The Special Accounts Representative I will be responsible for reviewing and working all online accounts through L360, ensuring that all documentation aligns with the new account opening process. The Special Accounts Representative I is responsible for backing up and facilitating a variety of tasks related to complex member accounts including, but not limited to, deceased member accounts, estate accounts, trust accounts, accounts with a Power of Attorney, and digital account opening. The position also works with legal counsel and maintains direct member contact to facilitate account openings and/or changes.
Ideal candidates will be able to demonstrate independent decision making with a high level of reliability and professionalism. Experience in organizing workloads and prioritizing tasks effectively in a fast moving setting is critical for success in the role.
Experience: One or more years of experience in a financial institution is required. One or more years of experience in Operations or Finance within a Credit Union environment preferred.
Education: High School diploma or GED required. Associates degree in business administration preferred. A paralegal certificate preferred.
Essential Functions and Responsibilities:
Works with members, personal representatives, and joint account owners to address account needs. Performs daily digital account opening, ensuring the queue is worked regularly and members receive timely service. Confirms eligibility for new account opening and properly authenticates digital applications to align with our membership eligibility. Responsible for reviewing a sample of new accounts opened monthly to ensure all required documentation aligns with the account structure and qualifications for membership.