Account Representative

COASTAL FEDERAL C.U. • Raleigh, NC • 2h ago

Job Title: Account Representative

Position Location: Raleigh, NC. Hybrid Position, must live locally.

Job Summary:

The Account Representative supports the financial management and daily operations of the Credit Union by resolving member account issues and requests through multiple service channels, including phone, email, and mail. This role maintains and processes transactions across share accounts, general ledger accounts, and loan accounts, ensuring accuracy, compliance, and a high level of member service.

As a key contributor to the Coastal team, your responsibilities will be:

(50%) Wire Processing Within Policy Limits:

Process outgoing domestic and international wire transfers via phone in accordance with established policies and procedures.

Process incoming wire transfers accurately and within required timeframes.

Research and resolve wire processing issues, ensuring accuracy, compliance, and timely resolution.

(30%) Account Maintenance-Accuracy and Member Support:

Accurately process high-volume transactions while maintaining quality and compliance standards.

Research and resolve member account issues and concerns in a timely and effective manner.

Respond to member inquiries related to accounts, tax forms, statements, and check copies through appropriate channels.

Handle mail requests, as well as member and employee inquiries, in accordance with service standards.

Review and process electronic requests with accuracy and timeliness.

Process requests, Verification of Deposit (VOD), change of address, Deluxe check orders, and Medicaid/SSN verifications.

Research and respond to Deposit Services-related requests, including garnishment, levies, WRITs, Subpoenas, and court orders ensuring compliance with applicable laws and internal procedures.

(20%) IRA Processing-Regulatory Compliance:

Process IRA and HSA transactions, including withdrawals and contributions, in accordance with IRS regulations and internal policies.

Maintain knowledge of IRS regulatory changes, contribution limits, and reporting requirements to ensure ongoing compliance.

Interested? Here are the qualifications we need to see on your resume:

Experience:

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One year of call center or account processing experience within a financial institution. :::

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Data entry experience required, with strong accuracy and attention to detail. :::

::: {role="presentation"}

IRA transaction experience preferred. :::

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Experience processing domestic and/or international wire transfers preferred. :::

Education:

::: {role="presentation"}

High School diploma or equivalent :::

Essential cognitive/physical/social requirements of position:

Must be able to learn and retain information; resolve problems and think sequentially; remain in a stationary position; constantly operate a computer; and converse with others on a continual basis.

For consideration visit https://coastal24.applicantpool.com/jobs/ . You can also scroll back up to the top of this page to the "Apply Now" section.

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