Find & Apply For Financial Operations Specialist Jobs in Sandy, Utah

Financial Services Support Specialist Location:

Sandy, UT (Onsite)

Compensation:

$50,000 DOE CV Resources is partnering with a growing financial technology organization to identify a Financial Services Support Specialist. This role serves as a key point of contact for credit union and financial institution clients, providing support related to lending, payments, ACH transactions, account balancing, and software functionality. The ideal candidate will bring a combination of customer service and financial services experience, with an understanding of credit union, banking, lending, or payment operations. Key Responsibilities Serve as the primary point of contact for client inquiries via phone, email, and ticketing systems. Support credit union and financial institution clients with software-related questions and troubleshooting. Assist clients with ACH processing, payment transactions, account balancing, and general ledger-related inquiries. Research and resolve client issues while maintaining high levels of customer satisfaction. Document customer interactions and resolutions within support systems. Escalate technical or operational issues to internal teams as needed. Educate clients on product functionality, system processes, and best practices. Partner with Operations, Product, and Technical teams to ensure timely issue resolution. Identify trends and recurring issues to improve client experience and operational efficiency. Required Qualifications 2+ years of experience in a credit union, bank, lending institution, financial services organization, or fintech company. Working knowledge of ACH processing and payment operations. Understanding of general ledger concepts, balancing, reconciliations, and transaction processing. Experience supporting lending, deposit operations, member services, or financial software platforms. Strong customer service and communication skills. Ability to troubleshoot issues and think critically in a fast-paced environment. Proficiency with Microsoft Office and business software applications. Preferred Qualifications Experience supporting credit union software platforms. Familiarity with NACHA rules and ACH operations. Experience in loan servicing, lending operations, deposit operations, or payment processing. Prior experience in software support, help desk, customer support, or client services. What We're Looking For Customer-first mindset. Strong analytical and problem-solving abilities. Ability to communicate effectively with both financial professionals and end users. Detail-oriented with excellent follow-through. Comfortable managing multiple priorities while maintaining accuracy. This is an excellent opportunity for someone with a background in banking, credit unions, lending, payments, or financial operations who enjoys helping clients and solving problems while working in a technology-driven environment.