Operations Specialist I

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

This entry-level position provides operational support to ensure accurate and timely processing of member transactions, account maintenance, and related services. The role focuses on completing production tasks, responding to internal requests, and assisting with departmental functions that contribute to Member Service and organizational goals.

Principal Responsibilities:

• Manage card-related operations, including inventory control, lost/stolen card reporting, manual card creation for exceptions, and account maintenance tasks (transfers, credit limit changes, balance transfers, autopay setup, reorders, authorized user updates).
• Open new ATM, debit, and credit card accounts for members.
• Assist branches and Member Experience Center with card-related inquiries, disputes, account research, and provide guidance on card service processes and procedures.
• Review and act on card-related reports, including daily name mismatch and monthly non-issue reports; support mass card reissuance as needed.
• Perform daily ATM processing, including deposit verification, balancing, and reconciliation through Image Center.
• Process ACH exceptions and review daily ACH reports, ensuring timely resolution and accurate posting.
• Assist with Mobile Deposit processing, including alert review and exception handling.
• Process ATM and ACH disputes, as well as CO-OP and Shared Branch adjustments.
• Perform wire processing and verification, ensuring compliance and accuracy.
• Make general ledger posting and reconciliation entries for all assigned functions; research and correct outages promptly.
• Assist with mailroom activities, including distribution of incoming mail and posting mailed transactions accurately.
• Complete research requests in accordance with credit union policies and procedures.
• Image and validate credit union documentation and correspondence daily; maintain quality control for all imaged documents.
• Maintain inventory of off-site document storage and monitor retention/destruction per policy.

Additional Responsibilities:

• Ensure all operational tasks are completed accurately and documented properly, including reports, records, and member account updates.
• Follow established credit union policies, procedures, and regulatory requirements when performing daily responsibilities to maintain compliance and operational integrity.
• Safeguard member information and sensitive data, adhering to confidentiality standards across all interactions and processes.
•  Actively support departmental goals and continuous improvement initiatives, participating in meetings, contributing ideas, and assisting with projects as needed.
•  Provide backup support for specific departmental functions, adapting to shifting priorities and workload demands.

 KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
High School or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
0 to 2 years

Other Training, Technical Skills, or Knowledge Required:

• Experience in a customer service environment
• Familiarity with Microsoft Office programs
• Familiarity with finance or math subjects

Abilities and Behaviors:

• Ability to work independently 
• Takes initiative
• Responsible
• Time management skills
• Goal and detail oriented
• Able to multi-task
• Teamwork skills
• Oral and written communication skills
• Problem solving skills
•  Accuracy

Shift Work:
Generally, Monday-Friday day shifts with some weekends and holidays.

Physical Demands & Environmental/Working Conditions:
This position is performed in a hybrid work arrangement, combining remote work with occasional on-site responsibilities in a standard office or credit union setting.

The role requires the ability to:

• Remain in a stationary position for extended periods, including sitting or standing.
• Move and adjust objects up to 15 pounds as needed.
• Perform repetitive motions involving hands, wrists, and fingers, including typing and handling small objects.
• Communicate clearly and effectively through video calls, audio calls, and text-based communication to convey detailed information and instructions.

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

The hiring range for this position in Florida is $19.00 to $24.60 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.