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Job Summary:

An Operations Specialist plays a key role in supporting our members through phone and digital channels, ensuring efficient and accurate transaction processing. This role also handles a variety of back-office processing and maintains accurate records. This position is ideal for someone who is detail-oriented, thrives in a fast-paced environment, and is committed to delivering exceptional member service.

Qualifications:

    • High school diploma or equivalent.
    • Minimum of one year of experience in customer service or call center; financial institution experience preferred.
    • Excellent customer service and communication skills.
    • Proficient with PC, telephone, 10-key, and other related business equipment and application software and platforms.
    • Ability to multitask and perform in a fast-paced environment.
    • Strong organizational skills and attention to detail.


Job Duties:

  1. Member Support and Transaction Processing
    • Greet all members in a friendly and professional manner.
    • Utilize the “soft transfer” method to transfer calls.
    • Cash advances on credit and debit cards.Respond to member inquiries via phone and digital platforms in a friendly and professional manner.
    • Accurately process transactions including loan payments, credit/debit card advances, transfers and account inquiries.
    • Troubleshoot online banking access and assist with account navigation.
    • Ensure member identity verification and maintain security standards.
  1. Back-office Processes
    • Perform processing tasks including ACH, wire transfers, drafts, debit card activity, GL reconciliation, fraud resolution, and other support functions.
    • Process remote deposit capture (RDC), returned items (RI), and notices.
  1. Member Research and Resolution
    • Investigate and resolve member inquiries or discrepancies efficiently.
  1. Credit Union Products and Services
    • Educate members about credit union products and services.
  1. Perform other duties as assigned.

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