Deposit Account Representative
6 days ago
Job Overview
The Utilities Employees Credit Union is seeking a skilled Financial Services Specialist to join our team. This role will be responsible for establishing IRA accounts and related services, handling member contact, and ensuring all IRA rules and regulations are followed.
About the Position
- This position requires excellent communication skills (verbal, written and active listening), strong attention to detail, and the ability to effectively prioritize, multi-task and follow through to resolution in a timely manner.
- The successful candidate will have good analytical, problem-solving and decision-making skills, with the ability to work independently and learn technical information quickly.
- A minimum of three years' experience in new account and/or IRA deposit operations is required, with experience with IRA accounts being highly desirable.
Key Responsibilities
- Maintain a working knowledge of regulations applicable to IRA and HSA services, including beneficiary IRAs, re-characterizations, and excess contributions.
- Serve as primary contact for all members and Call Center inquiries related to IRAs and HSAs, responding to inquiries via mail, phone, or in-person in a timely manner.
- Establish IRA and HSA accounts on host system, process transactions related to IRA and HSA accounts, including rollovers and withdrawals.
- Prepare correspondence related to IRA and HSA accounts to and on behalf of members, respond to member inquiries via mail, phone, or in-person relating to IRA and HSA accounts.
Our Culture
At Utilities Employees Credit Union, we value inclusion and strive to create a welcoming and supportive work environment for all employees.
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