Financial Operations Specialist

Elevate 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.

Your 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 functions
• Processing account maintenance requests and electronic transactions
• Reviewing and processing items such as ACH activity, mobile deposits, account transfers, stop payments, disputes, and other payment services
• Researching transaction discrepancies, returns, processing errors, and account concerns
• Reviewing information for accuracy and resolving exceptions
• Following established procedures, approval requirements, and security controls
• Coordinating with other departments when additional information or assistance is needed

You’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 channels
• Helping members with online banking, mobile banking, cards, bill pay, and related services
• Researching and resolving account and transaction questions
• Reviewing fraud alerts, suspicious transactions, compromised-account notifications, and other potential fraud concerns
• Contacting members when needed to verify activity or address account security concerns
• Helping members understand fraud prevention and digital banking security
• Process member-related forms and keep departmental tracking records and spreadsheets accurate and up to date
• Taking ownership of issues and following them through to resolution

The role provides a combination of focused, behind-the-scenes operational work and direct member support.

We’re looking for someone who:

• Enjoys solving problems and researching issues to determine what happened
• Pays close attention to details and takes pride in getting things right
• Enjoys helping people and creating positive member experiences
• Learns new systems and processes quickly
• Can navigate multiple systems and sources of information
• Uses sound judgment and follows established procedures
• Recognizes when something may present a risk and knows when to elevate it
• Is dependable, accountable, and consistently follows through
• Communicates professionally and positively with members and coworkers
• Understands the importance of confidentiality and protecting sensitive information
• Can work independently while also contributing to a collaborative team
• Adapts well to changing priorities, questions, and interruptions

• High school diploma or equivalent required
• At least two years of successful full-time experience in banking, financial services, customer service, administrative work, or another professional office environment…