Fiduciary Account Support Specialist
3 weeks ago
**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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