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<h3>Job Description</h3>
Job Description
E-Central Credit Union, a progressive $170 million institution, is seeking a Card &amp; Digital Services Specialist with a strong focus on card services and digital services. This role supports both internal teams and members, playing a key part in problem resolution, compliance, fraud monitoring, and audit reporting. Familiarity with digital fraud detection tools such as Verafin is essential to proactively identify and mitigate risk.
Key Responsibilities:
Card Services Support 
<ul>
<li>Assist with day-to-day card operations, including issuance, account maintenance, and transaction troubleshooting.</li>
</ul>
<ul>
<li>Investigate card-related fraud, disputes, and chargebacks using Verafin and processor tools; coordinate with third-party vendors as needed.</li>
<li>Support mobile wallet and digital card integration features.</li>
<li>Ensure card servicing activities align with regulatory and network requirements (e.g., Reg E, Visa).</li>
<li>Review various reports and audit transactions</li>
</ul>
Digital Services Support 
<ul>
<li>Provide second-level support for escalated issues related to Zelle, Transfer Now, online banking, and mobile platforms.</li>
<li>Investigate and resolve technical and transactional issues in collaboration with vendors, IT, and internal departments.</li>
<li>Monitor digital fraud alerts and suspicious activity using Verafin and other tools; take appropriate follow-up action.</li>
<li>Support system testing, configuration, and deployment of new digital features and service updates.</li>
<li>Maintain digital issue tracking, documentation, and audit logs for internal review and regulatory readiness.</li>
<li>Prepare and analyze digital service audit reports to identify trends, support compliance, and recommend improvements.</li>
</ul>
Member &amp; Staff Support
<ul>
<li>Act as the secondary point of contact for escalated card services and digital payment issues from frontline and member service teams.</li>
<li>Assist with card-related issues as needed, particularly in fraud, dispute, or service disruption scenarios.</li>
<li>Educate members and staff on the secure use of digital services, fraud prevention, and payment tools.</li>
</ul>
Compliance &amp; Audit Reporting
<ul>
<li>Generate, review, and maintain documentation and logs for both digital and card-related Verafin fraud cases and compliance tracking.</li>
<li>Support internal and regulatory audits with accurate reporting and follow-up documentation.</li>
<li>Contribute to the development of controls and process improvements in digital operations.</li>
</ul>
General Operational Support
<ul>
<li>Provide backup for back-office functions such as escheatment, wires, FinCen 314a, vault custodian, SSA requests, death claims, and ACH returns.</li>
<li>Collaborate across departments including Compliance, Risk, and IT to ensure effective and compliant delivery of services.</li>
</ul>
Qualifications:
<ul>
<li>High school diploma or equivalent required; associate or bachelor’s degree preferred.</li>
<li>3-5 years of experience in digital banking operations, card services, or back-office support in a financial institution.</li>
<li>Experience with digital payment platforms (Zelle, Transfer Now, ACH) and online/mobile banking systems.</li>
<li>Proficiency in fraud detection and case handling using Verafin.</li>
<li>Knowledge of relevant compliance standards (Reg E, NACHA, Visa/Mastercard guidelines).</li>
<li>Strong technical troubleshooting, analytical, and communication skills.</li>
<li>Familiarity with banking core systems and ticketing tools (e.g., Fiserv, Jack Henry, CO-OP).</li>
</ul>
 
This is a full-time (Monday-Friday, 8 hours/day, 40 hours/week) in-office position. The compensation for this position is $24-$32 per hour. When extending an offer of employment, the CU considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, as well as external market and organizational considerations.
E-Central offers a pleasant, supportive work environment and a competitive benefits package including health, dental &amp; vision, life &amp; disability, flexible spending account, 401(k) with profit sharing, loan discounts, 11 paid holidays, paid sick leave, and generous paid time off.

