Financial Center - Lead HSA/ISD QA Specialist- Fort Worth, TX

Key Responsibilities

• Conduct daily quality assurance reviews and quarterly onsite branch audits to identify risk, validate accuracy, and support strong operational practices.
• Review and resolve complex account, transaction, system, digital banking, and documentation issues that may impact members or branch operations.
• Issue and track system-generated exceptions, partnering with retail teams to ensure timely correction and follow-through.
• Serve as a subject matter expert for IRA and HSA administration, including escalated transactions such as Roth conversions, tax corrections, beneficiary distributions, and reporting accuracy.
• Support EECU's HSA ISD partner relationships by monitoring support portal requests, troubleshooting escalations, and coordinating resolution with internal teams.
• Collaborate with Accounting, IT, Marketing, Retail Operations, and branch leadership to resolve issues and improve processes.
• Coach and mentor QA team members and branch employees by providing guidance on procedures, compliance expectations, and issue resolution.
• Act as a go-to resource for the QA team in the absence of management, helping prioritize work and support consistent decision-making.

What We're Looking For

• 1–2 years of financial services, credit union, banking, branch operations, quality assurance, or related experience.
• Working knowledge of financial products, account documentation, operational procedures, and member service standards.
• IRA and HSA administration knowledge required; IRA/HSA certification required or ability to obtain as determined by business need.
• Strong attention to detail with the ability to review information accurately, identify trends, and follow through on exceptions or audit findings.
• Excellent verbal and written communication skills with the ability to explain complex information clearly and professionally.
• Ability to coach, mentor, and support team members while building positive working relationships across departments.
• Strong organizational skills with the ability to manage multiple priorities, deadlines, and changing business needs.
• Comfort using technology, systems, reports, and tracking tools to monitor issues and support accurate resolution.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive internal, member, and partner information.
• Flexibility to work extended hours or support multiple locations as business needs require.

Pay

Hourly rate: $20.00 - $22.00 per hour

Schedule

Monday-Friday hours between 7:30am and 6pm, rotating Saturdays- hours between 9am-2pm

Benefits

EECU offers a comprehensive benefits package which includes:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Retirement savings plan
• Employee assistance program

Qualifications

Required: 1–2 years of financial services, credit union, banking, branch operations, quality assurance, or related experience. Working knowledge of financial products, account documentation, operational procedures, and member service standards. IRA and HSA administration knowledge required; IRA/HSA certification required or ability to obtain as determined by business need. Strong attention to detail with the ability to review information accurately, identify trends, and follow through on exceptions or audit findings. Excellent verbal and written communication skills with the ability to explain complex information clearly and professionally. Ability to coach, mentor, and support team members while building positive working relationships across departments. Strong organizational skills with the ability to manage multiple priorities, deadlines, and changing business needs. Comfort using technology, systems, reports, and tracking tools to monitor issues and support accurate resolution. Ability to maintain confidentiality and exercise sound judgment when handling sensitive internal, member, and partner information. Flexibility to work extended hours or support multiple locations as business needs require.

Skills

Required: Strong attention to detail, excellent communication skills, ability to coach and mentor, strong organizational skills, comfort using technology, ability to maintain confidentiality, flexibility to work extended hours or support multiple locations.

Company Information

In the true spirit of the credit union philosophy “people helping people,” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being. EECU is an EOE/Vets/Disabled Employer.