At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the communities we live and work in. Our locations are consistently recognized for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time Account Services Specialist/IRA position available at our Home Office in Auburn Hills, MI.
Position Purpose:
Responsible for providing excellent, professional service to internal departments and members by phone or email for all functions relating to IRAs. Responsible for posting transactions and file maintenance to member accounts. Performs clerical duties and supports all credit union initiatives.
Job Duties (Include but not limited to):
Provide support for IRA and HSA accounts
Maintain IRA/HSA portfolio by processing RMD/HSA transactions, auditing IRAs/HSAs, performing maintenance for coding
Maintain knowledge of check handling procedures.
Post payment according to policy.
Assist with covering the front desk as assigned.
Research and resolve questions regarding member accounts or issues.
Review and assist with data checking.
Review fraud alerts and provide feedback to branches.
Provide support for IRAs, HSA Accounts.
Process garnishments - restrict accounts and follow up as necessary.
Qualifications:
High school graduate or equivalent; some college credits preferred
Understanding of products and services.
Knowledge of loan processing functions and related requirements and procedures.
Knowledge of IRAs
Skills/Abilities:
Strong typing abilities.
Excellent member service skills required
Attention to detail
Well organized.
Ability to read and understand procedures, manuals, and member correspondence
Benefits:
Vacation and Paid Time Off
Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available
Paid Tuition to $5000 per year
Bereavement Pay
Holiday pay at 8 hours per observed holiday
401k up to 3% match and 5% Profit Share
Don't meet every single requirement listed here? That's okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this position but your qualifications or past experiences don't align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have!
EOE M/F/Disability/Veteran
