Financial Operations Specialist
Elevate Credit Union•Brigham City, UT
•$19 - $22•Onsite
About The Position
Elevate Credit Union is looking for a full-time Financial Operations Specialist to join our Member Support team in Brigham. This role involves a unique combination of member service, fraud prevention, electronic banking support, and operational processing. The position includes two different types of workdays: posting days focused on detailed back-office processing, and member support days assisting members via phone and digital channels, researching issues, and responding to potential fraud. This is an on-site position based in Brigham.
Requirements
- High school diploma or equivalent required
- At least two years of successful full-time experience in banking, financial services, customer service, administrative work, or another professional office environment is required.
- Professionalism
- Dependability
- Strong customer service skills
- Attention to detail
- Sound judgment
- Ability to learn and take ownership of work
- Ability to work independently while also contributing to a collaborative team
- Ability to adapt well to changing priorities, questions, and interruptions
- Ability to communicate professionally and positively with members and coworkers
- Understanding of the importance of confidentiality and protecting sensitive information
Nice To Haves
- Banking or credit union experience is helpful but not required.
Responsibilities
- Processing files for daily posting and other assigned operational functions
- Processing account maintenance requests and electronic transactions
- Reviewing and processing items such as ACH activity, mobile deposits, account transfers, stop payments, disputes, and other payment services
- Researching transaction discrepancies, returns, processing errors, and account concerns
- Reviewing information for accuracy and resolving exceptions
- Following established procedures, approval requirements, and security controls
- Coordinating with other departments when additional information or assistance is needed
- Assisting members by phone and through digital service channels
- Helping members with online banking, mobile banking, cards, bill pay, and related services
- Researching and resolving account and transaction questions
- Reviewing fraud alerts, suspicious transactions, compromised-account notifications, and other potential fraud concerns
- Contacting members when needed to verify activity or address account security concerns
- Helping members understand fraud prevention and digital banking security
- Process member-related forms and keep departmental tracking records and spreadsheets accurate and up to date
- Taking ownership of issues and following them through to resolution
Benefits
- Time off during the following week to offset Saturday hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
