What are the responsibilities and job description for the Specialty Accounts Representative position at Connexus Credit Union?
Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
20 days of paid time off and 8 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend
About the Role:
Our Specialty Accounts team members are experts in a variety of accounts such as IRAs, Estates, HSAs, and Trusts. These individuals also work on the fiduciary and deceased accounts at Connexus and work with our members with any maintenance needed. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.
Responsibilities:
Responsible for maintaining and closing Individual Retirement Accounts; ensures that all requests comply with applicable laws, rules and regulations; assist new and current members with IRA transactions such as contributions, distributions, transfers, rollovers & conversions.
Responsible for all aspects of deceased member accounts, including communicating with survivors to obtain necessary documentation and complying with applicable laws with respect to the wishes of the estate administrator or personal representative.
Responsible for assisting members with the funding of new Health Savings Accounts; assisting new and current members with HSA transactions such as contributions, distributions, transfers, rollovers & conversions.
Responsible for the review and maintenance of member trust, business, organizational, guardian, rep payee, custodian, and estate accounts (includes all specialty accounts).
Assist with training and questions regarding specialty accounts within the Member Services department and all other departments effected by Specialty Accounts including presenting informational topics and training at Member Services Meetings, providing training material for the Learning Hub and notifying effected departments of procedural changes pertaining to them.
Responsible for verifying and auditing specialty account forms and transactions done by other individuals.
Responsible for reviewing and verifying documents pertaining to specialty accounts including Certificate of Trust, POA, Probate, Business, Custodial, Guardianship & Rep payee documents.
Remains informed and knowledgeable on all credit union products and services this includes participating in job related educational programs.
Position Requirements:
This position is Remote.
1 years of related experience is Required.
Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture.
IRA and HSA certifications, preferred with the ability to acquire certifications in the future.
Evidence of the ability to organize work and establish priorities as well as demonstrate a thorough understanding of financial products, member services and operations procedures.
Knowledge of IRAs and HSAs including applicable laws, rules and regulations.
Ability to make informed decisions on the authenticity of documents pertaining to Specialty Accounts and how to proceed with the opening and maintenance of these accounts.
Connexus Credit Union's Employer Recognitions:
2024 Best in Class Employer, Gallagher
2025 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35
Connexus Credit Union is an equal opportunity employer committed to diversity and inclusion, and fair treatment, free of discrimination and retaliation. We will not discriminate against any employee or applicant for employment based on race, color, age, religion, sex, pregnancy, national origin, genetic information, sexual orientation, gender identity, veteran status, the presence of mental, physical, or sensory disability, or any other status protected under federal, state or local laws.