Elder Financial Care & Beneficiary Services Associate
Listed on 2026-10-15
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Finance & Banking
Financial Services, Banking & Finance, Bank Customer Service
Star One Credit Union in Sunnyvale, CA, is seeking a Beneficiary Retiree Services (BRS) Associate. Responsibilities include opening/closing IRA, ESA and regular accounts, renewing certificates of deposit, and assisting members with account questions.
The role emphasizes serving surviving family members and at-risk members, with a focus on empathy, accuracy, and compliance with policies. Two years in financial services and a Bachelor’s degree are required.
We are looking to fill the Elder Financial Care & Beneficiary Services Associate position at Star One Credit Union in Sunnyvale, CA, United States.
Join us at Star One Credit Union as our next Elder Financial Care & Beneficiary Services Associate in Sunnyvale, CA, United States.
We are currently recruiting a Elder Financial Care & Beneficiary Services Associate for our team in Sunnyvale, CA, United States.
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