Support Services Representative

Role: Assist with the Support Services Manager with administrative tasks for support of daily branch operations. Support the financial service needs of each member so they are promptly, accurately and courteously fulfilled

• Daily Processing of online wire queue, daily processing of Ascensus IRA queue, provide telephone support to branches for complex issues such as IRA handling, daily handling of foreign member accounts to include addressing complex issues and W8-BEN processing, daily processing of CPI Customer Portal.
• Support Investment team with 401(k) rollovers and opening of IRA accounts. Process SSI form 4641 and other requests related to the Social Security Administration. Review reports from the core system, governmental agencies and other sources to verify accuracy of data and compliance with all regulations.
• Monthly processing and reporting of IRA disbursements. Assist in the annual enchantment process.

• Experience: One year to three years of similar or related experience.
• Education: A high school education or GE.

Courtsey, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

• Must have in-depth understanding of and ability to interpret regulations affecting deposit programs within the Credit Union. Excellent written and verbal communication skills.
• Ability to maintain a high level of confidentiality at all times.
• Ability to handle multiple projects simultaneously and work with limited supervision.
• Must be proficient in Microsoft Office products.
• Must have a proactive attitude toward members, supervisors, co-workers and the credit union.