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.

• 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.