Process and Systems Specialist

Posted 6 Days Ago
Be an Early Applicant
Birmingham, AL, USA
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Support Director of Process and Systems by becoming subject-matter expert on KeyStone, Meridian Link, and Alkami. Run and schedule reports, learn Data Studio, assist release testing, troubleshoot issues, manage tickets, map documents, support online banking and deposit account workflows, assist vendor testing and projects, update Wikis, and ensure data integrity and operational improvements.
Summary Generated by Built In

Role: Support the Director of Process and Systems with maintaining and implementing core systems. Responsible for becoming a subject matter expert on KeyStone, Meridian Link, and Alkami. This role will demand a high level of competence and a detailed working knowledge of key delivery systems, the ability to identify problems, and make suggestions on how to correct. Must be able to identify issues related to the key delivery systems and how they interact with the core. Will also help with other systems we use as a backup support for branches. Must have excellent communication skills to communicate with vendors and staff.

Essential Functions & Responsibilities:

  • Schedule, run, and work on Keystone reports periodically, learn Data Studio, and how to create reports. Assist in release testing for KeyStone, troubleshooting issues, as well as maintaining clean data and becoming a subject matter expert. Work with Business Intelligence to find outliers in the data. Responsible for identifying and ensuring errors are addressed by the appropriate parties in a timely manner. Recommend changes to policy or procedures as needed. Map new documents to KeyStone.
  • Provide support for online banking, test releases, and troubleshoot issues that members and employees may have. Manage tickets and work them through to a resolution.
  • Assist in managing the Deposit Account side of Meridian Link. Will review Meridian Link release notes, troubleshoot issues, open tickets, request document changes, request mapping changes, build out new products, file maintain settings, build custom questions and workflows.
  • Test new vendors and assist with projects.
  • Assist in AmFirst Connect updates, including uploading new documents and updating existing Wikis.
  • Perform other job-related duties as assigned.

Performance Measurements:

  1. Troubleshoot issues related to Keystone, Meridian Link, Alkami, and other ancillary products we use.
  2. Assist in release testing for Keystone, Alkami, and any other product testing that needs to be done. Report any issues to the Process and Systems Director so they can be addressed in a timely manner.
  3. Run a schedule of reports to ensure that the data in Keystone is clean and any issues can be addressed.
  4. Keep management informed regarding key operational issues affecting the assigned application software and the business units that it supports. This includes continual review for improvements in operating efficiencies.

Knowledge and Skills:

Experience:   Three years to five years of similar or related experience.

Education:     A high school education or GED.

Interpersonal Skills:  Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:  Must have a strong technological background with systems used by AFFCU. Must have effective interpersonal skills to integrate with a wide range of users having different levels of computer expertise. Must be organized and have the ability to work with multiple priorities and exhibit good judgment. Must have the ability to problem solve. Critical thinking is imperative. Must have a good understanding of branch operations and member services.

Physical Requirements: Light lifting required.

Work Environment: Must be able to travel routinely to all branch locations.

Qualifications Behaviors Preferred Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Team Player: Works well as a member of a group Functional Expert: Considered a thought leader on a subject Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Three to five years of similar or related experience
  • High school education or GED
  • Subject matter expertise with KeyStone, Meridian Link, and Alkami
  • Experience running KeyStone reports and creating reports in Data Studio
  • Experience with release testing and troubleshooting application issues
  • Ability to manage tickets and drive issues to resolution
  • Strong communication skills for interacting with vendors and staff
  • Good understanding of branch operations and member services
  • Organized, able to handle multiple priorities, critical thinking and problem solving
  • Ability to travel routinely to all branch locations
  • Light lifting required
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The Company
HQ: Birmingham, Alabama
314 Employees
Year Founded: 1936

What We Do

AmFirst is a full-service financial institution with over $2 billion in assets and 21 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of AmFirst owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. AmFirst accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA).

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