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Transaction Services Representative I

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Transaction Services team that is dedicated to building life-long relationships to help our members reach and manage their financial goals. 

The Transaction Services Representative I is responsible for serving members needs by providing first-level support for transaction services such as ACH, check, and wires.

 

 

A successful Transaction Services Representative I will be able to do:

  • Download and upload in-Clearing check files for posting.
  • Review and resolve errors or exceptions in In-Clearing check files.
  • Review and process check adjustments and Canadian check inquiries received from Member Care Center and Branches.
  • Handle incoming and outgoing wire transfers.
  • Review and process account-to account transfers request, and create ACH files for transmission.
  • Upload ACH files to the Federal Reserve for transactions from Online Banking, new accounts, and loan origination.
  • Research and resolve member inquiries regarding account statements, disputes, and monetary adjustments. 
  • Assist and support credit union staff via phone and emails.
  • Provides backup for Transactions Services Representative II.

Qualifications: 

  • 2-year associates degree in Accounting, Finance, Banking, or similar field or equivalent work experience
  • Basic understanding of accounting balancing and reconciliation.
  • General knowledge of banking transaction and payment systems.
  • Strong customer service skills.
  • Ability to work independently while meeting deadlines.
  • Prior experience with ACH or check processing preferred. 
  • Certification by NACHA: AAP, ACP, or Equivalent preferred. 

 

Salary Range: $21.31 - $26.63 (hourly)

Benefits: 

  • 401(k) with Employer Match 
  • Dental
  • Disability Insurance
  • Employee Perks
  • Flexible Spending Accounts
  • Life Insurance
  • Medical 
  • Paid Holidays
  • Paid Time Off
  • Pet Insurance 
  • Referral Program 
  • Vision

 

Ready to take the next step with us, apply now at https://www.toplinecu.com/careers.

At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.