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Account Service Rep II (Trust & Deceased)

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Posted : Sunday, September 01, 2024 12:43 PM

Account Services Rep II Job Summary: The Account Services Representative II will have a solid understanding of all credit union products and services.
They will be responsible for providing primary organization-wide support for Trusts, Deceased and IRA accounts.
In addition, they will gain experience with opening and maintaining deposit accounts, share draft processing and ATM related transactions.
They will assist management in providing training and as the subject matter expert on such accounts, serving as the "go-to-person" for questions or issues.
They will remain current on applicable laws, regulations, and updates regarding these accounts.
Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US.
We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better.
Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.
Our values are: Listen Get Better Do What’s Right Essential Functions: Assist members in opening IRA, HSA and trust accounts.
Handle IRA transfers and rollover request received from members.
Process, completes and/or reviews IRA transactions, forms and distributions; coordinates and approves IRA tax reporting; responds to staff questions related to IRA account matters; and assists in developing staff training related to IRA accounts.
Process Death claims Research and response to Accounting reconciliation questions.
Assists members in opening all checking, savings, and certificate products.
Maintains an understanding of membership eligibility and account ownership.
Responsible for manually calculating dividend projections.
Assist members in updating account information and authorized signers.
Research and response to accounting reconciliation questions.
Balance ATM terminal Monitor all queues and perform duties as needed to ensure work is processed in a timely manner to meet established deadlines.
Successful completion of required certification is appropriate to role.
Handle telephone calls, online banking e-mail and mail-in requests.
Assist in any product validation, testing and auditing.
Serve as a resource for other departments such as Contact Center and Branches.
Maintain a working knowledge of Provident Credit Union policies and procedures to ensure compliance.
Assist with wire verification when needed.
Ensures confidentiality of member information.
Adheres to the Credit Union's core values and Service Standards in carrying out Provident Credit Union's mission and vision.
Willingness to cross train to assist in staffing other areas of the department as needed.
Available to work weekends and/or extended hours required to run the business, including special events as they occur.
Attend meetings as required.
Alert and assist Risk Management with fraud or suspicious transactions.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties responsibilities and activities may change at any time with or without notice.
Performs other duties as assigned.
Excellent listening and speaking skills.
Excellent written communication skills.
Complete required BSA & OFAC training annually.
Understand and adhere to BSA and OFAC policy and procedures.
Qualifications: Education/Skills and Abilities: College degree preferred or equivalent work experience.
2+ years of related experience 1+ years of check handling experience 1+ years of customer service experience Effective oral and written communication skills required to ensure exceptional member experience.
Organized self-starter, willing to learn new procedures, pleasant and helpful, a team player.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including Bank Secrecy Act (BSA) which includes Customer Identification Program (CIP), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
Offer best-in-class customer service to our members.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Demonstrates a positive member service (internal and external) focus at all times.
Willingness and flexibility in taking on new responsibilities as business requires.
Benefits You will enjoy: Quality medical, dental and vision care coverage 401(k) retirement plan with up to 150% matching employer contributions Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses.
Annual bonus/incentives Employee Referral Bonuses Generous paid time off and paid holidays Flexible spending accounts Short and long-term disability coverage Life and AD&D insurance Provident membership Wellness programs: Yoga, use of in-house gym Rate discount on home, auto loans and personal loans Walking distance to restaurants Opportunity to use company owned condo in Maui and Lake Tahoe Location & Schedule: - At Redwood Shores, CA on Monday - Friday, 8:00 AM – 5:00 PM (9:00 AM – 6:00 PM during a scheduled month of Saturday shifts) - Saturday, 8:00 AM – 5:00 PM Compensation: Pay Grade is P1.
This position is eligible for our twice-a-year corporate incentive.
Targeted Base Pay: $52,508 - $66,950 Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Workplace in 2017-2023.
Check us out on Glassdoor

• Phone : NA

• Location : 303 TWIN DOLPHIN DRIVE, Redwood Shores, CA

• Post ID: 9041304043


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