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Summary of Role:

This role will provide a high level of support to both members and internal staff as it relates to the daily operations of account operation functions, which include but are not limited to: retirement services (IRAs), online account opening, restraining orders, tax levies and record retention, while adhering to all regulatory, compliance, departmental and credit union rules, regulations, and policies. Additionally, as needed, the Account Operations Associate will support the other business units within Operations to ensure a high level of member service is achieved and maintained.

Essential Job Functions/Responsibilities:

Process request for Verification of Deposit adhering to established turnaround timeframes

Perform various mail processing functions as assigned

Perform onsite record retention and destruction, in accordance with departmental guidelines, procedures and policies

Compile and maintain departmental daily/monthly statistical reporting data in accordance with stated deadlines

Sort and date stamp department mail in accordance with the established staff rotation schedule

Return mail processing

Review assigned service request categories daily and respond/resolve in accordance with established time frames and member service standards

Review all assigned reconciliations daily and maintain all supporting documentation for outstanding items and/or problem items on the reconciliation

Research outstanding reconciliation items and follow up with appropriate areas to clear items in accordance with established timeframes. (No aging items over 30 days)

Adhere to all internal and external member service standards, providing effective member service to both internal and external customers

Perform various IRA/HSA functions as assigned

Handle account maintenance items related to Campus Connect, Smart Sense accounts

Open and close member accounts, IRA accounts in accordance with member instructions, department procedure and applicable regulations

Mail member certificate maturity notification and processes member certificate renewal instructions in accordance with policies and department procedures

Process all IRA transaction corrections to the member accounts and to IRS in accordance with department procedures and IRS regulations

Maintain credit union IRA/ HSA member files ensuring timely filing of all transaction Documentation

Ensure proper IRA paperwork is received in-house prior to the settlement of any deceased members IRA

Collaborates with colleagues to ensure effective and efficient completion of tasks and duties without an impact to Account Operations

Provide and embrace ideas and suggestions for continuous improvement for Credit Union

Strong understanding of DNA new account opening process for New Members / Existing Members

Process new online membership applications and additional share applications via Meridian Link, utilization of SalesForce for member onboarding.

Opens all New Accounts by mail, adhering to account opening process and enhances due Diligence

Opens all New Organization and Specialty accounts. Enhanced due diligence during account opening to include review of all documentation for Organization and Specialty accounts

Minimum Job Qualifications:

Associates degree is preferred, or minimum of 1 to 2 years of experience in the level 1 position or equivalent experience in a related field

Ability to work in a dynamic, high monetary risk operations governed by established deadlines and regulatory requirements

Ability to make effective decisions under pressure in a high monetary risk environment

Sound organizational and time management skills

Experience reviewing proposals and business cases, drawing logical conclusions from analysis

High level of technology proficiency

Experience working with reconciliations helpful

Strong working knowledge of Microsoft Excel, particularly in creating and manipulating spreadsheets and creating reports from spreadsheets

Starting Compensation: $20.68 - $24.82/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com

Broadview FCU

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