Account Operations Specialist

Overview

Hudson Valley Credit Union is currently recruiting for the position of Account Operations Specialist. Primary Function: perform a variety of administrative operational duties and serve as a resource specialist by responding to internal and external member service requests. Responsibilities require a moderate volume of phone communication and interactions with third party vendors and government agency personnel. Daily operations can include processing new accounts, reviewing custom reports, conducting maintenance on existing accounts, problem resolution, death claims, processing garnishments, levies and third party confirmations, GL reconciliation, check and savings bond adjustments, Abandoned Property and backup withholding interest reporting, etc.

Responsibilities

• Process new accounts and work custom reports to conduct account maintenance for share accounts, term certificate accounts, Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), Fiduciary accounts, etc.
• Respond to internal/external member inquiries/services requests received by phone/mail/fax using available systems, resource documents and third party vendors.
• Process death claims by communicating with the designated contact person, reviewing the received documentation, researching the member account relationship, processing insurance claims, placing holds on accounts and distributing funds, as applicable.
• Respond to court restraints/levies/subpoenas by reviewing legal documentation, researching member account relationship, completing/mailing required documents, placing system holds/restraints, monitoring accounts, distributing funds to adhere with Credit Union procedure and legal requirements, updating Excel tracking reports. Moderate communication with attorneys, federal/state/court personnel and employee may be required to appear in court.
• Process Individual Retirement Account required minimum distribution (RMD) and necessary corrections. Employee is responsible for communicating with members, calculating RMD, updating system with election and ensuring distribution.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
• Responsible for regular and predictable attendance including punctuality.
  
  

Qualifications

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
• Minimum 1 Year Data entry or clerical experience experience required
  
  

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Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Employee Perks

• Base & Variable Pay Structures
• Paid Personal, Holiday & Volunteer Time Off
• Professional Development & Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental & Vision Coverage
• 401(k) With Employer Match & Non-Elective Employer Contribution
• Life, Short-term & Long-term Disability Insurances
• Discounted Loan Rates & Fees 
  
  

Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.