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Remote Customer Service Specialist – Payments & Digital Strategy – Financial Services Operations at worksphere
About worksphere
worksphere is a global leader in aviation and financial services, connecting millions of travelers and members across an extensive network of more than 6,800 daily flights. Our commitment to innovation, safety, and exceptional customer experiences drives everything we do. As a member of the worksphere family, you will join a diverse, inclusive community that values personal growth, collaboration, and the pursuit of excellence. Whether you are a seasoned professional or an emerging talent, worksphere offers a dynamic platform to expand your skill set, explore new horizons, and make a meaningful impact on the lives of our customers worldwide.
Why You’ll Love This Role
In this remote position, you will become an integral part of the Payments and Digital Strategy team within the worksphere Credit Union division. You’ll be at the forefront of daily operations that power critical financial transactions, including check processing, direct deposits, and budget transfers. The role blends analytical rigor with customer‑focused service, allowing you to develop a broad range of competencies while enjoying the flexibility of a work‑from‑home environment. If you thrive on solving complex problems, delivering top‑tier service, and contributing to a mission‑driven organization, this opportunity is designed for you.
Key Responsibilities
- Transaction Processing & Reconciliation: Execute daily check processing, direct deposit, and budget transfer activities with precision and timeliness.
- Vendor & Partner Coordination: Liaise with internal stakeholders, external vendors, the Federal Reserve Bank, and other financial institutions to resolve transaction issues.
- Fraud Resolution & Member Support: Assist multiple departments in investigating fraud cases, responding to member inquiries, and maintaining accurate general ledger balances.
- Case Management: Work assigned member cases and service tickets, ensuring each is resolved in accordance with established service level agreements.
- Regulatory Compliance: Follow and enforce NACHA rules, Federal banking regulations, and internal policies to guarantee strict compliance.
- Product Review & Approval: Review, evaluate, and approve Remote Deposit Capture, Mobile, ATM, and other image‑enabled products.
- General Ledger Adjustments: Log, analyze, and post critical GL entries, account changes, and reversals.
- Stop Pay & Check Batching: Process stop‑pay requests and manage check‑batching workflows efficiently.
- End‑of‑Day Balancing & Closing: Complete daily reconciliations and departmental close‑out procedures.
- Data Collection & Validation: Gather information from members to ensure accurate and timely processing of domestic and international fund transfer requests.
- Research & Confirmation: Verify inbound and outbound fund transfer data, ensuring compliance with legal and regulatory standards.
- Security & Confidentiality: Safeguard all account information and ensure adherence to the Bank Secrecy Act and related privacy regulations.
Essential Qualifications
- Education: High school diploma or GED required; associate degree or higher preferred.
- Experience: Minimum of 2 years in a customer service or member service role, preferably within a banking or credit union environment.
- Technical Proficiency: Intermediate knowledge of Microsoft Excel and Word; familiarity with banking software such as Episys or Symitar is a plus.
- Analytical Skills: Ability to perform mathematical calculations, analyze data, and reconcile financial records accurately.
- Regulatory Awareness: Understanding of NACHA rules, Federal banking regulations, and the Bank Secrecy Act.
- Communication: Strong written and verbal communication skills, with the ability to interact professionally with members, vendors, and internal teams.
Preferred Qualifications
- Previous experience in wire processing or electronic funds transfer environments.
- Hands‑on experience with remote deposit capture, mobile banking, or ATM image‑enabled products.
- Certification or training in compliance, fraud detection, or financial services operations.
- Demonstrated ability to work extended hours during peak periods while maintaining high quality standards.
Skills & Competencies for Success
- Customer‑Centric Mindset: Deliver exceptional service, anticipate member needs, and resolve issues with empathy and efficiency.
- Detail‑Oriented Execution: Maintain meticulous records, verify data accuracy, and follow strict procedural guidelines.
- Time Management: Prioritize tasks effectively, meet deadlines under pressure, and handle multiple responsibilities simultaneously.
- Team Collaboration: Work cooperatively with cross‑functional teams, share knowledge, and support collective goals.
- Adaptability: Thrive in a fast‑paced, evolving environment and quickly adopt new technologies and processes.
- Self‑Motivation: Operate independently with minimal supervision while staying aligned with organizational objectives.
Career Growth & Learning Opportunities
worksphere invests heavily in the professional development of its employees. As a Remote Customer Service Specialist, you will have access to:
- Structured training programs covering advanced financial operations, compliance, and digital banking solutions.
- Mentorship from senior leaders in the Payments and Digital Strategy division.
- Opportunities to cross‑train in related departments such as fraud prevention, member experience, and product development.
- Pathways to advance into supervisory or specialist roles, including Senior Analyst, Operations Manager, or Compliance Lead.
- Support for industry certifications (e.g., Certified Payments Professional, AML Certification) through tuition reimbursement.
Work Environment & Culture at worksphere
Our remote workforce is built on trust, accountability, and a shared passion for excellence. worksphere fosters an inclusive culture where diversity of thought is celebrated, and every voice is heard. Key cultural pillars include:
- Inclusivity: 20+ Employee Business Resource Groups connect employees to community, customers, and stakeholders, promoting a sense of belonging.
- Innovation: Employees are encouraged to propose ideas that improve processes, enhance member experiences, and drive digital transformation.
- Work‑Life Balance: Flexible scheduling, remote‑first policies, and generous paid time off support personal well‑being.
- Recognition: Regular acknowledgment programs celebrate achievements, from daily shout‑outs to annual awards.
Compensation, Perks & Benefits
worksphere offers a competitive total rewards package designed to support your health, financial security, and personal growth:
- Base Salary: Market‑aligned compensation with performance‑based incentives.
- Travel Perks: Unlimited access to worksphere’s global flight network for you, your family, and friends—up to 365 destinations.
- Health & Wellness: Comprehensive medical, dental, vision, and prescription coverage starting day one, plus tele‑health services, flexible spending accounts, and wellness programs.
- Retirement Savings: 401(k) plan with company match after one year of service.
- Employee Assistance: Programs offering counseling, legal guidance, and financial planning.
- Pet Insurance & Discounts: Coverage for your furry companions and savings on hotels, car rentals, cruises, and more.
- Learning Stipends: Annual budget for courses, conferences, and certifications.
How to Apply
If you are ready to embark on a rewarding career with worksphere, we invite you to submit your application today. Showcase your experience, highlight your passion for customer service, and tell us why you are the perfect fit for our Payments and Digital Strategy team.
Apply Now
Join worksphere and Soar to New Heights
At worksphere, every day presents an opportunity to make a difference for millions of members around the world. By joining our remote team, you will contribute to a mission that transcends borders, while enjoying the flexibility and support needed to thrive both personally and professionally. Take the next step in your career—apply today and become part of a forward‑thinking organization that values your talent, your ambition, and your unique perspective.
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