
Transaction Services Representative I
Minnesota League of Credit Unions, Osseo, MN, United States
TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Transaction Services team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.
The Transaction Services Representative I is responsible for serving members needs by providing first-level support for transaction services such as ACH, check, and wires.
A successful Transaction Services Representative I will be able to do:
Download and upload in-Clearing check files for posting.
Review and resolve errors or exceptions in In-Clearing check files.
Review and process check adjustments and Canadian check inquiries received from Member Care Center and Branches.
Handle incoming and outgoing wire transfers.
Review and process account-to account transfers request, and create ACH files for transmission.
Upload ACH files to the Federal Reserve for transactions from Online Banking, new accounts, and loan origination.
Research and resolve member inquiries regarding account statements, disputes, and monetary adjustments.
Assist and support credit union staff via phone and emails.
Provides backup for Transactions Services Representative II.
Qualifications:
2-year associates degree in Accounting, Finance, Banking, or similar field or equivalent work experience
Basic understanding of accounting balancing and reconciliation.
General knowledge of banking transaction and payment systems.
Ability to work independently
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The Transaction Services Representative I is responsible for serving members needs by providing first-level support for transaction services such as ACH, check, and wires.
A successful Transaction Services Representative I will be able to do:
Download and upload in-Clearing check files for posting.
Review and resolve errors or exceptions in In-Clearing check files.
Review and process check adjustments and Canadian check inquiries received from Member Care Center and Branches.
Handle incoming and outgoing wire transfers.
Review and process account-to account transfers request, and create ACH files for transmission.
Upload ACH files to the Federal Reserve for transactions from Online Banking, new accounts, and loan origination.
Research and resolve member inquiries regarding account statements, disputes, and monetary adjustments.
Assist and support credit union staff via phone and emails.
Provides backup for Transactions Services Representative II.
Qualifications:
2-year associates degree in Accounting, Finance, Banking, or similar field or equivalent work experience
Basic understanding of accounting balancing and reconciliation.
General knowledge of banking transaction and payment systems.
Ability to work independently
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