Account Servicing Specialist

PENAIR CREDIT UNION•Pensacola, FL

19h•$21 - $24

About The Position

Provide member service support regarding deposit accounts and products including, but not limited to, IRAs, HSAs, CESAs, share certificates, deceased accounts, and safe deposit boxes.

Requirements

Three years to five years of similar or related experience, including preparatory experience.
A high school degree or equivalent. Must have a valid driver's license and acceptable driving history.
A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically, it includes subject matter experts as well as first level to middle managers.
Routinely perform tasks in a shared work environment with minimal distractions.
Perform tasks effectively both independently and as part of a team.
Perform responsibilities with composure under stress of deadlines and requirements.
Effectively handle multiple, simultaneous, and changing priorities.
Strong member service focus, attention to detail and accuracy, and communication skills both written and verbal.
Ability to utilize knowledge and resources to effectively problem solve and make sound decisions.
Prioritize tasks and organize workflows to support effective time management.
Ability to work occasional weekends.

Responsibilities

Respond to member and employee inquiries regarding deposit accounts and processes through a dedicated assist line, ticketing platform, and email.
Process transactions and necessary file maintenance on deposit accounts. Research encoding errors and process necessary corrections.
Process IRA transfers to or from other financial providers. Receive and process incoming and outgoing IRA rollovers.
Perform research for court ordered requests/subpoenas, IRS and other legal documents to provide to appropriate department.
Review ATM deposits to ensure holds are properly placed and work exceptions items as needed. Review Remote Deposit Capture for exception and adjustment needs.
Monitor collected safe deposit box contents to ensure timely remittance of unclaimed property to appropriate state.
Serve as back up to the Transaction Specialist as assigned by department manager.
Performs other job-related duties as assigned.