Research Specialist-Records

Expected Outcomes

• Accurate Research and Adjustments: Successfully process research requests and adjustments to member accounts, ensuring all retrieved documents are accurate and complete.
• Timely Subpoena Processing: Efficiently handle request subpoenas within required timeframes, maintaining professional communications with law enforcement and government officials.
• Efficient Mail Processing: Accurately process mail payments and deposits, adhering to set daily timeframes for incoming and outgoing mail.
• Effective Communication: Monitor the Operations Support Request email, promptly forward requests to appropriate staff, and provide clear responses to helpline calls.
• Verification of Deposits: Complete verification of deposits received in Operations Support with precision and attention to detail.
• Exception Processing: Handle exceptions for mobile and PTM transactions efficiently, ensuring all discrepancies are resolved.
• Address Changes and Returned Mail: Process various address changes and returned mail promptly and accurately, ensuring changes are made in the core system and other relevant systems.

Capability Requirements

• High school diploma or equivalent.
• Professional well developed interpersonal skills essential for interacting with credit union staff, members and vendors.
• Ability to work accurately with figures and ability to perform detailed work.
• Ability to operate a variety of office equipment (10-key, personal computer, Microsoft office, keyboarding at 30 words per minute).
• Basic knowledge in Microsoft Office Suite.
• Requires judgment to solve day-to-day problems but usually within established guidelines using a member service approach.
• Basic mathematical skills required.

Why Join Us?

At Summit Credit Union, we value innovation, teamwork, and growth. As a Research Specialist Records, you’ll have the opportunity to:

• Develop Your Skills: Gain hands-on experience in the financial sector and enhance your research and analytical skills.
• Make an Impact: Play a vital role in ensuring our member accounts are accurate and up-to-date.
• Grow Your Career: Take advantage of opportunities for professional development and career advancement within the credit union.
• Comprehensive Benefits: Enjoy a competitive salary, health insurance, retirement plans, and paid time off.
• Supportive Work Environment: Be part of a collaborative team that values your contributions and supports your professional journey.
• Work-Life Balance: Benefit from flexible working hours and a healthy work-life balance.
• Community Engagement: Participate in community service initiatives and make a positive impact beyond the workplace.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.

Required Statement Sections

• Physical Demands of position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
• EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.