Overview

Position Summary

In this dynamic and challenging role, you will build and lead the Account Services team to serve members by providing outstanding personalized service and responding to their account servicing needs in a prompt, efficient and accurate manner. You will play a key role in developing the lifelong financial partnerships we value with each of our members.

This exciting role will oversee the Account Services operations department and interfaces with the Chief Operations Officer to ensure that departmental functions are handled with the highest operational efficiency.

Position Duties and Responsibilities

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following satisfactorily:

• Ensures that all New Accounts, Business Accounts, Deceased Accounts, Trust Accounts, IRAs, Levies, Dormant Shares and Escheatment of Accounts processing are completed accurately and timely.
• Ensures compliance with all applicable deposit account regulations.
• Develops, applies and evaluates policies, processes and procedures for the department.
• Manage a moderate to high volume of incoming customer and employee support calls on a daily basis.
• Manage the department workload by developing and using statistics and trend reports.
• Develop and maintain a comprehensive knowledge of the credit unions products and services.
• Collaborate with department and other departments to provide effective and efficient service to members.
• Maintain complete confidentiality of member, employee and Credit Union information.
• Understand and comply with applicable Federal and State laws, banking regulations and OE Federal Credit Union’s policies and procedures.
• Perform other related duties as assigned.

Position Qualifications and Skill Requirements

• Associate degree in a related business field and four years of work experiences in a similar role OR High School Diploma and six years of experience in a similar role required. Bachelor’s degree in a business-related field and two years of work experience in a similar role preferred.
• Knowledge and compliance of various operation support functions and applicable rules, regulations and statutory requirements of credit union compliance (Deceased, Trust, IRAs, Dormant and Escheated Accounts)
• Accredited IRA/Trust Account Certification is preferred
• Ability to effectively supervise, train, coach and develop department staff required
• Excellent written and verbal communication skills required; Bilingual in English and Spanish preferred
• Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus

Physical Requirements

• Must be capable of working agreed upon work shift and occasionally working before/after the work shift
• Physical activities include a combination of constant sitting and hand motion, and occasional standing and walking. These activities are not necessarily performed to the same degree and combination every day
• Must be able to repetitively use a telephone and a computer mouse and keyboard
• Must be capable of lifting 10 pounds

A list of some of the benefits we offer:

• We emphasize a work/life balance 
• Medical, dental and vision benefits that cover the employee, spouse and dependents 
• Retiree medical benefits 
• A defined benefit Pension Plan with employer contributions of $5.57/hour
• Life Insurance/AD&D
• 11 ½ Paid Holidays per year 
• 17 days of Paid Time Off (PTO) to start 
• A 401(k) plan
• Employee loan discounts 
• Casual dress code 

Salary Range: $79,000-106,000/year

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. 

Are you ready to join our team?

If you think this job is the right fit for your, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.