Financial Operations Specialist I

Description

The Financial Operations Specialist I ensures the financial operations of the organization through the maintenance of account records, transactions and reports. Performs relatively routine tasks within general accounting practices as well as offers support to our members and branch team members.

Responsibilities

• Post and balance journal entries, process checks, verify account information, scan files and assist with preparing reports
• Assist the branch teams with ATM/ITM balancing and research machine outages
• Complete account maintenance and research
• Balance general ledger accounts 
• Assist members and team members with resolving account issues in an accurate and timely manner
• Create and post payroll distributions and account & loan payment transfers
• Process wire transfer requests
• Complete stop payments, unauthorized ACH affidavits and opportunities
• Other duties as assigned

Requirements

• High School diploma or equivalent; 2+ years of financial experience preferred
• Must develop and maintain a supportive relationship with branch and interdepartmental teammates
• Working knowledge of financial service regulations and accounting guidelines
• Strong time management skills with ability to manage deadlines and prioritize tasks
• Excellent communication skills, both written and verbal
• Must be detail-oriented and well organized

Preferred Qualifications

• Proficient with MS Office, Excel, Word and Adobe Acrobat