Card & Digital Services Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Our World-Class Team Begins with YOU!
Barrow Brain and Spine is a physician-owned specialty practice focused in the areas of neurosurgery and advanced spine care. The practice encompasses 27 neurosurgeons, three physiatrists and performs more than 8,000 surgeries each year. This globally recognized group directs the Neurosurgery Residency Program at St. Joseph’s Hospital in Phoenix, Arizona and serves more than 21,000 patients per year.
Do you have what it takes to be part of our World-Class team?
At Barrow Brain and Spine, each team member is dedicated to the highest levels of performance, integrity, collaboration, and commitment to patient care. These are not just words on a page, this is our culture. If you are looking for an extraordinary work environment dedicated to enhancing the lives of our patients and team members, we look forward to hearing from you.
As one of the largest private group practices in the US, BBS is looking for a Patient Services Specialist to join our Location! In general, the Patient Services Specialist will:
<ul>
<li>Prepare front office for daily activities.</li>
<li>Warmly greet patients, guests, vendors, and visitors</li>
<li>Ensure that all patient paperwork, demographics, and insurance information is up to date and correct.</li>
<li>Collects co-pay if necessary and issues receipt.</li>
<li>Notifies physician office and/or clinic staff of patient arrivals.</li>
<li>Maintains accurate and timely patient information in Athena One.</li>
<li>Answer telephones and transfers caller to appropriate staff member</li>
<li>Help create an extraordinary patient experience!</li>
</ul>
EXPERIENCE:
<ul>
<li>Prior experience in a medical office setting preferred but we are willing to train.</li>
</ul>
Comp &amp; Benefits:
We offer a comprehensive compensation package. This includes benefit offerings you’d expect to see at a large company, all designed to help you take good care of yourself and your family. The benefits include:
<ul>
<li>Choice of two medical plans – HRA, HDHP/HSA options</li>
<li>Dental and Vision plan</li>
<li>Disability – short-term &amp; long-term, 100% employer paid.</li>
<li>Basic Life/AD&amp;D, 100% employer paid.</li>
<li>Voluntary Life/AD&amp;D available for employee, spouse, and children</li>
<li>Voluntary Critical Illness and Accident coverage</li>
<li>Paid Time Off</li>
<li>Paid Holidays</li>
</ul>
Barrow Brain and Spine is proud to be an equal opportunity workplace.
Preferred method of response is via our Careers page: (Careers and Job Postings at Barrow Brain and Spine)
 
 
Requirements:

Patient Services Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Sharetec is looking for a Core Services Specialist to join our team!
 
At Sharetec, we believe in a people first business. We have the opportunity to make millions of peoples' lives easier by developing innovative solutions for credit unions and their credit union members to utilize on a daily basis. Not only do our customers rely on us to deliver powerful core banking software and financial services technology, but they also count on us to be a caring partner in their business.
 
As a key member of our Professional Services Implementation team, the Core Services Specialist will be assigned to a variety of multiple concurrent software implementation projects. Responsibilities include working directly with credit union clients, third party vendors and other Sharetec employees. A Core Services Specialist needs to be able to perform assigned tasks independently and meet deadlines. The Core Services Specialist is a position in which guidelines, structure, and established policies must be followed closely, while working with and for others.
 
This is a full-time exempt position with the flexibility to be based in one of three office locations (Fort Wayne, IN; Canfield, OH; Waco, TX) or remotely, provided the candidate is based in the specified states (list provided below). The role involves an expected travel commitment of approximately 50%. The starting salary for this position is $60,000 - $70,000.
 
