Transaction Specialist - Portsmouth NH
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate: EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. Keep all substantive info.
We need to parse the posting.
Content:
- Intro: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Service Credit Union is seeking a full-time, on-site Transaction Specialist who is responsible for ensuring the efficient, accurate, compliant, and member-focused administration of all transactions across all accounts serviced by Service Credit Union. The Transaction Specialist serves as a key resource in identifying opportunities for process improvement, mitigating operational risk, the protection of the credit union’s assets, and delivering exceptional service to members and internal stakeholders. “Members are the priority at Service Credit Union, and every role at the credit union is responsible for supporting member solutions and contributing positively to the member experience.”"
That's about the role. Could be "About the role" section.
- Pay: "Pay: Starting at $21.00/hour. Flexible based on experience."
- Location: "Location: On-site position, Rochester NH" (maybe not needed as heading; could be part of About the role or separate? Not required heading; we can include in About the role paragraph.)
- Benefits: "Benefits Include: Great health and dental benefits starting day one! PTO, long-term disability, and paid holidays. 401k with 8% company contribution after one year of employment. Paid leave policy after 12 consecutive months of employment. Free confidential mental health support program with Talkspace Free identify theft protection through IdentityForce Tuition reimbursement. Training and career growth opportunities."
- A Day in the Life: list of duties. That's responsibilities.
- Required Knowledge and Skills: list.
- Education/Experience/Certifications: list.
- Physical Requirements: list.
- EEO statement: remove.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Pay, Benefits, Responsibilities (A Day in the Life). Requirements maybe Education/Experience/Certifications? Qualifications maybe Required Knowledge and Skills? Skills maybe overlapping. We need to decide.
We could map:
- About the role: intro paragraph.
- Responsibilities: the "A Day in the Life" bullet list.
- Requirements: Education/Experience/Certifications (Education, Experience, Certifications? none). Also maybe Physical Requirements? Could be separate but we don't have a heading for Physical Requirements; we could include under Requirements or Qualifications.
- Qualifications: maybe Required Knowledge and Skills.
- Skills: maybe not needed separate if we already have Qualifications. But we could split: Required Knowledge and Skills as Skills, and Education/Experience as Requirements.
- Benefits: benefits list.
- Pay: pay line.
- Schedule: not mentioned; no schedule info, so we should NOT include Schedule section.
We must not create sections with filler. So we omit Schedule.
We need to use for each section heading.
Inside sections, use
for prose,
- for lists. We must preserve all substantive information; do not invent or summarize away detail. We need to ensure we include all details: location, full-time, on-site, etc. Let's extract details. Intro paragraph: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Service Credit Union is seeking a full-time, on-site Transaction Specialist who is responsible for ensuring the efficient, accurate, compliant, and member-focused administration of all transactions across all accounts serviced by Service Credit Union. The Transaction Specialist serves as a key resource in identifying opportunities for process improvement, mitigating operational risk, the protection of the credit union’s assets, and delivering exceptional service to members and internal stakeholders. “Members are the priority at Service Credit Union, and every role at the credit union is responsible for supporting member solutions and contributing positively to the member experience.”" We could keep that as About the role. Location: "Location: On-site position, Rochester NH" maybe include in About the role paragraph after the role description. Pay: "Pay: Starting at $21.00/hour. Flexible based on experience." Benefits: list. Responsibilities: list from "A Day in the Life:" bullet points. Let's extract each duty: - Deliver exceptional service by responding to member inquiries accurately, professionally, and in a timely manner. - Resolve member concerns whenever possible during the initial point of contact. - Process transactions accurately and efficiently while supporting departmental service level agreements (SLAs), key performance indicators (KPIs), and organizational objectives. - Post and reconcile incoming transactions, including loan payments, payoffs, deposits, general ledger entries, and other monetary transactions. - Research, process, and complete member and internal requests, including check withdrawals, wire transfers, and other loan-related transactions. - Investigate and resolve transaction discrepancies, balancing issues, and member inquiries in a timely manner. - Ensure compliance with credit union policies, internal controls, and applicable regulatory requirements. - Support operational efficiency through effective workflow management, quality control, and attention to detail. - Provide exceptional service to members and internal business partners while supporting department projects, reporting needs, and continuous improvement initiatives. - Open, sort, distribute, and process incoming mail, ensuring timely routing and handling of member correspondence, payments, and documentation. - Prepare outgoing mail including certified and overnight deliveries - Develop and maintain a strong understanding of core processing system - Participate in departmental projects and process improvement initiatives. - Support system enhancements, testing, and implementation efforts as needed. - Regular and reliable attendance is an essential function of this position. - Perform other duties as assigned. We need to keep each as
- .
