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.

What You'll Do

On Posting Days

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

On Member Support Days

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.

What We're Looking For

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 escalate 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

Qualifications

• 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 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 Opportunity

Employees 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.

Schedule

• Full-time
• Monday–Friday shifts between 8:00 AM–6:00 PM
• Rotating Saturdays required, typically 1–2 per month from 9:00 AM–1:00 PM
• When you work a Saturday, you'll receive time off during the following week to offset those hours

Pay

$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.