Essential duties and responsibilities will include:
<ul>
<li>Develop an understanding for project issues and practical issues faced in the implementation of a new core system.</li>
<li>Throughout the project, develop expertise to answer questions and guide the client in the use of the system.</li>
<li>Follow installation standards, project plans, and related documentation to ensure a high level of success during the software implementation process</li>
<li>Under general supervision, analyze and determine business requirements and provide detailed specifications to programming.</li>
<li>Interpret client’s existing systems and workflows through and including the balancing of daily files.</li>
<li>Verify setups and changes made to ensure they meet the customer requirements.</li>
<li>Build, convert, troubleshoot and validate data import into the Sharetec software from various sources.</li>
<li>Develop skill set to provide training to the client before, during and after changes, including the correct use of the Sharetec system and on-line terminal assistance</li>
<li>Communicate progress and any potential problems to Project Manager and/or Core Services Manager or Director of Software Services awareness and/or resolution.</li>
<li>Work closely with Credit Union staff, third party vendors and internal resource groups to optimize and enhance our project process</li>
<li>Use independent judgment to make decisions based on precedents and established guidelines.</li>
<li>Solve problems using standard procedures and precedents</li>
<li>Acts as an onsite resource during conversion and answers questions, trouble shoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week.</li>
<li>Develop skill set to provide training for new employees, advanced training classes, and webinars.</li>
<li>Participate in post-project review of success and be able to adjust future deliverables based on past projects. Leverage lessons learned regarding client software implementation experiences to assist in developing and refining implementation processes and documentation.</li>
<li>Continuously help design, improve, document and maintain project processes</li>
<li>Assist other departments with trouble-shooting, testing and training of system functionality.</li>
<li>Perform other duties as assigned by Project Manager or Implementation Manager</li>
</ul>
General Duties and Responsibilities:
<ul>
<li>Complete assigned tasks by project due dates.</li>
<li>Be cross-trained in the areas of accounting, teller, lending, online services, and data in order to tag team with fellow specialists to deliver a successful project.</li>
<li>Conduct onsite and virtual learning experiences to familiarize new clients with the Sharetec product suite.</li>
<li>Work together with the client to troubleshoot software related needs that occur during go-live.</li>
<li>Travel to client sites with teammates throughout the project timeline.</li>
<li>Work collaboratively with team members from across the Sharetec platform</li>
</ul>
Qualified candidates should have:
<ul>
<li>A desire to help teammates to ensure project success</li>
<li>An Associates Degree or higher, or related work experience</li>
<li>A valid driver’s license the ability to travel both domestically and internationally, rent vehicles, and drive and/or fly and drive to client sites is required</li>
<li>2+ years direct client functions in the financial services industry is preferred</li>
<li>Experience working with customer stakeholders to deliver project requirements</li>
<li>Experience juggling multiple tasks with varying due dates.</li>
<li>Passion for creating high quality user experiences</li>
<li>Ownership mentality and ability to handle projects through to completion</li>
</ul>
Why Sharetec:
 Acquired by Evergreen Financial Services Group (EFTG) in late 2020, Sharetec is now marching toward rapid growth and expansion into new markets. We are a team of highly focused and dedicated individuals who stop at nothing to achieve success no matter how great or small the challenge; we are also a unique bunch of people that love to work and play together. We do our best to make fun a basic part of every day. 
 
Sharetec offers a robust benefits package, including competitive salaries, medical, dental, vision, life and disability coverage, Paid Time Off (PTO), paid holidays - including your birthday off! -, $1,000 employee referral program, 401(k) and 401(k) matching. We like to put the fun in the funds with department and company outings like paid food trucks, baseball games, bowling, and riverboat cruises.
Sharetec is an equal opportunity employer.
 
REMOTE CANDIDATES: This position is open to candidates residing in the following states: Alabama, Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. We cannot consider candidates who reside in other states at this time.
 
Please note that applications from candidates outside of these states will not be considered for this remote position.
 
 
Keywords: Core Banking Software, Credit Union Technology, Credit Union Software, Banking Software Implementation, Financial Services Technology, Fintech Implementation, Implementation Specialist, Client Onboarding, Systems Analyst, Business Analyst, Data Migration, Data Conversion, Software Training, End-User Training, UAT Testing, Go-Live Support, Customer Success, Project Coordinator, Financial Services Industry, Banking Operations 
Requirements:

Core Services Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Do you have a passion for helping others?
 
Do you thrive in a lively, supportive, and community-focused workplace?
 
Do you appreciate the unique roots of our organization? Yes, we started in the Olympia Brewery even though we serve all of Washington today.
 
Want to be part of something special?
 
If you’re nodding along, then we want to hear from you!
 
O Bee Credit Union is hiring a Payment Services Specialist to join our amazing team in our Operations Department. This is a full-time role that plays a vital part in supporting our mission, our Members, and our one-of-a-kind company culture.
 
What You’ll Do
As our Payment Services Specialist, you’ll be responsible for the efficient and effective processing of ACH, drafts/check files, wire transfers, and other payments-related duties.
 
Responsibilities
Operational Excellence:
<ul>
<li>Process consumer and business ACH files, including notifications of change, disputes, and returns.</li>
<li>Assist team members and Members with payment-related inquiries.</li>
<li>Assist and process unauthorized or stop payments.</li>
<li>Process daily check files, returned check files, exceptions and check adjustments.</li>
<li>Handle incoming and outgoing wire transfer processes, returns, and conduct research as necessary.</li>
<li>Process adjustments for Shared Branching transactions.</li>
<li>Assist with account charge offs, debit and credit exceptions and research.</li>
<li>Complete quality control tasks and account file maintenance reporting.</li>
<li>Process incoming and outgoing bill payment exceptions.</li>
<li>Process state and business account payroll files.</li>
<li>Ensure accurate and timely reconciliation of ACH settlements.</li>
<li>Recognize and identify ACH compliance issues and report to management.</li>
<li>Accurately image and maintain Credit Union files and documentation to ensure proper indexing and accessibility.</li>
<li>Maintain strong collaborative relationships with our Fraud, Compliance, Business Services, and Member Experience departments.</li>
<li>Participate in special projects as requested.</li>
</ul>
Member Experience &amp; Service Delivery:
<ul>
<li>Provide research, support and collaboration with Team Members in pursuit of world class Member service.</li>
</ul>
Compliance &amp; Risk Management:
<ul>
<li>Maintain comprehensive knowledge of Credit Union operations, policies, procedures, products and services.</li>
<li>Adhere to all relevant regulations including NACHA rules, Regulation E, etc.</li>
<li>Ensure compliance with security, audit, regulatory, and privacy policies, including the Bank Secrecy Act.</li>
</ul>
Perform additional duties as needed to contribute to the success of O Bee Credit Union.
 
What Desired Qualifications You’ll Bring
<ul>
<li>High school diploma or equivalent required.</li>
<li>Minimum of three years in a customer service role.</li>
<li>At least two years of direct experience in a financial institution.</li>
<li>Experience with ACH, draft and wire processing, transaction adjustment and payments research preferred.</li>
<li>Strong proficiency in written and verbal communication, problem-solving, and attention to detail.</li>
<li>Previous Symitar software experience is preferred.</li>
<li>Proven analytical and technical skills, ability to independently troubleshoot and problem solve.</li>
<li>Excellent communication and interpersonal skills, with the ability to collaborateeffectively across functions and levels of the Credit Union.</li>
<li>Must be able to pass a background and credit check.</li>
</ul>
Skills That Shine
<ul>
<li>Ability to communicate verbally and in writing.</li>
<li>Proven ability to collaborate proactively with other team members and departments.</li>
<li>Knowledge of payment operations and regulations.</li>
<li>Possess a strong sense of urgency.</li>
<li>Effectively sets priorities, allocates resources, takes accountability, and achieves results.</li>
<li>Effective organizational, problem solving, and multitasking skills.</li>
<li>Ability to work independently and be self-motivated.</li>
<li>Ability to perform in high-volume environment and meet deadlines while maintaining exceptional attention to detail.</li>
<li>Demonstrated proficiency in Microsoft Office products. (Excel and Outlook)</li>
</ul>
Why You’ll Love Working Here
Our organization is deeply rooted in the communities we serve, and we take pride in being a part of local events like parades, festivals, and music celebrations. We also offer a competitive benefits package, including:
<ul>
<li>Employer-paid medical, dental, and vision insurance options</li>
<li>100% 401(k) match up to 4% of your salary</li>
<li>Tuition reimbursement</li>
<li>Charitable Volunteer Hours</li>
<li>Incentive pay for achieving individual or company goals</li>
<li>A vibrant, inclusive, and people-first workplace culture</li>
</ul>
The Details
<ul>
<li>Location: Administration Building, Lacey, WA</li>
<li>Pay range: $23.61-$35.42 and is dependent on experience.</li>
<li>Recruitment will remain open until the position is filled</li>
<li>Applications submitted without a resume will not be considered</li>
</ul>
Let’s brew something great together. Apply today and be part of something meaningful at O Bee Credit Union.
O Bee Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran.
Requirements:

