Business Support Specialist
Job Description:
Responsibilities
Essential Functions:
- Provides professional, world-class service to our members and fellow employees regarding OnPoint’s business accounts and deposit services.
- Guides employees through business procedures and researches and resolves complex issues.
- Understands all technical components and functionality relating to business deposit services to include online banking, merchant services, account analysis, remote deposit capture, and ACH.
- Actively participates in the facilitation of quarterly Business Membership and Business ORB classes.
- Complies with all security, confidentiality, and internal control procedures
- Performs audits to ensure accuracy among business applications, signer changes, IOLTA and ongoing maintenance. Makes corrections as needed.
- Ensures all work is completed accurately and on schedule
- Provides input and solutions to increase operational efficiencies.
- Welcomes a challenge and is able to accomplish assignments and projects with minimal supervision and within tight deadlines.
- Performs other duties as needed/assigned to support the business deposit program.
Knowledge, Skills and Abilities:
- Thorough knowledge of business products, services and procedures to include ACH, remote deposit capture, merchant services, account analysis and online banking.
- Ability to use and adapt to changing technology and systems
- Effective verbal and written communication skills, ability to document procedures
- Ability to independently identify, analyze, and resolve operational and member issues
- Strong understanding of credit union operations, procedures and applicable regulations
- Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.
- Demonstrates compliance with all banking regulations and understands NACHA rules.
- Acts with professionalism and possesses a service-focused attitude/philosophy.
- Proven attention to detail and ability to prioritize multiple tasks while meeting deadlines.
- Proficient Microsoft Office skills, specifically Word, Excel, and Outlook.
Qualifications
- High school graduate or GED required
- Bachelor’s Degree in Finance, Business or related field preferred.
- 2-4 years’ experience in a financial institution directly dealing with business relationships, products and services.
- Experience working with fiduciary accounts, deposit regulation and IRS Tax Reporting a plus.