Fiduciary Account Support Specialist

Job Description:

Responsibilities:

Have a working knowledge of the following and be able to guide staff through procedures, including complex situations, while providing world-class service:

• Business Memberships
• Fiduciary Memberships
• IRA & HSA Plans
• Tax Information Reporting
• Contribute to a sense of teamwork and purpose within the department through collaboration and making informed recommendations / decisions
• Provide professional, high-quality service to our members and all fellow employees
• Provide input in increasing operational efficiencies and controlling department / OnPoint expenses
• Comply with all security, confidentiality, and internal control procedures
• Schedule time and resources to ensure all work is completed accurately and on schedule
• Assist in completing various tasks within Operations as needed

Knowledge, Skills & Abilities:

• Motivated self-starter with a demonstrated ability to work independently and a desire to increase their responsibility and value to OnPoint. Is viewed as a resource throughout the Credit Union.
• History of successfully handling multiple tasks in a fast paced environment, while making sound decisions and consistently achieving performance expectations.
• Ability to successfully resolve difficult member interactions in order to obtain a positive resolution for both OnPoint and the member.
• Ability to use and adapt to changing technology and systems
• Effective verbal and written communication skills, ability to document procedures
• Ability to independently identify, analyze, and resolve operational and member issues
• Strong understanding of credit union operations, procedures and applicable regulations
• Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.

Qualifications:

• High school graduate or GED required
• Experience with Individual Retirement Accounts and Health Savings Accounts preferred
• Experience with Fiduciary & Business Memberships preferred