Patelco Credit Union

  • Operational Support Representative

    Job Locations US-CA-Merced
    Req No.
    Regular Full-Time
  • Overview

    Patelco Credit Union, with assets now totaling more than $6 billion and 325,000 members nationwide, we are looking to fill the position of OPS Representative. We are among the largest credit union in the nation today.  As a not-for-profit, full service financial institution, what we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focus on transparency, simplicity, and trust.

    As we are member–owned, our vision is to be our members' relevant, trusted and preeminent financial services provider. As such, we will return superior value to our member–owners.

    In this role, responsibilities will include processing of incoming check deposits, completion of account verification requests, and servicing of membership accounts.  The successful candidate will be detail-oriented, possess strong organizational skills, and able to multi-task between various deadlines and priorities.



    • Responsible for accurately posting mailed checks for share deposits and loan payments to designated account with a high level of accuracy
    • Post contributions from HSA Employer groups to employees’ account as explicitly requested in an accurate and timely manner
    • Review each check received for acceptance and negotiability standards under Regulation CC; verify necessary endorsements, payee information and depository account prior to acceptance
    • Balance checks, drawer, and general ledgers including accounting center; ensure timely transmission for settlement and collection of payment
    • Responsible for reviewing checks deposited through Remote Deposit Capture including completion of research, adjustments, and member communication
    • Complete account verification requests including Verification of Deposits, Social Security Administration Asset Verifications, and Immigration Verification Letters accurately and timely
    • Service existing Patelco members by processing membership changes such as adding/removing joint owners, updating of contact information, and opening of new suffixes; verify all requests to mitigate fraud and authenticate request
    • Support annual projects of funds escheatment including processing of returned mailed notices, outbound calling, and updating of account records
    • Comply with legal requests of garnishments, levies, and monetary judgments including freezing of all assets, preparation of member notification letters and remittance of funds to comply with state and federal government agencies. 
    • Assist in annual IRS backup withholding processes by completing necessary account research, remittance of member notification letters and placement of withholding restrictions on member accounts
    • Support internal staff members by answering incoming calls to the Help Line within service level standards
    • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
    • Perform other duties and responsibilities as assigned


    Minimum Qualifications

    • Must have High School Diploma/GED
    • Minimum 1 year of previous experience in Customer Service, Banking, data entry, or handling of negotiable instruments
    • Working knowledge of check holds and error resolution
    • Excellent computer skills in Microsoft Windows include Word, Excel and Outlook
    • Possess working knowledge of basic accounting principles
    • Have excellent written and verbal communication skills and possess the ability to effectively communicate across all levels of team members and management

    Competencies Required

    • Demonstrates ability and desire to thrive in a challenging fast-paced work environment
    • Able to work independently and in teams; promotes collaboration and demonstrates trust and integrity on a daily basis
    • Possess strong organizational skills and be detailed-oriented
    • Ability to follow instructions and work independently while exercising sound decision
    • Demonstrates versatility and flexibility with constantly changing priorities and tasks
    • Able to multi-task between multiple priorities and deadlines while maintain accuracy standards

    Physical Activities/Requirements

    • This position is located in Merced, California
    • May require occasional travel to Patelco’s Corporate Headquarters in Pleasanton, CA

    Patelco Credit Union is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status or disability.


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