Financial Operations Specialist

Truity Credit Union
Bartlesville, OK
Category Operations
Job Description
Role Overview

The Financial Operations Department ensures the smooth operation of financial processes. Responsibilities include processing card transactions, handling ACH, wire transfers, checks, EFTs, responding to inquiries, reviewing transactions for fraud, ensuring regulatory compliance, and proactively resolving issues across transaction types.

What You Will Do

The position ensures secure accurate fund flow, making decisions in a fast-paced environment with attention to detail, policy adherence, and timely completion of tasks. This includes processing card transactions, handling ACH, wire transfers, checks, EFTs, responding to inquiries, reviewing transactions for fraud, and ensuring regulatory compliance.

Why It Might Be a Fit

The ideal candidate will have excellent communication and interpersonal skills, be able to read and interpret a variety of instructions, and have the ability to solve practical problems and deal with variables in situations.

Requirements

  • High school degree or equivalent
  • A minimum of one year up to three years of similar or related experience
  • Excellent communication and interpersonal skills
  • Ability to read and interpret a variety of instructions
  • Ability to solve practical problems and deal with variables in situations

Benefits

  • Regular attendance and timeliness are essential functions of this position
  • Follows regulatory and policy compliance requirements
  • Maintains confidentiality with regard to non-public information about members and the Credit Union
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