Payment Operations Specialist I (Hybrid)

Westerra Credit Union is dedicated to empowering its members to take control of their financial futures. The Payment Operations Specialist I role involves providing superior member service through the accurate processing of payment operations tasks, conducting research, and resolving member issues efficiently.

Responsibilities

• 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
• 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 ATM disputes and shared branching adjustments
• 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 inquiries 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
• Performs projects, special assignments and other duties as assigned

Skills

• Minimum 1 year payment related activities within a financial institution
• Experience using Microsoft Office, VROL, FIS, 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 basic short-term tasks and work is primarily routine and follows standard procedures
• Uses basic judgement under close supervision or instruction
• Understanding of procedures for basic technical, administrative, or operative tasks

Benefits

• Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
• Two dental plans through Delta Dental
• Basic life and AD&D insurance, short-term disability and long-term disability
• 20+ days of paid time off (PTO) per year
• Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
• 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes up to 6% match
• Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
• 2% off Auto/RV/Motorcycle Loans
• Up to $5250 per year for educational reimbursement
• 4 weeks of paid parental leave
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

Company Overview