Deposit Operations Quality Control and Student Organizations Representative

21-Mar-2023

Harvard University Employees Credit Union

61790BR

Job Summary

Harvard University Employees Credit Union (HUECU) is seeking a dynamic, energetic employee with outstanding communication skills and a passion for member service!  Our ideal candidate will focus on providing exceptional member experience in all member touch-points, in-person, phone interactions and digital communications. Employee will be responsible for providing timely, accurate service to all members and co-workers.

A successful candidate needs to be exceptionally organized with a strong attention to detail, be proactive, able to ensure that system and member information is accurate, and work independently. The purpose of this job is to validate information captured on the DNA Core System as well as verifying that all member account maintenance is completed in accordance with approved policies and procedures. This position assists and maintains records for student organizations with all Harvard schools.

Position Description

• Corresponds with members and staff to resolve any Harvard Student Organization issues utilizing departmental group emails.
• Works closely with HUECU AVP - Community Engagement and Harvard University Student Organizations to produce and provide requested statements, data, and reports.
• Independently manages on campus/Zoom meetings with student organizations, university staff and internal staff as needed to be sure that all needs of the organizations are being met to the standards set in place.
• Opens and services all types of membership accounts, for new and existing members including Power of Attorney, Trust and Organization accounts.
• Assist student orgs with setting up and troubleshooting online and mobile access – including Zelle.
• Assists Compliance and Account Research staff as necessary with response to subpoenas and other legal requests for information, as necessary. 
• Review new deposit accounts, debit card orders and file maintenance assessment to be sure all documents or authorizations are obtained from domestic and foreign members.
• Verify all member documentation was properly reviewed.
• Verify that documentation for members and accounts have been saved within the appropriate areas.
• Review daily and monthly reporting for any discrepancies in member information, which includes but not limited to; address changes, names changes and death notifications.
• Extensive research to make sure internal policies are being followed when changes are being made to a member’s profile and or accounts.
• Document, monitor, and follow up on any findings handled by HUECU employees. Communication will be handled independently. Issues that cannot be handled independently, will then be escalated to the Deposit Operations Manager.
• Places restrictions on accounts when mail is returned for bad addresses on an as needed basis.
• Keep Deposit Operations Manager informed of inconsistencies to identify any training needs within HUECU.
• Expected to support other departmental positions or units performing similar functions. 
• Serves as principal source of information to staff on policies and procedures within area of responsibility.
• Performs other job-related duties and projects as necessary.

Basic Qualifications

• High school diploma required.
• A minimum of 4 years related banking, credit union, financial services operations and/or accounting experience required.

Additional Qualifications and Skills

• Previous accounting/customer service experience in a bank or credit union environment highly desired.
• Strong analytical skills are required to access risks within specific job responsibilities including handling of confidential information.
• Ability to multi-task and prioritize while processing extremely detail-oriented and time-sensitive functions in a fast-paced environment. 
• Successful candidate will be a “team player” with flexibility to adapt if needs of the department/HUECU change.
• PC literate in Windows Excel, Word, and Adobe.
• Comfort working in the diverse and multicultural environment of Harvard University.
• Knowledge of industry regulations is preferred.
• Understanding of payment functions and products preferred. AAP or NCP certification is a plus.
• Ability to work on multiple initiatives simultaneously.
• Mature and professional communication and customer services skills necessary to write high-quality business letters and emails independently.
• Must be able to access Credit Union systems via VPN to be able to perform job functions remotely during snow emergencies or other situations when coming to the office is not possible. May be expected to perform some required duties remotely on Harvard University holidays that are not Federal Reserve holidays (For example, the Friday after Thanksgiving).

Working Conditions

Interviews for this position may be conducted via telephone & Zoom video conferencing, based on the department’s current presence on campus.

Harvard University Employees Credit Union (HUECU) is an on-campus community, and all positions are based in Boston and Cambridge.

The majority of jobs at HUECU are hybrid remote/office. During the initial 90-day training period, new employees may be expected to work in the office more frequently, up to full-time. When appropriate, remote work must be performed in a state in which Harvard is registered (CA, CT, GA, IL, MA, MD, ME, NH, NJ, NY, RI, VA, VT, and WA). Additional details and expectations will be discussed during the interview process.

Harvard University continues to place the highest priority on the health, safety and wellbeing of its faculty, staff, and students, as well as the wider community. Please note that all new employees will be required to provide confirmation of primary series COVID-19 vaccination upon hire, as detailed on our COVID-19 Vaccine Requirement Webpage. Harvard University Health Services employees and other health care individuals are also required to be up to date on vaccination as described by the CDC. Individuals may claim exemption from the vaccine requirement for medical or religious reasons. Additional information regarding this requirement, exemptions, verification of vaccination status, and other related policies and resources may be found on the University’s COVID-19 Information Website.

Additional Information

Please provide a cover letter with your application.

• Please note: Harvard University requires a pre-employment reference and background screening, which includes OFAC (Office of Foreign Assets Control).
• Harvard University is unable to provide work authorization and/or visa sponsorship.
• This position has a 90-day orientation and review period.

Harvard University Employees Credit Union:https://www.huecu.org/

Accessibility:

Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request an accommodation or have questions about the physical access provided, please contact our University Disability Resources Department.

Total Rewards:

Harvard’s Total Rewards Program is designed to attract, retain, and reward the performance of talented employees. As a Harvard staff member, you enjoy many perks that come with working for one of the top employers in Massachusetts, including:

Paid Time Off: 3 - 4 weeks accrued vacation days, 12 accrued sick days, 12.5 paid holidays plus winter recess, and 3 personal days awarded each calendar year.

Medical/Dental/Vision: We offer a variety of excellent medical, dental, and vision plans.

Retirement: University-funded retirement plan with full vesting after 3 years of service.

Tuition Assistance Program (TAP): $40 per class at the Harvard Extension School and discounted options through participating Harvard grad schools.

Harvard University Employees Credit Union: Our employees credit union provides a complete line of services for all your financial needs. https://huecu.org

Commuting Options: Flexible commuting programs and services to meet the shifting needs of the Harvard community https://www.transportation.harvard.edu/flexible

Wellness Options: A variety of programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complimentary health services.

Access to Harvard’s many athletic facilities, libraries, campus events and discounts throughout metro Boston.

Learn more:https://hr.harvard.edu/totalrewards

Department Office Location

USA - MA - Cambridge

Job Code

400103 Accounting Assistant V

Department

Harvard University Employee Credit Union

Union

55 - Hvd Union Cler & Tech Workers

Pre-Employment Screening

Credit, Criminal, Identity, Prohibited Parties

Schedule

Must be able to access Credit Union systems via VPN to be able to perform job functions remotely during snow emergencies or other situations when coming to the office is not possible.   May be expected to perform some required duties remotely on Harvard University holidays that are not Federal Reserve holidays (For example, the Friday after Thanksgiving).

Commitment to Equity, Diversity, Inclusion, and Belonging

Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.