Banking Operation Associate

Description The Associate II, Payment Services (Deposits) processes a high volume of daily banking transactions in a timely and complete manner through a variety of complex technology systems.  This position also proactively conducts quality control measures (QC) on assigned processes.  The Associate II consistently evaluates transactions for critical risk including approval/limit requirements and fraud, reporting internally or contacting the member as appropriate. Here’s what you can expect from the job and what you need to be successful: What You'll Do: Process a high volume of daily transactions including wire transfers (Domestic, Foreign, Exceptions, Outgoing), Automatic Clearing House (ACH) originations, mobile deposits, mailed in payments, lockbox payments and Person to Person (P2P) transfers Navigate a variety of complex technology systems with various processing functions and deadlines, meeting department Service Level Agreements (SLAs).  These systems include core processors for deposit accounts (Fiserv DNA), GFX for wire transfers (Finastra), Ensenta (Jack Henry) for mobile banking and ATM transactions, Alkami for online banking, Fed Advantage for ACH processing, PNC for foreign currency and checks, and Single Point (US Bank) for lockbox research Proactively review and research transactions for potential fraud; prepare full report on suspicious transactions and send to Fraud Liaison for further review Conduct research and validation as required in processing mailed in payments, lockbox payments, online banking transactions and Bill Pay transactions Communicate with members and internal partners as appropriate to achieve positive and responsive customer service Respond to inquiries from internal associates assisting members regarding payment/deposits Assess member financial resources using the core system to complete transactions Adhere to appropriate levels of approval and limit requirement in evaluating transactions Research and resolve member, vendor and internal issues by adjusting processes as appropriate Perform testing for periodic system upgrades and enhancements Actively provides feedback around process improvements to support effectiveness in operational functions, procedures and work methods Assists with projects as a Subject Matter Expert for testing, business requirements, process mapping Essential Skills: Minimum one year’s experience in the financial industry, ideally in payment operations or back-office operation Experience handling sensitive information in a confidential manner Experience in reviewing and identifying suspicious/fraudulent activity is preferred Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction Ability to effectively prioritize tasks, handling a variety of responsibilities simultaneously Proficiency with current version Microsoft Office Suite products (Word, Excel, PowerPoint and Outlook) Certification/License: N/A Minimum Education: High School Diploma with some post-secondary education preferred Location: Hillsboro Corporate Office – Hillsboro, OR 97124 (HYBRID) Target Compensation in Hillsboro, OR: $22.33 to $26.68 per hour + annual bonus Who We Are: What makes First Tech different? Click here to learn more! Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life. Employees are eligible for: Traditional medical, dental, and vision coverage Generous 401(k) match Paid Time Off: - You’ll accrue up to 15 days in your first year.  In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually Paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address First Tech is not currently offering Visa transfer or sponsorship for this position

Job Title: Sales & Service CRM Associate FLSA Status: Non-Exempt Department:  Sales & Service                                               Hours of Operation: 40 hrs/week (Monday-Friday) – 8:30am to 5:00pm   General Job Summary:  The Sales & Service CRM Associate supports Stock Yards Bank & Trust’s customer relationship management (CRM) platform by assisting with daily system maintenance, data quality, user support, reporting, and workflow administration. This position is ideal for a detail oriented, tech savvy communicator who can collaborate across departments and support CRM driven initiatives that enhance customer engagement and operational efficiency. Organizational Duties and Responsibilities: * Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. * Supports all functions that maintain compliance with regulatory agencies.   Essential Duties and Responsibilities: * Act as first-line support for CRM users, assist in managing user accounts, permission settings, and role assignments to maintain appropriate access controls * Help monitor system performance and identify basic issues for escalation * Database Maintenance: Perform routine data quality checks * Client On-Boarding: Assist with daily/weekly task relating to Retail`s On-Boarding * Provide light training for new CRM users; participate in CRM enhancement projects, user testing cycles, and system updates. * Assist the CRM Manger in documenting existing processes and user guides * Take meeting notes and track action items * Assist Sales & Service department with other projects when necessary   Working Conditions: Work in office setting with some travel required to branches and event locations   Minimum Job Requirements: Education: High School Diploma or equivalent required; Experience: * Experience working with databases, customer records, or data-entry systems preferred. * Experience supporting end users, providing basic system support, or troubleshooting technical issues preferred. * Banking or financial services experience preferred, but not required. Specific Skills: * Strong attention to detail, organizational skills, and comfort working with data. * Excellent communication and customer service attitude * Ability to troubleshoot basic technical issues and escalate when needed. * Familiarity with CRM platforms        * Data accuracy & quality control * Problem solving and analytical thinking * Confidentiality & compliance awareness * Collaboration across multiple departments   Physical Requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Primarily sedentary work performed in an office environment * Ability to sit for extended periods of time while working at a computer * Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment * Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person * Visual acuity sufficient to read computer screens, printed documents, and financial data * Occasional standing, walking, bending, or reaching * Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)