Financial Operations Specialist
About The Position
Elevate Credit Union is looking for a full-time Financial Operations Specialist to join our Member Support team in Brigham. If you enjoy solving problems, researching issues, learning new systems, paying attention to details, and helping people, this may be a great fit. Our Member Support team handles a unique combination of member service, fraud prevention, electronic banking support, and behind-the-scenes operational processing that helps keep the credit union running smoothly. The position includes two different types of workdays. On posting days, your primary focus will be detailed back-office processing. On Member Support days, you'll assist members by phone and through digital service channels while researching account concerns, supporting electronic banking services, and responding to potential fraud. This is an on-site position based in Brigham and is not remote or hybrid.
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 your work
- 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
