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Special Accounts Servicing Professional

2 weeks ago


Newport News, Virginia, United States BayPort Credit Union Full time

At BayPort Credit Union, we're seeking a highly skilled Special Accounts Servicing Professional to join our team. In this role, you will be responsible for providing exceptional service to our credit union members and supporting front-line staff with Special Account related products and services.

Key Responsibilities:
  • Provide quality service to members and support to front-line staff
  • Serve as a liaison between members and the credit union
  • Respond to member requests and service incidents
  • Support operations related to IRAs, Trusts, Power of Attorneys, Conservatorships, and deceased member processing
Requirements:
  • Thorough knowledge of Credit Union products and services
  • Extensive knowledge of Credit Union policies, procedures, and processes
  • Awareness of Federal and State government regulations and codes concerning Trusts, POAs, deceased accounts, IRA accounts, Conservatorships, taxation, and process of disbursing funds
Benefits:
  • We offer a competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment