UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.
At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.
Locations: Allen, TX and Mesa, AZ
The Operations Service Center (OSC) Specialist works closely with department management on a range of departmental projects and organizational initiatives; is responsible for performing User Acceptance Testing of assigned projects; works with minimal supervision to complete assigned tasks. The OSC Specialist is also responsible for processing transactions and supports delivery of service on share, money market, checking, certificate, member trust, deceased and IRA accounts, within prescribed, legal and regulatory deadlines. The Specialist responsibilities also include, understanding regulatory requirements, researches complex account issues and acts as support for the OSC Department and organization.
High School Diploma and two + years related experience required.
Thorough knowledge of all frontline operational work flows, system scripts, product knowledge and promotional offerings to assist team members with immediate support.
Understands the various account vesting options including but not limited to Trusts, Fiduciary accounts, Assignment accounts; POD accounts, Knowledge of rules and regulations specifically related to Account Vesting; NCUA insurance of accounts; Court Ordered Accounts; Fiduciary Accounts: Regulation E, Regulation D, Back-up withholding, 1099-MISC, California Unclaimed Property Laws, California Probate Code, Dormant, Levies and Deceased accounts to ensure compliance.
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package* Includes:
Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family
*All programs subject to review and change
UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at www.unifyfcu.com