Operations Specialist I

Partners Federal Credit Union•Orlando, FL

2d•$19 - $25•Hybrid

About The Position

This entry-level position provides operational support to ensure accurate and timely processing of member transactions, account maintenance, and related services. The role focuses on completing production tasks, responding to internal requests, and assisting with departmental functions that contribute to Member Service and organizational goals.

Requirements

High School or GED
0 to 2 years
Experience in a customer service environment
Familiarity with Microsoft Office programs
Familiarity with finance or math subjects
Ability to work independently
Takes initiative
Responsible
Time management skills
Goal and detail oriented
Able to multi-task
Teamwork skills
Oral and written communication skills
Problem solving skills
Accuracy

Responsibilities

Manage card-related operations, including inventory control, lost/stolen card reporting, manual card creation for exceptions, and account maintenance tasks (transfers, credit limit changes, balance transfers, autopay setup, reorders, authorized user updates).
Open new ATM, debit, and credit card accounts for members.
Assist branches and Member Experience Center with card-related inquiries, disputes, account research, and provide guidance on card service processes and procedures.
Review and act on card-related reports, including daily name mismatch and monthly non-issue reports; support mass card reissuance as needed.
Perform daily ATM processing, including deposit verification, balancing, and reconciliation through Image Center.
Process ACH exceptions and review daily ACH reports, ensuring timely resolution and accurate posting.
Assist with Mobile Deposit processing, including alert review and exception handling.
Process ATM and ACH disputes, as well as CO-OP and Shared Branch adjustments.
Perform wire processing and verification, ensuring compliance and accuracy.
Make general ledger posting and reconciliation entries for all assigned functions; research and correct outages promptly.
Assist with mailroom activities, including distribution of incoming mail and posting mailed transactions accurately.
Complete research requests in accordance with credit union policies and procedures.
Image and validate credit union documentation and correspondence daily; maintain quality control for all imaged documents.
Maintain inventory of off-site document storage and monitor retention/destruction per policy.
Ensure all operational tasks are completed accurately and documented properly, including reports, records, and member account updates.
Follow established credit union policies, procedures, and regulatory requirements when performing daily responsibilities to maintain compliance and operational integrity.
Safeguard member information and sensitive data, adhering to confidentiality standards across all interactions and processes.
Actively support departmental goals and continuous improvement initiatives, participating in meetings, contributing ideas, and assisting with projects as needed.
Provide backup support for specific departmental functions, adapting to shifting priorities and workload demands.