Operations Support Specialist

Pacific Service Credit Union • Concord, CA

2d • $23 - $31 • Hybrid

About The Position

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Operations Support Specialist is responsible for performing essential back-office functions to ensure accurate account processing, regulatory compliance, and exceptional member service. The role completes daily tasks, including mail processing, deposits, loan payments, outgoing wire transfers, digital account openings, and complex account requests. The specialist collaborates with multiple departments to resolve issues, support reporting, and assist with system enhancements and testing. The Operations Support Specialist maintains accurate records, researches account inquiries, prepares documentation, and contributes to process improvements while recommending enhancements as needed. The role delivers strong organizational, communication, and problem-solving outcomes while upholding all regulatory requirements and the credit union’s core values. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

Requirements

• High school diploma or equivalent, required.
• Two (2) to six (6) years of experience in a credit union or financial institution as a teller, including check and cash handling.
• Experience performing advanced account administrative functions in compliance with federal regulations, including IRAs, certificates, subpoenas, and powers of attorney.
• Ability to utilize digital banking platforms to support member transactions and account management.
• Proven ability to work effectively in a fast-paced, dynamic environment with strong attention to detail and accuracy in repetitive tasks.
• Demonstrate proficiency in clear, professional written, oral, and interpersonal communication with members and credit union staff.
• Demonstrate enthusiasm, collaboration, flexibility, creativity, and a commitment to excellence within a team environment.
• Experience handling telephone inquiries and managing challenging member interactions with professionalism and composure.
• Proven ability to work effectively in a fast-paced, dynamic environment with strong attention to detail and accuracy in repetitive tasks.
• Demonstrate proficiency in clear, professional written, oral, and interpersonal communication with members and credit union staff.
• Experience promoting and cross-selling credit union products and services to meet member needs.
• Proven ability to maintain punctuality and consistently adhere to assigned work schedules.
• Demonstrate enthusiasm, collaboration, flexibility, creativity, and a commitment to excellence within a team environment.
• Excellent oral and written communication skills, required.
• Must be proficient in computer programs (e.g., Microsoft Office Suite).

Nice To Haves

• Previous customer service and/or call center experience, preferred.
• Knowledge of Symitar software system, preferred.
• Previous experience with a financial institution with knowledge of financial products and services.
• Spanish/English bilingual language proficiency, strongly preferred.

Responsibilities

• Maintain extensive knowledge of day-to-day departmental operations and overall credit union processes.
• Review, process, and recommend approval of remote outgoing wire transfer requests, and debits these transactions on behalf of the Operations Manager or Operations Assistant Manager as needed.
• Demonstrate advanced expertise in reviewing, processing, and auditing digital account opening applications and associated reports.
• Consistently meet or exceed goals for cross-selling credit union products and services to members.
• Process power of attorney and subpoena requests with advanced knowledge and ensures all submissions are accurate before completion.
• Assist with the administration of IRAs and related account functions with in-depth knowledge.
• Apply critical-thinking and problem-solving skills to manage deadlines, follow up on assigned tasks, and work independently or collaboratively as part of a team.
• Partner with the Operations Manager, Operations Assistant Manager, and multiple departments to provide reporting and resolve cross-functional project issues.
• Demonstrate strong organizational, planning, and prioritization skills, managing multiple responsibilities and working with multiple data systems.
• Handle member inquiries related to eCommerce technical troubleshooting efficiently, train team members on tools and techniques, and provide guidance as needed.
• Lead Symitar release testing and disaster recovery testing on behalf of the Operations Manager or Operations Assistant Manager, ensuring thorough understanding and execution of testing procedures.
• Communicate effectively, using active listening and clear, concise messaging in both verbal and written interactions.
• Exercise independent judgment and expertise to make risk-based decisions within authority limits.
• Operate with minimal supervision, taking reasonable actions to fulfill responsibilities in alignment with credit union policies and procedures.
• Keep the Operations Manager and Operations Assistant Manager informed of member issues, outside agency concerns, and departmental workflow backlogs.
• Identify team training needs, develop training materials, and train employees, as assigned.
• Model and promote the organization’s core values, demonstrating professionalism and leadership in interactions with members, department staff, and colleagues.
• Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.
• Provide back-up and support to management, as directed.
• Performs special projects and other responsibilities, as directed.

Benefits

• Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
• 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.
• Bonus program: All employees are rewarded for attaining our annual organizational goals.
• Tuition Reimbursement program for employees eligible after six months of service.
• Recognition program where employees can be nominated by management, their peers or by members.
• Employee referral bonus.
• Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
• Employees are eligible to receive a consumer loan rate discount
• Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED