Special Account Representative I

ORNL Federal Credit Union • Oak Ridge, TN

1d • Onsite

About The Position

This position is based at our Corporate Headquarters at 221 S Rutgers Avenue in Oak Ridge, TN 37830. The deadline to apply for this opportunity is March 31, 2026. Role: Main role will be responsible for reviewing and working all online accounts through L360. Ensure that all documentation aligns with the new account opening process. Responsible for backing up and facilitating a variety of tasks related to complex member accounts including but not limited to deceased member accounts, estate accounts, trust accounts, accounts with a Power of Attorney, and digital account opening. Works with legal counsel and maintains direct member contact to facilitate account openings and/or changes.

Requirements

• One or more years of experience in a financial institution is required.
• High School diploma or GED required.
• Ability to analyze various data points and systems
• Ability to balance workload, prioritize and multi-task throughout the workday
• Strong computer skills with the ability to utilize various applications via desktop, tablet and mobile
• Excellent written and verbal communications skills by phone, email, and in person
• Must be proficient with Google Workspace and Microsoft Office
• Must be self motivated, with the ability to think independently and make independent decisions

Nice To Haves

• One or more years of experience in Operations or Finance within a Credit Union environment preferred.
• Associates degree in business administration preferred.
• A paralegal certificate preferred.

Responsibilities

• Works with members, personal representatives, and joint account owners to address account needs.
• Performs daily digital account opening, ensuring the queue is worked regularly and members receive timely service.
• Confirms eligibility for new account opening and properly authenticates digital applications to align with our membership eligibility.
• Responsible for reviewing a sample of new accounts opened monthly to ensure all required documentation aligns with the account structure and qualifications for membership.
• Provides accurate and timely information to employees and members by collecting, analyzing and summarizing information received from a variety of channels and legal documents.
• Participates in loss prevention by employing strategies that provide adequate protection for the credit union with respect to its interest in a collateral secured loan.
• Ensures timely revocation of services/cards to protect assets, and file claims when necessary.
• Assists with the review of Power of Attorneys and Trust documents and escalates complex account needs to a senior staff member.
• Performs other job-related duties as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED