Beneficiary Retiree Services (BRS) Associate
About The Position
Responsible for delivering a wide range of support services to members, surviving families and beneficiaries of deceased members, and at-risk members. This role involves opening and closing IRA, ESA, and regular accounts, renewing certificates of deposit, assisting members with account-related questions and issues, and performing various basic account maintenance tasks and transactions in compliance with established Credit Union and Account Services policies, procedures, and standards. The Associate manages and monitors assigned BRS case files, oversees at-risk member accounts, identifies and assists potential victims of elder financial abuse, and completes reports related to such cases. Providing support and guidance to both members and staff regarding Credit Union products and services and performs other functions as required. The Associate also serves as a functional back-up for Account Services (AS).
Requirements
- A minimum of two (2) years of current and relevant experience in a financial institution
- Relevant experience working with new accounts, account maintenance, and related regulations and functions
- Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience
- Familiarity with credit union products and services, including deposit accounts, Certificates, IRAs, and ESAs
- Working knowledge of account opening, maintenance, and closure processes, as well as applicable policies, procedures, and regulations
- Strong customer service, communication, and interpersonal skills with the ability to assist members, beneficiaries, and surviving family members with empathy and professionalism
- Ability to manage multiple case files, maintain accurate records, and identify potential elder financial abuse concerns
- Strong organizational, problem-solving, and computer skills, including proficiency in Microsoft Office
- Ability to work independently and as part of a team, maintain confidentiality, prioritize competing tasks, and perform accurately in a fast-paced environment
- Good credit
Responsibilities
- Opening and closing IRA, ESA, and regular accounts
- Renewing certificates of deposit
- Assisting members with account-related questions and issues
- Performing various basic account maintenance tasks and transactions in compliance with established Credit Union and Account Services policies, procedures, and standards
- Managing and monitoring assigned BRS case files
- Overseeing at-risk member accounts
- Identifying and assisting potential victims of elder financial abuse
- Completing reports related to such cases
- Providing support and guidance to both members and staff regarding Credit Union products and services
- Performing other functions as required
- Serving as a functional back-up for Account Services (AS)
Benefits
- 401(k) Plan
- Match
- Profit Sharing
- Annual Wellness Benefit
- Education Assistance
- Employee Loan Discounts
- LinkedIn Learning
- Medical, Dental, and Vision (Effective date of hire)
- Paid Holidays
- Paid Time Off Program
- Staff Incentive Variable Pay (Bonus)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
