Financial Operations Specialist I: Member Services

Technology Credit Union (Tech CU); San Jose (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services institution in California is seeking a Member Services Specialist I to ensure accurate financial operations. Responsibilities include reconciling accounts, monitoring checks for risk, and resolving member issues. Candidates should have at least 3 years in a financial institution and strong communication skills. The role requires confidence in working both independently and with teams. Proficiency with Microsoft Office and familiarity with Symitar/Episys are preferred.

Qualifications

• 3+ years in a financial institution, ideally in member or account services.
• Strong communication skills and attention to detail.
• Confidence in working independently and collaboratively.

Responsibilities

• Reconcile GL accounts for accuracy.
• Monitor and assess checks for risk.
• Track down missing deposits and process returned items.
• Resolve time-sensitive member issues.

Skills

Strong communication skills

Attention to detail

Confidence working independently

Team collaboration

Experience in financial institution

Tools

Microsoft Office

Symitar/Episys

Job description

A financial services institution in California is seeking a Member Services Specialist I to ensure accurate financial operations. Responsibilities include reconciling accounts, monitoring checks for risk, and resolving member issues. Candidates should have at least 3 years in a financial institution and strong communication skills. The role requires confidence in working both independently and with teams. Proficiency with Microsoft Office and familiarity with Symitar/Episys are preferred.