EFT Specialist

Job Description:

Position Summary:

Understands the workflow and functions within the EFT department, including data processing, computer applications, and electronic distribution of files. Provides quality service to members and coworkers in resolving problem and operational issues. Assists with the development and implementation of projects.

Primary Responsibilities and Duties:

• Perform accurate and timely completion of a diversity of paperwork and electronic communication of information to and from the Treasury, Federal Reserve, Alloya and Everwise business partners.
• Requires data entry on the XP system and PC programs, analytical and troubleshooting abilities in working in a Windows and WEB environment, word processing, and spreadsheet applications.
• Resolve complex member, business partners, vendor and employee questions, and problems.
• Troubleshoot and communicate advanced technical support to business partners.
• Knowledge of computer systems, software, networking, and Everwise employed software.
• Ability to provide advanced communication to other Everwise departments and vendors.
• Assisting in establishing new EFT processes and procedures.
• Provide reports as needed for department and manager.
• Lead and or assist with projects as deemed necessary by manager.
• Assume additional responsibilities as required for the growth and advancement of Everwise.

Knowledge/Skills:

• Requires clear verbal communication skills, telephone etiquette and the ability to resolve member and employee questions and problem in a tactful manner.
• Other clerical skills required include filing skills, telephone use and the ability to produce typewritten letters, envelopes, forms, etc.
• Ability to read, write and perform mathematical calculations, balance figures and a basic understanding of debits and credits is required.
• Research abilities.
• An understanding of the XP system as well as other software applications used in the department.
• Proficiency with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook).
• Display logical decision-making process in un-scripted scenarios.
• Proficiency with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook).

Minimum Requirements:

• High School diploma or GED
• 6+ months’ experience working within the financial institution industry

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Welcome

Welcome to Everwise Credit Union Careers!

About Us

Everwise Credit Union puts people’s needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever you’re going.

Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we’ve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest.

Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under-served—feel more in control of their money and their future.

With every interaction, we seek to fulfill our purpose of helping people grow into their dreams.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.