- – Manages daily investment transaction reporting and cash management processes.
- – Reconciles cash accounts and ensures accuracy in financial reporting procedures.
- – Collaborates with Fund Accounting Team to meet internal and external deadlines.
- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Analyze client usage patterns and financial data consumption trends for insights
- – Investigate data discrepancies and ensure accuracy of financial datasets and APIs
- – Provide technical guidance and translate client challenges into actionable solutions