties

* Process a high volume of regulatory banking transaction, including IRA transactions, tax corrections, government reporting and deposit account maintenance in an efficient and accurate manner with minimal management oversight
* Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs)
* Respond timely and accurately to member and internal partner inquiries by phone, email or mail
* Manage and properly store comprehensive up to date records of member communication, correspondence, activities and transactions
* Work extensively with members and internal partners to research and resolve member, vendor and internal issues throughout day and adjust tasks and priorities as appropriate (e.g.: Customer Information Profile (CIP), etc.), escalating any potential problems to leadership and/or Senior Associate(s) as required
* Support Senior Associates in processing specific regulatory activities, including Escheatment, Tax Identification Maintenance, deceased estate and probate account maintenance, IRA management, garnishments/levies and tax reporting
* Identify and communicate process improvement ideas to Senior Associates and Leadership
* Track and validate transactional reports for accuracy and collaborate with Senior Associates and leadership regarding results and themes
* Perform member outreach and provide train Associates

Essential skills

* Minimum Education: High School Diploma with some post-secondary education preferred
* Minimum 2 years' experience in data entry/analysis and customer service
* Ability to effectively prioritize tasks to meet deadlines, autonomously handling a variety of responsibilities in a complex environment
* Excellent written and verbal communication skills
* Ability to work in fast-paced environment and meet deadlines without sacrificing quality
* Proven ability to professionally handle sensitive documents
* Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
* Familiarity with governmental banking regulatory reporting activities is preferred
* Working knowledge of Microsoft Office Suite

Location: Hillsboro, OR 97124

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

#FT123 #LI-FT

Keywords: First Tech Credit Union, Hillsboro , Regulatory Deposit Services and Reporting Associate I, Advertising , Hillsboro, Oregon

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