Special Account Support I

Special Account Support I

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.

Reports to: Supervisor – Special Account Support

Supervisory or Managerial Responsibility: None

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

Minimum Qualifications

Education: Some college preferred

Work Experience: At least 6 months of experience in a financial environment preferred

Special Training, Certification or Licensure: None

Work Environment and Conditions: Office environment, Mobility throughout department, Necessitates movement to other departments, May necessitate travel to off-site training.

Essential Responsibilities:

• 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.

• Skills: 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.

Core Responsibilities:

• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adheres to safe working practices and always follows all organizational safety policies and procedures.
• Demonstrates compliance with all state, federal and all other regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Core Values:

BE ETHICAL AND DEMONSTRATE INTEGRITY: Treat others with respect, dignity and "tough love." It's about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.

BE ACCOUNTABLE: Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.

EMBRACE CHANGE: Develop the individual, improve the team, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. Believe in what's possible.

APPRECIATE THE MEMBER: Achieve and retain trusted, valued relationships with members. Listen and identify needs. Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride.

ACHIEVE SUCCESS TOGETHER: Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.

Act Nice Behaviors:

Accept mutual accountability when things go wrong

Acknowledge others' efforts and thank them

Avoid jumping to conclusions

Be honest, direct, and civil with no hidden agendas

Communicate with others face to face whenever possible

Empathize with others by putting yourself in their shoes

Establish and build relationships into trusted partnerships

Forget the past and avoid holding grudges

Hear individuals out by actively listening to them

Protect and build up each other's self-esteem

Recognize and reinforce others' positive actions

Respect each other's priorities and personal space

Bellco Credit Union provides a comprehensive benefits package to all regular, full time and part time 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.