Financial Engagement Specialist
Location:
Hightstown , New Jersey
Posted:
November 24, 2017
Reference:
1047006778
Job Description Branch ID:2278

Part Time Opportunity

Summary: The Member Engagement Back Office Specialist will act as a point of contact for both members and internal partners. They will ensure that issues are addressed appropriately, accurately and in a timely fashion. Daily responsibility will cover one or more operations functional areas. Some areas may include: call center support, reviewing and processing transactions for item processing, reconciling, research, card processing, wires, ACH, etc. They are responsible to provide effective and efficient operations support for their assigned area. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operational Manager or Leader.

Responsibilities:

  • Under general supervisor enters data from a variety of sources into the computer databases.

  • May process outgoing and incoming wires, ensuring that all transactions are in compliance with BSA regulations

  • Provides operations and analysis support

  • Follows up on transaction issues

  • May process ACH transaction and ensure that all are in compliance with NACHA and BSA regulations

  • Corrects errors according to standard procedures with an attention to detail

  • Supports share processing including return items

  • Must be able to maintain speed and accuracy under pressure of heavy workloads and meet required productivity and quality standards

  • Responsible for account maintenance

  • Must deliver high quality member service, stressing member focus, product knowledge and problem resolution

  • Needs to keep abreast of procedures and can demonstrate the ability to provide complete concise explanations to inquiries

  • Fosters collaborative relationships within and across business units

  • Analyzes member disputes � ability to display a sense of urgency as needed to ensure requests are completed within an expected timeframe

  • May maintain logs and prepare monthly reporting

  • Act as a point of contact for escalations an high priority requests

  • This position must cross train on multiple functions

  • WireXhange-Entry, Review, Verification, and Release for all Member and corporate wires

  • IRA Services

  • Maintain open line of communication with Ascensus

  • Tax Reporting

  • RMDs



  • Processes request and communicates with Rewards Now for member inquiries

  • CO-OP processes


  • Cardholder Maintenance

  • Card NAV

  • Apple Pay


  • Job Requirements �Bachelor�s Degree preferred
    �Three to five years of equivalent working experience in a financial institution
    �Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
    �Must be detailed-oriented with excellent interpersonal, communication, and customer service skills

    To apply, please send your resume to justin.sell@staffmark.com

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