Payment Systems Specialist I

Title: Payment Systems Specialist I
FLSA Classification: Non-Exempt
Reports To: Operations Support Manager
Supervises: No Direct Reports
To Apply: Submit your cover letter and resume to

Position Primary Purpose: Responsible for processing and posting of all share draft in-clearings, ACH, Visa, mail payments, insurance claims, and/or ATM files. Promotes the credit union philosophy and objectives to meet current goals and provides support to branches and departments.

Essential Functions:

  • Adheres to and abides by the Credit Union’s Experience Standards, including treating members and fellow employees in a manner consistent with our mission and vision statements.
  • Completes desk procedures and checklists daily for desk assigned by the assigned deadlines.
  • Performs all duties as related to share draft, ACH, Visa, mail payments, insurance claims, and/or ATM processing with supervision.
  • Responsible to work reports to ensure accurate, completed worksheets prior to review by assigned team-member for review.
  • Performs adjustments to member accounts as needed.
  • Works with all credit union staff and management to answer basic questions and resolve problems with or without assistance from other members of the team.
  • Works with members to resolve problems.
  • Learns rules and regulations for desk assigned along with core operating systems and other programs daily.
  • Creates journal vouchers as needed or required.
  • Helps with other members of the team to learn other duties within the Operations Department.
  • Must be available to work the hours of 6:00am – 6:00pm Monday through Friday and some weekends as scheduled.

Non-Essential Functions:

  • Sorts incoming mail to the Support Center and handles inter-branch mail.
  • Assists in other areas of the Operations Department as needed.
  • Takes regular classes and testing on rules and regulations to show applied skills and knowledge.
  • Writes and keeps current procedures and check lists for individual desk and share with the rest of the team.
  • Consistently reads and responds to all correspondence, including emails.
  • Successfully completes required compliance training annually.
  • Perform additional duties as assigned and work in other departments and branches as required.

Position Qualifications

Previous Experience: Experience in the financial industry is preferred.

Education: Successful completion of college level accounting or business courses preferred and or previous banking experience in payments systems processing or branch.

Demonstrated Abilities:

  • Ability to maintain high standards in areas of accuracy, thoroughness, completeness and neatness of documentation, system input and correspondence.
  • Basic computer skills, core operating systems or ability to learn, all Microsoft Office products, calculator, other equipment as may be required.
  • Ability to work effectively as a member of a team or on individual tasks and assignments.
  • Must demonstrate excellent ability to exercise judgment, initiative, and tact in dealing with members of the team, credit union staff and management.
  • Must maintain confidentiality.
  • Must present a professional, business-like appearance and manner.
  • Strong, well developed interpersonal and communications skills to be able to relate with staff, members and outside contacts.
  • Understands basic payment systems rules and regulations to perform duties as required with the ability to read and apply procedures, rules and regulations and organize work to meet deadlines.
  • Is tolerant with people and processes, listens and checks before acting, tries to understand the people and data before making judgments and acting.

Working Conditions:


Some lifting required (up to 20 pounds). Continuous sitting when performing Operation functions. Occasional standing. Occasional walking. Occasional bending and squatting to reach supplies on ground level. Continuous use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity to perform various clerical duties such as typing, filing, writing and entering data into the computer system. Frequent speaking and hearing for interaction with coworkers, members and outside contacts. Continuous clarity of vision at 20 inches or less.


Continuous alertness, precision, and concentration to ensure accuracy of transactions. Continuous performance of basic to complex numeric calculations, as well as writing, reading, comparing and analyzing. Frequent use of judgment, concentration, reasoning, and patience resolving Operation problems. Frequent use of initiative and problem-solving ability.


Normal workday with occasional overtime between the hours of 6am and 6pm Monday thru Friday and some Saturdays. Exposed to potentially hazardous condition, i.e., robbery. Receives detailed instructions and procedures to be followed to minimize the risk. Occasional travel required, including some overnight stays.

To Apply: Submit your cover letter and resume to

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