Job · Westminster, CA · Full time

Electronic Services Representative II

Lbs Financial Credit Union · Public & Societal Benefit · $92M budget · 308 staff · Since 1935

Encourages members to save money and practice thrift.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$161K–$710K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$83.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
308
employees
17 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+9%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
39 mo
of spending, in cash and securities
Looks good: 39.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1979
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Are you a service professional in the credit union or banking industry with extensive behind the scene knowledge of ACH, NACHA regulations and all things electronic service related? We would like to welcome an Electronic Services Representative II responsible for providing excellent service and support to Members, team members, and financial partners through professional, efficient, accurate, and knowledgeable service delivery; while also processing back office operations.

A high level overview of the Electronic Services department back office operations includes the management of ACH; ATM, debit, and credit card portfolios; Automated Teller Machines (ATMs); Share Drafts; CU Online, Bill Payer; and other product support. JOB REQUIREMENTS & RESPONSIBILITES Provide back office operations, including but not limited to: Processing of ACH : exception items and returns; reconciliation with ACH file and Core; debit origination; Written Statement of Unauthorized Debit processing; Stop Payments; Payroll Distribution; Payroll Deduction; and Summer Savings.

ATM, Debit, and Credit Card Portfolios: ordering and blocking cards; fraud monitoring; dispute/fraud chargeback processing; reconciliation of transactions with Network and Host; and GL posting and management. ATMs: processing incoming/outgoing adjustments; hardware fault monitoring; daily/monthly reconciliation with Network and ATMs; GL posting and management. Share Drafts: the processing of exception items and returns; reconciliation; GL posting and management. Mentors and assists team members with researching and resolving issues and work flows insuring duties are completed with operational, compliance, and regulatory guidelines.

Efficiently and accurately processes department functions while providing support and assistance to Members, team members, partners, and financial institutions. Accesses internal and external applications required to properly maintain Member account transactions. This position is a full-time position. Hours are generally from Monday through Friday 7:00 AM- 6:00 pm. Occasional holiday or weekends may be required based on business needs. EDUCATION & EXPERIENCE PREREQUISITES High School diploma or equivalent. Ability to ten-key, use a PC, and basic Microsoft Office application skills such as Excel, Word, and Outlook.

Ability to effectively communicate with Members, team members, partners, peers, and management. Possesses excellent verbal and written communication skills. Possesses strong service delivery, analytical, organizational, and prioritizing skills. Excellent attendance and punctuality. Possess the skill set to achieve the essential job functions and responsibilities. A minimum of (2) years of related experience preferred within a financial institution. Basic knowledge of compliance and governmental regulations related to essential job functions and responsibilities. BENEFITS & TOTAL REWARDS Medical, Dental, and Vision 100% employee-only plans paid by LBS 12 Paid…

Read the full posting

About Lbs Financial Credit Union

From its Form 990

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