Operations Utility Representative

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: About-Gesa Credit Union

Role Summary:

The Operations Utility Representative will report directly to the Operations Manager/Team Leader in accordance with established policies and procedures. The position is designed to be highly flexible and float between the larger Operations Department, providing help where it is needed. The position may work on numerous tasks each day and with little supervision. The position will perform all other related duties as assigned.

What You Will Be Doing:

1. Respond to member and inter-department inquiries via all forms of member contact (branch, phone, internet applications and correspondence) within the established service level agreements
2. Process and validate member wire transfers.
3. Prepare and balance daily general ledger (GL) transactions
4. Review, archive and maintain documents according to the records retention management policy
5. Process returned deposit items and letters
6. Perform account administration including but not limited to new accounts, address changes, social security changes, levies, garnishments, subpoenas, 3rd party information request, and closed accounts
7. Scan and image incoming documents by work flowing items to correct queues
8. Process incoming and outgoing exception and research requests
9. Process Pay-by-Phone processing and exceptions
10. Process ACH exceptions and pre-authorized payment set-up for consumer transactions
11. Assist in the administration of specialty account tasks
12. Research and download reporting data to perform tasks and audit
13. Process the daily incoming and transit cash letter files from FRB, branch and other remote sources daily, ensuring high balancing accuracy and timeliness.
14. Administer Courtesy Pay Program including managing letter creation, reviewing aging reports/queues for offset funds, debit card revocation/reinstatement, charge off process in the Core system and subsequent reports. Assign charged off accounts to collection agency, enter negative data in Chexsystems and subsequent updates. Review accounts with high negative balances. Assist branches and members in day to day troubleshooting and questions.
15. Process W8BEN, DOR e-withholding, IRS Backup Withholding, SSI and Medicaid notifications
16. Research and resolve Fed check adjustments

About You:

1. Effective written and verbal communication skills.
2. Ability to provide excellent member centric service.
3. Proficient with MS Office Suite, reporting, and standard office equipment.
4. Ability to identify needed process improvements, be innovative and communicate ideas and solutions to leadership.
5. Ability to work in a fast-paced environment and multi-task without compromising work quality.
6. Ability to prioritize and manage multiple demands effectively to meet or exceed Service Level Agreements
7. Ability to work solely or collaboratively while building positive working relationships.
8. Able to work a flexible schedule according to business needs.