Operations Support Specialist

Pacific Service Credit Union

Operations Support Specialist processing account transactions, wires, digital openings, and regulatory workflows for Pacific Service Credit Union. Supporting member service, Symitar testing, reporting, training, and operational improvements in Concord, California.

Posted 8/5/2026full-timeConcord • California • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account processing, regulatory compliance, and member service within a financial institution. Proficient in utilizing digital banking platforms and Symitar software to enhance operational efficiency and customer satisfaction.

Highest-signal resume keywords

Account ProcessingRegulatory ComplianceDigital Banking PlatformsSymitar SoftwareCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account AdministrationCheck HandlingCash HandlingWire Transfer ProcessingIRA AdministrationSubpoena ProcessingPowers of Attorney ProcessingData AuditingMicrosoft Office SuiteAttention to Detail

Soft Skills

Interpersonal CommunicationProfessional Written CommunicationProblem SolvingCollaborationAdaptability

Tools & Technologies

Symitar SoftwareDigital Banking Platforms

Industry Keywords

Bank Secrecy ActOFAC RegulationsUSA PATRIOT ActCredit UnionFinancial Institution

About the role

Key responsibilities & impact

Perform essential back-office functions supporting accurate account processing, regulatory compliance, and member service
Process mail, deposits, loan payments, outgoing wire transfers, digital account openings, and complex account requests
Review, process, audit, and recommend approval of remote outgoing wire transfer requests
Review, process, and audit digital account opening applications and associated reports
Process powers of attorney and subpoena requests
Assist with IRA administration and related account functions
Resolve member inquiries and eCommerce technical troubleshooting issues
Collaborate with the Operations Manager, Assistant Manager, and multiple departments on reporting and cross-functional project issues
Maintain accurate records, research account inquiries, and prepare documentation
Lead Symitar release testing and disaster recovery testing
Identify training needs, develop training materials, and train employees as assigned
Support management, complete special projects, and provide backup as directed
Contribute to process improvements, innovation, and system enhancements
Keep management informed of member issues, outside agency concerns, and workflow backlogs
Comply with anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act
Work Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate schedules
Perform less than 5% local travel, primarily for training, meetings, or special projects

Requirements

What you’ll need

High school diploma or equivalent, required
Two to six years of experience in a credit union or financial institution as a teller, including check and cash handling
Experience performing advanced account administrative functions in compliance with federal regulations, including IRAs, certificates, subpoenas, and powers of attorney
Ability to utilize digital banking platforms for member transactions and account management
Strong attention to detail and accuracy in repetitive tasks
Clear, professional written, oral, and interpersonal communication skills
Experience handling telephone inquiries and challenging member interactions professionally
Experience promoting and cross-selling credit union products and services
Ability to maintain punctuality and adhere to assigned work schedules
Proficiency in computer programs such as Microsoft Office Suite
Ability to work effectively in a fast-paced, dynamic environment
Ability to work independently and collaboratively with minimal supervision
Knowledge of Symitar software system, preferred
Previous customer service and/or call center experience, preferred
Spanish/English bilingual proficiency, strongly preferred
Ability to hear and comprehend spoken communication in person and over the phone
Ability to view computer screens and read documentation clearly and accurately
Ability to speak clearly and effectively
Proficient use of hands and fingers for typing, office equipment, and document handling
Ability to sit or stand at a workstation for extended periods
Ability to move within the office environment
Ability to occasionally lift and carry materials weighing up to 30 lbs.
Less than 5% local travel required

Benefits

Comp & perks

100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees
Low monthly premium for eligible dependents
Employer contribution of 3% of base salary to 401k regardless of employee contributions
75% match of contributions up to the first 3% of eligible compensation beginning after the first day of employment
401k match increases up to 6% after three years of service
Bonus program for attaining annual organizational goals
Tuition Reimbursement program after six months of service for eligible employees
Employee recognition program
Employee referral bonus
Student Loan Repayment Assistance after six months of service
Consumer loan rate discount
More than two weeks' vacation per year for full-time employees
11 paid holidays
10 days of sick leave
Telecommute policy eligibility
Adjustable sit/stand desk options may be available