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Elevate Credit Union

Financial Operations Specialist

brigham city, UT

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Job description

Financial Operations SpecialistElevate 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.What You'll DoOn Posting DaysYour focus will be completing important daily operational work accurately and efficiently. These days involve concentrated, detail-oriented work and require strong organization, accuracy, and follow-through.Your responsibilities may include:Processing files for daily posting and other assigned operational functionsProcessing account maintenance requests and electronic transactionsReviewing and processing items such as ACH activity, mobile deposits, account transfers, stop payments, disputes, and other payment servicesResearching transaction discrepancies, returns, processing errors, and account concernsReviewing information for accuracy and resolving exceptionsFollowing established procedures, approval requirements, and security controlsCoordinating with other departments when additional information or assistance is neededOn Member Support DaysYou'll spend more of your day assisting members and responding to account, electronic banking, and fraud-related concerns.Your responsibilities may include:Assisting members by phone and through digital service channelsHelping members with online banking, mobile banking, cards, bill pay, and related servicesResearching and resolving account and transaction questionsReviewing fraud alerts, suspicious transactions, compromised-account notifications, and other potential fraud concernsContacting members when needed to verify activity or address account security concernsHelping members understand fraud prevention and digital banking securityProcess member-related forms and keep departmental tracking records and spreadsheets accurate and up to dateTaking ownership of issues and following them through to resolutionThe role provides a combination of focused, behind-the-scenes operational work and direct member support.What We're Looking ForWe're looking for someone who:Enjoys solving problems and researching issues to determine what happenedPays close attention to details and takes pride in getting things rightEnjoys helping people and creating positive member experiencesLearns new systems and processes quicklyCan navigate multiple systems and sources of informationUses sound judgment and follows established proceduresRecognizes when something may present a risk and knows when to escalate itIs dependable, accountable, and consistently follows throughCommunicates professionally and positively with members and coworkersUnderstands the importance of confidentiality and protecting sensitive informationCan work independently while also contributing to a collaborative teamAdapts well to changing priorities, questions, and interruptionsQualificationsHigh school diploma or equivalent requiredAt least two years of successful full-time experience in banking, financial services, customer service, administrative work, or another professional office environment is required.Banking or credit union experience is helpful but not required.We'll provide training on our systems, procedures, electronic services, operational processes, and fraud-prevention practices.What we're looking for you to bring is professionalism, dependability, strong customer service, attention to detail, sound judgment, and the ability to learn and take ownership of your work.Growth OpportunityEmployees hired into this position begin as a level I. As you develop your knowledge of the role and demonstrate consistent accuracy, sound judgment, reliability, and trustworthiness, there may be an opportunity to advance to level II, which includes greater access, authority, and responsibility.ScheduleFull-timeMonday–Friday shifts between 8:00 AM–6:00 PMRotating Saturdays required, typically 1–2 per month from 9:00 AM–1:00 PMWhen you work a Saturday, you'll receive time off during the following week to offset those hoursPay$19.00–$22.00 per hour, depending on experience and qualifications.If you're looking for more than a typical customer service position and like the idea of combining problem-solving, fraud prevention, detailed operational work, and helping members, we'd love to hear from you.As part of our hiring process, applicants who advance to later stages may be subject to a credit check and criminal background check, in accordance with applicable laws and regulations.

Worksite address

brigham city, UT, 84302, US

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