Deposit Operations Specialist

Coosa Valley Credit Union is excited to announce an opening for a Deposit Operations Specialist within our Deposit Operations Department located at our Annex building! We are looking for individuals who are passionate about helping administer IRSs, HSAs, share certificates, wire transfers, records retention and related operation support activities. If you are eager to be a part of a dynamic team dedicated to making a positive impact in the lives of our members, we encourage you to apply today for this exciting opportunity within Coosa Valley Credit Union!

• Responsible for the administration of IRAs, HSAs and Share Certificate accounts. This position will work with our 3rd party vendor to ensure complete and accurate records are maintained and to ensure compliance. Responsible for annual Fair Market Value Statements, 5498's and other required reporting. Also, responsible for quality control of IRA, HSA and Share Certificate information added to our systems.
• Responsible for Incoming and Outgoing wires. Verifies outgoing wire transfers to ensure accuracy of wire documents, posting to credit union accounts and OFAC compliance. Verifies incoming wire transfers for accuracy and posts to members accounts and GLs in FedLine as well as Tranzact. Maintains and tracks wire transfer files.
• Responsible for returned mail and bad address management and of the accountability of returned Cards and PINs.
• Responsible for records retention and document destruction for all areas of the credit union. Must have knowledge of state and federal laws pertaining to records retention.
• Backs up other Operations staff as needed. Performs other job related duties as assigned.
• Maintains and updates procedures for all related areas of this job description to ensure accuracy of procedures for each area of work.
• Performs other job related duties as assigned.

• High School Diploma or GED required.
• One year to three years of similar or related experience.
• Advanced knowledge of Excel.
• Knowledge of bank operations.
• Proficient in Microsoft Outlook and Microsoft Office applications.
• Excellent analytical and organizational skills.
• Strong troubleshooting and problem resolution skills.
• Proven proficiency in both written and verbal communication.

Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, changes approach or method to best fit the situation.

Business Ethics - Treats people with kindness and respect, keeps commitments, inspires the trust of others, works ethically and with integrity, and upholds organizational values.

Communications - Expresses ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, writes clearly and informatively, edits work for spelling and grammar, varies writing style to meet needs, presents numerical data effectively, demonstrates effective and clear presentation skills.

Initiative - Volunteers readily, undertakes self-development activities, seeks increased responsibilities, takes independent actions and calculated risks, looks for and takes advantage of opportunities, asks for and offers help when needed.

Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in group problem-solving situations, uses reason even when dealing with emotional topics.

At Coosa Valley, serving our members is not just a job; we have a much higher purpose.

At Coosa Valley Credit Union, "We Care" and "We Listen" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service members deserve. No matter the need or unusual circumstance, we still listen.

We use our Core Values as a guide and constant reminder that we can always improve our members’ lives. We don’t charge more so that we can increase a line on a graph and we don’t believe that revenue is most important. Our purpose is simple: to help people in our hometown live better financial lives.

“Helping People Live Better Financial Lives” is the purpose that unites all of us at CVCU. We want to create value – for our members, for our employees, and for the communities in which we operate. CVCU’s employees will always put their experience, pride and enthusiasm into making this happen.