At State Department Federal Credit Union (SDFCU), our members are our number one priority. We strive to satisfy their financial needs by offering a variety of products and services at reasonable rates and delivering exceptional experiences while building lasting relationships.
We are looking for talented people who exhibit passion for helping others and a desire to be a collaborative team member. We are a diverse and inclusive organization that values and respects our team members.
The Support Services Specialist is primarily responsible for performing all tasks associated with the credit union’s IRA program, certificate portfolio, Custodian/Minor account conversion processes and processing account maintenance requests as received by members via USPS mail, email and as secure email via online banking. The SS Specialist also processes third party requests for account/asset verifications, performs tasks associated with the buying/selling of foreign currency and negotiation of foreign checks and processes IRS back-up withholding notices. All tasks are to be performed in an accurate, timely and efficient manner according to established procedures and existing regulatory requirements, where applicable.

REQUIRED SKILLS AND COMPETENCIES:

• Two years of customer service experience in a financial institution. Prior experience with IRA’s preferred.
• Ability to become a Certified IRA Professional by completing a course, designed by Acensus Retirement Services, within 2 years of hire date; maintains certification on a regular basis.
• Minimum of a high school diploma or GED; some college preferred.
• Excellent organizational and time management skills.
• Demonstrated resourcefulness and problem-solving skills, with attention to accuracy and details.
• Ability to analyze complex IRA matters and perform appropriate and timely follow-up.
• Ability to effectively prioritize work and demonstrate flexibility, particularly when responding to escalated IRA situations.
• Ability to communicate effectively, both orally and in writing, with attention to grammar and composition.
  Professional phone manner; good, clear speaking voice or a reasonable alternative to communicate; good listening skills.
• Ability to work accurately with numbers, particularly when needing to perform complex re-calculations related to IRAs.
• Ability to work independently and regularly meet deadlines with minimum supervision.
• Proficiency with Microsoft Office products, particularly Outlook email, Word and Excel.
• Accurate typing with reasonable speed.