Operations Specialist I

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join the Meritrust team, your benefits will include:

Comprehensive medical insurance plan

Dental and vision insurance

Generous paid-time-off

12 paid holidays

Annual bonus (based off of annual results/scorecard each year)

401(k) plan

Wellness program

Tuition assistance

Employee loan discount

Employee Assistance Program (EAP)

Life and disability coverage

What sets working for Meritrust apart?

Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.

Supportive and engaging work environment.

A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.

A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.

Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.

The Operations Specialist I is an entry- to mid-level role that provides critical back-office support for the Retail and Contact Center teams. The specialist ensures efficient and accurate processing of operational requests such as ACH setups, loan maintenance, and address changes while maintaining compliance and delivering quality service. This role requires strong attention to detail, a working knowledge of credit union services, and the ability to communicate effectively with internal teams. This role is an in-person role- Monday thru Friday 9am- 5:30pm; hybrid eligible after 90 days from start date.

Essential Functions

• Process basic ACH requests and maintenance submitted by the Contact Center.
• Perform routine deposit and loan maintenance tasks including due date adjustments, corrections, and product updates.
• Handle member service requests from front-line staff with professionalism and accuracy.
• Support credit union operations by assisting with:
• Statement and check copy requests
• Stop payment requests
• Credit card balance transfers
• Lien releases
• Research routine issues and escalate complex problems to senior staff as necessary.
• Collaborate with Retail and Contact Center teams to ensure smooth daily operations.
• Provide process and procedural support for Retail and other support teams
• Adhere to regulatory timelines and internal compliance requirements.
• Serve as first-line support for Retail, assisting with issue resolution and AskOps questions and research
• Support process improvements and maintain professional communication at all times.
• Maintain confidentiality.