Now Required Knowledge and Skills:
- Exceptional member service and relationship-building skills.
- Strong analytical, organizational, and problem-solving abilities.
- Ability to prioritize work and manage multiple tasks in a fast-paced environment.
- Strong verbal and written communication skills.
- Ability to work independently and collaboratively within a team environment.
- Proficiency with Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint.
- Experience utilizing banking or workflow management systems preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to adapt to changing priorities, processes, and business needs.
- Willingness to work additional hours as business needs require.
- Ability to travel to other work locations as needed.
Education/Experience/Certifications:
- Education: High School diploma or equivalent required.
- Experience: Minimum 1-year experience in a related field desired. Customer service experience required. Financial industry experience desired.
- (No explicit certifications.)
Physical Requirements:
- Ability to stand for up to 2 hours.
- Ability to lift boxes up to 20 pounds.
- Ability to use computers for up to 8 hours.
- Ability to travel to other work locations as required, if needed.
We could include Physical Requirements under Requirements or Qualifications. Since we have Requirements section for education/experience, maybe we add Physical Requirements under Requirements as well (or under Qualifications). But we need to avoid duplication.
We could have:
- About the role (intro + location)
- Responsibilities (A Day in the Life)
- Requirements (Education/Experience/Certifications + Physical Requirements)
- Qualifications (Required Knowledge and Skills)
- Benefits
- Pay
We could also have Skills separate but we already have Qualifications covering skills. The instruction says use headings for Skills if there is content. We could put Required Knowledge and Skills under Skills heading. But then Qualifications could be Education/Experience. Let's decide.
We have both "Required Knowledge and Skills" and "Education/Experience/Certifications". So we can map:
- Qualifications: Education/Experience/Certifications
- Skills: Required Knowledge and Skills
That seems logical.
Thus sections:
About the role
Responsibilities
Qualifications (Education/Experience/Certifications)
Skills (Required Knowledge and Skills)
Benefits
Pay
We need to ensure we don't miss any substantive info: location, full-time, on-site, etc.
Let's craft.
About the role paragraph: combine intro and location.
We'll write:
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Service Credit Union is seeking a full-time, on-site Transaction Specialist who is responsible for ensuring the efficient, accurate, compliant, and member-focused administration of all transactions across all accounts serviced by Service Credit Union. The Transaction Specialist serves as a key resource in identifying opportunities for process improvement, mitigating operational risk, the protection of the credit union’s assets, and delivering exceptional service to members and internal stakeholders. “Members are the priority at Service Credit Union, and every role at the credit union is responsible for supporting member solutions and contributing positively to the member experience.” Location: On-site position, Rochester NH.
Now Responsibilities:- ... each duty.
Now Qualifications: Education/Experience/Certifications.
We'll list:
- Education: High School diploma or equivalent required.
- Experience: Minimum 1-year experience in a related field desired. Customer service experience required. Financial industry experience desired.
for Physical Requirements? Not in allowed headings list; but we could still use
for any section heading? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive; we could still use other headings but better to stick to those. Physical Requirements could be placed under Requirements (but we don't have Requirements section). We could rename Qualifications to Requirements? But we already have Qualifications for education/experience; we could call that Requirements and then Skills separate. However the instruction says we can use those headings; we can choose which to include. Let's think: we have Education/Experience/Certifications (qualifications) and Required Knowledge and Skills (skills). So we can have: - Requirements: Education/Experience/Certifications + Physical Requirements (maybe) - Skills: Required Knowledge and Skills But we also have Benefits and Pay. Thus we could have: About the role Responsibilities Requirements (Education/Experience/Certifications + Physical Requirements) Skills (Required Knowledge and Skills) Benefits Pay That seems fine. Let's do that. Requirements section: include education, experience, physical requirements. We'll make two lists? Could combine into one list with items. Better to separate: maybe
Education and Experience:
- ... then
- Education: High School diploma or equivalent required.
- Experience: Minimum 1-year experience in a related field desired. Customer service experience required. Financial industry experience desired.
- Ability to stand for up to 2 hours.
- Ability to lift boxes up to 20 pounds.
- Ability to use computers for up to 8 hours.
- Ability to travel to other work locations as required, if needed.
Physical Requirements:
- ...
But we must not invent headings inside; we can use
for prose. Thus:
Requirements
Education and Experience:
Physical Requirements:
- ... each duty.
Now Qualifications: Education/Experience/Certifications.
We'll list: