Senior Account Services Representative

As a Sr. Account Services Representative, you will be responsible for processing work requests through mail and e-mail channels. Reporting to the Supervisor of Deposit Servicing, the incumbent serves as a primary point of contact for processing deceased accounts, certificates, IRAs, and trust accounts. This role leads tax reporting testing and validation. To do the job effectively, you will require reliance on knowledge of credit union policies and procedures.

Responsibilities:

• Provide service to internal and external customers.
• Complete loan reconstruction by creating share and loan products applicable under the new account number.
• Process death notification entries and daily deceased reporting.
• Processes ownership changes including adding or deleting joint owners, beneficiary designation, and address change requests.
• Index confidential documents using workflow management and perform quality control of required documents.
• Process member correspondence related to account research, general inquiries, verification of deposit and statement requests.
• Assist in distribution of daily workflow and new hire training.
• Process IRS reported tax dividend form 1099INT.
• Participates in testing of software releases and enhancements making appropriate.
• Participate and respond to Business Risk inquiries and assist with business remediation efforts.
• Conduct root cause analysis, create summaries and/or process documents detailing remediation activities and escalate issues to management.
• Ensure department procedures are maintained and up to date.
• Update Knowledge Base as appropriate based on remediation outcomes.
• Identify continuous operational improvement opportunities and service efficiency initiatives; recommend solutions, and champion the implementation of agreed upon changes with management support.

- Education:

• High School Diploma or Equivalent

Experience:

• 2+ Years’ Experience in Customer, Service Focused or Related

You’ll benefit from:

• Competitive medical, dental, and free vision benefits
• Paid parental leave
• Competitive compensation plan
• Gym memberships discounts
• Generous PTO and banking holidays off
• Tuition reimbursement
• 401k with immediate employer match and vesting

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Job Type: Full-time

Pay: $47,000.00 - $71,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 2 years

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Chicago, IL 60666