Payment Services Specialist

<h3>Job Description</h3>
Job Description
Do you love working with people? Are you an organized multitasker with a passion for providing excellent customer service?
Do you thrive in a fast-paced environment where no two days are the same?
We’re looking for a dedicated Client Services Specialist to join our growing team!
Retirement Prosperity Group &amp; Prosperity Advisers LLC is a small business in Fort Washington, PA. We are professional, customer-centric, fast-paced and our goal is to help clients grow their wealth and achieve their dreams through holistic planning. We are by far the best at what we do in terms of alternative investments for clients and client care.
Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Growth opportunities</li>
</ul>
Job Overview
We are seeking a highly organized and detail-oriented individual to join our team as a Client Services Specialist. As the first point of contact for our company, you will play a crucial role in creating a positive and welcoming experience for our clients and visitors.
Duties
- Greet and welcome clients and visitors with a friendly and professional demeanor
- Make introductions for clients to trusted CPAs, Estate Planning Attys and Healthcare professionals
- Answer phone calls and direct them to the appropriate person or department
- Assist with general administrative tasks such as filing, data entry, and project coordination
- Address client service needs with Schwab
- Provide clerical support to various departments as needed
- Assist with scheduling appointments and meetings
Experience
- Previous experience in servicing clients or guests preferred (Could be at a similar firm, a Bank, Banquet position, Restaurant, Law Firm, etc.)
- Strong organizational skills with the ability to multitask and prioritize tasks effectively
- Excellent phone etiquette and communication skills
- Solid experience using Microsoft Office (Word and Excel)
- Ability to maintain confidentiality and handle sensitive information with discretion
- Proactive problem-solving skills and attention to detail
If you are a self-motivated individual who thrives in a fast-paced environment, we would love to hear from you. Join our team as the Director of First Impressions and make a lasting impact on our clients' experience.
Company DescriptionWe are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in. Our clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions. 
<h3>Company Description</h3>
We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in. \r\n\r\nOur clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.

Client Services Specialist

<h3>Job Description</h3>
Job DescriptionSalary: DOE 
ARE YOU READY TO WORK FOR A GREAT TEAM?
Community Services Specialist Opening
 
If you have a High School Diploma and 3 years of experience in mental health, we are looking for you!
 
WHAT WE OFFER:
Flexible Schedules
Hybrid position
Competitive Pay
 
Purpose: Under the direction of a QMHP, a CSSP provides training to the client and natural supports that addresses the serious emotional disturbance and symptom-related problems that interfere with the clients functioning, provides opportunities to acquire and improve skills needed to function as appropriately and independently as possible in the community, and facilitates the clients community integration and increases his or her community tenure. This service includes treatment planning to facilitate resiliency.
Qualifications:CSSP ~
 
 High school diploma or high school equivalency Three continuous years of documented full-time experience in the provision of MH rehabilitative services Demonstrated competency in the provision and documentation of MHTCM and MH rehabilitative services
 
General Responsibilities: The workers is responsible for providing medical necessary services to the client in accordance with the treatment plan that is designed to meet the mental health, educational, vocational, residential, financial, social and other needs of the consumer.
 
<ul>
<li> Serve as an intricate member of the LES team to ensure continuity of care and supports the services 24 hours a day, seven days per week as necessary</li>
</ul>
<ul>
<li>Provides structured face-to-face scheduled sessions to client based on the treatment plans</li>
<li>Provide services in the home, school, office and community setting</li>
<li>Ensure that the majority of mental health services are primarily rendered in the community and ensure that limited services remain clinic based.</li>
<li>Documentation completed within 72 hours of service or phone call</li>
<li>Report to supervision and in-house trainings as scheduled</li>
<li>Work collaboratively with and provide ongoing updates to the clinical team including psychiatrist as needed</li>
<li>Identify, establish, and continually collaborate with community agencies, providers, and natural supports and advise team to make referrals as needed</li>
<li>Listen/respond to; interact with clients, co-workers, management, and other professionals in a non-judgmental manner.</li>
<li>Communicate objectively, thoroughly, accurately, concisely in a manner consistent with the cognitive level of the persons involved.</li>
<li>Demonstrate an understanding and acceptance of the organizational mission and shared purpose to assist individuals by providing quality services.</li>
<li>Participate in efforts to enhance service provision to consumers.</li>
<li>Act and interact to build cohesiveness.</li>
<li>Assist with building a positive image for the agency by demonstrating support and cooperation with other units and community agencies.</li>
<li>Demonstrate professional work ethics as evidenced by overall dependability, conscientiousness, and timeliness.</li>
<li>Ensure all necessary licenses and/or certifications remain current</li>
<li>Other duties as assigned</li>
</ul>

Community Services Specialist-CSSP Beaumont,TX

<h3>Job Description</h3>
Job Description
STATUS: Full time / Non-Exempt 
REPORTS TO: Branch Manager
LOCATION: Rochester Region 
RATE: $24.00 per hour
HOURS: 37.50 hours per week
SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*
*Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.
Position Overview
 
The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.
 
Essential Functions
 
Member Service Desk: 
 
<ul>
<li>Promote and cross-sell credit union products and services that best suit our members’ needs.</li>
<li>Meet sales goals as determined by management. </li>
<li>Initiate contact with members to discuss unaddressed needs. </li>
<li>Ask for business referrals from satisfied members.</li>
<li>Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.</li>
<li>Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. </li>
<li>Responsible for balancing daily work.</li>
<li>Build in next steps with members to address future needs.</li>
<li>Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.</li>
<li>Adhere to credit union and departmental policies and procedures.</li>
<li>Update and document information learned about members on the system. </li>
</ul>
Teller Station:
<ul>
<li>Accurately process transactions. </li>
<li>Adhere to credit union policies and branch/departmental procedures. </li>
<li>Make appropriate and timely suggestions about products and services to members.</li>
<li>Make effective referrals to other specialists when appropriate.</li>
</ul>
Other
 
<ul>
<li>Update and document information learned about members on the system. </li>
<li>Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.</li>
<li>Assist in various duties upon management’s request.</li>
<li>Participate in special projects as assigned by management. </li>
<li>Work overtime when requested by management. </li>
</ul>
Qualifications
Education/Experience: An equivalent combination of the following:
<ul>
<li>High School Diploma/Equivalency required.</li>
<li>Minimum one-two years’ prior Teller experience.</li>
</ul>
 Skills 
<ul>
<li>Strong math and keyboarding skills.</li>
<li>Effective communication skills, including listening skills, to build relationships and member loyalty.</li>
<li>Excellent interpersonal skills to create positive member experience.</li>
<li>Ability to cross-sell products and services.</li>
<li>Strong attention to detail and excellent organizational skills.</li>
</ul>
Working Environment 
<ul>
<li>Must be able to sit and or stand for an extended period of time in a normal office environment.</li>
<li>Occasional lifting required.</li>
</ul>
Licensure Requirements
<ul>
<li>In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.</li>
</ul>


EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
 
Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Floating Member Service Specialist

