Account Services Specialist I

SECU • Raleigh, NC

11d • Hybrid

About The Position

The Account Services Specialist I possesses experience with processing tax garnishments and IRS levies. The Account Services Specialist I will be responsible for learning the safe deposit box rental process and all associated tasks. This employee will also be responsible for analyzing, compiling and distributing monthly statistics to various recipients.

Requirements

• HS Diploma or GED
• 2 Years Relevant Experience
• Proficient knowledge of Microsoft Office products including Word, Excel, and Outlook.
• Able to navigate various systems including, but not limited to: 3270, Teller, Platform, OnBase.
• Able to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner.
• Effective writing and communication skills.
• Working knowledge of Credit Union policies, operations and services with a focus on deposit related material and content.
• Professional and cordial in all interactions with branch personnel, co-workers and members.
• Adhere to the established work schedule and attendance policy.
• Able to coordinate and collaborate with team members in both on-site and remote work settings.
• Able to speak, write, and read English fluently.

Nice To Haves

• Credit union philosophy of "People Helping People"

Responsibilities

• Process state/county local tax garnishments, child support garnishments and IRS levies in a timely and accurate manner.
• Key account maintenance requests, analyze and process maintenance reports based on established procedures.
• Respond to all garnishment and deposit related inquiries via phone in a timely and professional manner. Process and respond to inbox and fax requests promptly from branch employees, tax agencies and internal departments.
• Learn the safe deposit box rental, maintenance and surrender process. Assist with Platform related questions regarding safe deposit box agreements
• Analyze, compile and distribute monthly deposit related statistics to various recipients including higher management. Assists with the completion of various billing and invoice processing.

Benefits

• Equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

What This Job Offers

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