Location: Operations Department

Hours: 9:00 am – 6:00 pm, Monday – Friday

Pay: $17.50, depending on experience.

The experience you need to succeed:

• One year to three years of similar or related experience.
• Must have High School diploma or equivalent G.E.D.
• Operation of business machinery to include copier/fax/scanner, computers and ten-key calculators.
• Working knowledge of Microsoft Word/Excel.
• Mathematical skills.

What you’ll do:

• Quality Assurance – Document Uploads to confirm policy and procedures were followed.
• QA support – Work closely with QA to assist with procedural questions.
• BSA Processing – Process Currency Transaction and Negotiable Instrument reporting.
• Research - Subpoenas, branch research, and member research
• IRA Processing – Create IRA documents, and review transactions for accuracy, RMD processing and process year end and tax reporting.
• Cash Ordering – Work with the armored carrier for branch cash order and the FED for the main vault cash orders.
• Branch Cash Balancing – Work closing with branch teams regarding their cash balancing to assure all funds are accounted for.
• Deceased Member Doc Review – Review documents to confirm compliance is followed prior to paying out funds.
• Legal Doc Review – Review Business Documents, Power of Attorney, Conservatorship, Custodial, Probate, etc. and decision changes to accounts.
• Counterfeit Notes – Review and follow up counterfeit notes received at a branch and processed with the Secret Services.
• Account Number Changes – Process Account Number Changes and report concerns to the Fraud Dept.
• IRS TIN/SSN Name Matching – Process new member files with the IRS to confirm TIN/SSN Names will be reported accurately on 1099-INTs.
• Work closely with branch team members to assist with branch operational procedures.
• Cross Train to learn all functions within the Branch Operations Dept.
• Other miscellaneous tasks as assigned by Operations Management Team.
• Understands the Bank Secrecy Act and how it is applied.

Your Purpose will be:

Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.

The person in this position will be responsible for back-office operations such as: process IRA requests, Fed & Cashman Cash orders, Branch Cash Balancing, Buy/Sell and Transfer Clearing outages, Deceased Member Document Reviews, New Account Legal Document Reviews, Counterfeit Notes, Account Number Changes, CTRs, NILs, IRS Compliance, and will work closely with and support branch team members with operational procedures. Also, every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.

Perks for you:

• Opportunity for advancement and career growth.
• Ongoing paid training opportunities.
• 12 paid holidays and paid time off.
• Affordable health insurance options for all employees.
• Flexible Spending and Dependent Care accounts.
• 14.47% 401(k) contribution (no matching necessary).
• Credit Union benefits including discounts on credit card interest rates and discounts on mortgage loan fees.

Get to know UFirst Credit Union:

UFirst Credit Union, previously known as University Credit Union, is a full-service financial co-operative, serving the needs of over 100,000 member-owners and their communities in Salt Lake and Davis Counties. Established at the University of Utah, UFirst Credit Union provides the best rates and service on whatever products its members need whether it's a mortgage, auto, or commercial loan.

Our vision is, “Making the difference to every member, every day!” This is not only accomplished through the world-class service we strive to provide to each member, but also through our ongoing community outreach projects. The Credit Union is also making the difference to our employees by encouraging ongoing development and continued opportunism for advancement.