<h3>Job Description</h3>
Job Description
Our Snooze story At Snooze, we do breakfast but different. From Benedicts to Bloodys, to whatever you’re feeling at the moment, we’re always looking to turn your experience upside down and on its side. With every meal we serve, we’re dedicated to bettering both the communities we live in and the planet we live on. We have donated over $750K in in-kind donations back to our communities, while striving to divert as much waste as we can through our waste stream efforts. Plus, Snooze has responsible sourcing practices so you can start your day knowing you’re responsible for making the world a bit brighter. We are not just committed to our communities and our planet, we are equally committed to our people, or Snoozers as we call them! From the first step you take in our restaurants, we are committed to creating a safe, warm, welcoming, and transformative employment experience that allows you to bring out your best each and every day! We are an eclectic group of people from all walks of life and ultimately, we know that the same goes for our people as it does for our pancakes: they are so much better with passion, purpose, and pride! Will you join us?
What does your role bring to the table? The Operations Services Specialist (OSS) supports Snooze’s growth and operational excellence by balancing hands-on operational support with cross-functional project coordination across both the Mothership and our restaurants. Reporting to the Director of Operations Services and Special Projects, this role helps ensure smooth rollouts, consistent execution, and clear communication of resources across departments like Community, Sustainability, People, Technology, Culinary, Operations, Purchasing, and Marketing.
The OSS partners closely with Mothership teams, Regional Managers, and Restaurant Managers to deliver accurate, timely information and ensure Snoozers have the tools, training, and support they need to succeed. By driving initiatives, supporting restaurant operations, and fostering collaboration, this role plays a critical part in upholding Snooze’s high Guest Experience standards while championing our compass values: People, Planet, Profit, and Pancakes.
The Position specifics! Taking on the role of Operations Services Specialist isn’t just about bacon and pancakes! The responsibilities of this position include:
Optimize Restaurant Operations
<ul>
<li>Monitor and support the management of daily operational tools, including but not limited to: waitlist management (Yelp), online ordering platforms (olo, DoorDash, GrubHub, and Uber Eats), POS (Toast), Master Walk-Thrus, shift management (Axial), inventory management (R365). Ensure these tools are used effectively to drive efficient, Guest-focused execution.</li>
<li>Review discount and inventory reporting to reduce errors, control costs, and improve accuracy.</li>
<li>Partner with Regional Managers and General Managers during restaurant visits to reinforce Snooze Operating Procedures (SOPs) to ensure thorough and consistent execution of Snooze standards.</li>
</ul>
Support Project Execution
<ul>
<li>Collaborate with Regional Managers, General Managers, Head Chefs, and cross-functional teams to design, execute, and track key projects that enhance operations and Guest experiences.</li>
<li>Provide remote and on-site support for new systems and programs (e.g., Optimus/Maximus projects, Manager in Training (MIT) Program, catering initiatives, training updates).</li>
<li>Keep stakeholders informed through consistent communication, reporting, updates, and participation in project meetings.</li>
</ul>
Enhance Guest Experience &amp; Growth
<ul>
<li>Maintain advanced knowledge of restaurant operating systems and tools to provide feedback on ways to improve usage and efficiency at the restaurant level to Regional Managers and restaurant leadership. </li>
<li>Support catering growth by ensuring locations meet metric standards by providing consistent reporting to restaurant leadership. </li>
<li>Analyze Guest feedback with cross-functional partners to provide suggested service improvements to operational leadership.</li>
</ul>
Support Training &amp; Communication
<ul>
<li>Identify training gaps and collaborate with Team TLC, Regional Managers, and Subject Matter Experts (SMEs) to refine and deliver materials.</li>
<li>Support Snooze U, Regional Manager meetings, and other key training/communication events.</li>
<li>Contribute to weekly leadership communication (@Snooze Newsletter) by verifying and delivering accurate updates.</li>
<li>Serve as a go-to resource ensuring Mothershippers, Regional Managers, and Restaurant Leaders have the support they need to execute effectively.</li>
</ul>
Be a Catalyst for Culture and Change
<ul>
<li>Act as a resource and voice of reason for restaurants, providing guidance with positivity and integrity.</li>
<li>Encourage buy-in for new tools and systems by fostering a fun, collaborative environment where team input is valued.</li>
<li>Support continuous improvement by asking questions, sharing ideas, and helping Snooze innovate. </li>
<li>Other roles and responsibilities may be required to ensure all goals and priorities of the Operations Team are met on a monthly, quarterly and annual basis</li>
</ul>
Is this role the right fit for you?
<ul>
<li>An entrepreneurial spirit!</li>
<li>Demonstrates excellent written and oral communication skills, along with strong organizational and time management abilities</li>
<li>Delivers engaging presentations, including content development and delivery to diverse audiences</li>
<li>Is well-versed in the Snooze brand and story</li>
<li>Understands Snooze systems, processes, doctrines, and programs </li>
<li>Possesses deep functional kitchen and restaurant operations expertise</li>
<li>Quickly masters new technologies and software solutions</li>
<li>Builds strong relationships and communicates effectively with peers and Snoozers</li>
<li>Multi-tasks and prioritizes effectively based on workload demands</li>
<li>Maintains honesty and ethical practices in high-stress situations </li>
<li>Utilizes basic math and data analysis skills to support decision-making</li>
<li>Brings positivity, fun, humor, and dance moves – even in stressful situations (yes, really!)</li>
</ul>
Let’s talk prerequisites! (Education, credentials, and experience) 
<ul>
<li>Must be at least 21 years of age and authorized to work in the United States</li>
<li>Minimum 3 years of experience in restaurant operations, including use of restaurant technology systems and tools (FOH and HOH experience preferred)</li>
<li>Minimum 1 year experience in an entry-level leadership role (e.g., supervisor, in-restaurant trainer, project manager, or advisory group member) within the restaurant industry or a closely related field.&nbsp; </li>
<li>Proficiency with Microsoft tools such as Word, Excel, PowerPoint, Outlook, SharePoint, or comparable systems and tools. </li>
</ul>
Let’s get physical! (additional requirements)
<ul>
<li>Must have the stamina to work 40 hours per week – some weekend days could be required</li>
<li>The travel required for this position is approximately 15%. Must be able to travel for up to 5 days at one time (air, car, bus, train, and weekend travel all required). </li>
<li>Must possess a valid driver license and drive to and from work locations when requested or required (reasonable accommodations available)</li>
<li>Home base is in Denver, CO at the Snooze Mothership (3 days a week required in office)</li>
</ul>
The Nitty Gritty Details Denver area base compensation range: $28-38 per hour based on 40 hours per week
The hourly range shown reflects the low and high end of the Snooze pay scale for this position. Actual pay may fall above or below this range depending on factors such as experience, education, training, location, performance, scope of responsibilities, and required travel. This range is only one part of Snooze’s total compensation package.
 
Snooze is proud to be an Equal Opportunity Employer.

Operations Services Specialist

<h3>Job Description</h3>
Job Description$1000 HIRING BONUS JOB SUMMARY
Responsible for providing members the highest level of service, assisting them with new accounts and loans, cross selling of products and services, completing teller transactions and branch operational tasks. Assists in the daily, weekly, and monthly planning and execution of activities and assignments to help the branch stay on target to reach its annual sales, growth, and service goals. Demonstrates commitment to quality service, professionalism, integrity, enthusiasm, respect, good work ethic, and positive attitude to achieve the highest standards of member service when performing duties and assignments. 
 
QUALIFICATIONS
EDUCATION and/or EXPERIENCEHigh School Diploma required; two (2) years related experience and/or training; or equivalent combination of education and experience. Six (6) months underwriting experience required; ability to analyze/understand credit reports and possess basic knowledge of bank underwriting. Knowledge in the use of word processing and spreadsheet programs. LICENSES/CERTIFICATIONSMust be able to obtain NMLS (Nationwide Mortgage Licensing System and Registry) within six (6) months, no later than one (1) year.
 
Credit must be in good standing. Must be bondable pursuant to §713.3(b) of the NCUA’s Rules and Regulations.

Member Relations Specialist

<h3>Job Description</h3>
Job Description
 
 
 
 
 
POSITION DESCRIPTION:
MEMBER SUPPORT SPECIALIST
Department: MEMBER SUPPORT
Classification: Non-Exempt 
Reports to: Member Support Manager
GENERAL DESCRIPTION: 
As a Member Support Specialist, based out of our South Charlotte location, you will use your persuasive personality to make a positive impact on our members via phone, email and or cobrowsing. You will perform an extensive range of banking center activities, including but not limited to processing transactions, initiating disputes, act as an advisor to our members by educating them on the products and services available to fit their needs while contributing to the financial growth of the credit union. 
ESSENTIAL FUNCTIONS: 
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed, and are subject to change:
<ol>
<li>Achieving production standards (measured through handle time, number of calls, abandonment rate, cobrowse engagements, loan referrals, and quality audits.</li>
<li>Working independently prioritizing work to accurately complete daily assignments in support of the Credit Union goals</li>
<li>Offer solutions to resolve member concerns/needs while maintaining positive problem-solving skills</li>
<li>Uncover additional services that a member’s relationship will benefit from; cross sell these products and services</li>
<li>Upgrade phone calls to cobrowsing to assist member’s more effectively</li>
<li>Maintain accurate notations on all communications with our members, reviewing assignments, and ensuring member accounts are properly addressed.</li>
<li>Staying well versed on CTFCU procedures and policies by participating in continuing education programs; protecting our members by ensuring confidentiality, safety, and security of information</li>
<li>Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC)</li>
</ol>
To be successful in this role, you will be:
<ol>
<li>Highly energetic, multi-tasker and strong verbal/written communication skills</li>
<li>Ability to adapt to &amp; discuss complex digital tools and technologies </li>
<li>Goal driven, over achiever</li>
</ol>


PERFORMANCE MEASUREMENTS
<ol>
<li>Demonstrate results within the MSS scorecard, consisting of operational efficiency, interaction quality, leads and referrals, engagements, implementing core values, NetPromoter surveys, etc.)</li>
<li>Exhibits ongoing commitment to achieve and demonstrate our organizational core values</li>
</ol>

QUALIFICATIONS
<ol>
<li>High school diploma or equivalent; Associate’s degree in banking or finance a plus</li>
<li>One or more years’ experience in sales, cross selling, customer service; preferable in banking or other financial industry</li>
<li>Experience with the daily use of multiple systems </li>
</ol>

DISCLAIMER AND ACKNOWLEDGEMENT
Position descriptions possess the essential functions and basic duties of the role. Peripheral tasks may have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements contained above be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Position descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Equal Opportunity Employer: M/F/Disability/Veteran.

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