Transaction Specialist - Portsmouth NH

Posted 7 Days Ago
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Rochford Estates, Borough of Chester Heights, PA, USA
In-Office
21-21 Hourly
Junior
Other • Financial Services
The Role
Processes and reconciles loan payments, payoffs, deposits, general ledger entries, wires, withdrawals, and other member transactions. Resolves discrepancies and inquiries, maintains compliance with policies and regulations, supports quality control and workflow efficiency, and delivers responsive member service. The role also handles incoming and outgoing mail, supports reporting and departmental projects, assists with system testing and enhancements, and contributes to continuous process improvement.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Service Credit Union is seeking a full-time, on-site Transaction Specialist who is responsible for ensuring the efficient, accurate, compliant, and member-focused administration of all transactions across all accounts serviced by Service Credit Union. The Transaction Specialist serves as a key resource in identifying opportunities for process improvement, mitigating operational risk, the protection of the credit union’s assets, and delivering exceptional service to members and internal stakeholders.


“Members are the priority at Service Credit Union, and every role at the credit union is responsible for supporting member solutions and contributing positively to the member experience.” 



Pay: Starting at $21.00/hour. Flexible based on experience.


Location: On-site position, Rochester NH


Benefits Include:


  • Great health and dental benefits starting day one!
  • PTO, long-term disability, and paid holidays.
  • 401k with 8% company contribution after one year of employment.
  • Paid leave policy after 12 consecutive months of employment.
  • Free confidential mental health support program with Talkspace
  • Free identify theft protection through IdentityForce
  • Tuition reimbursement.
  • Training and career growth opportunities.

A Day in the Life:


  • Deliver exceptional service by responding to member inquiries accurately, professionally, and in a timely manner.
  • Resolve member concerns whenever possible during the initial point of contact.
  • Process transactions accurately and efficiently while supporting departmental service level agreements (SLAs), key performance indicators (KPIs), and organizational objectives.
  • Post and reconcile incoming transactions, including loan payments, payoffs, deposits, general ledger entries, and other monetary transactions.
  • Research, process, and complete member and internal requests, including check withdrawals, wire transfers, and other loan-related transactions.
  • Investigate and resolve transaction discrepancies, balancing issues, and member inquiries in a timely manner.
  • Ensure compliance with credit union policies, internal controls, and applicable regulatory requirements.
  • Support operational efficiency through effective workflow management, quality control, and attention to detail.
  • Provide exceptional service to members and internal business partners while supporting department projects, reporting needs, and continuous improvement initiatives.
  • Open, sort, distribute, and process incoming mail, ensuring timely routing and handling of member correspondence, payments, and documentation.
  • Prepare outgoing mail including certified and overnight deliveries
  • Develop and maintain a strong understanding of core processing system
  • Participate in departmental projects and process improvement initiatives.      
  • Support system enhancements, testing, and implementation efforts as needed.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other duties as assigned.

 

Required Knowledge and Skills:

 

  • Exceptional member service and relationship-building skills.
  • Strong analytical, organizational, and problem-solving abilities.
  • Ability to prioritize work and manage multiple tasks in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Ability to work independently and collaboratively within a team environment.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint.
  • Experience utilizing banking or workflow management systems preferred.
  • Strong attention to detail and commitment to accuracy.
  • Ability to adapt to changing priorities, processes, and business needs.
  • Willingness to work additional hours as business needs require.
  • Ability to travel to other work locations as needed.

Education/Experience/Certifications:

 

Education: High School diploma or equivalent required.

Experience: Minimum 1-year experience in a related field desired. Customer service experience required. Financial industry experience desired.

 

 

 Physical Requirements:

 

  • Ability to stand for up to 2 hours.
  • Ability to lift boxes up to 20 pounds.
  • Ability to use computers for up to 8 hours.
  • Ability to travel to other work locations as required, if needed. 

At Service Credit Union we celebrate our employees' diverse backgrounds, ethnicities, gender identities, spiritual practices, abilities, and all the other traits that make us individuals. We follow the adage of treating others how we want to be treated while striving for understanding. Together, we create a unique credit union capable of serving our members needs with the same respect, empathy, and kindness we give each other.


Equal Opportunity Employer

Skills Required

  • High school diploma or equivalent
  • Customer service experience
  • Minimum one year of experience in a related field
  • Financial industry experience
  • Exceptional member service and relationship-building skills
  • Strong analytical, organizational, and problem-solving abilities
  • Ability to prioritize work and manage multiple tasks in a fast-paced environment
  • Strong verbal and written communication skills
  • Ability to work independently and collaboratively
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint
  • Experience utilizing banking or workflow management systems
  • Strong attention to detail and commitment to accuracy
  • Ability to adapt to changing priorities, processes, and business needs
  • Willingness to work additional hours as business needs require
  • Ability to travel to other work locations as needed
  • Ability to stand for up to two hours
  • Ability to lift boxes up to 20 pounds
  • Ability to use computers for up to eight hours
  • Regular and reliable attendance
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The Company
HQ: Portsmouth, NH
494 Employees
Year Founded: 1957

What We Do

Service Credit Union is a not-for-profit, member-owned financial cooperative with 50 branch locations in New Hampshire, Massachusetts, North Dakota and Germany. Our mission is to do what is right for our members to improve financial well-being, support the communities we serve and create value and enduring relationships.

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