Financial Services Specialist (Member Support)
About The Position
Elevate Credit Union is looking for a full-time Financial Services Specialist to join our Member Support team in Brigham. This position combines exceptional customer service with specialized operational work in a professional office environment. You'll help members through phone and digital service channels while also investigating account concerns, supporting electronic banking services, monitoring fraud-related activity, researching transactions, and processing important account functions that keep the credit union running smoothly. 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 experience in banking, financial services, customer service, administrative, or other professional office environments is required
- Proven history of professionalism, dependability, strong customer service, and success in a professional work environment
- Enjoys helping people and creating positive member experiences
- Takes pride in accuracy and notices details others might miss
- Learns quickly and enjoys work that combines problem-solving with customer service
- Uses sound judgment and follows established procedures
- Can stay organized while balancing multiple systems, responsibilities, and requests
- Is dependable, accountable, and has a proven history of reliability
- Communicates professionally and positively with members and coworkers
- Understands the importance of confidentiality and protecting sensitive information
- Enjoys working as part of a collaborative team
- Knows when to work independently and when to ask questions
Nice To Haves
- Banking experience is helpful but not required.
Responsibilities
- Deliver exceptional service and support to our members
- Research and resolve account, transaction, and electronic banking questions
- Perform detailed operational and account-related work accurately and efficiently
- Help protect member accounts by identifying potential fraud and following established security procedures
- Balance customer service, accuracy, confidentiality, and security in your daily work
- Manage a variety of responsibilities while adapting to changing priorities throughout the day
- Work closely with team members and other departments to support credit union operations
- Take ownership of problems and help members find solutions
- Assisting members with online and mobile banking questions
- Helping resolve debit/credit card or account concerns
- Researching transaction issues
- Processing account maintenance requests
- Reviewing fraud alerts or suspicious activity
- Supporting daily account and payment processing functions
- Proactively contact members regarding fraud concerns, electronic services, and account-related matters
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
