Fiduciary Account Support Specialist

3 weeks ago


Portland, United States NWCUA Full time

**Fiduciary Account Support Specialist**

**Credit Union:**

OnPoint Community Credit Union

**Region:** Portland, OR

**Type:** Staff

**Contact:** Chelsea Lees

**Closing:** 5/31/2021

**Job Description:**

**Responsibilities:**

Have a working knowledge of the following and be able to guide staff through procedures, including complex situations, while providing world-class service:

* Business Memberships

* Fiduciary Memberships

* IRA & HSA Plans

* Tax Information Reporting

* Contribute to a sense of teamwork and purpose within the department through collaboration and making informed recommendations / decisions

* Provide professional, high-quality service to our members and all fellow employees

* Provide input in increasing operational efficiencies and controlling department / OnPoint expenses

* Comply with all security, confidentiality, and internal control procedures

* Schedule time and resources to ensure all work is completed accurately and on schedule

* Assist in completing various tasks within Operations as needed

**Knowledge, Skills & Abilities:**

* Motivated self-starter with a demonstrated ability to work independently and a desire to increase their responsibility and value to OnPoint. Is viewed as a resource throughout the Credit Union.

* History of successfully handling multiple tasks in a fast paced environment, while making sound decisions and consistently achieving performance expectations.

* Ability to successfully resolve difficult member interactions in order to obtain a positive resolution for both OnPoint and the member.

* Ability to use and adapt to changing technology and systems

* Effective verbal and written communication skills, ability to document procedures

* Ability to independently identify, analyze, and resolve operational and member issues

* Strong understanding of credit union operations, procedures and applicable regulations

* Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.

**Qualifications:**

* High school graduate or GED required

* Experience with Individual Retirement Accounts and Health Savings Accounts preferred

* Experience with Fiduciary & Business Memberships preferred


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