Financial Services Support Specialist

About the Role

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.

Key Responsibilities

• 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.