Account Operations Associate 2

Join Our TeamIf you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!Summary of Role:This role will provide a high level of support to both members and internal staff as it relates to the daily operations of account operation functions, which include but are not limited to: retirement services (IRAs), online account opening, restraining orders, tax levies and record retention, while adhering to all regulatory, compliance, departmental and credit union rules, regulations, and policies. Additionally, as needed, the Account Operations Associate will support the other business units within Operations to ensure a high level of member service is achieved and maintained.Essential Job Functions/Responsibilities:Process request for Verification of Deposit adhering to established turnaround timeframesPerform various mail processing functions as assignedPerform onsite record retention and destruction, in accordance with departmental guidelines, procedures and policiesCompile and maintain departmental daily/monthly statistical reporting data in accordance with stated deadlinesSort and date stamp department mail in accordance with the established staff rotation scheduleReturn mail processingReview assigned service request categories daily and respond/resolve in accordance with established time frames and member service standardsReview all assigned reconciliations daily and maintain all supporting documentation for outstanding items and/or problem items on the reconciliationResearch outstanding reconciliation items and follow up with appropriate areas to clear items in accordance with established timeframes. (No aging items over 30 days)Adhere to all internal and external member service standards, providing effective member service to both internal and external customersPerform various IRA/HSA functions as assignedHandle account maintenance items related to Campus Connect, Smart Sense accountsOpen and close member accounts, IRA accounts in accordance with member instructions, department procedure and applicable regulationsMail member certificate maturity notification and processes member certificate renewal instructions in accordance with policies and department proceduresProcess all IRA transaction corrections to the member accounts and to IRS in accordance with department procedures and IRS regulationsMaintain credit union IRA/ HSA member files ensuring timely filing of all transaction DocumentationEnsure proper IRA paperwork is received in-house prior to the settlement of any deceased members IRACollaborates with colleagues to ensure effective and efficient completion of tasks and duties without an impact to Account OperationsProvide and embrace ideas and suggestions for continuous improvement for Credit UnionStrong understanding of DNA new account opening process for New Members / Existing MembersProcess new online membership applications and additional share applications via Meridian Link, utilization of SalesForce for member onboarding.Opens all New Accounts by mail, adhering to account opening process and enhances due DiligenceOpens all New Organization and Specialty accounts.

Enhanced due diligence during account opening to include review of all documentation for Organization and Specialty accountsMinimum Job Qualifications:Associates degree is preferred, or minimum of 1 to 2 years of experience in the level 1 position or equivalent experience in a related field.Ability to work in a dynamic, high monetary risk operations governed by established deadlines and regulatory requirementsAbility to make effective decisions under pressure in a high monetary risk environmentSound organizational and time management skillsExperience reviewing proposals and business cases, drawing logical conclusions from analysisHigh level of technology proficiencyExperience working with reconciliations helpfulStrong working knowledge of Microsoft Excel, particularly in creating and manipulating spreadsheets and creating reports from spreadsheetsStarting Compensation: $20.68-$24.82hr., plus a competitive benefits packageBilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at