Payment Operations Specialist ; Hybrid

At Westerra Credit Union, we believe You Can Do Money . It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion.

These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections. This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make.

This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another.

Because at Westerra, we do not just talk about money, we believe you can do money.

This position provides superior member service to Credit Union members and internal departments through timely and accurate processing of payment operations tasks. Conducts research, verification, and member issue resolution. Supports front line and back office staff in cards and/or payment matters. Responsible for responding to member needs from front line staff in a professional and efficient manner, maintaining a superior level of quality service.

Performs all duties according to established operating procedures and adheres to Credit Union policies.

• Consistently demonstrates the Westerra Way Experience and complies with all policies and regulations.
• Completes mail transactions via Remit Plus and Interactive Teller Capture software programs according to the accompanying paperwork, which may include identifying members, making changes to all types of accounts, and accurate posting.
• Reviews and processes Remote Deposits Capture.
• Manages Zelle, ACH, and shared branching adjustments, disputes, and research.
• Handles incoming, outgoing, and interoffice mail routing and processes returned mail.
• Conducts member research, and assists in resolving member issues for front line and/or back office staff.
• Processes daily files for ACH, Share Draft In-clearings, wire transfers, and Cash Letter remittance in a timely manner, including retrieval, balancing, return item processing, research, and adjustments.
• Maintains availability via phone queue, to support staff and member needs.
• Acts as primary resource regarding card functions to provide constant support to staff inquires to assist in resolving issues related to card transaction processing, products and services, Falcon review, and marketing solutions.
• Acts as primary resource regarding card functions to provide constant support to staff inquires to assist in resolving issues related to card transaction processing, products and services, Falcon review, and marketing solutions.
• Processes and manages service events.
• Maintains solid working knowledge of card related products and as well as card processing systems of the credit union.
• Maintains solid working knowledge of card related products and as well as card processing systems of the credit union.
• Performs projects, special assignments and other duties as assigned.
• Other duties as assigned.

No

• Minimum 1 year payment related activities within a financial institution
• Experience using Excel, Microsoft Office, VROL, CO-OP applications preferred

• Minimum 6 months Westerra Credit Union experience

• Excellent communication both written and oral
• Excellent member and customer service skills
• Basic computer skills
• Effective verbal and written skills
• Must be able to work independently and as part of a team
• Ability to learn and demonstrate that learning on the job
• Detail-oriented with strong organizational and time management skills
• Must maintain a high level of confidentiality
• Accountable for completing routine…