Job Summary: 

• Serve as the principal source of information on financial policies and procedures and guide faculty, staff and students
• Collaborate with the department's leadership and managers on departmental financial operations
• Assist in developing departmental financial policies and procedures
• Monitor activities and provide periodic reports on budgets, expenses and compliance regulations for funding
• Responsible for analysis and forecasting of budgets and long-term financial plans
• Train administrators and support staff on the department's financial systems
• Ensure financial compliance with University policies and procedures and applicable legal rules and regulations
• Works with the AEM system to automate file maintenance and integrate additional services when released by Fiserv.
• Responsible for the VISA gift card program, including new products, specs, training, etc.
• Assists with deposit operations training, including creating and conducting training sessions
• Assists the Operations and IS Manager with various duties to ensure the successful operations of the department.
• Cross-sell bank products and services in a professional manner.
• Complete required training associated with job function.

Skills on Resume: 

• Financial Policies (Hard Skills)
• Budget Forecasting (Hard Skills)
• Compliance Monitoring (Hard Skills)
• Staff Training (Soft Skills)
• Collaboration (Soft Skills)
• Financial Systems (Hard Skills)
• System Integration (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Manage the Deposit Operations department and supervise a staff of eight employees. 
• Provide leadership with an emphasis on professional development and team building, while maintaining a positive work environment.
• Responsible for the hiring process, coaching, discipline and termination of staff.
• Responsible for daily posting of ACH, Inclearing files and working the exception lists, pay/no pay decisions, posting to accounts, balancing files, and abiding by National Automated Clearing House Association rules. 
• Obtain and remain current with ACH timeframes and regulations, as well as returned item processes. 
• Assure adherence to all ACH rules and regulations.
• Responsible for maintaining controls, procedures, processes and training to ensure efficient operations while managing risk. 
• Develop, implement, and monitor the process of instituting regulatory requirements as it affect policy and procedures including advertising, and products. 
• Ensure compliance with banking regulations.
• Collaborate with other departments on projects, upgrades, training and resolving problems and/or concerns. 
• Provide problem resolution with members and staff to research and resolve escalated complex issues/problems.

Skills on Resume: 

• Team Management (Soft Skills)
• Leadership Development (Soft Skills)
• Hiring and Coaching (Soft Skills)
• ACH Operations (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Process Improvement (Hard Skills)
• Collaboration (Soft Skills)
• Problem Resolution (Soft Skills)

Job Summary: 

• Responsible for the compliance and daily operations of the ODP program.
• Maintain a relationship with vendors to facilitate the achievement of business goals including JMFA, IRA Ascensus, Statement Advantage and MoneyGram.
• Responsible for opening IRA accounts, transfers, rollovers, death claims, and required minimum distributions on a monthly and annual basis. 
• Resolve issues and counsel staff and members with requests within the scope of job responsibilities.
• Responsible for ensuring timely mailing of various member notices including address change letters, certificate maturity notices, RMD notices, tax forms, etc. 
• Manages interoffice and US mail.
• Responsible for accurate tax reporting on all deposit products.
• Work with Collections to charge off deposit accounts.
• Coordinate with other departments to maintain data integrity in the core system.
• Responsible for unclaimed property and escheatment process, including ensuring the process meets all regulations, research of escheated accounts and coordination of outreach to member or agent before escheatment to the state and coordination of the escheatment process with Business Applications.
• Responsible for overseeing Student Organizations' accounts and relationship with the Credit Union in conjunction with the Community Engagement team
• Collaborate with internal departments, and maintain procedures and interactions with school representatives.

Skills on Resume: 

• Compliance Management (Hard Skills)
• Vendor Relationship Management (Soft Skills)
• IRA Account Administration (Hard Skills)
• Issue Resolution (Soft Skills)
• Tax Reporting (Hard Skills)
• Data Integrity (Hard Skills)
• Escheatment Process (Hard Skills)
• Collaboration (Soft Skills)

Job Summary: 

• Responsible for CO-OP Shared Branching procedures, balancing, adjustments, fraud investigation and reporting, notifying branches of any issues or procedural changes, and compliance with all associated regulations.
• Prepare metrics reports to meet compliance requirements or as requested by senior management. 
• Prepare and ensure the accuracy of periodic ACH board reports.
• Prepare for, and participate in, all audits including Massachusetts Division of Banks, NCUA, CUNA Mutual, NEACH, and accounting firms contracted by the Credit Union. 
• Responsible for auditing which includes member data changes, IRA transactions and new accounts.
• Responsible for balancing and monitoring related G/L accounts. 
• Work with Accounting to resolve problems or outstanding entries, including ACH, Checking, and Shared Branching and Money Orders.
• Identify and implement electronic and/or automated work processes, products and services to reduce operating expenses and provide a better member experience.
• Responsible for effective staff management for a group or team of employees, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
• Manage financial operations and projects for functions, which may include payroll, procurement, accounts payable and receivable

Skills on Resume: 

• Regulatory Compliance (Hard Skills)
• Metrics Reporting (Hard Skills)
• Audit Preparation (Hard Skills)
• Data Auditing (Hard Skills)
• Account Monitoring (Hard Skills)
• Process Improvement (Hard Skills)
• Staff Management (Soft Skills)
• Financial Operations (Hard Skills)

Job Summary: 

• Supervises daily operations for Branch Solutions Staff and provides operational assistance to the branch deposit staff.
• Monitors schedules, assigns tasks, reviews job performance, and makes authoritative recommendations concerning hiring, discipline, promotion, or termination of staff.
• Oversees compliance with operational policies and procedures
• Actively looks for necessary changes, additions, or deletions to these policies and procedures to make the department more efficient while still maintaining the integrity of the data and/or process
• Develops and maintains a policy and procedures manual for Branch Solutions.
• Maintains a thorough knowledge of all Fiserv computer applications and other deposit/branch-related systems.
• Acts as a management team with Treasury Solutions, Bank System Solutions, and Card Solutions managers to ensure back-ups and personnel are cross-trained and excellent customer service is maintained at all times.
• Works with the Customer Solutions Center (CSC) Manager to ensure policies and procedures are effective for both front-line and operational needs
• Communicate regularly with the CSC Manager to ensure any identified issues are addressed promptly.
• Ensures that file maintenance on deposit accounts and customer records is completed accurately and that branch personnel are notified of exceptions
• Initiates training when needed for recurring issues or new procedures or regulations
• Supervises all technical operational areas such as NSF and overdraft processing, holds and stop payments, and research procedures.

Skills on Resume: 

• Staff Supervision (Soft Skills)
• Performance Management (Soft Skills)
• Policy Compliance (Hard Skills)
• Process Improvement (Hard Skills)
• Policy Manual Development (Hard Skills)
• Systems Knowledge (Hard Skills)
• Cross-Training (Soft Skills)
• Training Initiation (Soft Skills)