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Partners Federal Credit Union · 2 days ago

Operations Specialist I

Orlando, FL

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Partners Federal Credit Union is dedicated to providing exceptional service and support to its members. The Operations Specialist I role focuses on operational support, ensuring accurate processing of member transactions and assisting with various departmental functions that contribute to member service and organizational goals.

BankingCredit CardsFinancial Services

Responsibilities

Manage card-related operations, including inventory control, lost/stolen card reporting, manual card creation for exceptions, and account maintenance tasks (transfers, credit limit changes, balance transfers, autopay setup, reorders, authorized user updates)

Open new ATM, debit, and credit card accounts for members

Assist branches and Member Experience Center with card-related inquiries, disputes, account research, and provide guidance on card service processes and procedures

Review and act on card-related reports, including daily name mismatch and monthly non-issue reports; support mass card reissuance as needed

Perform daily ATM processing, including deposit verification, balancing, and reconciliation through Image Center

Process ACH exceptions and review daily ACH reports, ensuring timely resolution and accurate posting

Assist with Mobile Deposit processing, including alert review and exception handling

Process ATM and ACH disputes, as well as CO-OP and Shared Branch adjustments

Perform wire processing and verification, ensuring compliance and accuracy

Make general ledger posting and reconciliation entries for all assigned functions; research and correct outages promptly

Assist with mailroom activities, including distribution of incoming mail and posting mailed transactions accurately

Complete research requests in accordance with credit union policies and procedures

Image and validate credit union documentation and correspondence daily; maintain quality control for all imaged documents

Maintain inventory of off-site document storage and monitor retention/destruction per policy

Ensure all operational tasks are completed accurately and documented properly, including reports, records, and member account updates

Follow established credit union policies, procedures, and regulatory requirements when performing daily responsibilities to maintain compliance and operational integrity

Safeguard member information and sensitive data, adhering to confidentiality standards across all interactions and processes

Actively support departmental goals and continuous improvement initiatives, participating in meetings, contributing ideas, and assisting with projects as needed

Provide backup support for specific departmental functions, adapting to shifting priorities and workload demands

Qualification

Customer service experienceMicrosoft Office familiarityFinance knowledgeTime managementTeamworkOral communicationWritten communicationProblem solvingAttention to detail