First Technology Federal Credit Union
Fulfillment Specialist
First Technology Federal Credit Union, Rocklin, California, United States, 95765
The Fulfillment Specialist handles the set-up of new accounts and product/service enhancements on accounts that have had fraudulent activities or the victims of Account Takeover (ATO).
Primary Responsibilities:
Review and process new account requests for existing members and/or businesses, reviewing credit reports and member documentation prior to opening accounts
Document evidence and findings, and assist members with filing reports with appropriate law enforcement agencies
Reinstate member access to online products, account titling changes, and account information updates based on member requests and as appropriate
Assist members with completing applicable affidavit and dispute forms
Review additional services (BillPay, Credit Card Cash Advance, Line of Credit, HELOC Disbursement, and Descriptive Deposits or Withdrawals) for fraudulent activity and partner with Payment Services and other business units to resolve any issues
Identify and offer appropriate products and services that meet the member’s financial needs (such as credit monitoring and card lock outs), educating members on products and behaviors to prevent future fraud exposure
Process the set-up of new accounts including ancillary product and service offerings, meeting service level standards
Process member forms (including minor accounts, name change, JT Ten add/remove, ACH, 3rd party authorizations, account titling and beneficiaries)
Meet daily production goals
Experience and Education Requirement:
Minimum Education:
High School Diploma; Bachelor’s degree is preferred
Minimum one year experience in banking or credit union account processing or fraud-related processing
Efficient, well-organized, able to effectively prioritize to manage a variety of duties
Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
Excellent listening skills with ability to ask probing questions to determine member needs and situation
Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
Ability to strong relationships with internal and external stakeholders
Ability to build strong member service relationships with clear expectations
Knowledge of IRA, HSA, Minor and Trust accounts preferred
Understanding of red flag program to prevent fraud is preferred
Working knowledge of Microsoft Office Suite
Certification/License:
N/A
Location: Rocklin Corporate Location, Rocklin, CA 95765
Target Compensation in Rocklin, CA: $26.86 to $30.90 per hour + annual bonus
First Tech is not currently offering Visa sponsorship or transfer for this position
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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Primary Responsibilities:
Review and process new account requests for existing members and/or businesses, reviewing credit reports and member documentation prior to opening accounts
Document evidence and findings, and assist members with filing reports with appropriate law enforcement agencies
Reinstate member access to online products, account titling changes, and account information updates based on member requests and as appropriate
Assist members with completing applicable affidavit and dispute forms
Review additional services (BillPay, Credit Card Cash Advance, Line of Credit, HELOC Disbursement, and Descriptive Deposits or Withdrawals) for fraudulent activity and partner with Payment Services and other business units to resolve any issues
Identify and offer appropriate products and services that meet the member’s financial needs (such as credit monitoring and card lock outs), educating members on products and behaviors to prevent future fraud exposure
Process the set-up of new accounts including ancillary product and service offerings, meeting service level standards
Process member forms (including minor accounts, name change, JT Ten add/remove, ACH, 3rd party authorizations, account titling and beneficiaries)
Meet daily production goals
Experience and Education Requirement:
Minimum Education:
High School Diploma; Bachelor’s degree is preferred
Minimum one year experience in banking or credit union account processing or fraud-related processing
Efficient, well-organized, able to effectively prioritize to manage a variety of duties
Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
Excellent listening skills with ability to ask probing questions to determine member needs and situation
Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
Ability to strong relationships with internal and external stakeholders
Ability to build strong member service relationships with clear expectations
Knowledge of IRA, HSA, Minor and Trust accounts preferred
Understanding of red flag program to prevent fraud is preferred
Working knowledge of Microsoft Office Suite
Certification/License:
N/A
Location: Rocklin Corporate Location, Rocklin, CA 95765
Target Compensation in Rocklin, CA: $26.86 to $30.90 per hour + annual bonus
First Tech is not currently offering Visa sponsorship or transfer for this position
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
#J-18808-Ljbffr