Special Account Support I

Application deadline is 5 days after the date the role was posted.

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

LOCATION: Corporate DIVISION: SVP-CMXO

Function Description

Performs a wide range of daily operations pertaining to member accounts, specifically special account needs and deposit accounts with emphasis on IRA’s, HSA’s, certificates of deposit and decedents issues. Provides technical and procedural support for internal departments and branches. Required to understand and discuss all policies and procedures. Accountable to serve members in a quality manner that will build loyalty to gain repeat business for the Credit Union. Performs monetary transactions and account maintenance quickly and accurately as requested by members via various channels. Accountable for departmental and corporate goals as they are defined from time to time. Will require strict adherence to regulatory compliance, exceptional accuracy, and strong internal and external communication skills.

Organizational Relationships

Reports To: Supervisor of Special Account Support

Supervises: None

Contacts: Contact with members and other Bellco employees. Some contact with other financial institutions.

Qualifications/Requirements

Education: Some college preferred

Qualifications And Skills

• At least 6 months of experience in a financial environment preferred
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Proven experience with prioritizing workload based on mandatory requirements and member service level agreements.
• Detail oriented and possess above average organizational skills.
• Strong communication skills both verbal and written.
• Strong analytical skills and time management skills.
• Ability to multi-task to assist in other areas of the business unit.
  
  

Essential Functions

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Experience and knowledge in handling IRA/HSA accounts. This includes processing withdrawals, contributions, rollovers, transfers, RMDS, according to procedures while ensuring compliance with IRA regulations.
• Fulfill requests submitted through Move/ Member Connect within SLA timeframes.
• Must maintain and secure confidential member information.
• Respond to inquiries from branches, members, and internal departments for deposit related products and services that comply with the Special Account Support policies and procedures.
• Perform various account transactions and maintenance which can include but not limited to posting payments, certificate of deposits, IRA deposits, decedent accounts, account inquiries, etc.
• Independently determine the best course of action and accurately complete transactions regarding member accounts with a focus on elimination of errors.
• Evaluate and make sound decisions regarding members’ accounts to benefit both Bellco and the member.
• Prepare correspondence and notices to members and other financial institutions when appropriate.
• Regular and punctual attendance.
  
  

Management retains the discretion to add to or change the duties of the position at any time.

Working Conditions

Office environment

Mobility throughout department

Necessitates movement to other departments.

May necessitate travel to off-site training.

Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.

In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:

Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.

Exempt branch roles may earn quarterly bonuses for production and team goals.

Exempt non-branch management roles may be eligible for an annual managerial bonus.

Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.