Operations Assistant I

Job Description

Job Description

Job Summary: The Operations Assistant is responsible for assisting with a variety of tasks to ensure the overall efficiency of the organization.

Essential Duties and Responsibilities: Essential Duties and Responsibilities:

• Sorting and Delivery: Supervise the sorting and timely delivery of incoming mail within the organization.
• Outgoing Mail Preparation: Ensure proper preparation and dispatch of outgoing mail, including return mail and address updates.
• Mailing Supplies: Oversee mailing supply inventory and reorder items as needed.
• Package Management: Manage the efficient delivery of packages.
• Branch Supply Inventory: Oversee branch supply inventory, reorder items as needed, and prepare branch orders in bags for delivery.
• Clerical Support: Handle administrative tasks as needed.
• Gatekeeper: Greet and direct visitors.

Support in Various Operations Reports and Tasks:

• Paid Loan Report
• Joint Owners Report
• Shared Branch Report
• New Accounts / CD’s Report
• RDC Review
• Historical Micro-fiche Research
• Document Scanning
• AVS Data
• Payoffs / Help Desk
• Statement Requests
• Posting Checks
• Check Copies

Upholds the compliance requirement of all related federal regulations, including but not limited to; the Bank Secrecy Act and Anti-Money Laundering policies and procedures.  Complete annual BSA training requirements as established by SunWest Credit Union.

Education and/or Work Experience Requirements:

• Valid Driver’s License: Necessary for handling mail deliveries.
• Knowledge of USPS Regulations: Familiarity with United States Postal Service (USPS) rules and procedures.
• Ability to Lift Heavy Packages: Physical capability to handle mail and packages.
• Proficiency in Mailroom Software: Comfort with using software tools specific to mailroom operations.
• Problem-Solving Skills: Ability to address challenges efficiently.
• Oral Communication Skills: Effective verbal communication.
• Computer Skills: Competence in using relevant software.
• Task Organization Skills: Ability to manage multiple responsibilities.
• Initiative: A proactive approach to tasks.
• High School or Equivalent Required
• 1+ year experience office/clerical support
• 1+ year experience in mailroom or other related positions handling mail/shipments.

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally.

When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.

Company Description

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally. \r\n\r\nWhen you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.