Operations

• Processing new membership and depository account openings for products including checking/savings, certificates, UTMA, Guardianship, Organizational and Trust accounts.
• Validates applicant’s basis of eligibility and ensures requirements are met.
• Processes and follows up on applications that need manual review by determining what additional information and documentation is needed from the applicant.
• Ensures service level agreements (SLAs) with regard to response time for product servicing and maintenance are met.
• Reviews, qualifies, opens and closes deposit accounts and ATM/debit cards.
• Processes new membership applications, validates applicant for basis of membership eligibility and identity requirements.
• Verifies authorized signatures, listed information and address for fraud management.
• Participates in testing of software releases and enhancements making appropriate recommendations in the transacting system.
• Provides support to management regarding departmental and organizational process improvement projects initiatives.
• Handles routine and complex membership inquiries with a goal of first point-of-contact resolution.

Membership Operations Specialist

President – Integrator, Operations Leader

Vice President, Delivery & Deployment Operations

Director – Sales Commission Operations

Senior Trade Operations Analyst

Senior Performance Analyst – TPA Operations