Special Accounts Serv II

2 weeks ago

Newport News, United States BayPort Credit Union Full time
ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:

  • Provides special accounts operational support by performing a variety of deposit related fulfillment and regulatory driven functions, in a centralized environment.
  • Provides all external and internal members and staff with professional support, accurate information, and friendly service by providing general and detailed assistance related to products, services, policies and procedures via the telephone, email, fax, or written correspondence regarding all aspects of IRAs, Revocable and Irrevocable Trusts, Powers of Attorneys, Estates, Conservatorships, and deceased member processing.
  • Demonstrate analytical decision-making ability, and attention to details while working in a demanding and challenging fast-paced environment.
  • Responsible for understanding and maintaining regulatory compliance on the state and federal level, as related to IRAs, Trusts, Power of Attorneys, Estates, Conservatorships, and deceased member accounts.
  • Review, analyze and interpret Power of Attorney and Trust documents for compliance and acceptance by BayPort Credit Union and if necessary, correlate a review with a legal attorney who is contracted by BayPort Credit Union, for final review and recommendations.
  • Document accounts with pertinent identifying information related to Trusts, POAs, IRAs, Estates, Conservatorships, and deceased accounts and ensure documents are imaged in the core processing system.
  • Acknowledge receipt of documentation and address various issues and requests via telephone, email, written correspondence and electronically via DocuSign or eSign.
  • Assist with Daily IRA transaction verification and reports and disseminate information to front line retail staff regarding missing or incorrect documents or information.
  • Help update RMD Distribution spreadsheets and assist with verification for IRS reporting.
  • Notify Ascensus of member's death by completing IRA death claim wizard; Once notified, will sub-account deceased member's IRAs to beneficiaries; transfer funds to the sub-accounts.
  • Assist with processing incoming and outgoing IRA transfers and rollovers and RMD distributions.
  • Process IRA withdrawals, conversions and recharacterizations.
  • Assist with processing IRA corrections.
  • Maintain working knowledge of the Ascensus IRAdirect processing platform.
  • Transfer Certificates from a decedent's account to their joint owner or beneficiary's account.
  • Provide assistance and support to BayPort Financial.
  • Processes all deceased account functions including spreadsheet management, life insurance filing and claims, account review/maintenance, document review, correspondence with surviving family or executors/trustees, working service events/cases and facilitating the account closures and/or conversions.
  • Perform general data clean up on member accounts on a regular basis to ensure that Credit Union records are accurate.
  • Possess a strong curiosity to thoroughly research and an extreme desire to learn new things.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Other duties as assigned.
QUALIFICATIONS AND REQUIREMENTS:

Required Education: Education up to the equivalent of a four-year high school education.

Required Experience: 3-5 years' experience as a Member Service Rep and/or Support Rep working with IRAs, Trusts, POAs, Estates, Conservatorships and deceased account processing or equivalent education and /or work experience.

Required Knowledge: Thorough knowledge of Credit Union products and services. Extensive knowledge of Credit Union policies, procedures and processes. Awareness of Credit Union vision and long-term goals. Extensive knowledge of Federal and State government regulations and codes concerning Trusts, POAs, Estates, Conservatorships, deceased accounts, IRA accounts, taxation, process of disbursing funds.

Skills and Abilities:
  • Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.

  • Proficiency with Microsoft Office (includes Word, Excel, and Outlook).
  • Must be well organized and have proven ability to meet important critical timelines and deadlines as needed for compliance purposes.
  • Excellent organizational skills; documentation formatting, strong attention to detail and accuracy.
  • Exceptional written communication skills; including spelling and grammar accuracy.
  • Excellent oral communication skills; communicate clearly in all situations, and conduct business over the telephone.
  • Polished interpersonal skills to project a positive image of the department and BayPort Credit Union when interacting with co-workers, supervisors, members, executives and outside contacts.
  • Exhibit strong member service and problem-solving skills.
  • Ability to work independently, using personal judgment and problem-solving techniques to complete tasks in a timely fashion.
  • Capability of working within a team, with other CU depts. and external service providers.
  • Ability to process a high volume of work proficiently within quality guidelines while completing all daily processes. Concentrated mental effort.
  • Flexibility to work additional hours, as needed.


This job description is not an all-inclusive list of all the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.

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